S&P 500, every mention
8 scenes · ← back to S&P 500
tap a year for its mentions
every year anyone Zach Stein 4Shayle Kann 3Nat Bullard 2Shanu Matthew 1
Verbatim, from the transcripts: the passages where S&P 500 comes up
More 2026 trends: Solar costs, oil oversupply, and the startup slump
- ▶ 3:48 Nat Bullard So more than the S&P and the NASDAQ 100, which are both up about 20% over that same period of time.
Who benefits from the AI power bottleneck?
- ▶ 3:11 Shayle Kann I actually saw a chart recently that showed the frequency of mentions of the word power or energy on S&P 500 earnings calls over time, and you can imagine the shape of this chart.
Climate tech’s tough year in the public markets
- ▶ 8:00 Shanu Matthew So when you look at like a multi-year basis, let's call it the last two years, uh, you know, the S and P 500, which is a not climate tech
- ▶ 28:58 Shayle Kann So you would think if there was a sector that would just have been up into the right, uh, or at least, you know, tracked the S and P, uh,
2024 trends: batteries, transferable tax credits, and the cost of capital
- ▶ 35:09 Nat Bullard You might have, but it would have been a, a bit of a roller coaster to get there, and probably not the way that you would want to get towards kind of your, you know, S&P 500 index equivalent return.
The Volts crossover episode
- ▶ 42:03 Shayle Kann So far this year, the S&P 500 is up eight percent as of this recording.
A theory of change for climate investing [partner content]
- ▶ 0:46 Zach Stein It was up 62%, whereas the S&P 500 was down 19%. 3 times in the scene
- ▶ 8:37 Zach Stein So our portfolios, they are historically tracking the S&P . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .