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Michael Batnick

πŸ‘€ Speaker
4130 total appearances
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Voice samples: 5
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Appearances Over Time

Podcast Appearances

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

We can do that next week.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

Let's do, you want to do immune to the news?

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

Or do you want to skip that too?

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

No, no, no.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

I reject that.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

I don't want to have it.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

Yeah, no, I just disagree with the whole premise of we're ignoring the news.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

The reason, and you say ignoring it because with the backdrop of the market is at an all-time high, and therefore, we are ignoring the news.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

No, that's the part that I reject.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

The market is at an all-time high because earnings and profits are at an all-time high.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

The premise of that, and maybe not you per se, but when everybody's saying, why aren't we reacting to this and this?

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

Why are we ignoring everything?

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

We're not.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

We're focusing on what matters.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

And investors are focusing on the bottom line.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

Stop.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

I agree.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

I saw that briefly.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

It's because the AI story is so all-encompassing and engrossing.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

Let's skip everything else.