The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

2statements match

0resolved → 0open claims → 0supported → 0contradicted →

why aren't all 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Opinion

Monk: Pennsylvania pension board misunderstood portfolio complexity, hurting risk-adjusted returns

“And when we got done with all of the analysis on a risk adjusted basis, It was much worse than I thought. And then there was a sense for me that this was a governance challenge and that because the board struggled to understand the complexity of the portfolio …”

Ashby Monk May 24, 2021 ▶ 52:22 Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196)

Assertion Not checkable as stated

Monk: Pennsylvania pension staff interviews required speaking before 40 colleagues

“My interview at one of those organizations was me sitting in a room with 40 people, and every single person had to say what they were going to say to me in front of the other 40 people.”

Ashby Monk May 24, 2021 ▶ 50:54 Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196)

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