S&P, every mention
15 scenes (2019), the whole family · ← back to S&P
tap a year for its mentions
every year 2019 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
Steve Rattner – Overseeing Michael Bloomberg's Family Office (Capital Allocators, EP.113)
- ▶ 32:21 Steve Rattner I think from that point to today, even if you invested all your money on that date, I think the S&P is compounded at seven percent, plus or minus. 2 times in the scene
Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (Capital Allocators, EP.112)
- ▶ 26:27 Dawn Fitzpatrick S&P went down 45% and took a decade to recover.
Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
- ▶ 47:27 Scott Kupor So again, if I'm Fidelity, my benchmark presumably is NASDAQ or the S&P 500, I don't know what it is, but look, if I can underwrite to a net 15% IRR over a two and a half to three year period,
David Druley – Structure into Action at Cambridge Associates (Capital Allocators, EP. 106)
- ▶ 43:23 Ted Seides Hard to keep up with the S&P, hard to keep up with the sixty-forty over the last 10 years.
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- ▶ 19:26 Mike Novogratz The S and P and treasuries
Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
- ▶ 21:51 Ash Williams And I raised the question and said, listen, we really need to separate the fiduciary duty and the political policy as it relates to health and dangerous products like cigarettes, because I can't really hold a manager accountable for… 2 times in the scene
Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
- ▶ 9:27 Tim Recker And we had managers like Legg Mason with Bill Miller at the time, who had, I don't know, I think, 13 years straight of beating the S&P 500.
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.
Matt Levine – Money Stuff (Capital Allocators, EP.97)
- ▶ 37:10 Ted Seides It used to be you pick stocks, and I'm comparing you to the S&P.
David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
- ▶ 14:41 David Zorub And I'm looking at this, and I'm saying, if I recall, S&P's off maybe 15% peak to trough.
Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)
- ▶ 23:14 Dan Ariely How much does it make compared to the S&P, for example? 4 times in the scene
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- ▶ 12:02 Jordi Visser Running some of the index derivative business, specifically the S&P book, which was the largest option book at the firm, and then took over the exchange traded fund.
- ▶ 1:09:32 Jordi Visser It's interesting that if you go look at the biotech industry relative or any of the small cap biotech industries relative to the NASDAQ or relative to the S&P, they've underperformed the NASDAQ, so they've underperformed tech the last four… 2 times in the scene
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
Ron Biscardi – Putting Hedge Funds in Context (Capital Allocators, EP.83)
- ▶ 40:49 Ron Biscardi and I see comments on the hedge fund industry not keeping pace with the S&P, and I know that the person behind the article probably doesn't know what a Sharpe ratio is. 2 times in the scene