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

Assertion Supported
Bisserier: Balanced index achieves 1% rebalancing premium over underlying components
“What we found is that the average portfolio return is about a percent higher than the average returns of the components. And that comes from a rebalancing benefit that you're consistently buying assets that have fallen in the process of rebalancing and selling…”
Damien Bisserier Mar 1, 2021 ▶ 27:23 Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
Assertion Supported
Bisserier: 2020 quant hedge funds fell 20-40% while discretionary gained 50-100%
“You have really well-respected, very well-resourced organizations in the quantitative space that are down 20, 30, 40%, and then you have discretionary managers who are up 50, 60, 70, 8000% this year.”
Damien Bisserier Mar 1, 2021 ▶ 38:09 Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
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