← S&P Global Market Intelligence
What podcasts say about S&P Global Market Intelligence
Every statement, with the speaker, the exact quote and the moment it was said.
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
- Stig BrodersenPositiveNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
AI disruption is unlikely to cause a sudden collapse in market intelligence.
“I don't think it's a cliff by any mean.”
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari RamachandraListen at 53:02
- Stig BrodersenMixedNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Market-intelligence pricing pressure is unlikely to materially affect S&P Global overall.
“I see a lot of pricing pressure on that segment, but I don't think it's material for the business as such”
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari RamachandraListen at 53:45
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.