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 · Stocks Aren't as Expensive as You Think | WAYT? · 8 Sep 2026 podcast

Thing number one, we're coming off of what is already a pretty high base, right?

Uh one year ago, four quarters ago, earnings were already above average or right at average, right?

So that's one thing.

The other thing is the earnings growth is still incredible without the unrealized gains and investments.

So like we're just at in a period of time where earnings are incredible.

No, yeah, you're c you're correct.

This reminded me of a CharKid Matt uh hitter from from chartkidmat.com.

The base matters.

So if you look at earnings growth, this is SP 500 year over year earnings growth for tech quarterly.

And like I mentioned, the base, we are right now coming off of an average to high base.

Uh same thing for tech, right?

So if you look at the the few quarters from 2020 into 2021.

Earnest growth was incredible because the base was so low from COVID, right?

That the comps were very easy.

But if you fast forward to 2025,

The earnings growth that we're looking at here.

It's not off of a low low base, it's actually off of a high base, which makes it all the more meaningful.

Insanely improbable.

When I was in high school, I first started looking at this type of stuff because like you see Target and you see the ticker and you know it and you're aware of it.

You see Nike and you're like

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