S&P 100
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Search complete. 58 mentions across 52 episodes found for "S&P 100".
Oct 30, 2026
Josh BrownGUEST
Ask the smarter question.
Josh BrownGUEST
Is this good or bad for the MAG-7? is good or bad for the S&P 100, because that's what will affect your investments.
Scott GallowayHOST
The only asterisk I just want to add here around, you're right, this could only happen in America.
Scott GallowayHOST
Anthropic, which was founded six years ago, had been founded in Europe.
Josh BrownHOST
I want to double-click on the net issuance because I really think that that is game-changing just in terms of changing the mentality of the market.
Josh BrownHOST
I really think that people just felt like no matter how bad a company's results, S&P 100 company, they're buying back stock and I can just ride it out.
Josh BrownHOST
And now that's no longer the case.
Josh BrownHOST
Chart 16, guys.
Jon EvansHOST
You mentioned earlier your tenure on Nike, which was amazing.
Jon EvansHOST
And I think a week on Monday, Nike will drop out of the S&P 100.
Jon EvansHOST
That's the last decade since you were running the account.
Colleen DeCourcyGUEST
Well, I ran the agency that owned that account, and that was the account the agency was built on.
Darius DaleHOST
It's the hypothetical growth of a $100,000 portfolio over the trailing 30 years with different categories of best and worst days excluded.
Darius DaleHOST
So the red line shows how much your $100,000 would have grown to if you just had the S&P 100 total return over that time period.
Darius DaleHOST
You would have made, you know, you would have $1.7, $1.8 million in your account 30 years later.
Darius DaleHOST
Going to the black line, which excludes the top 20% of days and the bottom 20% of days, notice that the bull market marketing garbage does not exclude the bottom.
Darius DaleHOST
We're not getting paid to have this Gaussian log normal distribution.
Darius DaleHOST
We're getting paid to chop off the left tail of the distribution and have a positively skewed distribution.
Darius DaleHOST
If you have a positively skewed distribution by excluding the top 10% of days and bottom 20% of days in the S&P 100, you wind up with $4 billion of I didn't, from $100,000.
Darius DaleHOST
Now, obviously it's very impossible.
Margarita BelloGUEST
It was very interesting.
Margarita BelloGUEST
It was a night exit the S&P 100 after 18 years of following with a $200 billion market whiteout.
Margarita BelloGUEST
Like it is crazy how this market is moving out.
Margarita BelloGUEST
I know you have read up a little bit about it in overview.
Aaron AlpeterHOST
Yeah, it's weird to think that Nike is not on the S&P 100.
Aaron AlpeterHOST
I mean, they're still listed.
Aaron AlpeterHOST
They're still public, of course.
Margarita BelloGUEST
I actually was talking to my husband this about the other day.
Margarita BelloGUEST
It was very interesting about that night exit the S&P 100 after 18 years of following with a $200 billion market whiteout.
Margarita BelloGUEST
Like it is crazy how this market is moving out.
Margarita BelloGUEST
I know you have read up a little bit about it in overview.
Aaron AlpeterHOST
Yeah, it's weird to think that Nike is not on the S&P 100.
Aaron AlpeterHOST
I mean, they're still listed.
Aaron AlpeterHOST
They're still public, of course.
Jason DrahoGUEST
And it's reflected by the market performance.
Jason DrahoGUEST
The tech sector specifically with the S&P 100, it's on pace for its worst month relative to the S&P overall.
Jason DrahoGUEST
since the news of DeepSeek, the open source Chinese model, you know, occurred back in January of 2025, so almost two years ago.
Jason DrahoGUEST
And this is why the earnings that we're going to get this week from three of the hyperscalers, Amazon, Alphabet, and Microsoft, you know, are so important.
Chris CuestaGUEST
Hard to predict when that happens, but it's also hard to say, why couldn't it happen? Right.
Chris CuestaGUEST
And so when you look at the U.S. market structure today, the S&P on a price to sales and the S&P 100, the 500 100 are at all time highs, all time highs.
Chris CuestaGUEST
Whereas micro cap is an asset class is near trough levels.
Chris CuestaGUEST
Right.
Tommy KyllonenHOST
It actually got delisted.
Tommy KyllonenHOST
Nike got delisted from the S&P 100.
Tommy KyllonenHOST
Still in the S&P 500, but it got demoted because it's lost so much of its value.
Tommy KyllonenHOST
I have some friends that have Nike stock, and they're like, bro, It is just, it's brutal.
Tim SeymourPANELIST
But if not, think about the energy you're going to be consuming and think about Slumber J. SLB, I guess, is now what we call it.
Courtney GarciaPANELIST
Courtney, XNAG is a way of getting the SP-100 without being so concentrated in AI.
Courtney GarciaPANELIST
I think that's what you want to say here.
Courtney GarciaPANELIST
All right.
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