Best Michael Batnick Podcasts (2025)

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E212: Josh Brown, Michael Batnick, and Aaron Dillon talk 2H 2025 IPOs, pre-IPO stocks to watch, dynamics of the private stock market 22:18

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27d ago22:18

22:18

Send us a text The Compound is a go to source of financial news and insights for me on a weekly basis. What Are Your Thoughts on Tuesdays, Animal Spirits on Wednesdays, and The Compound and Friends on Friday. Incredible insights from Josh, Michael, and Ben Carlson. I highly recommend a Youtube subscribe at https://www.youtube.com/@TheCompoundNews .…

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Talk Your Book: How to Hold the Biggest Winners 35:29

7h ago35:29

35:29

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Bill Mann, Chief Investment Strategist at Motley Fool Asset Management to discuss: buy & hold investing, owning 10-bagger stocks, the Motley Fool 100, managing investor behavior and much more. Find com…

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Meme Stocks or Manipulation? 1:28:41

3d ago1:28:41

1:28:41

On episode 201 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠ are joined by Ritholtz Wealth COO Nick Maggiulli and Investopedia's Caleb Silver⁠ to discuss: are meme stocks market manipulation, how much bigger can Bitcoin get, where young people are spending their money, The Wealth Ladder, and much more!…

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What is Upper Middle Class? (EP. 422) 1:13:45

5d ago1:13:45

1:13:45

On episode 422 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss: why stock market returns can't be 15% per year forever, putting the Mag 7 into context, small caps are cheap, retail runs the show now, Opendoor is the new meme stock, investing is easy, owning 50% of a single stock in your Roth IRA, e…

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Stocks Fueling Consumers, AI Bull Market Tracks the Late 90’s With Nick and Jessica, Mohamed El-Erian Tells Powell to Resign 1:43:13

6d ago1:43:13

1:43:13

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research. They take a look at the current earnings and valuation of the S&P 500 to determine whether or not there is still upside for investors buying stocks today. Jessica points out a nearly perfect parallel between the current AI driven rally and t…

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RIA Growth Catalyst with Julien Baneux | E385 25:03

6d ago25:03

25:03

In this episode of FinTech Impact, host Jason Pereira interviews Julien Baneux, founder and CEO of RIA Growth Catalyst. Julien discusses the origins and mission of RIA Growth Catalyst, a data platform designed to facilitate M&A activities in the RIA space. They delve into the technology behind the platform, including the use of AI to interpret and …

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Talk Your Book: How We Got a Bitcoin ETF 35:23

8d ago35:23

35:23

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Dave LaValle, Senior Managing Director, Global Head of ETFs at Grayscale Investments to discuss: how a bitcoin ETF was approved, what’s coming next in crypto, how to think about the volatility of investing…

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Everybody's Wrong 1:19:09

10d ago1:19:09

1:19:09

On episode 200 of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ are joined by TCAF legend JC Parets to discuss: the most important sector in the market, the biggest contrarian call, the only people losing money right now, Bitcoin dominance crashing, what could derail the market, and much more! This episode is…

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E216: Anthropic targets $100B valuation; Anthropic launches Claude 4 financial tools; Thinking Machines raises $2B at $12B valuation; OpenEvidence secures $210M at $3.5B valuation; Xtend adds $30M to reach ... 15:26

11d ago15:26

15:26

Send us a text 00:00 - Intro 00:53 - Anthropic Targets $100B Valuation 02:21 - Anthropic Launches Claude 4 Financial Tools 03:20 - Thinking Machines Raises $2B at $12B Valuation 04:58 - OpenEvidence Secures $210M at $3.5B Valuation 07:11 - Xtend Adds $30M to Reach $100M Total Funding 09:10 - Cognition Acquires Windsurf with $82M ARR 11:12 - Via Fil…

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There Are Too Many Rich People (EP. 421) 1:10:04

12d ago1:10:04

1:10:04

On episode 421 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss a nervous stock market rally, U.S. corporate exceptionalism, how the stock market bottoms, the worst decade ever for bonds, rich people who don't feel rich, Apple vs. Meta, Bitcoin's market cap, the upper middle class is getting too crowded…

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Time to Sell Nvidia? Plus A16Z on Stablecoins and a Netflix Earnings Preview 1:47:42

