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

How do you consider yourself like VanEck Asset Management?

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

But you got to be the biggest.

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

Because you're not State Street.

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

You're not a bank.

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

Right.

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

And you're not BlackRock.

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

But you're… Wisdom Tree, we're…

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

Yeah, am I right?

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

I want the juice.

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

Tommy's wrong.

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

I'm not buying and holding this forever.

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

No, no, no, no, no.

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

You're conflating things.

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

You think that bigger market caps are automatically the winners.

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

They have been.

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

No, they have been for 100 years.

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

To have 15 years, 20 years.

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

Dude, waiting by market cap and waiting by momentum, I mean, we just built Port House.

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

It's not the same thing.

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

The S&P 500 allocates by market cap weighting and market cap weighting is not always, it has been the last 15 years, those are not always the winners.