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

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

And that's going to take some time.

That was my quote.

And actually, I'd be interested to get your take, because Matt and I are unencumbered with some of this IPO stuff.

So I'd be interested to hear what you think.

This was Matt Levine yesterday on the SpaceX situation.

He said, you can't overstate this.

The index demand is not 100% of the stock available in the IPO, or 110%, or even 50%.

But it's plausibly more than 25%.

It's not a short squeeze, but it's a lot.

add a reported 30% allocation to retail, and arguably a majority of the IPO is being sold to price insensitive investors.

And he ends with, that is one way to get a high IPO price.

Is that your name, Matt, on Reddit?

Yeah, found your burner.

Ventiles.

Can I make a comment?

Is this just rates?

Like in 2021, does it make sense that the small caps are outperforming the large caps because rates are at zero?

And now in 2026, the large caps are outperforming the small caps because rates are at whatever they are, 3% to 4%?

Or is that like too stupid?

All right.

Showing 321–340 of 443 · page 17 of 23