@michaelbatnick
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Long-distance reader
Joined November 2009
- Tweets47.4K
- Following1.5K
- Followers208K
- Likes80.4K
Michael Batnick retweeted
Great to be on @TheCompoundNews from @FutureProof_HQ talking all things tech and markets with my friends @fundstrat @Downtown @michaelbatnick 🏆🐂🕶️🔥🎯👇🍿
Tom Lee & Dan Ives Explain Everything
@Downtown and @michaelbatnick are joined by @DivesTech and @fundstrat to break down the AI boom, rising rates, Nvidia, the U.S. vs. China AI race, robotics, software, blockchain, Apple, Palantir, and what’s next for the bull market👀
Michael Batnick retweeted
Excited to announce that @JSeyff and I have a new book coming out this fall called "Both Sides of the Coin" which is available for pre-order now. We thought it was time for a fresh look at bitcoin/crypto post-ETF and sought to write a fair and balanced book for everyday TradFi investors as well as crypto natives that tracks the risks, rewards, evolution and financialization of the asset class as well as the growing debasement/debt problem. We took great pains to cover as much as ground as poss in this 370-page book, no stone was left unturned. Here's a look at the chapters:
1. Bitcoin in a Nutshell (much more of an engineering feat than most ppl think)
2. The Currency Debasement Problem (inflation, debt etc is crucial for anyone hoping to understand the ‘purpose’ of btc as well as the rise of socialist politicians)
3. Store of Value Smackdown (btc vs gold)
4. Bitcoin in a Portfolio (hot sauce, for now)
5. The Filing Heard 'Round the World (the untold inside story of how Blk/Larry Fink evolved enough to file for ETF)
6. The ETF Solution (ETFs have solved for good bitcoin’s ‘intermediary problem’ eg FTX, Coldcard etc)
7. Suitcoiners (wall street/govt adoption, which OGs should embrace not dump on)
8. Alt Coins (top 12-ish cryptos explained in detail as well as how to evaluate them)
9. A Tokenized Future (the blockchain-ization of wall st and beyond)
Michael Batnick retweeted
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_Psxb…
These guys are really good at applying rigor to the data and identifying the big narratives others miss
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!🔥👇💸
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…
Michael Batnick retweeted
Had a wonderful time doing this one.
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!🔥👇💸
Michael Batnick retweeted
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.
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 retweeted
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 retweeted
“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 retweeted
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
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.
Went wide and deep on TCAF, covering this move and everything else happening in the market with @SamRo and @SteveSosnick
youtube.com/watch?v=aoZNIh92…
Michael Batnick retweeted
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!
Wild market. We haven't seen anything like this since the dotcom bubble burst.
Over the last 8 sessions, 115 stocks in the S&P 500 have decline 7% or more in a single day.
The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high.
Wait, the bathrooms at a festival cost how much???
We peeled back the curtain for a behind the scenes look at the biggest event in wealth management.
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=WtbOEiey…
Michael Batnick retweeted
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…
Sponsored by: @WisdomTreeFunds & @Clear_Bridge
