Martin Orton
speaker
57 appearances
2 recordings
1 series
first heard May 2026
last heard 23 Jun
Martin Orton’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.
Appearances
Yes, I think that's that's absolutely the case.
So of course there was some trepidation heading into the SpaceX IPO.
We know those things can be volatile, but early days was a good start.
We have some volatility today.
I think we should anticipate continued volatility.
There are those index inclusions, there's the lockups um expiring.
So there are some things that we need to keep an eye on as it pertains to volatility there.
I think volatility for
for the broader AI trade too.
We know there's been a lot of helium, particularly on the chip side of things, and that creates its own type of price bubble.
I don't think it necessarily suggests that AI isn't durable, but it certainly creates volatility in in markets.
I I think the risk is coming from a few different places.
I do think it's predominantly around AI and the things that have led us out of the concern around the war.
So since April 1st that has been the chip area, memory and semi.
So I do think concerns around what we're gonna see in earnings, micron reporting, whether that gross margin expansion is still possible, I think that is a question mark on investors' minds.
I also think there is some, I guess, marginal concern around what rates mean for equities.
I don't look at the broad US equity market though as all that stretched.
And I also think there is some durability to earnings.
So I'm not sure it's a predominant issue, but it's certainly something that's kind of picking away at the sides of things.
Well, I guess my perspective is that to your point, this is the best performing market that we've seen year to date.
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