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 Contradicted
Madorsky: Lower middle market buyouts historically outperform other PE classes
“And we also have the benefit that lower middle market, using Prequen data, that's historically outperformed all the other sub-asset classes.”
Jon Madorsky May 29, 2025 ▶ 21:26 Jon Madorsky – Navigating the Evolution of Private Equity Secondaries (EP.448)
Assertion Contradicted
Madorsky: Retail funds dominated large secondary portfolio purchases in 2024
“When we've seen a lot of the larger portfolios and even a lot of the limited partnership positions trade in 2024, the retail funds have been the main connoisseur of this product.”
Jon Madorsky May 29, 2025 ▶ 33:13 Jon Madorsky – Navigating the Evolution of Private Equity Secondaries (EP.448)
Assertion Contradicted
Madorsky: Expected 2025 secondary volume is around $190 billion
“Let's say in 2025 expected secondary volume is a hundred and ninety billion dollars, plus or minus.”
Jon Madorsky May 29, 2025 ▶ 36:28 Jon Madorsky – Navigating the Evolution of Private Equity Secondaries (EP.448)
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