WTT: When the Benchmark Becomes a Bet

Throughout most of my career, the S&P 500 has been an appropriate bogey to assess manager performance. More than that, it's the most widely used benchmark in the capital markets. But today, it doesn't represent the broad-based, diversified exposure to the U.S. economy that most participants take for granted when investing passively or measuring manager skill. This WTT, When the Benchmark Becomes a Bet, considers the evidence, implications, and challenges posed by the current composition of the S&P 500. Read Ted's blog here . Editing and post-production work for this episode was provided by The Podcast Consultant ( ⁠ ⁠ )

You can listen to WTT: When the Benchmark Becomes a Bet online on Radio and Podcast. Open the player on this page to stream the available audio.

WTT: When the Benchmark Becomes a Bet is an episode from Capital Allocators by Ted Seides – Allocator and Asset Management Expert.

This episode is 09:29 long.

This episode was published on Mar 19, 2026.

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