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 monthsRecordings per month over the last 12 months — 41 in all, peaking in Jun 2026 with 11.
Appearances
So here's why.
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Here's why.
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Think about market structure today.
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This is not how individuals invest, but this is how the market works.
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Money moves to where it is treated best and money is treated best with the best companies.
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So the idea that most stocks, forget about the stock pickers, that most stocks are going to be treated equal to the other best companies.
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That's just not the case.
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It's not going to happen.
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So Jonathan, as far as how your stock picking strategy goes, when I'm looking at your portfolio or the list of stocks that you do research on, and we're going to talk about this later in the show, I don't view you as a deep value investor.
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You're not owning the biggest pieces of shit that are trading at 11 times
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But you are a value investor and your portfolio is not one thing.
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it's
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change a name.
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I have all these signs.
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I have everything.
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the growth side, like your companies tend to be high single digit mid-teens growers.
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Like you are investing in businesses that you believe are good companies.
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is
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So let's get into the current environment because it is a very interesting time to be an investor.
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AI stuff aside, well, obviously involved, but there's just a lot of things happening in the market.
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Showing 61–80 of 8,604 · page 4 of 431
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