Best Michael Batnick Podcasts (2024)

1
Time Heals 1:25:15

4h ago1:25:15

1:25:15

On episode 155 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Gunjan Banerji of The Wall Street Journal and Paul Hickey of Bespoke Investment Group to discuss: Nvidia earnings, the AI led market boost, the Fed's impending cut, politics and investing, and much more! This episode is sponsored by Public. Discover ho…

1
[Repost] Animal Spirits: Alt Goes Mainstream with Michael Sidgmore 51:17

1h ago51:17

51:17

I went into The Compound and came out alive. Recently, I joined Michael Batnick and Ben Carlson of Ritholtz Wealth Management on their Animal Spirits podcast by The Compound. It is a fantastic show that produces frank and thoughtful conversations on markets and the wealth management world. They invited me on their show to discuss why alts are going…

1
What is Wealth? 1:14:12

2h ago1:14:12

1:14:12

On episode 375 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Jerome Powell's speech at Jackson Hole, Nvidia millionaires, financial voices you can safely ignore, housing affordability, what it takes to be considered wealthy, every generation thinks they have it bad, Michael's college transcript, and much more! This episode is sponsore…

1
The First Rate Cut, Dan Loeb Buys Apple, Previewing Nvidia’s Earnings 1:00:32

4h ago1:00:32

1:00:32

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They cover the upcoming Nvidia earnings report, the slowdown in leisure and hospitality spending, hedge fund manager Dan Loeb’s recent comments about Apple, an all-new make the case, mystery chart, and more! This episode is sponsored by Publ…

1
Talk Your Book: Finding Small Cap Diamonds in the Rough 38:55

1h ago38:55

38:55

On today's show, we spoke with Brandon Nelson, Senior Portfolio Manager for Calamos to discuss Calamos' favorite small cap sectors, why small caps have flown under the radar, understanding the relationship between momentum and fundamentals, profitability of small cap stocks, and much more! Find complete show notes on our blogs... Ben Carlson’s A We…

1
Talk Your Book: Alt Goes Mainstream with Michael Sidgmore 51:16

17m ago51:16

51:16

On today's show, we are joined by Michael Sidgmore, Partner and Co-Founder of Broadhaven Ventures to discuss all things Alternatives, how that world has changed in recent years, why financial advisors in the RIA channel is such a big opportunity for alternative investments, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wea…

1
All the News That’s Fit to Print 1:29:07

4d ago1:29:07

1:29:07

On episode 154 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by New York Times economics reporter Talmon Smith, and The Compound's very own Ben Carlson to discuss: inflation, the Fed, economic policy, the labor market, and much more! This episode is sponsored by Public. Make your savings work harder and earn an ind…

1
Inflation or Price Gouging? (EP.374) 1:14:15

1h ago1:14:15

1:14:15

On episode 374 of Animal Spirits, Michael Batnick and Ben Carlson discuss: what an average year in the stock market looks like, Seinfeld on consumers, why inflation is such a tricky concept, millennials are richer than you think, grocery stores are not the enemy, star fund managers, how demographics will help the housing market, sending your kids a…

1
A bad omen, why Bitcoin moves with Nick and Jessica, Starbucks new CEO 1:33:50

4h ago1:33:50

1:33:50

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of Datatrek, to discuss: what happened with the Japan carry trade, what to do with an elevated Vix, bitcoin vs gold, and much more! Then, at 39:14, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is sponsored by Public. Visit http…

1
Talk Your Book: Quality Growth Investing 34:14

8d ago34:14

34:14

On today's show, we are joined by Kevin Walkush, Portfolio Manager at Jensen Investment Management to discuss what quality means to Jensen, why META was removed from the portfolio, thoughts on AI and tech bubbles, the most exciting sectors for the long term, how interest rates affect valuation models, hallmarks for great quality businesses, and muc…

1
E144: xAI launches Grok-2 and Grok-2 Mini on X platform, Klarna expands into banking with new products, Epic Games targets mobile market with new storefront, Ramp’s AI-powered growth drives $9.1B valuation ... 12:42

6d ago12:42

12:42

Send us a Text Message. Subscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subscribe; - Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets - Saturdays = pre-IPO news and insights, webinar replays 00:07 | xAI Launches Grok-2 and Grok-2 Mini on X Platform - AI large language model platform business -…

