Michael Batnick
47.3K posts
Michael Batnick
@michaelbatnick
Long-distance reader
Katılım Kasım 2009
1.4K Takip Edilen206.8K Takipçiler
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🔥👇🎦
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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
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Talking birthdays on Facts vs Feelings this week and our good buddy @michaelbatnick and March 23 made the show! 🎂 🍰
@TheCompoundNews
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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🔥👇🎦
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@TheCompoundNews @michaelbatnick @Downtown About as much fun as I can have at my job. Thanks again for having me!
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Michael Batnick retweetledi
“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👇
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@WilliamCohan @apolloglobal congrats Bill, can't wait to read it!
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I'm very excited to announce the September 8 publication of my new book about Leon Black and @apolloglobal. Only three years in the making and it's a barn burner, with a variety of on-the-record interviews with all the principals and more. I hope you will enjoy!
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Michael Batnick retweetledi
Why Bubble Talk is Totally Wrong
On episode 238 of The Compound & Friends, @michaelbatnick & @Downtown sit down with Dr. Ankur Crawford to break down:
• The strongest names in AI
• The future of the Mag 7
• What’s really happening in semis
• The case for Amazon and a lot more!
Sponsored by: @InvescoUS & @JHIAdvisors
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@awealthofcs Michael's "word" isnt "ostensibly". Hands down, it is "directionally".
Granted a more "common" word, but one I only hear really from @michaelbatnick !
Los Angeles, CA 🇺🇸 English
@SteveSosnick @TheCompoundNews @SamRo @Downtown We will for sure have you back on. Not an easy seat to be in for the first time and you crushed it.
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My maiden visit to @TheCompoundNews was a blast! It was great to meet @michaelbatnick and @SamRo in person after being a fan of their work for years, and they kept me on my toes. Too bad to miss @Downtown tho - hope to get a chance on a future visit.
The Compound@TheCompoundNews
Stocks took the stairs down… and the elevator back up 📈 On Episode 237 of The Compound & Friends, @MichaelBatnick sits down with @SamRo & @SteveSosnick to break down: • Winners vs losers • Trade tensions • Earnings season setup • Rate cut expectations • Disney layoffs and more!
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@fintaxdude @awealthofcs lol no way. Statham is an airplane staple.
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@awealthofcs @michaelbatnick is definitely seeing this in IMAX.
DiscussingFilm@DiscussingFilm
First trailer for ‘MUTINY’, a new action thriller starring Jason Statham. The film follows a man who is framed for the murder of his billionaire industrialist boss and must go on the run. In theaters on August 21.
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Went wide and deep on TCAF, covering this move and everything else happening in the market with @SamRo and @SteveSosnick
youtube.com/watch?v=aoZNIh…
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Software is crashing again today.
The two-day move from Wed-Thursday was a complete outlier. We've never seen the S&P 500 up that much with software down that much.
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The Compound@TheCompoundNews
Why Gas Prices Can’t Wreck the Market On TCAF Ep. 236, @michaelbatnick & @Downtown with @alexandraandnyc + @DanGreenhaus break down: • Oil prices and the market's reaction • SpaceX IPO buzz 🚀 • V-shaped recoveries • Private credit opportunity • The worst stock ever and more😬
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Michael Batnick retweetledi
Are We in a Bear Market?🐻📉
On Episode 234 of The Compound and Friends, @Downtown and @michaelbatnick sit down with @jlebenthal to break down:
• Stock market volatility
• Who’s actually winning the AI race
• Private credit: risk or opportunity?
• Jim’s favorite stocks and more!
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Michael Batnick is underrated
J.C. Parets@JC_ParetsX
I love how the best guests keep coming on The Morning Show @StockMktTV - today we have @michaelbatnick in the house talking SpaceX IPO, private credit and how the market is not an idiot. Come let us know what you think in the chat: youtube.com/watch?v=kFvCfV…
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@RyanDetrick @DanCliftonStrat @verrone_chris @Downtown @TheCompoundNews So good! Thanks for the shout Ryan.
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@BlakeMillardCFA @TheCompoundNews @Downtown @DanCliftonStrat @verrone_chris @StrategasRP For sure, thank you for listening!
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@TheCompoundNews @michaelbatnick @Downtown @DanCliftonStrat @verrone_chris @StrategasRP Great discussion gents. That bench over at Strategas is deep.
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Data Centers Are the New Fracking
On Episode 231 of The Compound & Friends, @michaelbatnick and @Downtown welcome @DanCliftonStrat and @verrone_chris of @StrategasRP to break down:
• The AI backlash
• International markets
• Software stock re-ratings
• The midterms and more🔥👇
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Wishing a very happy birthday to the MVP @cliffcornell_, who keeps @dougboneparth and I fun, sane, and current in our lingo.
This year will be even better than the last for you - I know it!
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😂
@awealthofcs "You're a Demolition Man guy?"
@michaelbatnick "I mean, do you really have to ask? Loved Demolition Man!"
Then Michael discusses Over The Top. Pure 🐐 stuff.
The Compound@TheCompoundNews
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