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.

Appearances

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

Here you go.

I mean, I think it makes a lot of sense.

You have to have that creativity to be able to do anything with the data.

I have the data too, but I don't make it look as pretty as you do, Matt.

You know what I mean?

The human element still is an essential part.

It's kind of nuts.

If you show that chart again, the revenue per share for Blockbuster, at least in that pain, I mean, it moved, but not that much compared to the stock price.

It kind of makes me scared.

And honestly, it worries me a little bit.

And I know there was a positive piece to Kai's writing too, but it worries me.

It makes me think that a lot of those AI companies that already got blown to bits, like the Salesforce, I mean, maybe there's something there.

If the market's telling us there's something there, I mean, there could be.

I think so too.

I think there's part of software that's going to continue to work.

John, if you want to chart on it, it's a little further down, but it's this cyber ETF, CIBR ETF.

When I first looked at this, I was like, what's kind of driving the IGV?

The top five contributors to the IGV year to date are Palo Alto Networks, CrowdStrike, Oracle, Datadog, and Fortinet.

So four or five are cybersecurity.

Look at some of these returns.

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