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.
why aren't all 7 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
California's cap-and-trade program has achieved 100% emitter compliance to date
“In the program's History to date, there has been a hundred percent compliance as far as we know with this program, and that in part has been not that big of a lift for the emitters because the prices have been low, relatively low historically.”
California carbon futures trade tens of billions despite smaller underlying permit markets
“In California, the annual trading volume of the futures is in the tens of billions of dollars and even smaller Commodity market. And the underlying permits in California is single digit billions of dollars.”
California's compliance carbon market price floor escalates at 5% plus CPI annually
“The California market had very low volatility because for most of the last decade, the price was at the regulatory price floor where it basically the auction prices couldn't go down. The futures were trading right around this price floor. So you saw it really …”
Campbell: Voluntary Carbon Market Operates Exclusively OTC Without Centralized Exchanges
“On the voluntary side, the answer is no, not yet. And there may never be, just given the natural decentralization of what this Market is we're using the word market to imply that there is one, but the reality is it's very much over the counter bilateral type r…”
Bain Capital Formed Partner Capital Group Around 2008 Financial Crisis
“And after doing that for about a decade, the firm was looking to start a new group in order to find investment opportunities for the personal capital of the partners at the firm. And I was invited to throw my hat in the ring for that opportunity. This was righ…”
Campbell: Healthcare royalty investors grew from single digits to dozens
“So over time that's included things like investing in healthcare royalties, which when we first started looking at it, there were a single digit number of investors and partners in that market. These days there's, you know, many dozens”