S&P, every mention
28 scenes, the whole family · ← back to S&P
tap a year for its mentions
every year anyone Brad Gerstner 46Bill Gurley 5
Verbatim, from the transcripts: the passages where S&P comes up
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 10:12 Brad Gerstner It creates private investment savings accounts, privately owned for every child at birth, seated with a thousand bucks in the S&P 500. 2 times in the scene
- ▶ 1:03:53 Brad Gerstner Um, you know, it's pretty incredible to see the snapback that we've seen out of the NASDAQ, the S&P. 3 times in the scene
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 47:01 Brad Gerstner Um, the S and now it's, it's just above flat for the year, maybe up one percent. 2 times in the scene
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 45:33 Brad Gerstner Every child born in America, there are 3.7 million kids born a year would get a thousand dollars in a seed investment account in the S and P 500.
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 52:09 Brad Gerstner Since we were here last time, you know, the S&P's down 10%.
- ▶ 55:14 Brad Gerstner But again, if I just step back here, gold's outperforming, uh, the S&P so far this year by about 40%, right? 6 times in the scene
- ▶ 1:00:06 Brad Gerstner Right, and I don't think that down 10% on the S&P sounds to me like irrational given the level of uncertainty that we've injected in a very short period of time, and so to me, if you're, you know, if you're thinking about units of risk,…
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 5:42 Brad Gerstner And he starts going through this list and the futures, the S&P futures, the Q, the Nasdaq futures start sinking.
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 43:42 Brad Gerstner That's really low relative to the S and P. 2 times in the scene
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:06:58 Brad Gerstner And so we'll show, you know, if you look at the S and P, we think that S and P is baking in a big earnings acceleration this year. 3 times in the scene
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 9:30 Brad Gerstner And when I look at that, you know, the S&P. 500 recently peaked at, uh, about 22 times. 6 times in the scene
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 41:49 Brad Gerstner I've heard from several of these folks who have upwards of a hundred billion dollars that they could take ten billion dollars, put it in a drawdown trust in their state, for example, invest in the S&P 500 and match for all the kids of the…
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 57:55 Brad Gerstner So the S and P is trading at 24 times. 2 times in the scene
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 3:52 Bill Gurley There's only like five companies in the S&P 500 at that level, and they certainly aren't growing at this pace.
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 36:37 Bill Gurley In terms of how well the S&P is performing, and so why isn't this happening?
- ▶ 1:01:57 Brad Gerstner You know, the S and P we, we talked about the S and P has continued to outperform, but if you take out the 10 best performers from the S and P up until a couple of weeks ago, it was actually down on the year, right? 2 times in the scene
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:48 Bill Gurley Um, so, so just to run down some numbers, S&P down eight percent, which wiped out four trillion dollars.
- ▶ 15:14 Brad Gerstner And some people have estimated that the tax decreases from the Trump tax cuts contributed to about 20% of the gains in the S&P 500.
- ▶ 20:13 Brad Gerstner And if you just look at the companies that have reported in the S&P, 80% of companies have now reported.
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 10:22 Bill Gurley If you take out the Mag-Seven, the S&P was down.
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 12:28 Brad Gerstner If you look at the S&P, 500 as a whole earnings are, you know, roughly flat during that period of time. 2 times in the scene
- ▶ 18:14 Bill Gurley Or is it scarier to, is there anything about the fact that the rest of, the entire rest of the S&P isn't working that should cause concern?
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 6:19 Brad Gerstner So far this year, NVIDIA is responsible for five percent of the S&P 500 returns. 3 times in the scene
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 56:08 Brad Gerstner This is the S&P earnings on a quarterly basis, the growth, if you back out the mag seven.
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 23:33 Brad Gerstner I can't imagine a company in the S and P 500.
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:10:55 Brad Gerstner The S&P and the NASDAQ are about, up about six percent year to date, Bill.
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 22:54 Brad Gerstner But it's this, if you pull out this tweet from, from Charlie, it says the S&P profit margins moved down to 10.6% Q four 23, the lowest since Q four 20 20.
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 32:31 Brad Gerstner But if you look at non-tech, so if you take the S&P and you strip out all the tech companies, they've only compounded earnings at about six, six percent. 2 times in the scene