StarZero All shows Try the podcast clipper →

S&P Global

also referred to as: s&p

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jun 25, 2025 by Tom Lee · across every show →

Everything said about S&P Global, oldest first

Jun 25, 2025 bullish
Assertion Supported
Lee: S&P 500 earnings grew despite major post-2020 macroeconomic shocks
“Four of four of those events should have caused a lot of companies to fail or earnings to decline. S&P earnings grew that entire period.”
Tom Lee Jun 25, 2025 ▶ 9:12 Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like
Sep 29, 2025 neutral
Assertion Supported
Roy: AI stocks drove 75% of S&P returns since ChatGPT launch
“AI related stocks have accounted for 75% of S&P returns, 80% of earnings growth, and 90% of capital spending growth since ChatGPT launched in November, twenty-twenty-two.”
Ranjan Roy Sep 29, 2025 ▶ 14:06 OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 300 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more