Sean Russo

speaker

443 appearances 3 recordings 1 series first heard Jun 2026 last heard 8 Sep

Sean Russo’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 — 3 in all, peaking in Sep 2026 with 1.

newest first · ▶ plays the moment

GDP is in the 2% to 3% range.

Inflation sits at 3.5%.

And the 10-year treasure yield is yielding 4.5%.

Yeah, so funny.

This is from ChartKid.

So Hicksley did something really interesting.

You're looking in the dark blue, you're looking at actual EPS.

And in the light blue, it's the previous year's estimate.

of what that earnings would be.

And so generally outside of recessions, analysts nail it.

They nail earnings unless it's 2001, 2002, 2009, and then 2020.

So for the most part, analysts are actually right.

Can you do chart seven, Daniel?

Can I ask something?

I keep hearing about the circular investing and the lack of free cash flow and everything.

Let's just say Amazon and Google and Microsoft and all the big spenders stop spending.

Doesn't that just shoot free cash flow right back up?

So this is as of yesterday.

We're looking at the S&P 500 in points on the far left.

And then the contribution to the points change year to date.

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