S&P, every mention
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every year anyone Chamath Palihapitiya 87Jason Calacanis 43David Friedberg 27David Sacks 18Brad Gerstner 15Thomas Laffont 4Adena Hefets 3Philippe Laffont 2Bill Ackman 2Ben Shapiro 2
Verbatim, from the transcripts: the passages where S&P comes up
E83: Market slide continues, and how to address Uvalde
- ▶ 16:46 Jason Calacanis I guess we start with markets, and, um, S&P, 500, down 15% year-to-date, Dow down 11%.
- ▶ 1:00:12 Brad Gerstner The S&P and the NASDAQ today are still 30% above where they were in January of 2020.
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
- ▶ 8:04 Chamath Palihapitiya From 19 or from 2018 up until about Q four of last year, there was a .92 correlation between that and the S&P 500 going up. 2 times in the scene
- ▶ 1:36:01 Chamath Palihapitiya If you look back through time, roughly, if you look at like the average mean P for the S&P 500, it can go down to as low as 3000. 2 times in the scene
E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
- ▶ 14:12 Chamath Palihapitiya You would have been, you would have been better owning the S&P. 3 times in the scene
- ▶ 19:29 Chamath Palihapitiya If you have the option to invest in a private fund, you have to understand that that private fund has two huge negative things working against it relative to investing in the S and P 500. 4 times in the scene
E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
- ▶ 51:28 Jason Calacanis According to Bloomberg, as of Wednesday, Netflix was the worst performing S&P 500 so far in twenty-twenty-two.
E76: Elon vs. Twitter
- ▶ 34:15 Chamath Palihapitiya At some point, people will say, well, the devil I don't know is better than the devil I do know, because the devil I do know is destroying money for me at a horrific rate, which if you look at how the S&P has compounded since 2013 versus… 2 times in the scene
E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
- ▶ 13:05 Chamath Palihapitiya And mostly it's because, you know, if you look inside the S and P 540% of every dollar is, you know, Apple, Amazon, you know, Microsoft, et cetera, Tesla. 2 times in the scene
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
- ▶ 50:05 Chamath Palihapitiya You know, it's in their power to give people an on-ramp to prove that they are qualified and accredited so that they can participate in some of these really, you know, vibrant ways of making money beyond just investing in the S&P 500, like…
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
- ▶ 28:33 Chamath Palihapitiya Any person can wake up tomorrow and buy the S&P index, right? 2 times in the scene
- ▶ 45:45 Chamath Palihapitiya Again, I can just go in the S&P 500 and get eight percent.
E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
- ▶ 54:03 Chamath Palihapitiya The smart folks that I talk to, who I really, you know, look up to and respect, think that the bottom in the S&P is around 3800, and that, um, what we still need to do is it's one last flush, and that last flush will really touch the big… 3 times in the scene
E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
- ▶ 1:21:04 David Sacks S and P 500.
E53: Wealth tax, inflation as a capital allocator, big tech earnings, paternity leave & more
- ▶ 36:32 David Sacks NASDAQ and S&P, all time highs.
- ▶ 57:04 David Sacks So I am a believer in SAS, but when I see everything going so well, it's SAS and NASDAQ and S and P and crypto.
E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, next gen candidates & more
- ▶ 26:41 David Friedberg And so if you have access to those IPO shares, assume you're a venture investor, you can beat the S&P by 10, 15 points, just generally without having any thought about the business itself or the company itself, um, and, you know,… 2 times in the scene
E30: Ramifications of Biden's proposed capital gains tax hike, founder psychology & more
- ▶ 13:07 David Sacks And, and people creating new companies, you know, like these big stultifying political corporations, the S&P 500 are completely broken.
E29: Coinbase goes public, direct listings vs. IPOs, unions & more with Bestie Guestie Brad Gerstner
- ▶ 1:16:00 Chamath Palihapitiya Sorry, just so you know, the 2000 dollars by the time you're 65 at eight percent, which is, you know, if you just buy the S&P ETF would be about 300,297 thousand.
E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more
- ▶ 24:17 Chamath Palihapitiya And then I think it was hedged by the S&P, right? 2 times in the scene
E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
- ▶ 1:11:04 Chamath Palihapitiya And so the markets, yeah, you'd be, you'd be at the S&P returns, you know, over many, many years, eight percent.
E24: Markets trend down, political pandemic manipulation, stimulus breakdown, biological Patriot Act
- ▶ 2:27 Chamath Palihapitiya The S and P was down 20%
E22: Robinhood CEO Vlad Tenev breaks down the GameStop situation
- ▶ 16:37 David Friedberg It's, um, you know, these great fund managers over time underperform just the S&P, right?
E19: Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
- ▶ 14:40 Chamath Palihapitiya Um, plus another, I think, you know, seven and a half million for S and P 500 stocks and thirty one million for non S and P 500 stocks.
E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
- ▶ 17:44 David Sacks It joined the S&P 500 and SpaceX is doing amazing as well.
- ▶ 48:03 David Friedberg Bought a fucking S&P put, sorry, bought an S&P put for twenty seven million dollars that he sold for 2.6 billion dollars. 2 times in the scene
E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
- ▶ 37:33 Chamath Palihapitiya Dow futures, S&P, 500 futures, NASDAQ futures.
- ▶ 57:33 David Friedberg At least the betting markets are telling me, and the treasury markets and the S&P futures are telling me that Donald Trump's gonna win.
- ▶ 1:20:26 Brad Gerstner We see the S&P starting to rise again, and we see the bond market falling, saying that we're going to have lower stimulus, right, in the market.
E3: Modern Cold War, politicizing the pandemic & more with David Sacks & David Friedberg
- ▶ 23:09 Chamath Palihapitiya And what I mean by that is if you graph the S&P 500 index, 2 times in the scene
E0: COVID-19 Political, Economic & Social Ramifications featuring David Friedberg
- ▶ 1:04:09 David Friedberg In 87, we traced back 23 months. 2 times in the scene
- ▶ 1:10:22 Chamath Palihapitiya They represent 20% of the S&P 500.
- ▶ 1:24:51 Chamath Palihapitiya Um, and, uh, I think that, you know, we're like, we're going to touch 2000 on the S and P if not lower.
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