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 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

Prediction Didn’t hold up
McCusker: PE Capital Calls Will Drop by at Least One-Third
“Our expectation is that calls and distribution will both be lower. I think when we analyzed it, calls and distributions were down by a third to half through the global financial crisis, and that's sort of our base case right now that we can expect At least a t…”
Tim McCusker Apr 30, 2020 ▶ 11:16 Tim McCusker – Advising Through a Crisis at NEPC (Capital Allocators, EP.135)
Assertion Contradicted
China produces roughly twice as much AI research as the US
“If you look at the publication of AI research, probably two X has come from China as opposed to the US.”
Tim McCusker Dec 17, 2018 ▶ 48:28 Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)
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