Michael BatnickEvery podcast appearance, updated as new ones drop

Michael Batnick, Managing Partner at Ritholtz Wealth, joins the program. Ritholtz is a nationwide wealth management firm and RIA. Batnick is a prolific financial commentator and content creator through his blog the Irrelevant Investor, co-hosting both the Animal Spirits and Compound & Friends podcasts, and his 2018 book Big Mistakes: The Best Investors and Their Worst Investments. Our conversation covers Michael’s unconventional path to Ritholtz, the firm’s independence and content creation as differentiators, asset allocation thoughts, views on alternative investments, liquidity, fee structures, and the potential outcomes of recent redemption waves at private funds. This episode is sponsored by Commonwealth National Commercial Services – your national net lease title & escrow partner. Visit Commonwealth's website HERE for additional information and contact National Account Manager John Heap at (602) 705-4180 or john.heap@cltic.com. Check out www.netleaseobserver.com for all net lease and sale/leaseback content.

Episode 108: Michael Batnick is the Managing Partner at Ritholtz Wealth Management, where he helps shape one of the most influential RIAs in the country while also co-hosting popular podcasts like Animal Spirits. Known for his candor and curiosity, Michael brings a refreshing perspective to investing, leadership, and the business of advice. This week, Kyle talks with Michael about his winding path into finance—from drifting through college and struggling in sales to finding purpose in markets and mentorship. Michael reflects on the lessons of curiosity, humility, and hiring the right people, while unpacking the challenges of building a sustainable RIA. The conversation spans advisor recruitment, the pull of private equity, operational hurdles, tech frustrations, and AI’s coming role in reshaping client service. In this episode: (00:00) - Intro (01:17) - Michael's money moment (04:38) - From cold calling to discovering a passion for the markets (10:06) - Michael's hiring philosophy (13:35) - Ritholtz acquisition strategy (14:49) - The influence of private equity on RIAs (19:02) - What makes Ritholtz an excellent choice for advisors (24:28) - What it takes to run support infrastructure for advisors (28:41) - Ritholtz's tech stack (33:30) - Mystery chart challenge (35:56) - Michael's thoughts on AI and the future of the industry (44:14) - Michael's Milemarker Minute Key Takeaways Hire for personality, not just the resume. Skills can be taught, but finding someone you actually want to work with every day is irreplaceable. Don't underestimate the power of a strong brand and organic growth. Organic reach and sustainable growth allow firms to hire advisors who are philosophically aligned with their values, rather than those who are simply motivated by an upfront payout. The best advisors are the best listeners. Over-talking is a rookie mistake. Clients value being heard more than being dazzled with facts. AI will make advisors better listeners. Real-time feedback and conversation analysis will help advisors catch missed cues and improve client relationships. Quotes "Things change a lot, they change always, and they change often. And I didn't want to be an expert on an earlier version of the world. The world is a dynamic place, and you need to stay involved in what's going on." ~ Michael Batnick "The job of an advisor is very difficult. It is to be a listener first." ~ Michael Batnick "Younger advisors tend to oversell and overcommunicate. It's not about you convincing the prospect that you are smarter than they are. The best advisors are the best listeners." ~ Michael Batnick"It's relatively easy to convince clients to give you money. But what's hard is actually executing and implementing and doing the things that you said that you were going to do." ~ Michael Batnick Links Michael Batnick on LinkedIn Ritholtz Wealth Management Joshua Brown Barry Ritholtz BlackRock Jay Tini Anna Chaiken <a href="https://www.link

Today Nicole taps into market insights with Michael Batnick, Managing Partner at Ritholtz Wealth Management and cohost of The Compound and Friends podcast—alongside Money Rehab regular, Josh Brown. Nicole and Michael dive into whether the fallout from Trump-era tariffs and the “TACO Trade” has run its course, and where interest rates might be headed next. Plus, in a round of Bullish or Bearish, Michael shares his takes on some of the market’s buzziest names, including Palantir, UPS and American Eagle. For more Michael, subscribe to The Compound and Friends This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account’s annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms ⁠⁠⁠⁠⁠⁠ here ⁠⁠⁠⁠⁠⁠ . Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

In this episode of FinTech Impact, host Jason Pereira interviews Matt Cerminaro, Chief Product Officer, and Michael Batnick, CEO of Exhibit A. Exhibit A is a charting and visualization tool for financial advisors that originated from the Riol Wealth Management team. This custom-branded platform simplifies complex data into clean, daily-updated visuals, making it easier for advisors to communicate with clients. Matt and Michael discuss the platform's origin, its development challenges, the importance of simplicity in financial charts, and their plans for ongoing innovation. The duo shares their commitment to improving client communications and their proactive approach in updating and improving their tool based on user feedback. Early feedback has been positive, highlighting the tool’s value in replacing or complementing the need for an in-house analyst. Hosted on Acast. See acast.com/privacy for more information.

