S&P 500, every mention
20 scenes (2020) · ← back to S&P 500
tap a year for its mentions
every year 2020 anyone Ted Seides 67Patrick O'Shaughnessy 44Eric Peters 16Jeremy Grantham 10Michael Mauboussin 9Jim Dunn 8Ed Grefenstette 8Dan Ariely 8Josh Brown 7Tom Lydon 6
Verbatim, from the transcripts: the passages where S&P 500 comes up
André Perold – Pockets of Inefficiency at HighVista Strategies (Capital Allocators, EP.169)
- ▶ 42:08 unnamed speaker You know, the last 15 years that we've been in business, if you look at the return on the S&P, it's nine percent a year since the late 2005. 3 times in the scene
Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)
- ▶ 11:39 Chamath Palihapitiya That as the number of entrepreneurs have gone up, the amount of capital has gone up, and the returns have come down, where now you're signing up for 10 to 12 years of illiquidity, and a market beta that's worse than owning an S&P index…
Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
- ▶ 38:06 Joel Greenblatt Look, people can't take much tracking error, so we're going to start with the S&P, which is most people's benchmark, and if we like something, we think it's cheap, we're overweight a little.
- ▶ 1:15:16 Joel Greenblatt We'll make things harder, but having a long-term perspective, I always give the example when my kids at Columbia ask the question, I say, hey, let's go back when you guys learned how to read and take a look at the most followed market in… 3 times in the scene
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 23:10 Marko Papic So the S&P 500, the tenure, oil prices, the dollar, 5 times in the scene
Carrie Thome – Nothing Ventured, Nothing Gained at WARF and beyond (Capital Allocators, EP.160)
- ▶ 39:38 Carrie Thome I had once asked a good friend who was a marketer and said, you know, I'm not the kind of person who just loves to jump on and see what the S&P 500 is doing every day.
Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- ▶ 47:36 Morgan Housel If you went back 10 years ago, or 15 years ago, and you looked at the S&P 500 and you said, what are the winners going to be? 2 times in the scene
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- ▶ 29:37 Taimur Hyat Succeed and thrive, and for those components, hard as they are to value, and some of them are not even captured under GAAP accounting as assets, R&Ds, and expense, become much more important in driving value than some of the traditional…
Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)
- ▶ 1:07:47 Brett Jefferson I'm not talking about the ones that mimic the S&P or the Dow.
Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)
- ▶ 25:50 Michael Mauboussin They had this really interesting analysis where they say after a drawdown of 20% in the S&P 500, you wait three months.
- ▶ 39:43 Michael Mauboussin You and I can look at the S&P.
Christie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.124)
- ▶ 20:42 Christy Hamilton I like the downside protection, and frankly, the goal of our institution's program is not to beat the S&P. 2 times in the scene
Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
- ▶ 38:35 Doug Phillips We also benchmark against ACWI, not the S&P.
- ▶ 40:54 Doug Phillips And usually it's the SMP or something like that, that we know that they're adding value on the short side. 2 times in the scene
- ▶ 47:19 Doug Phillips You saw that natural resources were the worst performing component of the S&P 500 for the past decade.
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
- ▶ 24:22 Dan Rasmussen You can see it in the deal multiples, where if S&P 500 is at 12 to 13 times EBITDA, private equity claims it's at 12 to 13 times EBITDA, but, you know, those EBITDA numbers are not accounting for all the proforma 2 times in the scene
Ted Seides – A Rational Reminder (Capital Allocators, EP.121)
- ▶ 5:37 Cameron Passmore And then famously made that debt with Warren Buffett in 2008, whether or not the pool of hedge funds would beat the S&P 500.
- ▶ 30:35 Ted Seides I think that the US market for index funds is actually quite different from most other markets around the world in that, say the S&P 500 is very diverse with a lot of global leading companies. 2 times in the scene
- ▶ 37:33 Ted Seides And so I went into the bet thinking, boy, with the valuation as high as it was on the S&P 500 and, and most everybody fairly complacent that that is a long-term 4 times in the scene
Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
- ▶ 25:17 Gregory Zuckerman It was an S&P 500 number that was static.