1
Mercer Investments' Gregg Sommer & CAIS' Neil Blundell - following the fast river of alts 49:47

15d ago49:47

49:47

Welcome back to the Alt Goes Mainstream podcast. On today’s episode, we are joined by Mercer Investments’ US Financial Intermediaries Leader Gregg Sommer and CAIS’ MD and Head of Investments Neil Blundell. Gregg and Neil bring deep experience and backgrounds in private markets to discuss how alternatives can be further adopted by the wealth channel…

1
Boomers vs. Millennials (EP.373) 55:10

5d ago55:10

55:10

On episode 373 of Animal Spirits, Michael Batnick and Ben Carlson discuss: a history of stock market flash crashes, the end of the travel boom, why the economy is finally softening, how to predict a recession, how many households actually live paycheck to paycheck, the coming refi/HELOC boom, stock pick loss aversion, movie theaters aren't dead yet…

1
Bears Are Back 43:22

18d ago43:22

43:22

On this TCAF Tuesday, join Michael Batnick and Callie Cox for an all-new episode of What Are Your thoughts! They discuss: recession odds, bearish sentiment, household spending, individual stocks outperforming the S&P, and much more! Thanks to Rocket Money for sponsoring this episode! Visit http://rocketmoney.com/compound and cancel your unwanted su…

1
E143: Anduril raise at $14b; Groq raise at $2.8b; Live AI projects at JPM, MStanley, Goldman 44:51

2h ago44:51

44:51

Send us a Text Message. Receive the podcast to your inbox = www.agdillon.com/subscribe 00:22 | Groq’s $640M series D drives valuation by 143% - Semiconductor company focused on AI inference chips - Raised $640M in Series D, valuation up to $2.8B (primary) - 143% increase from Feb 2024 round - Backed by Cisco, Samsung, BlackRock - Funds to scale tok…

1
Talk Your Book: Back to the Futures Market 32:05

12d ago32:05

32:05

On today's show, we are joined by Jerry Prior III, COO & Senior Portfolio Manager of Mount Lucas Management to discuss what managed futures are, how portfolios can benefit from them, how managed futures are handling the Japan carry trade, diversification benefits of managed futures, the story of how the MLM Index was created, and much more! Find co…

1
E142: Revolut's $45B valuation with employee share sale, Anduril’s $1.5B round pushes valuation to $14B, Groq’s $640M Series D boosts valuation by 143%, Google acqui-hires Character.AI team, Reddit acquires ... 7:43

22d ago7:43

7:43

Send us a Text Message. WEBINAR ANNOUNCEMENT: AG Dillon will be hosting a webinar on August 14 at 1:30pm ET titled “How RIAs Can Invest into Venture Capital and Still Custody at Schwab”. Step by step details of investing into alternatives at Schwab and we’ll explore how AG Dillon venture capital funds are specifically designed to eliminate incremen…

1
The Dumbest Crash Ever 1:37:11

23d ago1:37:11

1:37:11

On episode 153 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by fan favorites and TCAF legends JC Parets and Joe Fahmy to discuss: the Nikkei, buying green in a sea of red, the opportunity in industrials, the VIX spike, tips for traders during market corrections, and much more! This episode is sponsored by Global X…

1
Manulife's Anne Valentine Andrews - connecting real assets with real money and the world of infrastructure investing 55:00

5d ago55:00

55:00

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features a guest who has consistently and astutely figured out the growth areas in private markets. We are joined by Manulife’s new Global Head of Private Markets Anne Valentine Andrews. She’s responsible for the strategy, business development, and growth of Manulife Investment Manage…

1
Flash Crash or Recession? (EP.372) 1:01:57

12d ago1:01:57

1:01:57

On episode 372 of Animal Spirits, Michael Batnick and Ben Carlson discuss: market mayhem, Japan's 1987 crash moment, Jerome Powell's legacy game at Jackson Hole, recession worries, the worst asset class for the next decade, the vibe shift on inflation, the Godfather of the 21st century, and much more! This episode is sponsored by Global X. Visit ht…

1
Stock Market Freakout, Claudia Sahm on the Sahm Rule, Buffett Sells Apple 1:27:44

24d ago1:27:44

1:27:44

On this TCAF Tuesday, Josh Brown is joined by Claudia Sahm, Chief Economist at New Century Advisors and Founder of Sahm Consulting for a deep dive into the Sahm Rule and how it's shaking up the market. Then, at 27:18, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to Public and YCharts for sponsoring this ep…

