Michael Batnick
47.3K posts

Michael Batnick
@michaelbatnick
Long-distance reader
Katılım Kasım 2009
1.4K Takip Edilen203.5K Takipçiler

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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Michael Batnick retweetledi

@RampCapitalLLC Well I have a chart kid @mattcerminaro and you don't, so YOU WILL LISTEN TO EVERY DAMN WORD I HAVE TO SAY
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@michaelbatnick Nice chart. I had a draft tweet that was basically the same sentiment but couldn’t put it into context. Every morning I open the app a handful on my watchlist are just completely annihilated
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In this episode of Talking Wealth, @MattMiddleton__ and I break down why thousands of financial advisors are heading to Miami for @FutureProof_HQ
youtube.com/watch?v=WtbOEi…

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Michael Batnick retweetledi

What to Buy in the Momentum Stock Slaughterhouse | TCAF 228🎙️
@Downtown and @michaelbatnick are joined by @JohnRMowrey to discuss the free fall in software stocks, what makes a value stock, how to measure a bear market, the crypto crash, and more!🔥
YouTube⏯️youtu.be/kZPcg9bmSE8
Podcast🎧podcasts.thecompoundnews.com/show/TCAF/mome…
Sponsored by: @WisdomTreeFunds & @Clear_Bridge

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Michael Batnick retweetledi

TOMORROW AT 11AM ET🚨🎙️
@MarcRuby and @michaelbatnick dig into the rapid rise of secondaries: why private assets are staying private for longer, how liquidity is being engineered rather than waited for, and what this shift means for valuations, incentives, and risk. They explore who wins, who loses, and whether secondaries are making private markets more efficient — or just more complex.👇🔥
Click me🎦youtube.com/live/N6P4tgIJh…

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Michael Batnick retweetledi

Give this a watch 👀
Sat down with @Downtown @michaelbatnick on @TheCompoundNews
- bull market intact
- gold $GLD and silver $SLV
- how AI may drive higher tax revs
- crypto and blockchain for financials $ETH $BTC
What Tom Lee's Worried About in 2026 | TCAF 227 youtu.be/rfsz0XxQWFM?si… via @YouTube

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@RampCapitalLLC @justinisreal It's not a loss until they win
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@justinisreal @michaelbatnick He’s getting torched on his Seahawks short
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Michael Batnick retweetledi

The Lie on Both Sides of Investment Management | Talking Wealth🎙️
@michaelbatnick is joined by @ZachConwaySeeds of @SeedsInvestor to discuss why investment management still matters, where advisors actually add value, why even the best firms struggle to deliver that value at scale and so much more!👇
YouTube⏯️youtu.be/t3cgACkVYaA
Podcast🎧podcasts.thecompoundnews.com/show/talking-w…
Sponsored by: @Betterment Advisor Solutions

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@BlakeMillardCFA @andrewrsorkin Just finished it and you are correct.
Definitely a top 5 episode.
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Top 5 episode for TCAF. Sorkin brings the heat every time. Fun watching @andrewrsorkin on the other side of the table.
The Compound@TheCompoundNews
Could We Ever See Another 1929? @andrewrsorkin @Downtown @michaelbatnick ⏯️youtu.be/tt8_qWeKYCw
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Michael Batnick retweetledi

Be the GP: How to Invest in the 2 & 20🎙️💸
@michaelbatnick sits down with Todd Owens, Managing Partner at Cantilever to break down the rapidly growing world of GP stakes investing. They discuss why asset managers are selling minority interests in their firms, what investors actually get exposure to when they buy GP stakes, and how this strategy differs from traditional private equity.👇
⏯️youtu.be/JuyQMiRdO18

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