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.
why aren't all 9 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
McCusker: More Institutional Firms Will Merge With RIA Platforms
“The other thing is this is going to continue to happen. I don't think these are the last two firms that are going to tie up with RIA platforms.”
The bottom 50% of the US economy saw no wage growth
“And the bottom 50% of our economy hasn't seen a wage increase in over 50 years.”
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…”
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.”
China will reach negative population growth in the 2030s
“In 2030, or sometime in the 20 thirties, China is going to move to negative population growth.”
McCusker: Large PE firms built 100-person sales teams for RIA market
“We looked at some of the big private equity firms starting to raise hundred person sales forces to attack that market, and we thought, well, that's not really implementable for any PC, so let's keep it on there, but we don't really have anything right now.”
McCusker: Hightower Has Acquired 140 Advisor Teams
“Hightower has gone through a lot of acquisitions. They've acquired a 140 advisor teams.”