S&P Global Market Intelligence
OrganizationHeard in 4 episodes across 3 shows since Dec 2025
A division of S&P Global that provides financial, market, industry, and company data, research, and analytics to businesses and investors.
Episodes
First heard
Expert statements
Episodes per month
Public PodLume episodes featuring it, over the last year.
Show the data
| Month | Episodes |
|---|---|
| Dec 2025 | 1 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 1 |
| Sep 2026 | 0 |
| Oct 2026 | 2 |
| Nov 2026 | 0 |
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What experts have said about S&P Global Market Intelligence
5 statements · 1 positive · 3 negative · 1 mixed
- Stig BrodersenNegativeNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
AI could threaten S&P Global’s market-intelligence division.
“AI could be a threat to the market intelligence division.”
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari RamachandraListen at 38:42
- Hari RamachandraNegativeNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Removing 80% of market-intelligence revenue would imply S&P Global trades near 38–39 times earnings.
“If you deduct 80% of their market intelligence revenue and translate it into earnings, then they will be at 39 almost in my rough calculation, like 39, 38 PE.”
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari RamachandraListen at 48:09
- Stig BrodersenNegativeNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
S&P Global’s market-intelligence data products are highly commoditized.
“I definitely think that it's very commoditized.”
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari RamachandraListen at 52:54
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
4 episodes featuring S&P Global Market Intelligence, newest first
- Oct 26, 2026
AI’s spending boom faces its revenue testMarketplaceOct 26, 2026 - Oct 23, 2026
AI concentration puts retirement savings under scrutinyMarketplaceOct 23, 2026 - Aug 18, 2026
Bond yields climb as deficits test markets and researchWSJ What’s NewsAug 18, 2026 - Dec 17, 2025
Cramer weighs AI fears against durable growth elsewhereMad Money w/ Jim CramerDec 17, 2025