Public evidence record
Published podcast speaker
Claim ledger
20 transcript-backed records
01 / uncertainty
“Maybe that I don’t know about. My general impression is that the reform of financial regulations since the financial crisis has had a lot of its intended effects.”
02 / uncertainty
“The risk of that is quite low. The systemic question, I don’t know the answer to.”
03 / uncertainty
“If you’re not raised speaking ancient Greek, it is much easier to read even a 19th century legal decision than to read Thucydides. I don’t know.”
04 / belief
“I suspect that most of the time, the agencies are roughly on board with each other in a broadly “how much regulation should there be” perspective.”
05 / uncertainty
“I feel like they’re underrated but fairly rated now. I don’t know. People have come around on footnotes.”
06 / belief
“If you’re a clearinghouse, your concerns about losing a lot of money are a little more attenuated, I think.”
07 / belief
“I experienced it where I’d go to a meeting where a colleague would dial in, and you could tell how much better my experience was in the room than her experience was on the phone.”
08 / uncertainty
“I don’t know. Park Slope has adjacent . . . Gowanus. Maybe I’d say Gowanus is underrated.”
09 / observation
“” Whereas now you see enough Mark Zuckerberg stories, and it’s like computer programming is the way to become a billionaire who has not just power, but controls the world’s social relationships.”
10 / uncertainty
“If you say, “Look, it’s true that people don’t want a hundred currencies, but they use gift certificates,” I don’t know how much people use those gift certificates every day.”
11 / preference
“Part of it is its influence on subsequent television. It’s a perfect example of dealing very intelligently with serious themes in a way that, on its surface, and particularly in its title, is silly and is not presented as serious, which I think is, obviously, something that I often aspire to do.”
12 / evaluation
“The example that was not core to my experience as a person in finance is insurance regulation. It’s very clearly too state-based and fragmented and gameable, and I think that there are probably some securities cases that are similar.”
13 / evaluation
“I think we just live in a specialized economy, where if you ask “are financiers like a priesthood because they explain just enough to maintain a mystery,” yeah, but Facebook way more so.”
14 / evaluation
“I think of derivatives markets as being a mark of maturity and of the ability to understand what exposures exist in some instrument or in some economic reality.”
15 / evaluation
“There’s a lot of interest among regulators in the people lying to their customers about large structured credit trades because those are bigger trades, and you can get bigger penalties because you’re defrauding a bank.”
16 / prediction
“I think that there’s probably some story you could tell about the rise of indexing, and the focus on cost and investing generally, leading to a real focus on scale in investing.”
17 / evaluation
“I don’t know how I would amend it. But I think that there is a tension between the existence of this rule that on its face you would think would prohibit substantive meetings between companies and their investors, and the lived practice of finance in which companies meet with their investors, and have investor relations departments, and are owned by those investors, and have fiduciary duties to those investors.”
18 / preference
“Whereas, I think if I had to produce something every week — and I have some experience with this — if I have to produce something every week, I do it about every three weeks.”
19 / preference
“What I would say is that whatever set of biases I have to find things interesting and weird and funny and quirky, I just write about it.”
20 / evaluation
“Their bet is that the long-term outcome of that is self-driving cars, and that they have some sort of advantage in being the provider of the self-driving car app, which I’m not sure if that is super compelling because it seems to me it’s hard to build a self-driving car.”