1
Talk Your Book: The Housing Market with Mike Simonsen 38:38

22d ago38:38

38:38

On today's Talk Your Book, we are joined by Mike Simonsen, Founder and President of real estate analytics firm Altos Research to discuss how easy to access real estate data has affected buyers, the effects rates have on buyers and sellers, a realistic scenario for a housing market correction, thoughts on the iBuyer phenomenon, and much more! Find c…

1
E141: Cerebras targets October IPO, OpenAI rolls out advanced voice mode, Harvey's $100M Series C round, Canva acquires Leonardo.ai, Ramp's AI-powered financial tools, Ramp's AI-powered financial tools ... 10:22

11d ago10:22

10:22

Send us a Text Message. WEBINAR ANNOUNCEMENT: AG Dillon will be hosting a webinar on August 7 at 1:30pm ET titled An Introduction to the AG Dillon Top 10 Pre-IPO Stock Fund. Fund invests into the top 10 pre-IPO stock by valuation. Pre-IPO stock exposure to artificial intelligence, robotics, space economy, fintech, virtual/augmented reality in one f…

1
The Tech Unwind 1:39:50

15d ago1:39:50

1:39:50

On episode 152 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bryn Talkington of Requisite Capital Management and Athanasios Psarofagis of Bloomberg Intelligence to discuss: Fed day, the tech unwind, who is buying levered ETFs, nonfarm payroll, small caps, and much more! This episode is sponsored by Calamos. To l…

251
How to Pick the Winners (EP.371) 1:00:11

20d ago1:00:11

1:00:11

On episode 371 of Animal Spirits, Michael Batnick and Ben Carlson discuss: how small cap stocks got so cheap, how to improve your chances of outperforming the market, why investors are rushing into bonds, Americans make more money than you think, good news on gas prices, how the Fed can help the housing market, the best way to eat potatoes, the dow…

1
E140: Josh Brown, Michael Batnick, Aaron Dillon - 2024 IPO Outlook and Current State of Pre-IPO Stock Market 15:12

14d ago15:12

15:12

Send us a Text Message. Subscribe to The Compound… Apple Podcast = here Youtube = here Visit www.agdillon.com to learn more about AG Dillon Pre-IPO Stock Funds. 00:00 – Intro 00:48 – 2024 IPO Overview 06:00 – Current Pre-IPO Market Analysis 13:33 – Liquidity in the Private Pre-IPO Stock Market 13:41 – RIA Demand for Pre-IPO Stocks 14:37 – Two US St…

1
Biggest Week Ever, Surprises With Nick and Jessica, IPOs Are Back With Aaron Dillon 1:42:09

14d ago1:42:09

1:42:09

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss how the market fares in election years, the seasonality of the Vix, and much more! Then, at 34:05, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick with a special appearance by Aaron Dillon to talk I…

1
Monthly Alts Pulse Ep. 11: Taking the pulse of private markets with Dan Vene, Co-Founder & Managing Partner, Head of Investment Solutions, iCapital 26:03

30d ago26:03

26:03

Welcome to the 11th episode of a collaboration between iCapital x Alt Goes Mainstream. We changed up this month’s episode, welcoming iCapital Co-Founder and Managing Partner, Head of Investment Solutions Dan Vene to the show to discuss the evolution of private markets and the launch of iCapital’s Marketplace. iCapital, as the leading platform that …

1
E139: Klarna savings millions using AI, Continuation funds vs single stock SPVs, xAI to raise another $5b? 50:44

15d ago50:44

50:44

Send us a Text Message. 00:00 - Intro 02:52 - Continuation funds vs single stock SPVs 21:20 - xAI to raise another $5b? 33:02 - Klarna savings millions using AIBy AG Dillon & Co

1
Talk Your Book: Investing in BlackRock's Mega Forces 34:55

23d ago34:55

34:55

On today's show, we are joined by Jay Jacobs, U.S. Head of Thematic and Active ETFs to discuss BlackRock's favorite Mega Force themes to invest in, investing in the reshoring theme, IBIT trading volume, the Ethereum ETF launch and Ethereum use cases, getting cash off the sidelines, and much more! Find complete show notes on our blogs... Ben Carlson…

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