What podcasts say about Stig Brodersen

Every statement, with the speaker, the exact quote and the moment it was said.

What Stig Brodersen has said on podcasts

19 statements · 11 positive · 5 negative · 1 mixed · 2 neutral

on S&P GlobalNeutralNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
S&P Global is a widely recognized company rather than a hidden investment.
“S&P Global. A lot of people probably are familiar with that stock.”
Listen at 28:45
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
on S&P Global credit-rating businessPositiveNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
S&P Global's credit-rating business has an attractive business model.
“it's a very interesting business model”
Listen at 32:12
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
on S&PPositiveNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
S&P Global and Moody’s dominate the ratings market, with S&P near 45% share.
“The way I'll probably look at this is that S&P has 45%, Moody's around 40%, and then FIT is really a distant third.”
Listen at 32:46
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
on S&P Global credit ratingsNeutralNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Companies with Moody's ratings also need S&P ratings for bond issuance.
“you also need an S&P rating”
Listen at 33:19
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
on Credit-rating regulationsPositiveNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Regulations mandate major rating-agency ratings for many companies issuing bonds.
“you even have regulations that are helping you because for a lot of companies, it's actually mandated. They need to have the ratings of the big rating agencies.”
Listen at 33:21
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
on Credit ratingsNegativeNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Lacking major-agency ratings can impede a company's ability to issue bonds.
“if you don't have, partly, you might have problems actually clearing your mandate to issue those bonds in the first place”
Listen at 33:41
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
on S&P Global ratings and indicesPositiveNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
S&P Global’s ratings and indices businesses face no major current risks.
“I don't see major risks, at least to ratings and indices.”
Listen at 35:54
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
on private creditNegativeNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Private credit could create competition for S&P Global’s ratings business.
“with private credit, there could be some competition coming.”
Listen at 36:43
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
on S&P GlobalNegativeNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Investors expecting less future debt creation should avoid S&P Global.
“if you truly believe that we're going to see less debt creation moving forward, don't buy S&P Global.”
Listen at 38:09
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
on S&P Global Market IntelligenceNegativeNov 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.”
Listen at 38:42
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
on S&P GlobalPositiveNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
S&P Global’s valuation has compressed from 40 times earnings in 2021 to about 23 times.
“It used to trade at 40 PE back in 2021. Now it's closer to 23.”
Listen at 39:22
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
on S&P Global earningsPositiveNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
S&P Global's earnings are expected to continue increasing.
“I do think that it will continue to be so.”
Listen at 39:31
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
on S&P GlobalPositiveNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
S&P Global could double over five years, producing roughly 15% annual returns.
“I wouldn't be surprised at all if you saw a double over the next five years, which would give you 15%.”
Listen at 43:02
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
on S&P GlobalPositiveNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
S&P Global could deliver annual returns between 10% and 15%.
“I'd probably say anywhere between 10% to 15%.”
Listen at 43:53
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
on S&P GlobalPositiveNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig estimates S&P Global’s prospective annual returns at 10–15%.
“I'd probably say anywhere between 10% to 15%. It's kind of tricky.”
Listen at 43:53
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
on S&P GlobalPositiveNov 1, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig estimates S&P Global’s intrinsic value at $450–$500 per share.
“I'm probably around $450 to $500 if you put me on a spot.”
Listen at 44:03
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
on S&P Global Market IntelligenceNegativeNov 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.”
Listen at 52:54
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
on S&P Global Market IntelligencePositiveNov 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.”
Listen at 53:02
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
on S&P Global Market IntelligenceMixedNov 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”
Listen at 53:45
Open the episode · TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra

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.