S&P, every mention
15 scenes (2026), the whole family · ← back to S&P
tap a year for its mentions
every year 2026 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
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 40:53 Rajiv Jain That's faster than S&P. 3 times in the scene
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
- ▶ 0:30 Rodney Comegys 30% of the S&P 500 is made up by seven companies. 2 times in the scene
- ▶ 30:45 Ted Seides Probably the biggest these days is the concentration of the S&P. 6 times in the scene
Kieran Goodwin – Private Credit Concerns (EP.494)
- ▶ 2:31 Ted Seides Now, I can't figure out what will happen in private credit, how the private equity bottleneck will ease, what benchmark should replace the S&P 500, or why so many people have reached out commenting on Eric's lack of interest in the show.
- ▶ 14:45 Kieran Goodwin For the six years I was there, the S&P was flat and we were up over a hundred percent.
- ▶ 45:21 Kieran Goodwin If you get a big default cycle, S&P is down, MSCI is down, so private equity has to be down.
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 2:54 Ted Seides Now, I can't figure out what will happen in private credit, how the private equity bottleneck will ease, what benchmark should replace the S&P 500, or why so many people have reached out commenting on Eric's lack of interest in the show.
- ▶ 27:20 Jeremy Grantham The S&P went down 50%. 2 times in the scene
- ▶ 39:50 Jeremy Grantham They're meant to go up one and a half to two times the S&P, and they'd been going up three times in the earlier stages. 6 times in the scene
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- ▶ 12:04 Bobby Jain The job was to trade S&P futures versus the underlying 500 stocks.
- ▶ 52:56 Bobby Jain The S and P was at 500, about five percent of a company was indexed. 2 times in the scene
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 27:06 Nick Rohatyn Obviously in DM, yes, the S&P is different than the Dow Jones, is different than the Russell, is different than this, different than that, but people are used to it by now. 2 times in the scene
Scott Kleinman – Apollo's Integrated Alternatives Platform (EP.481)
- ▶ 46:13 Scott Kleinman We just got into the S&P last year.
- ▶ 56:31 Scott Kleinman The concept of active management, for example, when you talk about active managers in the public equity environment, trying to beat the long-term S&P by two or 300 basis points, 2 times in the scene
Mike Gitlin – The Century of Capital Group (EP.479)
- ▶ 59:29 Mike Gitlin Both times the S&P 500 fell 50%. 2 times in the scene