13d ago1:47:42

1:47:42

On this TCAF Tuesday, Josh and Michael are joined by Sam Broner of a16z crypto to break down the biggest developments in the world of stablecoins. From PayPal and Circle to the role of U.S. regulators, this conversation covers where the money’s moving and why it matters. Sam explains how stablecoins are quietly reshaping payments, banking, global f…

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E215: Aquihires a better M&A?; JPM to kill fintech?; 6 new, huge primary rounds!; Does anyone have an electricity guy? 48:38

14d ago48:38

48:38

Send us a text 00:00 – Aquihires in AI: A better form of M&A? 13:02 – JPMorgan's Data Fees: Innovation Killer in Fintech? 26:03 – Mega Funding Rounds: Revolut, SpaceX, Groq, Mistral, Harmonic, xAI(?) 41:39 - Electricity as Commodity: Does anyone have a guy? Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company …X - @TheFuscoKi…

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Bonsai with Robert DeChellis | E384 27:03

13d ago27:03

27:03

In this episode of FinTech Impact, host Jason Pereira interviews Robert DeChellis, CEO of Bonsai, a pioneering financial planning tool designed to bring institutional asset liability management (ALM) strategies to retail investors. Robert discusses how Bonsai helps advisors plan for client retirements by considering the entirety of a household's ba…

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Talk Your Book: Option Income Is So Hot Right Now 29:43

15d ago29:43

29:43

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Garrett Paolella, Co-Founder and Managing Partner of NEOS Investments to discuss losing upside to cover downside, surviving bull markets, volatility across indices, fitting these strategies within a portfolio,…

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I Want To Be An Advisor, What Do I Do? 29:35

17d ago29:35

29:35

On this special episode of Animal Spirits at the Morningstar Investment Conference in Chicago, ⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠ discuss best practices on starting a career in the modern world of finance, their own backgrounds on how they arrived at Ritholtz, how to navigate the current state of the industry, the importanc…

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E214: SpaceX soars to $400B valuation; Revolut banks on $65B valuation boost; Groq chips in at $6B valuation; Mistral AI storms to $1B+ raise; Harmonic AI tunes up to $875M valuation; xAI unleashes Grok ... 14:22

18d ago14:22

14:22

Send us a text 00:00 - Intro 00:55 - SpaceX Soars to $400B Valuation 01:46 - Revolut Banks on $65B Valuation Boost 02:37 - Groq Chips In at $6B Valuation 03:42 - Mistral AI Storms to $1B+ Raise 04:41 - Harmonic AI Tunes Up to $875M Valuation 05:36 - xAI Unleashes Grok 4 at PhD-Level Smarts 07:32 - X's Yaccarino Exits After X Merger 08:19 - Perplexi…

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Reasons to Remain Overweight 1:12:25

18d ago1:12:25

1:12:25

On episode 199 of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ are joined by Ryan Detrick and Sonu Varghese to discuss: how AI saved the market, mid-year market takeaways, Bitcoin's new highs, economic indicators, and much more! This episode is sponsored by Russell Investments and Apex Fintech Solutions Look…

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The Problem with Risk Tolerance and Asset Allocation 43:20

20d ago43:20

43:20

Think you’ve mastered the risk conversation? Think again. In the newest episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna take on one of the most misunderstood yet mission-critical pieces of asset allocation: risk tolerance. Here are three surprising facts they uncover: 1️⃣ Most risk tolerance scores do little to keep clients i…

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A 25 Year Bull Market (EP. 420) 1:05:22

20d ago1:05:22

1:05:22

On episode 420 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠ discuss faster recoveries in the stock market, the potential for an even longer bull market, pros and cons of deregulation, zooming out on the dollar, why taxes never rise, a weak jobs market for college grads, life in 1776, making $250k a year and sti…

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How Does Apple Get Its Mojo Back? 1:01:41

20d ago1:01:41

1:01:41

On this TCAF Tuesday, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ is here with a special edition of What Are Your Thoughts with special guests Cullen Roche, Eric Balchunas and Alex Kantrowitz. They discuss: who can replace the dollar, will the deficit crush us, the most successful ETF ever, if Apple should buy Perplexity, Meta vs OpenAI, and more. This episode is spon…

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E213: Groq is the private market Nvidia?; Figma’s IPO a buy?; Robinhood’s pre-IPO stock tokenization legal and good for investors? 26:53

