supercuts / said-with-certainty
Said with certainty
Every claim scored 5/5 for certainty, on tape. · 20 clips, 5 minutes, hands free.
0:00 / 0:16exact quote · 16.7s
1/20The private capital secondary market will reach $1 trillion by 2031
Yann Robard · 2024Openfull source →
1The private capital secondary market will reach $1 trillion by 2031Yann Robard · 17sOpen
2Fisher (2020): At 5% interest rates, every real estate investor goes bankruptAdam Fisher · 13sDidn’t hold up
3Bessent: 1992 pound short risked only 2.5% against massive asymmetric upsideScott Bessent · 25sPartly supported
4Grantham: Every Two-Sigma Asset Bubble Historically Reverted to Pre-Bubble TrendsJeremy Grantham · 21sContradicted
5Grantham: Greenspan, Summers, and Levitt Blocked CFTC Subprime RegulationJeremy Grantham · 42sSupported
6Mogelof: 401(k)s will hit 10-15% private market allocations within a decadeEric Mogelof · 13sOpen
7Barth: Private equity returns will drop over the next 25 yearsBrett Barth · 5sOpen
8Miller: Carbon capture will reach coal and gas plants within a decadeMatt Miller · 5sOpen
9Sandler: Michael Milken did not go to prison for insider trading or bond fraudRichard Sandler · 11sSupported
10Milken: Historical bond data showed credit risk premiums exceeded actual default riskMichael Milken · 41sPartly supported
11Aitken: Investors will absorb all US Treasury bond issuance through 2025James Aitken · 23sHeld up
12Sack: Middle-market private equity has never acquired businesses primarily with debtAaron Sack · 11sSupported
13Investment committees drag performance by hiring and firing managers at wrong timesCharlie Ellis · 13sSupported
14Garg: DeFi protocols like Maker and Aave did not fail in 2022Avichal Garg · 17sSupported
15The Bank of Japan's Yield Curve Control Peg Cannot HoldRob Citrone · 10sHeld up
16Papic: There is basically no way the US will not get an Iran dealMarko Papic · 3sDidn’t hold up
17OpCo stock buyers were debt holders benefiting from guarantee releaseSujit Indap · 7sSupported
18Massey: Adjacent NFL draft picks outperform each other only 52% of the timeCade Massey · 9sSupported
19No errors were ever found in the UC Regents investigationKip McDaniel · 10sSupported
20Novogratz: Bitcoin and major currencies will trade on the same broker desks within five yearsMike Novogratz · 12sDidn’t hold up