S&P, every mention
26 scenes (2025), the whole family · ← back to S&P
tap a year for its mentions
every year 2025 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
Year in Review 2025 (EP.478)
- ▶ 13:12 Ted Seides Median has outperformed the S&P. 2 times in the scene
- ▶ 20:17 Ted Seides S and P's done well, and yet you've got active performance.
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 9:23 Alex Sacerdote Really, the career track at Fidelity was to get a big fund diversified that runs against the S&P.
Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
- ▶ 45:15 Robert Bukai There's still opportunity, given where the level of the S&P is, and where multiples are, that perhaps the market can be broadened out.
John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
- ▶ 0:04 John Khoury The only GIC sector in the S&P that's still materially down since 22. 2 times in the scene
- ▶ 56:09 John Khoury You're talking to somebody who's investing in the only GIC sector in the S&P that's still materially down since 22. 3 times in the scene
David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)
- ▶ 26:51 David Lyon If you looked at 2022, the S&P was down 20%.
Adrian Meli – Active Equity Excellence at Eagle (EP.459)
- ▶ 51:38 Adrian Meli If I just look at that, and you didn't tell me the name was the S&P index, I would say, maybe whatever percentage of my money I had at 10 years ago, I might want less today. 3 times in the scene
Ted on Alt Goes Mainstream (EP.458)
- ▶ 11:33 Ted Seides The S&P four 93 has not performed well.
- ▶ 14:29 Michael Sidgmore Hedge funds versus the S&P when you're an allocator in the hedge fund world. 3 times in the scene
- ▶ 18:46 Michael Sidgmore You mentioned S&P 500.
Tim Sullivan – Yale's Private Portfolio (EP.456)
- ▶ 23:06 Tim Sullivan We ought to be measuring these managers, not just against absolute return, but to say, well, how do they compare to a levered S&P 500 or some benchmark like that?
Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
- ▶ 20:18 Bob Oros Because these businesses are so tied to the markets, in many ways, you can think of them like index funds that index off the S&P. 2 times in the scene
- ▶ 50:24 Bob Oros So plan for the really bad stuff so you understand, like, if the S&P loses 40%, what happens to your business and how do you react to it?
Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street (EP.451)
- ▶ 48:13 Josh Kopowitz We'd be at returns that are equivalent to the S&P historical returns in that case.
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
- ▶ 51:24 Kristin Kolurgis-Roland Like our clients are really trying to think of understanding the concentration in public markets, especially in things like the S&P.
John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
- ▶ 21:42 John Matthews And history has told us that the S&P is going to return around 10% a year.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 21:50 James Aitken It's even far bigger than where the S&P closes on any given days.
Howard Marks – Navigating Private Credit (EP.439)
- ▶ 10:27 Howard Marks That's better than you can do in the S&P on average contractually.
- ▶ 15:46 Howard Marks First three-year decline in the S&P since the Great Depression.
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
- ▶ 26:54 Ed Grefenstette S&P. 500 or any U.S. index since 1997, ok?
- ▶ 29:22 Ed Grefenstette But now we're being tested because this short period here with the S&P doing what it has done over the last thirty-odd months, and the private assets resetting,
- ▶ 35:08 Ed Grefenstette Some of it is, but we have a fair amount of exposure in China, so we have a bit of a hedge play there in the other asset pool, but we have some long-only couple of hedge funds, and we actually have a component in emerging markets slash…
- ▶ 1:07:32 Ed Grefenstette Well, we've tried to be as transparent and clear as possible that we think that this is just another shiny object in front of us, the S&P, and you know this, and most of your listeners probably do. 5 times in the scene
Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
- ▶ 51:28 Brett Barth On any metric you look at, the S&P is pretty expensive today.
- ▶ 57:52 Brett Barth That know we're a great call on that, and so as much as I'm dismissive of private credit, these longer duration, niche-y credit opportunities continue to grow as part of our portfolio, because from our perspective, even if a lot of it is…