21d ago26:53

26:53

Send us a text 00:00 – Groq is the private market Nvidia? 07:24 – Figma’s IPO a buy? 13:30 – Robinhood’s pre-IPO stock tokenization legal and good for investors? PARTICIPANTS Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company …X - @TheFuscoKid …LinkedIn - www.linkedin.com/in/nickfusco Evan Cohen = Founder/COO of withVincent…

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Daffy with Adam Nash | E383 29:36

20d ago29:36

29:36

In this episode of FinTech Impact, host Jason Pereira interviews Adam Nash, CEO, and co-founder of daffy.org. Daffy.org is a pioneering online platform designed to simplify charitable giving through a modern donor-advised fund. Adam discusses the motivation behind creating Daffy, which was influenced by the technology innovations and community need…

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Talk Your Book: Autocallable Income 34:19

22d ago34:19

34:19

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Matt Kaufman, Senior Vice President and Head of ETFs at Calamos to discuss the Calamos Autocallable Income ETF (CAIE), a first-of-its-kind fund bringing institutional-style structured notes to the ETF world. They …

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Talk Your Book: How Public’s Winning the Great Wealth Transfer 35:33

24d ago35:33

35:33

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Leif Abraham, Co-Founder and Co-CEO of Public to discuss updates in fintech, the brokerage industry, and an evolving investor landscape. Find complete show notes on our blogs... Ben Carlson’s ⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Comm…

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When Will the AI Bubble Pop? 1:21:14

24d ago1:21:14

1:21:14

On episode 198 of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ is joined by Joe Fahmy and Shay Boloor to discuss: where we are in the market cycle, the outlook for AI stocks, how Apple got left behind, the next Mag 7, the bull case for Tesla, and much more! This episode is sponsored by Betterment Advisor Solutions and Rocket Money. Grow your…

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The Top 10 Risks to the Stock Market (EP. 419) 1:09:14

27d ago1:09:14

1:09:14

On episode 419 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠ discuss recession hypotheticals, all-time highs in the stock market, the death of the permabear, international outperformance, a crashing dollar, the automatic investing revolution, yield magicians, fast food price inflation, AI vs financial advisors, the …

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Vanguard’s Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunges, Next Hot IPOs 2:01:56

27d ago2:01:56

2:01:56

On this TCAF Tuesday, Josh Brown sits down with Joe Davis, Vanguard’s Global Chief Economist and Global Head of the Investment Strategy Group to discuss Vanguard's 50th anniversary, Joe's new book, AI, megatrends, inflation, and more! Then at 48:48, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠ and ⁠⁠⁠⁠Michael B…

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Zeplyn with Era Jain | E382 26:23

27d ago26:23

26:23

In this episode of FinTech Impact, host Jason Pereira talks with Era Jain, co-founder and CEO of Zeplyn, about how her company is transforming the wealth management industry through AI-powered automation. Zeplyn aims to streamline the cumbersome and time-consuming tasks associated with client meetings for financial advisors, thereby allowing them t…

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E211: Harvey disrupting the law firm industry, or driving it to new revenue levels?; Wealthfront a buy post-IPO?; Prediction markets a business with staying power? 32:27

28d ago32:27

32:27

Send us a text 00:00 - Harvey disrupting the law firm industry, or driving it to new revenue levels? 15:41 - Wealthfront a buy post-IPO? 24:45 - Prediction markets a business with staying power?By AG Dillon & Co

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Talk Your Book: What Even Is Infrastructure? 33:15

29d ago33:15

33:15

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Scott Litman, Portfolio Manager at GCM Grosvenor to discuss types of infrastructure investments, revenue drivers within infrastructure, the risk/return profile for infrastructure investments, thoughts around liquidity…

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E210: Harvey eyes $5B primary valuation amid legal AI surge; Wealthfront preps IPO after strong $290M revenue; Snyk acquires Invariant to secure AI risks; PlayAI in acquisition talks with Meta; OpenAI ... 8:40

1M ago8:40

8:40

Send us a text 00:00 - Intro 00:53 - Harvey Eyes $5B Primary Valuation Amid Legal AI Surge 01:58 - Wealthfront Preps IPO After Strong $290M Revenue 02:42 - Snyk Acquires Invariant to Secure AI Risks 03:47 - PlayAI In Acquisition Talks With Meta 04:46 - OpenAI and Microsoft Clash Over AGI Clause 06:12 - Kalshi Hits $2B Primary Valuation Amid Legal W…