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Michael Batnick

πŸ‘€ Speaker
4107 total appearances

Appearances Over Time

Podcast Appearances

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

They just are.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

And I think that matters.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

I think the SpaceX IPO, we're going to talk about that in a second.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

Certainly noteworthy, um, with others coming down the pike is a piker pipe.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

It's either actually.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

Oh, is it?

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

I think it is, yeah.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

Okay.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

But alsoβ€” If you're in England, it's the pipe.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

But coinciding with the insane crowding into the momentum factor and also the Google equity issuance.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

And there was chatter of, wait, are more companies going to issue equity?

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

Like, I think the stories are legitimate.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

On the SpaceX thing, Josh and I were joking the other day.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

I think Morgan Stanley said that their revenue could reach $3 trillion by, I think it was 2040 or something.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

Like these are the type of things that if you look back, and I'm not suggesting that this is the top, but that's the quote.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

That's like the thing that you're like, wait a minute.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

How are we so stupid?

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

Right.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

Like it's, they said $3 trillion in revenue in 2040.

The Compound and Friends
Why the Knockout Punch Never Comes With Brian Levitt

And we were just like, okay.