Growing a financial advisory firm is tough. Hiring the right people, maintaining culture, and scaling strategically—it’s a delicate balance. In this episode, we're throwing it back to a conversation between Kelsey McKenna, Zach Conway, and Michael Batnick on the fundamentals of business-building in wealth management. They reflect on how Michael’s insights from Ritholtz Wealth Management have shaped their own journey over the past year can be even tougher. 🎯 Key Takeaways: ✅ Strategic Hiring: Why culture fit matters just as much as skill set. ✅ Sustainable Growth: Expanding your reach without sacrificing core values. ✅ Proactive Problem-Solving: How to anticipate challenges before they derail progress. ✅ Empowering Leadership: Building a team that’s trusted, motivated, and set up for success. Thanks for listening! Connect with us: Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below! Seeds Investor Website Our Blog Disclosures #FinancialAdvisors #WealthManagement #BusinessGrowth #Leadership #CultureMatters #ScalingSuccess #PodcastAlert Ask Zach and Kelsey a question! Ask Zach and Kelsey a question!

What goes into making a worldwide Top 100 podcast? This episode we’re joined by Michael Batnick, Managing Partner at Ritholtz Wealth Management, to break down the key elements of a successful podcast in the financial space. Key Takeaways: • Michael’s origin story and the evolution of his podcast • The importance of authenticity and relatability in connecting with listeners • Audience feedback and pivoting • The role of hard work, consistency, and passion in achieving success Connect with us below! Michael Batnick on LinkedIn Animal Spirits Podcast on Spotify The Compound and Friends Podcast on Spotify Brodrick Lothringer on LinkedIn To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below. >> PodPony.com

Want a peek behind the scenes? Get my top 5 must-read financial articles that keep me ahead on innovative planning and investment strategies—exclusive, curated, and straight to your inbox bi-weekly when you sign up for my newsletter . ----- 2024 brought its share of twists and turns for markets, leaving valuable lessons in its wake. In this episode, I sit down with Michael Batnick, Managing Partner at Ritholtz Wealth Management, to reflect on the biggest headlines of the year and share actionable insights to help you prepare for whatever 2025 brings. Learn how to navigate uncertainty, stay grounded in your long-term plan, and position your portfolio for success. Listen now and learn: Why market predictions are valuable—even when they're wrong. The surprising role consumers played in shaping 2024's economy. How to navigate tech dominance, stock-picking temptations, and market uncertainty. Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. TIMESTAMPS: [00:42] Predictions: A Fun Reminder That No One Can Predict the Future [02:09] The Evolving Role of Advisors: From Investing to Planning [04:27] Interest Rates: How the Fed and Consumers Shaped 2024 [10:34] NVIDIA, AI, and Why Most Investors Should Avoid Stock Picking [15:40] Bitcoin ETFs and the Crypto Adoption Story [23:37] Diversification vs. U.S. Market Outperformance [26:15] 2025 Interest Rates and Presidential Elections: Staying Calm Through Uncertainty [30:07] Wrapping Up: Predictions, Lessons, and Looking Ahead to 2025

Howard Lindzon, JC Parets, Phil Pearlman, Michael Batnick, and Michael Parekh dive into the current state of the markets, from Starbucks' resurgence with the news of their new CEO to the hidden bear market in venture capital. They cover: • Starbucks' turnaround strategy and the power of consumer habits • The disconnect between public and private markets • How AI is reshaping wealth management • The rise of exchanges and their data-driven advantage • Gold's global breakout and its appeal in uncertain times • The impact of AI on companies like Apple and the future of personal health tracking — Recorded live on Tuesday, August 13th — Charts: https://docs.google.com/presentation/d/1qEEmnJ1SaAw8F0wivbebxGkIzr-ke57l-2ysb2sPhfc/edit?usp=sharing — Skip Ahead: (00:00) Introduction and Starbucks discussion (05:12) Apple's AI strategy and future potential (09:28) The hidden bear market in venture capital (16:35) Market sentiment and VIX analysis (21:42) AI's impact on wealth management (33:12) The future of personal health tracking (37:53) The rise of exchanges and their data advantage (52:35) Gold's global breakout and appeal (59:17) Closing thoughts on market trends — Where To Find Howard and Friends: • Michael Batnick - https://x.com/michaelbatnick • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Production and Marketing - https://penname.co/ — Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/ — Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

