The Ledger · Phase 0 · 31 August 2026
Phase 0, between Weekend 1 and Weekend 2. The gold set and the board exist; the automated pipeline does not. Every row on the board was extracted by hand.
Unregistered: CN, JP, software. These are the PROPOSED_SPLIT / PROPOSED_RENAME entries awaiting sign-off. CN is a live defect — one speaker's bearish China-economy view and bullish China-equities view share a page and read as a reversal he never made.
Machine-extracted and badged in review. They are visible on the board because this is a personal tool; run build.py --verified-only before anyone else sees it.
It was labelled before the subject taxonomy expanded, so it misses sector, commodity and macro rows — on one episode it holds 8 of 26. Tuning prompts against it now would score a correct pipeline as imprecise. A recall re-pass comes before Stage A–C work.
Older than 56 days. Most are the Weekend 1 gold set, so the board's most trustworthy rows are also its least current.
| Show | Episodes | Rows | Verified | |
|---|---|---|---|---|
| The Master Investor Podcast with Wilfred Frost | 3 | 50 | 23 | |
| Monetary Matters with Jack Farley | 3 | 39 | 0 | |
| Invest Like the Best (Colossus) | 4 | 16 | 15 | |
| Bloomberg Talks | 2 | 14 | 14 | |
| Excess Returns | 1 | 13 | 0 | |
| BG2Pod with Brad Gerstner and Bill Gurley | 2 | 10 | 10 | |
| The Meb Faber Show - Better Investing | 2 | 9 | 0 | |
| The Real Eisman Playbook | 1 | 7 | 0 | |
| Exchanges (Goldman Sachs) | 1 | 5 | 0 | |
| Capital Allocators (Ted Seides) | 1 | 4 | 4 | |
| Hard Lessons (Morgan Stanley) | 1 | 2 | 0 | |
| The Acquirers Podcast | 1 | 1 | 0 |
Yield drives whether a show earns its place on the list. A show ingested once produces orphan speakers; a show ingested repeatedly builds a book worth browsing.
8455dbb 2026-08-31 extract: Warren Pies on Monetary Matters 2026-08-26 — 11 candidate rowscd ledger/site && python build.py — regenerates the board and this page from the claim files.Built 2026-08-31 from the repo. 35 of 170 rows carry a stated recording date; the rest fall back to publication date.