S&P, every mention
6 scenes (said by Michael Mauboussin), the whole family · ← back to S&P
tap a year for its mentions
every year anyone Ted Seides 67Patrick O'Shaughnessy 44Eric Peters 16Jeremy Grantham 10Michael Mauboussin 9Jim Dunn 8Ed Grefenstette 8Dan Ariely 8Josh Brown 7Ari Paul 7
Verbatim, from the transcripts: the passages where S&P comes up
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.
Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)
- ▶ 12:54 Michael Mauboussin I mean, just to be super clear, it's very difficult behaviorally because you think about March of 2009, so 10 years ago, you mathematically, the S&P had touched six 70, you know, earnings power is probably 85 bucks.
Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
- ▶ 19:08 Michael Mauboussin Because if you have a fiduciary responsibility, and you put someone into a product that competes with the S&P, and they do substantially worse, you don't want to expose yourself to any sort of liability in that regard.
- ▶ 43:13 Michael Mauboussin And, you know, I saw an interesting chart the other day and went back probably 50 years, but looked at the average volatility for the S&P 500 and the average basis point change in the 10 year treasury note. 4 times in the scene
- ▶ 44:40 Michael Mauboussin Most of the volume, for example, in ETFs would be things like the SPDR, which is the S&P, and there's just not, there's unlikely to be a big issue there, but as you point out, we've had this massive proliferation, and especially into…