Michael Batnick

Director of Research at Ritholtz Wealth Management and author of Big Mistakes. Co-hosts the Animal Spirits podcast and writes The Irrelevant Investor, blending market history with practical investing wisdom.

US EquitiesAI & TechnologyPrivate CreditGrowth & Recession

57appearances

188calls

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Tim Cook the GOAT? Snowflake earnings preview, the software comeback, reactions to Ed Zitron

Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia

Will the Fed Buy Stocks? (EP.473)

IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Street

Leveraged ETF Casino, Apple Breaks Out, Sentiment Plunges, Government Stake in OpenAI?

Is Debt Fueling the Rally? (EP. 471)

Talk Your Book: Investing in the Power Grid

Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade

Asset allocation with Michael Batnick of Ritholtz Wealth

The Teflon Economy (EP. 468)

Talk Your Book: Diversification in Private Assets

Are Josh Brown and Michael Batnick the Howard Stern of Financial Podcasting?

SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

Talk Your Book: Investing in the Rise of the Robots

The Fat Pitch For Bears (EP. 465)

Everyone Back in the Boat (EP. 460)

The Batnick breakdown

$1 Million is the Worst Amount of Money (EP. 459)

Home Buyer's Remorse (EP. 458)

Worst Quarter in 4 Years, Oil vs Stocks, Win Rates From Buying Corrections, the Case for T and VZ

Talk Your Book: What's the Latest in Crypto?

Talk Your Book: What's Working in the Stock Market?

A Wave of Redemptions (EP. 454)

Stocks After an Oil Spike, Internals Gone Wild, Bcred Problems, Nvda Stuck

Talk Your Book: Investing in Next Gen Tech Stocks

Talk Your Book: The 3 A's of the U.S. Economy

Gold's 1987 Moment (EP. 450)

Software Stocks Melt Down, Palantir Beats, Energy up 12%

Hi-Yo Silver! (EP. 449)

Financial War With Europe, Gold Is Screaming, Netflix and BofA Earnings, the Case for ServiceTitan

JPMorgan Earnings, Trump vs Powell, Goldman’s Revenge, Apple + Google Deal

Tax the Billionaires (EP. 446)

Software vs Semis, Trump Accounts for Babies, Sell-Side Indicator

Welcome to 2026

The Best Performing Stocks of 2025 (EP. 445)

These Are Wall Street’s Predictions for 2026

Nick and Jessica’s 3 Big Lessons From 2025, Sam Altman Orders a Code Red at OpenAI, Adam Parker on Broken Compounders, the Case for Adobe

Talk Your Book: The Psychology of Income

Talk Your Book: The State of the Housing Market

The Joby bull case with Charles Lemonides, Roaring 2020’s with Ed Yardeni, Alphabet vs Nvidia

Talk Your Book: Staking Your Crypto For Yield

Only One Thing Can Stop the AI Crash, Worst Drawdowns, Blue Owl vs Apollo

Animal Spirits Take Las Vegas

Is a 50 Year Mortgage a Good Idea? (EP. 438)

The "Titanic" indicator flashes, Elon's $1 trillion pay package, Draftkings vs Robinhood

Brian Belski Breaks Loose, Palantir Erupts, Stocks Getting Quietly Killed, Uber and Tost Report

Big Tech Earnings Week With Alex Kantrowitz, Two Small Caps on Josh’s Radar, Robots Take White Collar Jobs at Amazon

Talk Your Book: How to Spend With Morgan Housel

Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)

Live from Future Proof 2025 (EP. 429)

Google Pops, Belief in the American Dream Drops, Regional Bank Stocks Rally Ahead of Rate Cuts

The Future of RIAs: Organic Growth, AI, and Advisor Culture with Michael Batnick

Wilfred Frost Comes By, Margin Debt Tops $1 Trillion, Nvidia Earnings Preview

Things People Say in a Bull Market

Who Is Winning the Trade War? With Michael Batnick (Ritholtz Wealth Management)

This Is the Dumb Money (EP. 423)

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