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 6 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

Insight
Pompliano: Wall Street capitalists become socialists during crises
“All the capitalists on wall street become socialist in times of crisis.”
Anthony Pompliano Apr 13, 2020 ▶ 36:44 New podcast: Anthony Pompliano on Price of Bitcoin, Gold, Chinese Power, Corporate Bailouts and 3 Places He's Investing
Insight
Pompliano: Stock-to-flow models are more accurate for Bitcoin than gold
“What you see is a lot of these stock to flow models and co-integration models, et cetera, that are used in gold. Apply to Bitcoin and are actually more accurate in Bitcoin because one side of the equation is transparently known with 100% certainty and all you …”
Anthony Pompliano Apr 13, 2020 ▶ 54:32 New podcast: Anthony Pompliano on Price of Bitcoin, Gold, Chinese Power, Corporate Bailouts and 3 Places He's Investing
Insight
Pompliano: Distressed corporations should face market terms over federal bailouts
“And by the way, if you want to shore up your balance sheet, you should have to go to the debt or equity markets and get the capital. Like that's how, that's the cost of doing business. And so I don't think we want to get in this world where like corporations b…”
Anthony Pompliano Apr 13, 2020 ▶ 28:01 New podcast: Anthony Pompliano on Price of Bitcoin, Gold, Chinese Power, Corporate Bailouts and 3 Places He's Investing
Insight
Pompliano: Crisis bailouts are timed when public desperation allows socialist control
“The whole playbook is during a time of crisis, you wait until the American people's will has been broken. And then once their will has been broken and they absolutely are as desperate as possible, that's when you bail them out. And when you bail them out, it b…”
Anthony Pompliano Apr 13, 2020 ▶ 37:18 New podcast: Anthony Pompliano on Price of Bitcoin, Gold, Chinese Power, Corporate Bailouts and 3 Places He's Investing
Insight
Pompliano: Liquidity panics drive all major asset correlations to one
“In times of uncertainty, they want dollars. And so what ends up occurring is all of those other assets end up Going to close to a correlation of one. So they all start going down. And we saw that with Bitcoin, gold, you know, treasuries equities, real estate, …”
Anthony Pompliano Apr 13, 2020 ▶ 4:14 New podcast: Anthony Pompliano on Price of Bitcoin, Gold, Chinese Power, Corporate Bailouts and 3 Places He's Investing
Insight
Pompliano: Maximizing economic efficiency inherently sacrifices resilience
“So you either can be an efficient economy, right? Or I think what you're describing there kind of lower the cost of production as much as you can. And what you give up is that resilience or that durability.”
Anthony Pompliano Apr 13, 2020 ▶ 33:08 New podcast: Anthony Pompliano on Price of Bitcoin, Gold, Chinese Power, Corporate Bailouts and 3 Places He's Investing
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