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.

clear all ✕

why aren't all 4 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

Assertion Supported
Sonnenshein: Grayscale is the PIMCO or Vanguard of digital currencies
“So Grayscale is the world's largest digital currency asset manager, and so Grayscale is to digital currencies, maybe what PIMCO is to bonds or Vanguard is to indices.”
Michael Sonnenshein Mar 11, 2021 ▶ 10:22 Crypto for Institutions 2 – Michael Sonnenshein – A Path to Entry (Capital Allocators, EP.181)
Assertion Supported
Glidden: PIMCO beat equity benchmarks via derivatives and bond portfolios
“It's really hard to beat equity indices by picking stocks in a constrained manner. But what PIMCO did, they pair an S and P 500 derivative on top of a bond portfolio. So then they get some alpha, some duration, some credit, and they beat the index that way and…”
Jon Glidden Nov 18, 2024 ▶ 10:49 Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)
Assertion Supported
PIMCO once ran a bond boot camp taught by Bill Gross
“I remember going to a PIMCO bond boot camp for a week. They used to run this amazing boot camp, spent a week out in California. Bill Gross was there, and they had all their senior PMs teaching us everything there was to know about bonds.”
Abigail Wattley Jun 22, 2026 ▶ 11:59 Homegrown CIO at Williams College - Abigail Wattley (EP.507)
Assertion Supported
Clarke secured billions for PIMCO from Howard Bicker after persistent outreach
“One day in August, he called up and he said, look, we've had an issue with one of the managers and we're going to give PIMCO, I can't remember the amount, but it was in seven figures, billions.”
James Clark May 15, 2025 ▶ 9:22 James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
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