S&P
includes S&P 500, S&P 500 Index, S&P 100
0 statements across 0 episodes · 0 bullish · 0 bearish · 0 people on the record · said 398 times in 145 episodes since 2017 · across every show →
Mentions by year, the whole family
brought up most by Ted Seides (67), Patrick O'Shaughnessy (44), Eric Peters (16), Jeremy Grantham (10), Michael Mauboussin (9), Jim Dunn (8), Ed Grefenstette (8), Dan Ariely (8)
tap a year for its mentions
2026 33 mentions in 8 episodes 4 per episode
- Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
- Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- Kieran Goodwin – Private Credit Concerns (EP.494)
- Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- Scott Kleinman – Apollo's Integrated Alternatives Platform (EP.481)
- Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- Mike Gitlin – The Century of Capital Group (EP.479)
- every mention in 2026, scene by scene →
2025 39 mentions in 16 episodes 2 per episode
- Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
- John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
- Ted on Alt Goes Mainstream (EP.458)
- Year in Review 2025 (EP.478)
- Adrian Meli – Active Equity Excellence at Eagle (EP.459)
- Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
- Howard Marks – Navigating Private Credit (EP.439)
- Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
- 8 more episodes that year, every mention in 2025 →
2024 42 mentions in 17 episodes 2 per episode
- Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)
- David Salem - Investment Wisdom from the Owner's Box (EP.409)
- Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)
- Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)
- Scott Bessent - Macro Maven (EP.415)
- Dan Tennebaum - The Case for India at India Capital (EP.387)
- David Morehead – Top Down Allocation at Baylor (EP.381)
- Brad Jacobs – Masterclass on Leadership and Management (EP.368)
- 9 more episodes that year, every mention in 2024 →
2023 17 mentions in 11 episodes 2 per episode
- Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
- Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
- Gary Sernovitz - Inside the CIO Seat (EP.357)
- Ted Seides – Unlocking Investment Wisdom (EP.352)
- Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
- Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)
- Sachin Khajuria and Brendan Ballou – Private Equity: Profit or Plunder? (EP.331)
- 3 more episodes that year, every mention in 2023 →
2022 27 mentions in 14 episodes 2 per episode
- Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
- Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
- Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
- Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
- Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)
- Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
- 6 more episodes that year, every mention in 2022 →
2021 32 mentions in 18 episodes 2 per episode
- Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
- Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195)
- Jamie Montgomery – March Capital (Manager Meetings, EP.26)
- Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
- Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)
- Jeremy Grantham – GMO (Manager Meetings, EP.01)
- Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
- Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)
- 10 more episodes that year, every mention in 2021 →
2020 36 mentions in 14 episodes 3 per episode
- Ted Seides – A Rational Reminder (Capital Allocators, EP.121)
- Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
- Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
- André Perold – Pockets of Inefficiency at HighVista Strategies (Capital Allocators, EP.169)
- Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)
- Christie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.124)
- 6 more episodes that year, every mention in 2020 →
2019 23 mentions in 14 episodes 2 per episode
- Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)
- Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- Steve Rattner – Overseeing Michael Bloomberg's Family Office (Capital Allocators, EP.113)
- Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
- Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
- Ron Biscardi – Putting Hedge Funds in Context (Capital Allocators, EP.83)
- Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (Capital Allocators, EP.112)
- Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
- 6 more episodes that year, every mention in 2019 →
2018 55 mentions in 20 episodes 3 per episode
- Rick Selvala - Harvesting Volatility (Capital Allocators, EP.41)
- Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
- Tom Lydon – ETF Trends (Capital Allocators, EP.56)
- Seth Masters – Investment Polymath (Capital Allocators, EP.38)
- Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
- Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)
- Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)
- Karl Scheer – Competing Sensibly as CIO of the University of Cincinnati (EP.74)
- 12 more episodes that year, every mention in 2018 →
2017 94 mentions in 13 episodes 7 per episode
- The Bet with Buffett (Capital Allocators, EP.05)
- Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
- Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
- Deep Dive into Hedge Funds (Capital Allocators, EP.34)
- Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)
- Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)
- Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)
- Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
- 5 more episodes that year, every mention in 2017 →
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