Michael Batnick

Long-distance reader

[The Compound @TheCompoundNews]

Warsh's Impact on The Fed

@RenMacLLC @michaelbatnick @IrvingSwisher

[Sam Ro 📈 @SamRo]

These guys are really good at applying rigor to the data and identifying the big narratives others miss

[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…

[RenMac: Renaissance Macro Research @RenMacLLC]

Had a wonderful time doing this one.

[Michael Batnick @michaelbatnick]

@RenMacLLC 💙🧡💙🧡💙🧡

[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.

[Michael Batnick @michaelbatnick]

@IrvingSwisher @TheCompoundNews @RenMacLLC Great fun, thanks for doing it. Go Knicks!

[Michael Batnick @michaelbatnick]

@SamRo 😂😂😂

[Michael Batnick @michaelbatnick]

@talmonsmith @TheCompoundNews 😊😊😊

[Michael Batnick @michaelbatnick]

@vaneck_us @TheCompoundNews @JanvanEck3 😂😂😂😂

[Michael Batnick @michaelbatnick]

@RyanDetrick @EricBalchunas @Downtown @TheCompoundNews 😊

[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 @michaelbatnick]

@RyanDetrick @TheCompoundNews @sonusvarghese @AlmanacTrader Hell yes brother!

[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🔥👇🎦

[Michael Batnick @michaelbatnick]

@EricBalchunas @TheCompoundNews @Downtown Love hanging with you. Good luck tonight. 😛

[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👇

[Michael Batnick @michaelbatnick]

@WilliamCohan @apolloglobal congrats Bill, can't wait to read it!

[The Compound @TheCompoundNews]

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

[Michael Batnick @michaelbatnick]

@TheArmoTrader @awealthofcs guilty as charged!

[Michael Batnick @michaelbatnick]

@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.