S&P 500, every mention
19 scenes (2022) · ← back to S&P 500
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every year 2022 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
Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
- ▶ 33:52 Ana Marshall And the fear, I would say, that exists in the legal department of every S&P 500 company that you will, in two years time, or whenever the SEC decrees it, you will now have to disclose your GHG emissions, scope one, scope two, scope three,…
Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
- ▶ 11:58 Sachin Khajuria How come some can't beat the S&P, whatever timeframe you look at, and some can. 2 times in the scene
Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
- ▶ 19:23 Tom Majewski The Credit Suisse Leverage Loan Index is sort of the S&P 500 of the loan market, and it's had a positive return for 28 of the last 30 years.
- ▶ 1:01:36 Tom Majewski Just as the majority of people are not likely to make a dedicated CLO allocation anytime soon, I would say a super majority of people would not be able to say, 96% of CLOs had a positive return to the equity class from before the financial…
Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
- ▶ 15:23 Charles Van Vleet It comes out on average right now about .6 S&P. 2 times in the scene
- ▶ 18:45 Charles Van Vleet So what things give you S and P like upside, but none of the downside call options will do that on the S and P pretty expensive.
- ▶ 20:42 Charles Van Vleet You know, convert, convertible bond is a, is a .8 S&P and a REIT is a .9 S&P and high yield is, we call it a .4 S&P. 3 times in the scene
Adam Wyden - ADW Capital (Manager Meetings, EP.37)
- ▶ 26:28 Adam Wyden The S&P or large cap indices have outperformed the small cap indices by 500 or 600 basis points.
Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)
- ▶ 45:34 Greg Lippmann In aggregate, they were down a little bit, but the S&P was down a lot more, high yield was down a lot more, right?
Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
- ▶ 48:04 Hayden Brain Uh, you pitted the ten-year performance of the S&P 500 against a selection of five hedge fund of funds, uh, from the period 2008 to 2017.
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- ▶ 39:41 Howard Smith I think the S&P, 500 was down 10% in December, 18. 2 times in the scene
Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
- ▶ 31:16 Ashvin Chhabra If you're taking a lot of market risk, and the market goes to hell, and the Institute gets into deep trouble, the next Einstein doesn't come there or do their work because the S&P didn't return the right amount. 2 times in the scene
- ▶ 37:19 Ashvin Chhabra He defines beta precisely with the S&P. 2 times in the scene
Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
- ▶ 45:46 Ben Forman You can buy S&P, 500 exposure for a few bips.
Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)
- ▶ 52:24 Stephen McKeon Out of all the things in crypto, NFTs are probably the most uncorrelated with things like the S&P, because they're really more like a consumer product. 2 times in the scene
Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- ▶ 10:41 Steve Drobny so if you look at your portfolio, you're going to be long S&P, basically.
- ▶ 20:16 Steve Drobny The problem with it today, as we discussed, is that most of the investments are equity allocations, and so you're basically getting a levered S&P position.
Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248)
- ▶ 43:44 Greg Dowling No one wanted that when the S and P was up 28%, but now when you have equity markets and fixed income markets down,
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- ▶ 39:04 Marko Papic Look at the chart of SPX relative to commodity prices.