Michael Batnick

speaker
1,227 appearances 5 recordings 1 series first heard Jun 2026 last heard 6 Aug

Michael Batnick’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
2 · Jul OctJan 26AprJulnow

Recordings per month over the last 12 months — 5 in all, peaking in Jul 2026 with 2.

Appearances

newest first · ▶ plays the moment
So Aaron can speak to both sides of this thing, how a company gets this size, how it gets this big before the IPO, and what exactly happens the moment it lists and the index machinery kicks into high gear. voice-verified
Aaron Dylan. voice-verified
Welcome to the show. voice-verified
Thanks, Michael. voice-verified
Appreciate you having me. voice-verified
Thank you. voice-verified
All right, man. voice-verified
I was telling you before we started that we've been talking about this for weeks, but it's such a big, juicy topic that it's really hard to have a small conversation about this because there's so much to say. voice-verified
There's so much meat on the bone, and so many different angles to attack this from. voice-verified
So voice-verified
Let's start here first at the index side, because I think this is what matters most for clients, whether they are um curious about directly owning the company or more likely, like how does that impact me an index investor? voice-verified
And then we'll get into the business, the valuation, the crazy TAM, and all that fun stuff. voice-verified
Okay. voice-verified
Um voice-verified
So, there have been rules in place. voice-verified
And each index lister, whether it's the Nasdaq or SP or Russell or whatever, they each have their different flavors of inclusion. voice-verified
SP has a profitability requirement, NASDAQ has some different seasoning requirements. voice-verified
But the rules that that have been followed were for a different playbook, a different environment before trillion dollar companies, and people are up and voice-verified
Arms that the rules are being changed to accommodate this, to leave the retail index investors holding the bag. voice-verified
And I understand. voice-verified
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