← Michael Batnick
Episodes featuring Michael Batnick
6 episodes, newest first.
- Sep 29, 2026
AI spending tests Nvidia, markets and investor convictionThe Compound and FriendsSep 29, 2026 - Sep 22, 2026Investors debate AI breadth, bond yields and Buffett’s enduring edgeThe Compound and FriendsSep 22, 2026Guest
- Sep 18, 2026AI optimism meets its credible bear casesThe Compound and FriendsSep 18, 2026
- Sep 8, 2026Falling P/E ratios challenge the expensive-market narrativeThe Compound and FriendsSep 8, 2026Guest
- Aug 28, 2026AI’s infrastructure boom outruns the software economicsThe Compound and FriendsAug 28, 2026Guest
- Aug 25, 2026AI spending faces its hardest earnings test yetThe Compound and FriendsAug 25, 2026Guest