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S and P 500

also referred to as: s and p

4 statements across 4 episodes · 2 bullish · 2 bearish · 4 people on the record · first statement May 30, 2017 by Jeffrey Solomon · across every show →

Everything said about S and P 500, oldest first

May 30, 2017 bearish
Assertion Contradicted
Solomon: Passive investors drastically underperform active managers on a dollar-weighted basis
“And so when you look at, if you just do a an adjustment for the performance and passive product, just take the S and P and look at when people entered and exited as a proxy, or look at volumes as a proxy for when people entered and exited, they actually haven'…”
Jeffrey Solomon May 30, 2017 ▶ 22:07 Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)
Oct 22, 2018 positive
Assertion Not checkable as stated
Chalkstream's capacity-constrained core strategy maintained a 0.1 beta to the S&P
“That part of our portfolio's probably been. 0.1 beta or so to the S and P over the last five, six years. With pretty consistent alpha.”
Andrew Tsai Oct 22, 2018 ▶ 56:08 Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)
Feb 26, 2024 bearish
Assertion Supported
Milken: Three US companies are AAA, but S&P rated 15,000 structures AAA
“There's maybe three companies in America that are rated triple A. S and P rated in a period of time, 15,000 structures, triple A, almost all of them real estate. And in some cases you lost 100% of your money in a triple A.”
Michael Milken Feb 26, 2024 ▶ 46:56 Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
Nov 18, 2024 positive
Assertion Supported
Glidden: PIMCO beat equity benchmarks via derivatives and bond portfolios
“It's really hard to beat equity indices by picking stocks in a constrained manner. But what PIMCO did, they pair an S and P 500 derivative on top of a bond portfolio. So then they get some alpha, some duration, some credit, and they beat the index that way and…”
Jon Glidden Nov 18, 2024 ▶ 10:49 Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)
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