← Michael Batnick
Episodes featuring Michael Batnick
8 episodes, newest first.
- Oct 7, 2026
Markets accelerate as wealth, technology and social life collideAnimal Spirits PodcastOct 7, 2026Guest - Sep 22, 2026
Investors debate AI breadth, bond yields and Buffett’s enduring edgeThe Compound and FriendsSep 22, 2026Guest - 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