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 7 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

Prediction Partly held up
Kuhn predicts Kindred Biosciences will be acquired for over $500M
“I think the end game is some of the other drugs get developed. Mirataz continues to grow a market share, and somebody buys them for more than five hundred million, hopefully.”
Steve Kuhn Feb 4, 2019 ▶ 28:51 Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
Assertion Supported
Kuhn: Salomon's Yield Book Was First to Calculate Option-Adjusted Spread
“The yield book. If you're a mortgage person from that era, this was like the first machine that could actually calculate an option adjusted spread.”
Steve Kuhn Feb 4, 2019 ▶ 8:52 Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
Assertion Partly supported
Kuhn: Chinese University Admissions Rely Exclusively on Exam Scores
“The scores are your scores, and not a lot of behind-the-scenes manipulation that'll allow you to get a student in. You're not going to have It's not going to be based on you're a great athlete. It's not going to be based on whether your parents can write a big…”
Steve Kuhn Feb 4, 2019 ▶ 14:29 Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
Assertion Supported
Kuhn: Non-Citizens Facing US Immigration Challenges Lack Guaranteed Legal Counsel
“If you come here with an immigration challenge, if you're claiming asylum or what have you, because you're not a citizen, you're not guaranteed a lawyer.”
Steve Kuhn Feb 4, 2019 ▶ 36:53 Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
Assertion Partly supported
US remittances to Honduras outpace official foreign aid by over 10x
“So our official aid to Honduras is something around four hundred million dollars. Remittances are five or six billion.”
Steve Kuhn Feb 4, 2019 ▶ 42:34 Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
Assertion Supported
Pine River generated 34% annualized returns over six years following 2008
“And over the next six years at Pine River, we returned an average return to investors of, I think it was 34% of annualized return.”
Steve Kuhn Feb 4, 2019 ▶ 6:41 Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
Assertion Partly supported
Kuhn: Pickleball has three million players and is growing 25% annually
“About three million players now, growing at about 25% a year, which means it doubles every three years.”
Steve Kuhn Feb 4, 2019 ▶ 54:19 Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
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