S&P, every mention

15 scenes (2023), the whole family · ← back to S&P

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where S&P comes up

loading…

▶ 33:54 Gary Sernovitz That era of the twenty-tens, both the S&P tech winners driving it and VC is a big difference in performance between the winners and losers of capital allocators over the decade.

▶ 24:44 Ted Seides You'd bet against anything but the S&P at that point in time, which that ended up being right at least for a couple of years, and hedge funds were the thing I understood.

▶ 9:35 Allison Thacker And maybe you put up on your wall when you say a hundred percent or 95% of the S&P 500 year to date performance is from the magnificent seven.
▶ 19:57 Allison Thacker The other thing they do is they pay dividends, and in this last 15 years, there's been no coupons anywhere, and we're a spending institution, and so you looked at these portfolios and say they yield over this decade probably two or three X… 2 times in the scene
▶ 38:10 Allison Thacker Successful and impressive managers has managed to outperform the S&P 500 consistently every year.

▶ 33:30 Isaac Corre We realized at that point in time, high yield was trading over the beta of 40 or 50% to the S&P 500.

▶ 37:57 Kimberly Sargent Yeah, there's definitely a lot of zany stuff going on in the U.S. markets these days, so you have seven stocks make up 30% of the S&P, you have Apple with a market cap greater than the Russell 2000, you have the rise of the zero-day…

▶ 31:49 Sachin Khajuria And conversely, those who are able to consistently demonstrate an outperformance against the market, the S&P is generally delivering you this over this

▶ 43:27 Seth Klarman Literally, if you and I said, look, there are two companies that are identical, except one's in the S&P and one's not, and the one that's not trades at a 20% discount, which is likely to be the better long-term investment.

▶ 19:50 Porter Collins We had definitely a good couple years, and 2015 was a year the S&P was down, and we actually had a nice year, and at the end of 2015, the big short comes out, the movie, and we were riding high, and then of course, 2016, the markets in…

▶ 32:07 Richard Craib So what we try to do is make sure that even on very high leverage, our volatility is way lower than the, say the S&P.

▶ 41:44 Anthony Scaramucci S&P down 20.
▶ 49:02 Anthony Scaramucci And so he may have been right about hedge funds versus the S&P, although that was a really unfair bet for you guys, because
▶ 1:03:11 Anthony Scaramucci If you took the money I lost, and the money I made from these stupid investments that I make, I've probably matched the S&P, because I have had some hits that make up for the losses, but if a group of young people come into my office, and…

▶ 36:40 Gregg Lemkau Again, before my time, there'd been a bunch of work done that effectively said, does it really make sense to pay two and 20 or one and 15 or whatever it is to a bunch of really smart people who are going to consistently underperform the… 2 times in the scene

Turn any episode into a week of clips.