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

It's

Momentum and the Mag 7 has been as uncorrelated in history since the MTUM ETF launched.

Which is kind of wild.

So in other words, the Mag seven is no longer momentum and it had been for a very long time.

Well, because

much of of

Was

Exactly.

Yeah.

So I think that's a part of it is like we're getting rotation, which I know this the chart that you just laid out is not those dates aren't great when when um these stocks aren't aren't correlated with each other.

But I think it's great, right?

Like healthcare and all the other sectors, energy are kind of holding us up, holding the index up as these other sectors kind of, you know, feel the pain, I guess.

pain, I guess.

Sean, what do you think?

I'm gonna go the other way.

I want it to work because I like Apple and I like their products and I like innovation and I think it's interesting that they're putting something new out, which they haven't done in what feels like a long time.

However, two thousand dollars for a phone feels like a lot.

Matt, you you said this, but people are trying to be on their phones less, like

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