S&P 500

part of S&P

5 statements across 5 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Mar 14, 2025 by Delian Asparouhov · said 53 times in 29 episodes since 2024 · across every show →

Mentions by year

brought up most by John Coogan (12), Jordi Hays (7), Peter Tuchman (2), Jeff Yan (2), Delian Asparouhov (2), Brian Armstrong (2), Brad Gerstner (2), Alex Hormozi (1)

tap a year for its mentions
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0815202420252026episodes it came up in
001.37.52.515202420252026episodesmentions per episode
2026 25 mentions in 12 episodes 2 per episode
2025 25 mentions in 14 episodes 2 per episode
2024 3 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about S&P 500, oldest first

Mar 14, 2025 neutral
Assertion Contradicted
Asparouhov: Roughly 80% of major S&P 500 drawdowns occur October to February
“The past, like, you know, sort of 50 years of the steepest drawdowns of the S&P 500, something like 80% of them happened between, like, October and February.”
Delian Asparouhov Mar 14, 2025 ▶ 5:14 Delian Asparouhov on Near Death Experiences, Deflecting Asteroids, and the Magic of Venture.
Jan 8, 2026 positive
Assertion Supported
Coogan: S&P 500 Five-Year Total Return Through 2025 Hit 96%
“The five year total return through 2025 for the S&P 500 is 96%.”
John Coogan Jan 8, 2026 ▶ 20:43 xAI Raises $20B, Anthropic’s $350B Valuation, OpenAI Launches ChatGPT Health | Diet TBPN
Feb 13, 2026 bearish
Assertion Supported
Hays: Over 20% of S&P 500 Suffered Single-Day Drawdowns Above 7%
“And then as of yesterday, over the prior eight trading sessions, more than 20% of the S&P 500 had a drawdown of seven percent or more in a single session, according to the compound.”
Jordi Hays Feb 13, 2026 ▶ 4:41 Become Unsloppable: How to Survive the Great Software Collapse
Feb 27, 2026 neutral
Assertion Supported
Block's 40 percent staff reduction is the largest in S&P 500 history
“It is the largest layoff as a percentage of the overall workforce in S&P 500 history.”
Jordi Hays Feb 27, 2026 ▶ 24:35 Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
Mar 6, 2026 neutral
Assertion Supported
Coogan: Magnificent Seven drove 42% of S&P 500 returns in 2025
“So the mag seven, the seven biggest tech companies in America, they now comprise 32% of the S&P 500 market cap, and they drove 42% of total returns in 2025.”
John Coogan Mar 6, 2026 ▶ 11:53 Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
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