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
Mullen: Institutional rentals invest billions annually in new home construction
“We're putting billions every year into building new houses that during a cycle like this wouldn't take place.”
Don Mullen Jun 29, 2023 ▶ 46:04 Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
Assertion Supported
Mullen: US housing shortage is between 3 and 7 million homes
“And whether you look at Stanford, Harvard, Fannie Mae, almost any economic analyst will tell you we're short somewhere between three and seven million houses.”
Don Mullen Jun 29, 2023 ▶ 25:54 Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
Assertion Supported
Mullen: Office real estate has the greatest dispersion in its history
“I mean, office has the greatest dispersion today ever in office history.”
Don Mullen Jun 29, 2023 ▶ 42:58 Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
Assertion Supported
Mullen: David Solomon was hired from his team before recruiting him to Goldman
“That person they'd hired away from me was David Solomon, and so David Solomon was recruiting me.”
Don Mullen Jun 29, 2023 ▶ 9:06 Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
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.