Michael Batnick

47.4K posts

Michael Batnick banner
Michael Batnick

Michael Batnick

@michaelbatnick

Long-distance reader

Katılım Kasım 2009
1.5K Takip Edilen207.1K Takipçiler
Michael Batnick retweetledi
Derek Thompson
Derek Thompson@DKThomp·
New pod: 4 TRILLION DOLLARS. 3 COMPANIES. 0 PROFITS. In 2025, there had never been a trillion-dollar public company that reported zero profits. By 2027, there could be three: SpaceX, Anthropic, and maybe OpenAI could all IPO in the same 12 month window for more than $1 trillion apiece. I brought on @michaelbatnick and @awealthofcs to talk about what the trillion-dollar, zero-profit firm tells us about market psychology, the new math of valuation, the wizardry of Musk, AI bubble fears, and the end of asset-light tech, as every modern tech company becomes a heavy cash-greedy infrastructure giant. youtube.com/watch?v=Glj_Ps…
YouTube video
YouTube
English
12
6
75
56.7K
Ryan Detrick, CMT
Ryan Detrick, CMT@RyanDetrick·
The wait is over ⌛ @sonusvarghese and I joined @Downtown and @michaelbatnick on TCAF! Such a fun conversation. @TheCompoundNews
The Compound@TheCompoundNews

Too Early to Get Off the Wave 🌊📈 @RyanDetrick and @sonusvarghese join @Downtown and @michaelbatnick on Episode 248 of The Compound and Friends to break down: • AI bubble fears 🤖 • Micron's monster run 📈 • Small caps vs. mega caps • Inflation, gold & Bitcoin • Alan Greenspan's legacy • Whether this bull market still has legs Watch/Listen now!👇🔥

English
23
5
71
29.6K
Saagar Enjeti
Saagar Enjeti@esaagar·
Side note: If the US and Iran can literally sign a peace deal electronically why is it when you buy a house in the United States you have to pay thousands to some bullshit title company
English
466
747
15.3K
675.8K
The Compound
The Compound@TheCompoundNews·
Are Investors Prepared for the Next Capital Loss Cycle? Dan Ivascyn, Group CIO of @PIMCO, joins @michaelbatnick and @Downtown Josh Brown on a special episode of The Compound & Friends to discuss PIMCO’s new secular outlook, Rupture and Resilience. From AI spending and deglobalization to tariffs, debt, bonds, and geopolitics, this is a conversation about the forces reshaping markets and what investors should do about it👇🎙️💸
The Compound tweet mediaThe Compound tweet mediaThe Compound tweet mediaThe Compound tweet media
English
2
6
36
14.5K
Michael Batnick retweetledi
Sam Ro 📈
Sam Ro 📈@SamRo·
These guys are really good at applying rigor to the data and identifying the big narratives others miss
The Compound@TheCompoundNews

The Recession Signals Are All Wrong on TCAF 245, @michaelbatnick is joined by @IrvingSwisher and Neil Dutta of @RenMacLLC to discuss: - The AI investment boom - The state of the labor market - Inflation risks - Consumer spending - Fed policy - Market breadth - Whether this cycle is as unusual as it feels and much more!🔥👇💸

English
2
5
53
31.1K
Michael Batnick
Michael Batnick@michaelbatnick·
RT @mattcerminaro: This has never happened. 51% of S&P 500 stocks are advancing today with the index down 2.1%. Add this to the list of…
English
0
11
0
2.2K
Michael Batnick retweetledi
The Compound
The Compound@TheCompoundNews·
SpaceX is going public👀 At a reported $1.75T valuation and up to $75B raised, it would be the biggest IPO in history. 30% of the float is reportedly earmarked for retail investors, meaning advisors should expect client questions immediately. How should investors think about the valuation, AI spending, Starlink, index inclusion, lockups, and the risk/reward at this price? @michaelbatnick brought in @AaronGDillon who has experience on both the private market and index provider side to break it all down.
The Compound tweet media
English
3
3
37
10.1K
Skanda Amarnath
Skanda Amarnath@IrvingSwisher·
Thanks @michaelbatnick for having me on @TheCompoundNews Always fun to join the great Neil Dutta @RenMacLLC (especially right after a historic Knicks W)
The Compound@TheCompoundNews

The Recession Signals Are All Wrong on TCAF 245, @michaelbatnick is joined by @IrvingSwisher and Neil Dutta of @RenMacLLC to discuss: - The AI investment boom - The state of the labor market - Inflation risks - Consumer spending - Fed policy - Market breadth - Whether this cycle is as unusual as it feels and much more!🔥👇💸

English
2
2
23
8.5K
Ryan Detrick, CMT
Ryan Detrick, CMT@RyanDetrick·
Loved this conversation between @EricBalchunas @michaelbatnick and @Downtown 🔥 🔥 🔥 And I could have listened to that Knicks/76ers banter all day. 🏀 @TheCompoundNews
The Compound@TheCompoundNews

The Investor Utopia is Here🎙️ On episode 241 of The Compound and Friends, @michaelbatnick and @Downtown Josh Brown sit down with @EricBalchunas to discuss: • the wildest stories from Eric’s Bitcoin book research • the ever-changing ETF landscape • the new “hot sauce” investors are chasing • the potential SpaceX IPO • and much more! Out now on YouTube and all podcast platforms. Links below🔥👇🎦

English
7
2
35
22.6K
Michael Batnick
Michael Batnick@michaelbatnick·
Micron just went on an all-time heater. Today at the open, Micron was the 10th largest stock in the S&P 500. Over the last five years, the average rank was 89. It ran from 127 last April to 10 today. Chart by @mattcerminaro
Michael Batnick tweet media
English
13
5
54
11.2K
The Compound
The Compound@TheCompoundNews·
The Investor Utopia is Here🎙️ On episode 241 of The Compound and Friends, @michaelbatnick and @Downtown Josh Brown sit down with @EricBalchunas to discuss: • the wildest stories from Eric’s Bitcoin book research • the ever-changing ETF landscape • the new “hot sauce” investors are chasing • the potential SpaceX IPO • and much more! Out now on YouTube and all podcast platforms. Links below🔥👇🎦
The Compound tweet mediaThe Compound tweet mediaThe Compound tweet mediaThe Compound tweet media
English
3
7
69
49.4K
Michael Batnick retweetledi
The Compound
The Compound@TheCompoundNews·
“AI is going to replace financial advisors.” @MichaelKitces says not so fast. On this episode of Talking Wealth, @michaelbatnick and Michael Kitces discuss whether AI is actually disrupting wealth management or if this is just robo-advisor hysteria all over again👇
The Compound tweet media
English
6
7
20
10.6K

Keşfet

@awealthofcs @RyanDetrick @sonusvarghese @Downtown @TheCompoundNews @talmonsmith @esaagar @RenMacLLC