Michael Batnick
speaker
8,604 appearances
41 recordings
2 series
first heard Apr 2026
last heard 2d ago
Michael Batnick’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 41 in all, peaking in Jun 2026 with 11.
Appearances
Did this surprise you?
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And how has your experience as a stock picker changed over the last 20 years in terms of just wherever you want to go?
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Is it harder?
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Does it require more patience?
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Does it require the opposite?
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Do you need to be trading more?
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How has your strategy evolved over time given that the landscape, whether it's market structure, the companies today, clearly things look a hell of a lot different in every way possible than they do today than when you started.
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Buy
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Jonathan.
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I
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The obvious answer is that since at least 2017, it's been –
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the Fang stocks, the Max 7, it has been concentration.
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But it is also true that that line was going down well before Apple became the dominant company.
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So I don't know that we're ever going to get a level where it's back up to 60%.
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First of all, that would be ridiculous.
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Why would you expect 60% of stocks to be the stock market?
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Could it get back up to 50%?
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Yeah.
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If there was an AI meltdown, if Apple, Nvidia, Google, Meta, whatever, if they all go down 70%, I would hope that there will be other stocks that are outperforming them.
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But absent that, I think it's going to continue to be very difficult.
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Showing 41–60 of 8,604 · page 3 of 431
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