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Michael Batnick

👤 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

Financials are rocking and rolling.

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

Well, because he sounds it too.

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

That's a problem.

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

Anyway, just do the exercise.

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

If you're thinking that the valuations don't make sense, we're ignoring the news.

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

It's a bubble.

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

Look at global stock markets.

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

They're doing really well.

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

It's not just us.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

Is that George Washington?

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

Cerebus?

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

Cerebrus.

39.56 View full episode →
The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

Who's the other guy?

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

Celebrex.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

Who is it?

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

Is it Celebrex?

44.23 View full episode →
The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

I couldn't put tether because, of course, tether is like... So thanks to Jan, I wear blazers now because Jan invited me to an event and I said, yeah, of course, I'd love to come.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

Thank you.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

And he goes, he emailed me back, he goes, not to be a dick, but please don't wear a t-shirt.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

Everyone else is wearing suits.