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Barron's Streetwise

Is the S&P 500 Enough?

Barron's Streetwise

Barron's

Business

4.81.5K Ratings

🗓️ 7 March 2025

⏱️ 41 minutes

🧾️ Download transcript

Summary

A 125-year history of financial returns challenges conventional wisdom. Plus:  When hedging works and when it fails with RBC's Amy Wu Silverman. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

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0:31.5

The last six months have been super interesting. I feel like there is peak exuberance post-US

0:37.4

elections and I can't tell you

0:39.8

how many investors just said to me, Trump is going to manage the stock market. He views the stock

0:45.6

market as a gauge of his success. And the last few weeks' days, what have you, have been a little

0:51.2

bit of a reckoning for them.

1:00.3

Hello and welcome to the Barron Streetwise podcast. I'm Jack Howe, and the voice you just heard is Amy Wu Silverman. She's the head of derivative strategy at RBC Capital Markets. In a moment,

1:07.1

she'll talk to us about what to think about if you're thinking about hedging the U.S. stock market.

1:13.2

We'll also say a few words on a new report studying 125 years of global investment returns.

1:20.3

What does it mean for someone plunking money into an S&P 500 fund now?

1:32.0

No. Fund now. Listening in is our audio producer Alexis Moore.

1:35.9

Hi, Alexis.

1:36.9

Hey, Jack.

1:37.7

With us also, Jackson,

1:38.9

Jackson, you are leaving us soon.

1:42.5

You're here for another week, and you're leaving for, I guess we'll get into it next episode, right? You're doing a startup. It's industrial composting. You're leaving me for rotting banana peels. Have I got that right?

1:57.5

That's an ungenerous way to say it. but yeah, it's my penultimate week.

2:03.5

We're going to miss you.

...

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