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
Most UHNW investors cannot name three alternative asset providers
“I'll call out a Bain survey from twenty-twenty-two. Bain and company asked 418 ultra high net worth individuals. Name three firms that come to mind when you think of alternative assets and who are the providers. First answer, the biggest answer in the bubble c…”
Michael Sidgmore May 5, 2025 ▶ 40:05 Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
Assertion Partly supported
Forman: Brokerages capture all securities lending yield from retail investors
“If you own stocks on your Fidelity or Schwab account, you are earning Zero percent on them if you're a retail investor. And on the back end, to the extent people are shorting an asset that you own, Fidelity, Schwab, whoever your brokerage is, is making that sp…”
Ben Forman Jun 20, 2022 ▶ 28:00 Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
Prediction Not checkable as stated
Sonnenshein: Traditional brokerages like Schwab or TD will acquire crypto exchanges
“And we'll eventually have a lot of these become household names or maybe the Schwabs and the TDs end up acquiring them.”
Michael Sonnenshein Mar 11, 2021 ▶ 13:45 Crypto for Institutions 2 – Michael Sonnenshein – A Path to Entry (Capital Allocators, EP.181)
Assertion Supported
Chhabra: Charles Schwab's market value exceeded JP Morgan's around 1999
“I believe, if I have my facts right, that the market value of Schwab exceeded The market value of JP Morgan, and Morgan, in some sense, was in an existential crisis, especially the private bank”
Ashvin Chhabra Jul 4, 2022 ▶ 11:16 Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
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