Michael Batnick

speaker
8,604 appearances 41 recordings 2 series first heard Apr 2026 last heard 3d ago

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

Trend

recordings per month · last 12 months
11 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 41 in all, peaking in Jun 2026 with 11.

Appearances

newest first · ▶ plays the moment
The Compound and Friends · Meta’s Muse launch, Josh is wrong on Netflix, internals weaken, 10-year bonds at 5%, Buffett steps away · 22 Sep 2026 podcast
Couldn't get enough books about animals. matched
To me the biggest takeaway matched
for a one point four trillion dollar stock knocking on the door of two trillion. matched
In a three week period. matched
shows how wide matched
The range of outcomes. matched
for this entire AI trade build out because matched
We were discussing this over the summer. matched
The stock is a piece of shit. matched
Technically it looks completely busted. matched
It's in no man's land. matched
Um matched
After the conference call, they're not making anybody feel any better about the direction of the company. matched
It just seems like a lot of spend. matched
And it seems like uh the declining PE is warranted. matched
So you had the setup of matched
Really, investors throwing in the towel. matched
I think Meta was trading at 16 or 17 times forward earnings, which sounds insane. matched
But guess what? matched
I had that pitch. matched
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