Animal Spirits: Benjamin Graham Disciple
theirrelevantinvestor.com/2023/02/01/275
On today's show we discuss:
- What I actually wrote on my resume (hint, it's in the title 🤦♂️)
- Individual home buyers fleecing institutional buyers
- Absurd fees at DoorDash, and much more
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Michael Batnick
@michaelbatnick
Long-distance reader
podcasts.apple.com/us/podcast/ani…Joined November 2009
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Animal Spirits: The Long and Short of Investing in Commodities
theirrelevantinvestor.com/2023/01/30/tal
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Animal Spirits: Is the Stock Market Getting Ahead of Itself?
theirrelevantinvestor.com/2023/01/25/ani
On today's show we discuss:
- Tech stocks losing their dominance
- Cracks in the auto market
- A bottom in housing? And much more
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Animal Spirits: The Biggest Short Squeeze of All Time
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Animal Spirits: Is a Soft Landing Inflationary?
theirrelevantinvestor.com/2023/01/18/ani
On today's show we discuss:
- The rise and fall of Zoom
- The fine people of Minnesota and who I sat next to at the Giants game
- Why investors are choosing bonds over stocks, and much more
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Animal Spirits: Investing in Fallen Angels
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The Compound and Friends: We Just Might Pull This Off
theirrelevantinvestor.com/2023/01/13/the
On today's show we're joined by the amazing
We discuss:
- The possibility of a soft landing
- Why the VIX might have lost its mojo
- The incredible labor market, and much more
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Animal Spirits: What’s the Negative Catalyst?
theirrelevantinvestor.com/2023/01/11/ani
On today's show we discuss:
- Why making predictions is so effective
- Going back to kindergarten
- Earnings down, stocks up. And much more
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Animal Spirits: What Makes an Index Fund Work
theirrelevantinvestor.com/2023/01/09/tal
On today's show we talk with the head of Vanguard's Equity Investment Group about the ins and outs of running an index fund
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A soft landing seemed impossible last year.
Not even close to out of the woods yet, but there are reasons to be optimistic.
theirrelevantinvestor.com/2023/01/08/no-
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What can the turbulent 2022 economy teach us?
and return to #PlainEnglish with to predict what might happen to the markets in 2023.
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Animal Spirits: Buy the Dip is Dead
theirrelevantinvestor.com/2022/12/21/ani
On today's show we discuss:
- How likely are back-to-back down years?
- The decline in high multiple stocks
- The prospects for foreign stocks, and much more
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Animal Spirits: Peak Inflation
theirrelevantinvestor.com/2022/12/14/ani
On today's show we discuss:
- The lies in Home Alone 2
- The Santa Clause rally is real and we don't know why.
- Why historical analogs don't work this time around, and much more
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This is gonna be a riot for a great cause ! Please join & for a live pod in on Dec 16th. Limited availability.
universe.com/events/the-com
Quote Tweet
Live Pod December 16th @NasdaqExchange @GuyAdami @RiskReversal & @dmoses34 join @Downtown & @michaelbatnick for a @OnTheTapePod X @TheCompoundNews collab that's gone be 
Get Tickets now; limited availability, ALL proceeds go to @nokidhungry 
universe.com/events/the-com7
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The Compound and Friends: The Game Has Changed
theirrelevantinvestor.com/2022/12/02/the
This episode with Jeff deGraaf from is one of the best shows we've ever done.
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Animal Spirits: A Confusing Year
theirrelevantinvestor.com/2022/11/23/ani
On today's show we discuss:
- The state of the consumer
- Prices coming down
- Fed talk, and much more
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Animal Spirits: The Crypto Blow-Up
theirrelevantinvestor.com/2022/11/16/ani
On today's show we discuss:
- The market's reaction to lower inflation
- Analyst estimates over time
- The crypto implosion, and much more
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Yesterday was the 23rd time that the S&P 500 gained more than 5% in a single day.
The average drawdown in the day before those 5% moves was -36%. Needless to say, these types of gains happen in bear markets.
theirrelevantinvestor.com/2022/11/11/goo
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The Compound and Friends: The Day Inflation Broke
theirrelevantinvestor.com/2022/11/11/the
On today's show, we chat with the great about:
- Yesterday's crazy day in the market
- Earnings and estimates
- A possible soft landing, and much more
Check Warren out at
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If you retweet a parody account, your account will be permanently suspended.
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Animal Spirits: No Soft Landing
theirrelevantinvestor.com/2022/11/09/ani
On today's show we discuss:
- The implications of higher interest rates
- The housing freeze
- Companies cutting expenses, and much more
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The Fingerprints of History
theirrelevantinvestor.com/2022/11/06/the
What learned reading 77 years' worth of Time magazine.
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The Compound and Friends: No Pivot!
W and
theirrelevantinvestor.com/2022/11/04/the
On today's show, we discuss:
- What Scott learned from reading every Time magazine ever
- the rarity of AAPL falling > 1.5% for 4 straight days
- the market's reaction to earnings
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Animal Spirits: A Housing Recession
theirrelevantinvestor.com/2022/11/02/ani
On today's show we discuss:
- The revenge of the Dow
- Excess savings and the decumulation
- Why job security is more important than your portfolio, and much more
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Animal Spirits: Doubling Down on Crypto
theirrelevantinvestor.com/2022/10/31/tal
On today's show, we talk with Fidelity Digital Assets about their big push into crypto
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"The S&P 500 has never experienced a decline this deep with unemployment below 4%." 🤔 -
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Bear markets hurt, but three things are making the current one less painful:
- Strong employment
- Remote work
- Strong balance sheets
theirrelevantinvestor.com/2022/10/30/why
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These mega-cap tech stocks have shed $5 trillion in market cap. So how has the market not completely unraveled?
It's the revenge of the Dow
theirrelevantinvestor.com/2022/10/28/rev
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If we didn’t see the price of stocks every day, would we still be so sure a recession is coming?
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Animal Spirits: Bear Market Math
theirrelevantinvestor.com/2022/10/26/ani
On today's show we discuss:
- The bull market in travel and entertainment
- The US economic downturn gathered "significant momentum"
- Rising ARM loans, and much more
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Stocks tend to bottom long before the economy does.
theirrelevantinvestor.com/2022/10/25/sto
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Animal Spirits: Why Isn’t Inflation Falling?
theirrelevantinvestor.com/2022/10/19/ani
On today's show we discuss:
- Corporations passing on price increases
- The state of venture capital
- My Richard Kimball moment, and much more
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The S&P 500 has seen thirteen 52-week lows in 2022. That's more than the entire last decade.
theirrelevantinvestor.com/2022/10/14/bad
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