Every argument clarity score on this site is built from rows on this page. Each
question and answer was assessed with names hidden, the host's own answers included, on
four things from 1 to 5:
directness (does it answer the question asked), coherence (do the ideas follow),
precision (concrete details and clear references), compression (says a lot per word). The weighted
mix (30/30/25/15) is the exchange score. A person's published score averages their exchange
scores on raw tape only, at least 8 of them, shrunk toward the cohort mean.
Full method →
Answered raw tape
D 5 · C 5 · P 4 · Cm 4 4.60
Q What was, just out of curiosity, what was, uh, what were some of the pieces of the blueprint that the billionaire taught you about?
A Yeah. That's great. Um, he asked me, or he would, he was to test me. He died. One of the three things to say, PPP, predict, plan, persevere. He said, you're going to predict a market. So right now he's dealing in a lot of nuclear and alternative cancer care. He says, Claire, are more people or less people getting cancer? I said, obviously more people are getting cancer. He said, okay, so there's your prediction. Plan. Make a plan. It's so simple, right? Make a plan for how can you solve this problem? The world's billionaires, they're all solving problems, right? Anyone who's extremely affluent has solved a problem of some sort, right? And persevere. He says, it's going to get hard. It's going to be, you're going to have ups and downs, you know, the ocean, the tide, it comes in and out. It's just like that. He says, but you have to keep persevering, especially if you believe in that project. So that was my number one thing I took from him. There were lots of little gems.
AI assessment note: “One of the three things to say, PPP, predict, plan, persevere.”
Answered raw tape
D 5 · C 4 · P 4 · Cm 3 4.15
Q know, they're certainly more than the, you know, 20 dollars that you can get for, for one that's readily available. Um, and then in that, Another column of that spreadsheet, I would have, you know, what I considered to be market value. Um, for that million dollars worth of art, do you have, do you have that column where you're like, this is what we think it's worth on exit?
A I do. I do. Um, I believe, and Jimmy may think I'm, I'm not sure what he'll say about this when I can't see him cause he's back behind me, but I believe we're in the 1.5 to two million at least present day. And this is all very new. We're still very startup. So, um, I'm, I'm impressed with the fact that I'm, I can see it. I can see the, because it's, it's, Some of the pieces have gone up already, um, a 150. Some of them have gone up 50 or 60%. So how do you make that average? Well, I see between one and a half to two million. However, also some of those pieces that are in that collection or the first or second collection, um, those are one of those, some of those that have gone to auction and have blown it out of the water and done, you know, five or six times what they thought it would do, right? They're expecting a 30% rate of return or 30,000 dollars and it's gone for One 2200.
AI assessment note: “I do. I do. Um, I believe... we're in the 1.5 to two million”
Answered raw tape
D 5 · C 4 · P 4 · Cm 3 4.15
Q No, that's okay. I totally, totally get it. And, and what sort of, uh, what's your fee structure?
A Oh, so, uh, we take a one and a half percent fee per year, which basically pays for storage insurance, uh, any moving around of, um, of the pieces or anything. Um, we, because we're so new as well, we, I, I think we're, I think we're good there. I think we'll probably stay there. Uh, I didn't want to go into, I know we can go into the two and two and a half percent, but come on. Like, you know, we've all been in this, this fee world. I lived in that world, and I was at firms where they were charging like three and a quarter percent. Like, how are people making money, right? At the end of the day, we, I have a heart and a conscience. Like, yes, I love money. I'm greedy for myself. I'm greedy for my clients on their behalf. I want them to make the most. So the fees, I want to charge, you know, what's fair for us, but then also, um, what's going to cover the cost. So it, it may change as we move forward. We'll have to see.
AI assessment note: “we take a one and a half percent fee per year”
Answered raw tape
D 4 · C 3 · P 3 · Cm 3 3.30
Q You mentioned different classes and then you, you know, in an art fund you would, is there a particular, uh, investment philosophy you're using or are you using several?
A Um, I really am following what I would follow as an asset manager, as a portfolio manager. So I, I really do that emerging market, um, a small cap, a mid cap, a large cap, you know, you get into your blue chip as well. And then of course there's masters. So I actually think there's more categories in, if you're looking at a straight stock and mutual fund portfolio versus the families I'm working with now, it's a different level, right? They're, they're, They are allocating money into art, into large, large pieces of real estate as well, as well as their public portfolio, right? But your public portfolio, it's great. You need to have it because people ask me this all the time. Well, what do you think of stocks now? Because you don't really do your stocks and mutual fund and ETFs because you don't really do that. I do still do it because I have a private advisory side, right? So I don't manage money directly anymore. Your portfolio, if you do have anything invested, um, In the public markets that should be returning your beta, right? And I think this is probably language you're familiar with as well as your beta is going to be your, well, right now, some of my clients are getting about. 20 to 50% return from their market. Uh, but then you need alpha. So how are you adding alpha safely with real estate with alphas? You're like your piece that's going to, you know, blow up. You're …
AI assessment note: “I really am following what I would follow as an asset manager, as a portfolio manager.”
Partly raw tape
D 2 · C 3 · P 3 · Cm 2 2.55
Q property. Um, And then, and then, you know, as it started to get larger, then there's sort of groups of properties. And so you can do a syndication that has, you know, like we have a short term rental syndication or have a new homes syndication as a different, each one has a different philosophy. How, how many, um, how many of these separate little entities are you putting together?
A Again, it depends on, uh, now that we're getting more into the institutional and family office side, we will probably have even just individual families who want to want us to put a collection together. They may have it right now. Most of the stuff, because it's by shares, it sits in storage. Um, but when we have families who come in and they want us to put something together for them, we'll put a collection together for them. We'll manage it for them. We'll let them know, you know, this is what we think it's worth at this point. Do you want to get rid of it? What do you want to do? Or if it's a family office, same as that same, same kind of structure. So right now, um, that's what we're doing is right now our, our lots are about six or seven paintings per collection. Um, and then if, if, or when we have families come in, which we, we have some, some money transferring now, um, from some larger families, then we'll either do a collection for them on their own, or if they want to get into just shares, they may want to own a share of, you know, 50 different paintings, and they have the access to do that, right? So the best, the best story is, you probably know this one already, Hugh Grant bought a, he had a big regret. He bought a 2.5 million dollar Andy Warhol. And he said, I just, I didn't know what I was doing. I, I think he felt sick about it, he said in his interview. And, b…
AI assessment note: “right now our, our lots are about six or seven paintings per collection”
Not addressed raw tape
D 2 · C 3 · P 2 · Cm 2 2.30
Q Um, how do you allocate between emerging and something that's really established?
A That is something we will put our heads together on. That's where the yin and yang comes together. So he'll come to me with specific, uh, opportunities. They're always, they're always incredible opportunities. And he knows my mandate is don't, we're not buying something that's going to go up just a little bit because these people are expecting some kind of return. Even though the pieces are beautiful, they're cultural, they're legacy building and state building and so on and so forth. We do need to find a return. So he knows that that's the mandate, especially as he's become the PM for us. Um, so we will come together and make the decisions on that. We'll have lots of meetings because I'm in Toronto most of the time or Mexico. Um, we'll have a lot of phone meetings. I voice note he doesn't, but that's okay. I'm getting them there. But we have a lot of meetings about that. Um, I've got a piece. I've got this going on. What do we have in, you know, and so on. So there's a lot of communication that goes on between he and I, and as the team grows, that will continue between, I think just he and I, uh, because we're the two main principles there.
AI assessment note: “That is something we will put our heads together on. That's where the yin and yang”
