2008
Bridgewater Associates posted positive returns of 9.5% in 2008 while the S&P 500 fell by almost 40%, according to the host.
“positive returns of 9.5% in 2008, while the S& P 500 plunged by almost 40%”
Topic
S&P 500
7 facts from 6 episodes, in date order. These are what speakers said on the shows, each linked to the moment it was said. They aren't independently verified.
2010s
Sankar said that in the last decade the average S&P 500 company stays on the index about 15 years.
“In the last decade, the average company in the S P 500 stays there for fifteen years.”
2025
Chris Benson cited AI-related stocks as accounting for about 75% of S&P 500 returns, 80% of earnings growth and 90% of capital spending growth.
“dominating. S. P. 500 re returns, uh, to the to the degree of about 75% of those returns, um, eighty of earnings growth and ninety of capital spending growth.”
Undated
Mauboussin cites Bill Miller beating the S&P 500 for 15 consecutive years as a streak that will be hard to repeat.
“Bill Miller beat the S&P 500 for 15 years in a row.”
Undated
John Bathgate or Brinton Johns says the average tenure of a CEO in the S&P 500 is less than five years.
“we know that the average tenure of a ceo in s&p 500 is less than five years”
Undated
Sankar said that 45 years ago an average S&P 500 company stayed on the index about 75 years.
“Forty five years ago, the average company on the S P 500 used to stay there for roughly seventy five years.”
Undated
Arun Chandra said he believes 95 to 97 percent of S&P 500 companies have not yet shown documented AI ROI in their profit and loss statements.
“I believe out of the S P 500, the vast majority, ninety five, 97% of the companies have yet to show a documented R O I in their P and L based on A I.”
Episodes
- 3 Nov 2021Complexity Investing & Semiconductors (with NZS Capital)1h 44m
- 5 Oct 2021Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More1h 25m
- 30 Jul 2026Ray Dalio: I Predicted The 2008 Crash, I Know What Comes Next1h 34m
- 26 Aug 2026Scaling Agentic Automation With Open Architecture - with Arun Chandra of NICE23m
- 8 Jan 2026How Open Context Layers Help Enterprises Build, Govern, & Scale Agentic AI - with Prukalpa Sankar of Atlan24m
- 10 Nov 2025Are we in an AI bubble?49m