Matt Cerminaro

speaker

299 appearances 1 recordings 1 series first heard Jun 2026 last heard 2 Jun

Matt Cerminaro’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

Appearances

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The Compound and Friends · What You Need to Survive a Bull Market · 2 Jun 2026 podcast

that tripled over the past year when it should have 5x or 6x maybe.

And there's still value even if the stock has gone up so much.

So that's what I'm taking away from this.

It's like, Michael, that blog post you wrote about

how to find good people and you just give people more, you give people more responsibility than they might even need or can handle and see what happens.

It's like sometimes ignorance is bliss.

Just drop the kid there, Chart.

People are calling me Chart around the office now.

I'm not upset about it.

I guess I'm moving up in the world.

All right.

All right, I pulled this stat right before because I saw you had this in here.

So analysts expect $427 of earnings in 2028.

So let's just put 20 multiple.

I know it's not that easy, but that's like $8,500, $8,600 S&P 500.

But just purely from earnings, that's like 40% growth from where we are right now through the end of 2028.

And so I do believe that there are, and I'm gonna answer the question, but I do believe that there are symmetries in markets where if we move up really fast, we move down really fast.

And we move down really fast, we move up really fast.

That's just what happens.

But if you have 40% earnings growth over the next two years, you can't be in inning eight.

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