Michael Batnick@michaelbatnick 19mAnimal Spirits cutting room floor. "It's not that noticeable to me" Ben was on the right side of a three-second delay1:062.2K views538
Michael Batnick@michaelbatnick Aug 15I love some of these new features in the @Quartr_App. They made it easy to follow the holdings of the best investors in the world.10277
Michael Batnick@michaelbatnick Aug 12Who I Pay to Readtheirrelevantinvestor.comWho I Pay to Read - The Irrelevant InvestorSome writing is worth paying for10852
Michael Batnick@michaelbatnick Aug 10Animal Spirits: Soft Landing https://theirrelevantinvestor.com/2022/08/10/animal-spirits-soft-landing/ On today's show we discuss: - The strong labor market - Going to Disney World - Inflation expectations, and much moretheirrelevantinvestor.comAnimal Spirits: Soft Landing - The Irrelevant InvestorOn this week's show, we discuss the stock market's ability to predict a recession, the hot labor market, wages vs. inflation, the prospect for a soft landing in the economy, Robinhood vs. Coinbase,...822
Michael Batnick@michaelbatnick Aug 9Retail trading volume at Coinbase in the second quarter was 1/4 as much as institutional trading volume, and yet retail transaction revenue was ~16x larger.3247326
Michael Batnick@michaelbatnick Aug 9It's now clear that the stock market got it wrong. Prices fell too much. Okay, it's not clear, but that's just my opinion.theirrelevantinvestor.comSince the Stock Market Bottomed - The Irrelevant InvestorThe stock market fell too much10443
Michael Batnick@michaelbatnick Aug 9The bear case always sounds bettertheirrelevantinvestor.comWhat's The Bull Case? - The Irrelevant InvestorThe bull case is always harder91395
Michael Batnick@michaelbatnick Aug 3Animal Spirits: Invest in What You Know https://twitter.com/johnauthers/status/1554538141775691785 On today's show we discuss: - Signs of capitulation - Facebook not making investors money in a bull market - EPS expectations falling off a cliff, and much moreQuote TweetJohn Authers@johnauthers Aug 2Today's rise in the 10-year Treasury yield is the biggest in 5 years, save only two days at the height of the Covid lockdown, and the Monday in June when the Fed leaked its intention to hike by 75bps to the WSJ.3114
Today's rise in the 10-year Treasury yield is the biggest in 5 years, save only two days at the height of the Covid lockdown, and the Monday in June when the Fed leaked its intention to hike by 75bps to the WSJ.
Michael Batnick@michaelbatnick Aug 1Some things I'm thinking about: Has inflation peaked? Did the stock market bottom? Are we in a recession? Can the fed pull off a soft landing?theirrelevantinvestor.comThings Are Clear as Mud - The Irrelevant InvestorI'm confused. You probably are too.20576
Michael Batnick@michaelbatnick Jul 28The U.S. economy is exiting a recession.8932507
Michael Batnick@michaelbatnick Jul 21A lot of price drops, but new listings are still selling quickly16343
Michael Batnick@michaelbatnick Jul 21Cars in the 90s, cars today14584
Michael Batnick@michaelbatnick Jul 21Talking about the FTX deal with @BlockFiZac This was news to me2:282.7K views8426
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Michael Batnick@michaelbatnick Jul 21Animal Spirits: What s Going On at BlockFi? https://theirrelevantinvestor.com/2022/07/21/talk-your-book-blockfi/ On todays show we talk with Zac Prince about: - How much money they lost from Three Arrows Capital - How many customers left - The details of the FTX deal, and much moretheirrelevantinvestor.comTalk Your Book: What's Going On at BlockFi? - The Irrelevant InvestorOn today's show, we spoke with Zac Prince from BlockFi to discuss everything that's going on with the company and the crypto space in general.111142
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Michael Batnick@michaelbatnick Jul 20If you bought Bitcoin any time in the last three months, there is a 42.069% chance it came from Tesla.3361585
Michael Batnick@michaelbatnick Jul 20Heard this on Business Breakdowns on Rolex with @patrick_oshag and @benjaminclymerjoincolossus.comBen Clymer - Rolex: Timeless ExcellenceBen Clymer is the founder and executive chairman of HODINKEE. We cover the fascinating history of Rolex, the mechanics of the luxury watch market, and how Rolex marries manufacturing and marketing...3136
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Michael Batnick@michaelbatnick Jul 20Fossil had a $5.4 billion market cap before the Apple watch was released. It's below $400 million today.4161551
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Michael Batnick@michaelbatnick Jul 20Animal Spirits: Extreme Cost Cutting https://theirrelevantinvestor.com/2022/07/20/animal-spirits-extreme-cost-cutting/ On today's show we discuss: - The average monthly car payment crosses $700 - Is Disney+ bringing Disney down? - People pulling money out of their house, and much moretheirrelevantinvestor.comAnimal Spirits: Extreme Cost Cutting - The Irrelevant InvestorOn today's show we discuss peaking inflation, confused banks, whys stocks are the best inflation hedge, and much more.4226
Alex Kantrowitz@Kantrowitz Jul 15The Compound & Friends is the world's best business podcast. I stopped by to talk Big Tech, Robinhood & Coinbase, Elon Musk, and the Crypto crash. Great time. Thank you @Downtown and @michaelbatnick for having me. Apple: https://buff.ly/3uSopNf Spotify: https://buff.ly/3AReZ8xThe Compound12451
Michael Batnick@michaelbatnick Jul 13Subway running a new special1514213
Michael Batnick@michaelbatnick Jul 13Animal Spirits: Volatility Hits Main Street https://theirrelevantinvestor.com/2022/07/13/animal-spirits-4/ On today's show we discuss: - The defiant labor market - Consumer spending - Retail getting beared up, and much more2214
Michael Batnick@michaelbatnick Jul 11The rental market has slowed from how am I gonna pay for this to you gotta be kidding me.1111108
Michael Batnick@michaelbatnick Jul 11Twitter's experience as a public company has been an unmitigated disaster.1911123
Michael Batnick@michaelbatnick Jul 9Animal Spirits: The State of Venture Capitaltheirrelevantinvestor.comTalk Your Book: The State of Venture Capital - The Irrelevant InvestorOn today's show, we discuss similarities between the late 90s and today, how tough it is to get VC exposure, current market dynamics within the private markets, and much more.2214
Michael Batnick@michaelbatnick Jul 7The probability of a recession is down 1.41% today2020248