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 → 0contradicted →

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 Partly supported

Kraus: Nearly all ETFs outside US large cap trail their benchmarks

“Virtually all ETFs, with the exception of US large cap, actually earn less than the index. There's friction cost. Security lending doesn't overcome all the friction cost. Can't always buy all the securities.”

Peter Kraus Feb 3, 2020 ▶ 35:53 Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14)

Assertion Partly supported

Kraus: High-yield ETFs hold 100 bonds versus 1,000 in index

“For example, in high yield, the high yield ETF owns a hundred bonds. The actual index owns over a thousand, and so replicating the index is almost impossible.”

Peter Kraus Feb 3, 2020 ▶ 36:09 Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14)

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The Ledger

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