Doubt but No Fear, SpaceX Reports, Netflix Cleans House, AI Bond Vigilantes, Bending Spoons The opening line of this episode was Josh Brown selling half his Netflix position at roughly $70, taking…
Michael Batnick — Podcast Appearances & AI Summaries
Michael Batnick has appeared on 19 podcast episodes in our AI-summarized catalog, including The Compound and Friends, Animal Spirits Podcast. Every appearance below has a free 5-minute AI summary.
What Michael said
“How can you talk about being in a bubble when you have the number of stocks with a forward PE greater than 40 back to the levels that we saw in March 2020? What a killer of a chart.”
— **Michael Batnick**
“I haven't seen anybody say, 'Hey, all those fears, all those articles, all that time that we spent talking about the unlock, that was the bottom.' Funny how markets work.”
— **Michael Batnick**
“They're getting too comfortable with cash because they're more on the short-term side of things. Yeah, they're like, 'Oh, I don't want to go out on the curve. Look how much volatility there is, and I'm still getting paid.' But that's missing a really key part of the equation.”
— **Michael Batnick**
“I think that sending people checks during an economic downturn is the most effective way to fight a recession.”
— Michael Batnick
“Bear markets in the future are going to be flash crashes.”
— Michael Batnick
“I'm gonna go into Times Square, pour gasoline on myself and light a match.”
— Michael Batnick, on his reaction to Bitcoin hitting $100k if he's not invested.
Episode appearances
19 
Value and momentum are two of the most well-researched factors in finance, but each has a dark side. Value investing can trap you in stocks that are cheap for a reason—companies in structural…
On Tuesday, Josh Brown rang the opening bell at the New York Stock Exchange to celebrate 15 years of CNBC’s Halftime Report. He was 34 when the show premiered; he is now 49. To mark the occasion,…
Ed Elson, co-host of the Prof G Markets podcast with Scott Galloway, joined Josh Brown and Michael Batnick for a wide-ranging conversation that moved from the theater of the White House AI summit…
Private Markets Are Not What Most Investors Think Hamilton Lane CEO Erik Hirsch joined The Compound and Friends to offer a sober, insider's view of private markets — an industry he's worked in…
The hosts of the Animal Spirits podcast wrestle with a central tension in the current market: Is the massive, interconnected AI build-out by the world’s largest companies a fragile house of cards…
Meta didn’t just launch another AI chatbot. It launched Muse, and in three weeks, the company added roughly $450 billion in market capitalization—the equivalent of creating a Costco, or a Procter…
“We have twenty seven stocks in the S&P 500, only 27 trading with a P/E greater than 40. That’s like matching past bear market lows, and we’re within two percent of all time highs.” That single…
A quiet, unassuming former COO who spent his early career counting widgets in Asia has presided over a 2,700% total return for shareholders, added $287 billion in market cap per year, and…
“People have gotten comfortable in a rising rate environment, investing like that is going to last much longer than it might.” That observation from Brandon Clark, ETF Business Director at…
Palantir reported its best quarter ever, and the stock surged 30%. SpaceX delivered a blowout first quarterly report as a public company, and the stock fell 8%. A 24-year-old former OpenAI…
"Stocks with bad momentum that are cheap have never been punished more for missing." That was the warning from analyst Adam Parker that hosts Josh Brown and Michael Batnick opened with on this…
“If you really want to be bearish, you have to say, okay, we're going to have a recession.” That line from Ben Carlson captures the central tension running through this episode of Animal Spirits.…
“The only thing that matters here to the Apple shareholder is that Apple is the toll booth. They’re going to get paid coming and going, regardless of which AI the consumer wants to use.” That…
Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade SpaceX went public with only 3% of the company's shares hitting the market, raising $75 billion. The stock jumped 20% on day one, then…
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence and author of The Bogle Effect, walked into the studio with a simple observation: the investing world has never been cheaper, easier,…
"Forty percent of people who make $500,000 a year report living paycheck to paycheck." That headline made the rounds on social media, but when Ben Carlson dug into the actual Goldman Sachs survey,…
🎙️ The Voices & The Context The Format: A lively, casual roundtable discussion/podcast episode. It feels like a group of smart friends (and one first-time guest) riffing on markets, with a mix of…
Rick Wurster, who became CEO of Charles Schwab on January 1, 2025, sat down with Josh Brown and Michael Batnick at the Future Proof conference in Miami Beach. The conversation covered Schwab’s…
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