The Ledger

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why aren't all 1 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
Ivascyn: Private assets typically deliver 200-300+ bps incremental return over public
“Apples to apples comparisons, you've typically over a full cycle been able to generate two, 300, or even more basis points of incremental return in a private asset versus a public asset.”
Dan Ivascyn Feb 20, 2023 ▶ 32:52 Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298)
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