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 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
Redleaf: Black-box funds rarely have proprietary secrets too complex or valuable to reveal
“And the thing about a Black, the Black Box, I always thought the Black Box firms, you're telling people, That either our system is so complicated, so detailed, so computationally intense, or what have you, that there's no point in opening it up, because it jus…”
Andy Redleaf Apr 2, 2018 ▶ 23:57 Andy Redleaf - Evolution of Markets (Capital Allocators, EP.46)
Disclosure
Redleaf: Post-2008, Whitebox cut fees by $30M while financing costs rose $30M
“In the immediate aftermath of the crisis, you know, white box, we lowered our fees by about thirty million dollars a year. And our financing costs went up by about thirty million dollars a year.”
Andy Redleaf Apr 2, 2018 ▶ 57:07 Andy Redleaf - Evolution of Markets (Capital Allocators, EP.46)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.