S&P Global

also referred to as: s&p

4 statements across 4 episodes · 0 bullish · 3 bearish · 3 people on the record · first statement Aug 4, 2023 by Jason Calacanis · said 12 times in 7 episodes since 2020 · across every show →

Mentions by year

brought up most by Jason Calacanis (6), Chamath Palihapitiya (6)

mentionsepisodesper episode tap a year for its mentions

2025 5 mentions in 3 episodes 2 per episode

Why Are So Many Companies Going Bankrupt In 2025? - David Friedberg Sep 4, 2025 · 2 mentions · from 0:02
Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough Aug 29, 2025 · 2 mentions · from 58:43
Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy Mar 1, 2025 · 1 mention · from 1:00:49
every mention in 2025, scene by scene →

2023 5 mentions in 2 episodes 3 per episode

E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again Aug 4, 2023 · 3 mentions · from 47:27
E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more May 26, 2023 · 2 mentions · from 29:20
every mention in 2023, scene by scene →

2022 1 mention in 1 episode

E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more Aug 26, 2022 · 1 mention · from 52:16
every mention in 2022, scene by scene →

2020 1 mention in 1 episode

E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more! Nov 4, 2020 · 1 mention · from 16:37
every mention in 2020, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about S&P Global, oldest first

Aug 4, 2023 neutral

Assertion Supported

Calacanis: Only nine countries hold AAA debt ratings from all top agencies

“Only nine countries have AAA ratings from the top three rating agencies, S&P, Global, Fitch, and Moody's. Those are Germany, Denmark, Netherlands, Sweden, Norway, Switzerland, Luxembourg, Singapore, and Australia.”

Jason Calacanis Aug 4, 2023 ▶ 47:27 E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again

Oct 27, 2023 bearish

Assertion Supported

Sacks: Excluding the 'Magnificent Seven,' the S&P 500 is flat in 2023

“The whole stock market this year is being held up by seven stocks. The so-called Magnificent Seven is the top seven tech names in the S&P. If you look at the overall S&P. Excluding those names, it's flat for the year.”

David Sacks Oct 27, 2023 ▶ 1:04:44 E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more

Apr 11, 2025 negative

Assertion Supported

Calacanis: S&P fell about 9% after Trump's tariff announcements

“For context, the S&P was at 5700 pre-liberation day, so about a nine percent drop after these wild swings.”

Jason Calacanis Apr 11, 2025 ▶ 2:58 The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein

May 8, 2026 bearish

Assertion Not checkable as stated

Palihapitiya: No evidence AI has lifted S&P 500 operating margins

“There is literally not a scintilla of evidence that AI has helped lift the operating margins of the S&P.”

Chamath Palihapitiya May 8, 2026 ▶ 1:08:32 Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom

S&P Global

Mentions by year

Everything said about S&P Global, oldest first

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