supercuts / held-up
Held up
High-certainty predictions the public record later bore out. · 20 clips, 6 minutes, hands free.
0:00 / 0:09exact quote · 9.9s
1/20The Bank of Japan's Yield Curve Control Peg Cannot Hold
Rob Citrone · 2022Held upfull source →
1The Bank of Japan's Yield Curve Control Peg Cannot HoldRob Citrone · 10sHeld up
2Aitken: Investors will absorb all US Treasury bond issuance through 2025James Aitken · 23sHeld up
3Underfunded public pensions will miss 7% returns due to heavy bond allocationsCharlie Ellis · 20sHeld up
4A 24/7 sports betting news network will launch by 2021Michael Schwimer · 5sHeld up
5Sacerdote: Driverless vehicles have hit mainstream takeoff and will expandAlex Sacerdote · 15sHeld up
6Grantham: Emerging markets GDP growth will beat developed markets in 2021Jeremy Grantham · 20sHeld up
7Majewski: Eagle Point will see a down 10%+ month in five yearsTom Majewski · 12sHeld up
8Giannini: A Broad Distressed Debt Cycle Will Not MaterializeMario Giannini · 13sHeld up
9Kleinman: Mutual Funds and ETFs Will Blend Private Assets into ProductsScott Kleinman · 9sHeld up
10Sacerdote: Inference-time reasoning will be adopted by all AI modelsAlex Sacerdote · 6sHeld up
11Seides: Major private equity platforms will acquire deal teams within five yearsTed Seides · 47sHeld up
12Kayden: Later-stage venture is most vulnerable to market correctionJoelle Kayden · 19sHeld up
13Wolfe: Venture Returns and LP Cash Distributions Will Slow or Turn NegativeJosh Wolfe · 14sHeld up
14Xu: China's EV leaders will become global market leadersKathy Xu · 22sHeld up
15Sternlicht: Desperate SPAC sponsors will cut promotes by 25% to 75%Barry Sternlicht · 24sHeld up
16Heitzmann: Thousands of startups needing capital will fail by late 2024Rick Heitzman · 26sHeld up
17Citrone: Shorting Long-End Japanese Debt Offers 50 to 75 Basis PointsRob Citrone · 9sHeld up
18Orlando Bravo Predicts Thoma Bravo Will Double $80B AUM in Five YearsOrlando Bravo · 9sHeld up
19Siegel accurately predicts COVID-19 will become an ongoing managed conditionLarry Siegel · 18sHeld up
20Global Capital Allocations to Onshore Chinese Equities Will Inevitably IncreaseJames Aitken · 12sHeld up