Michael Batnick
👤 Speaker
4130
total appearances
Voice ID
Voice Profile Active
This person's voice can be automatically recognized across podcast episodes using AI voice matching.
Voice samples:
5
Confidence:
High
Appearances Over Time
Podcast Appearances
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
Let's just go to your make the case.
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
We could do the Micron stuff on TCAF.
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
Obviously, you have a limited role because I see this as equal weighted.
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
So of course, they don't care what you think at all.
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
I know, I know.
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
I'm teasing.
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
What jumps out to me?
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
These are names that... These are not individual stocks anybody buys, except for Philip Morris.
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
Philip Morris is out.
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
We need to have a broadband conversation.
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
We'll do that one of these weeks.
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
Holy shit, dude.
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
They look like they're going to zero.
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
Love it.
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
All right.
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
Wait, you have a different make the case, don't you?
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
All right, good.
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
Let's do a mystery chart real quick.
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
All right.
The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
Ooh.