Warsh's Impact on The Fed @RenMacLLC @michaelbatnick @IrvingSwisher

These guys are really good at applying rigor to the data and identifying the big narratives others miss

RT @mattcerminaro: This has never happened. 51% of S&P 500 stocks are advancing today with the index down 2.1%. Add this to the list of…

Had a wonderful time doing this one.

SpaceX is going public👀 At a reported $1.75T valuation and up to $75B raised, it would be the biggest IPO in history. 30% of the float is reportedly earmarked for retail investors, meaning advisors should expect client questions immediately. How should investors think about the valuation, AI spending, Starlink, index inclusion, lockups, and the risk/reward at this price? @michaelbatnick brought in @AaronGDillon who has experience on both the private market and index provider side to break it all down.

Micron just went on an all-time heater. Today at the open, Micron was the 10th largest stock in the S&P 500. Over the last five years, the average rank was 89. It ran from 127 last April to 10 today. Chart by @mattcerminaro

The Investor Utopia is Here🎙️ On episode 241 of The Compound and Friends, @michaelbatnick and @Downtown Josh Brown sit down with @EricBalchunas to discuss: • the wildest stories from Eric’s Bitcoin book research • the ever-changing ETF landscape • the new “hot sauce” investors are chasing • the potential SpaceX IPO • and much more! Out now on YouTube and all podcast platforms. Links below🔥👇🎦

“AI is going to replace financial advisors.” @MichaelKitces says not so fast. On this episode of Talking Wealth, @michaelbatnick and Michael Kitces discuss whether AI is actually disrupting wealth management or if this is just robo-advisor hysteria all over again👇

Why Bubble Talk is Totally Wrong On episode 238 of The Compound & Friends, @michaelbatnick & @Downtown sit down with Dr. Ankur Crawford to break down: • The strongest names in AI • The future of the Mag 7 • What’s really happening in semis • The case for Amazon and a lot more! Sponsored by: @InvescoUS & @JHIAdvisors

Are We in a Bear Market?🐻📉 On Episode 234 of The Compound and Friends, @Downtown and @michaelbatnick sit down with @jlebenthal to break down: • Stock market volatility • Who’s actually winning the AI race • Private credit: risk or opportunity? • Jim’s favorite stocks and more!

National Parks Hit Different

Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last 8 sessions, 115 stocks in the S&P 500 have decline 7% or more in a single day. The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high.

What to Buy in the Momentum Stock Slaughterhouse | TCAF 228🎙️ @Downtown and @michaelbatnick are joined by @JohnRMowrey to discuss the free fall in software stocks, what makes a value stock, how to measure a bear market, the crypto crash, and more!🔥 YouTube⏯️youtu.be/kZPcg9bmSE8 Podcast🎧podcasts.thecompoundnews.com… Sponsored by: @WisdomTreeFunds & @Clear_Bridge

TOMORROW AT 11AM ET🚨🎙️ @MarcRuby and @michaelbatnick dig into the rapid rise of secondaries: why private assets are staying private for longer, how liquidity is being engineered rather than waited for, and what this shift means for valuations, incentives, and risk. They explore who wins, who loses, and whether secondaries are making private markets more efficient — or just more complex.👇🔥 Click me🎦youtube.com/live/N6P4tgIJhlo

Give this a watch 👀 Sat down with @Downtown @michaelbatnick on @TheCompoundNews - bull market intact - gold $GLD and silver $SLV - how AI may drive higher tax revs - crypto and blockchain for financials $ETH $BTC What Tom Lee's Worried About in 2026 | TCAF 227 youtu.be/rfsz0XxQWFM?si=vnzk… via @YouTube

The Lie on Both Sides of Investment Management | Talking Wealth🎙️ @michaelbatnick is joined by @ZachConwaySeeds of @SeedsInvestor to discuss why investment management still matters, where advisors actually add value, why even the best firms struggle to deliver that value at scale and so much more!👇 YouTube⏯️youtu.be/t3cgACkVYaA Podcast🎧podcasts.thecompoundnews.com… Sponsored by: @Betterment Advisor Solutions