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S&P Global

also referred to as: s&p

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Mar 6, 2024 by Nikhil Kamath · said 1 times in 1 episodes since 2024 · across every show →

Mentions by year

brought up most by Ritesh Agarwal (1)

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Everything said about S&P Global, oldest first

Mar 6, 2024 negative
Assertion Contradicted
Kamath: Sovereign credit rating methodologies rely mostly on subjective, perception-based parameters
“Six are quantitative in nature, like GDP rate, fiscal deficit, inflation, past track record of servicing debt. The other 10 or 11 parameters are arbitrary in nature. It's more coming around perception and stuff like that.”
Nikhil Kamath Mar 6, 2024 ▶ 2:51:27 WTF Ep# 16 | What character "flaws" make the best entrepreneurs? Nikhil ft.Ritesh, Ghazal and Manish · Nikhil Kamath
Jun 28, 2025 positive
Assertion Partly supported
Arora: Tech makes up 35% of the S&P, up from zero historically
“If you look historically 35% of the S&P is made of technology companies. 30 years ago, it was none, right?”
Nikesh Arora Jun 28, 2025 ▶ 1:21:02 From Ghaziabad to Silicon Valley: Nikhil Kamath x Nikesh Arora | People by WTF | Ep. 11 · Nikhil Kamath
May 4, 2026
Insight
Howard Marks: Investing success depends on outperforming others, not absolute correctness
“This is a competitive game... You don't have to, it's not a matter of being right or wrong. It's a matter of being more right than the other person or less wrong.”
Howard Marks May 4, 2026 ▶ 1:25:58 Howard Marks: AI, Debt vs Equity & The Next 40 Years Of Investing | Nikhil Kamath | People by WTF · Nikhil Kamath
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