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.

2statements match

2resolved → 0open claims → 0supported → 2contradicted →

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 Contradicted

Friedman: Drexel and Milken Created the Original New-Issue High-Yield Bond Market

“There was no such thing as a new issue high yield bond before Mike and Drexel. The only high yield bonds were fallen angels, investment grade bonds that had been downgraded.”

Josh Friedman Jul 25, 2022 ▶ 10:16 Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)

Assertion Contradicted

Friedman: Private high-yield issuance surpassed public high-yield around 2019

“Two or three years ago was the first year that the high yield market privately issued high yield exceeded publicly issued high yield.”

Josh Friedman Jul 25, 2022 ▶ 34:43 Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)

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The Ledger

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