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 5 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

Assertion Supported
Lunawat: Large PE Funds Do Not Dominate U.S. Residential Market
“Even then, if you look at like the total volume of residential sales across the U S that's still a fraction of the total market. So to say that, you know, larger state private equity funds are kind of dominating the U S home residential market, I think would b…”
Kunal Lunawat Aug 3, 2021 ▶ 6:49 $500k Consulting to $45m Prop Tech VC Fund
Assertion Supported
Santens: One week of Fed liquidity could fund a $2,000 monthly UBI
“We could actually be paying for a 2000 dollar a month fully universal basic income for the amount of money that the, in, in, in the Fed is doing in one week.”
Scott Santens May 20, 2020 ▶ 24:53 Scott Santens on UBI vs Stimulus Checks
Assertion Supported
Gertler: ShareRoot IPO'd at $10.5M USD valuation on $700 MRR
“We went public in the early days of January of 2016, so two and a half years ago. What was our MRR at the time? MRR was at about 700 dollars when we went public. Market cap at the time was thirteen million Australian. Let's just, for simplicity purposes, call …”
Noah Abelson Gertler Mar 27, 2019 ▶ 15:12 1341 Reverse merger on australia stock exhange
Assertion Supported
Public liquid asset returns often match or beat venture capital
“There's all kinds of academic studies that the returns are that are very comparable to the private equity venture in many cases, even better.”
John Bowen Jun 5, 2016 ▶ 13:18 EP 316: He's The Secret Financial Consultant to Silicon Valleys Wealthiest
Prediction Held up
Pompliano: COVID-19 mortality rates will be much lower in retrospect
“One of the things that I personally think we're not going to get this for probably three to five years, but we're going to look back three to five years from now. We're going to say the death rates that were originally thought are going to be nowhere near wher…”
Anthony Pompliano Apr 13, 2020 ▶ 9:41 New podcast: Anthony Pompliano on Price of Bitcoin, Gold, Chinese Power, Corporate Bailouts and 3 Places He's Investing
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