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 3 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
Delta's Pension Was America's Worst-Funded in 2011 With $14B Shortfall
“The pension today is sixteen billion. Back in those days, the pension was more like seven billion, and it was fourteen billion underfunded on a company with a market cap of seven billion dollars. Funded status was hovering in the upper thirties, low forties, s…”
Jon Glidden Nov 18, 2024 ▶ 18:03 Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)
Assertion Supported
Glidden: PIMCO beat equity benchmarks via derivatives and bond portfolios
“It's really hard to beat equity indices by picking stocks in a constrained manner. But what PIMCO did, they pair an S and P 500 derivative on top of a bond portfolio. So then they get some alpha, some duration, some credit, and they beat the index that way and…”
Jon Glidden Nov 18, 2024 ▶ 10:49 Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)
Assertion Supported
Glidden: Delta Pension Pays Over $100M Monthly in Benefits
“So we pay out over a hundred million dollars a month.”
Jon Glidden Nov 18, 2024 ▶ 24:34 Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)
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