In this episode of PRess Play: The StreetCred Podcast, Elena Krasnow and Jimmy Moock are joined by Michael Batnick, CFA®, managing partner at Ritholtz Wealth Management. From his early soul-searching in financial services to becoming a prominent industry thought leader, Michael provides deep insights into wealth management, strategic career moves and his personal approach to content creation. Michael discusses: the full story of how a serendipitous train station encounter with Josh Brown sparked a transformative leap in his career how he approaches hiring at Ritholtz and why he doesn’t read résumés why it’s important for him to continue overseeing client portfolios what he loves most about creating content for TCAF, The Animal Spirits podcast, The Unlock podcast, and The Irrelevant Investor blog the launch of The Unlock, a new podcast tailored for financial advisors his all-time favorite book recommendation and more! Resources: The Parallels Between Business and Dating with Emily Binder (Ep. 15) The Compound And Friends (TCAF) The Animal Spirits Podcast The Unlock Podcast The Irrelevant Investor Blog The Overstory by Richard Powers All About Love by Bell Hooks The Creative Act by Rick Rubin The Last Days of Night by Graham Moore <a href="h

Michael Batnick is managing partner at Ritholtz Wealth Management and co-host of The Compound and Friends Podcast. Batnick joins Big Technology Podcast for a conversation that asks all the questions about NVIDIA's historic run. We cover the valuation, volatility, competition, chances to keep going, and AI fatigue. We also ask whether NVIDIA could give up its gains just as fast as it built them, whether it will become an Apple-like fixture in portfolios, and how algorithmic trading might play a role in its massive growth. ---- You can subscribe to Big Technology Premium for 25% off at https://bit.ly/bigtechnology Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Some businesses can achieve initial growth but struggle to later get to the next level. Or worse, they get to the next level of financial success but at the cost of good culture. Michael Batnick, CFA, joins Zach Conway and Kelsey McKenna to discuss leading with culture, effective hiring strategies, and building a strong foundation for your business. Michael Batnick’s insights bring new perspectives to leaders, with his experiences at Ritholtz Wealth Management serving as an example for businesses looking to grow. Connect with us: Michael Batnick on LinkedIn Ritholtz Wealth Management Zach Conway on LinkedIn Kelsey McKenna on LinkedIn Want to learn more about how Seeds Investor can better assess investors, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below! Seeds Investor Website Our Blog Ask Zach and Kelsey a question!

Guy and Dan are joined by “ The Compound and Friends ” co-hosts Josh Brown and Michael Batnick for a special collaboration. The guys discuss engaging with internet trolls (3:00), how “pure luck” led to Josh hiring Michael (12:00), the culture at Ritholtz Wealth Management (15:00), financial TV punditry (28:00), what’s happening in the markets (36:00), stock picking strategies (45:00), and navigating market panic (53:00). ---- Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod . We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Today’s guests are Michael Batnick and Ben Carlson , co-hosts of the Animal Spirits podcast and employees Ritholtz Wealth Management. In today’s episode, we touch on the Future Proof wealth festival, which will be in Huntington Beach, CA from September 11th to 14th – all three of us will be there and hope you join us too! We also touch on trend-following, producing content, Twitter, and much more. ----- Follow Meb on Twitter , LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by Composer . Composer is the premier platform for investing in and building quantitative investment strategies. What used to take Python,Excel and expensive trading software is available for free in an easy to use no-code solution. Learn more at composer.trade/meb . Today’s episode is sponsored by The Idea Farm . The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here . ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp , Richard Thaler , Jeremy Grantham , Joel Greenblatt , Campbell Harvey , Ivy Zelman , Kathryn Kaminski , Jason Calacanis , Whitney Baker, Aswath Damodaran , Howard Marks , Tom Barton , and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here ! Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoi

Many crypto investors tend to build their own portfolios and focus on the major coins like Bitcoin and Ethereum. But the crypto space is much more than that. Trying to get diversified exposure to crypto can be challenging, though. In this episode we talk to WisdomTree Global CIO Jeremy Schwartz and Ritholtz Wealth Director of Research Michael Batnick about the New Crypto Index they developed to help investors gain broad exposure to the space. We take in deep dive into the index construction process including the major categories of coins represented, the process of combining them together and the challenges of building a rebalancing strategy within the rapidly changing world of crypto. We hope you enjoy the discussion. ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau

Guy, Dan and Danny discuss inflation running hot (2:04), Rivian’s mega-IPO (9:52), and wild price action in Hertz (15:21). The co-hosts interview Stephanie Link, portfolio manager at Hightower Advisors and CNBC Contributor, and talk about her time working with Jim Cramer (20:10), and outlook for 2022 (34:51). Later, Dan and Guy are joined by Michael Batnick, host of the Animal Spirits podcast, writer of the Irrelevant Investor blog, and director of research at Ritholtz Wealth Management. The three of them chat about the Knicks, that one time Michael trolled Guy on Twitter (48:20), how he met Josh Brown (55:53), and crazy stock market moves (1:00:35). ---- See what adding futures can do for you at cmegroup.com/onthetape . ---- Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod . We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. Michael Batnick is the author of Irrelevant Investor, Director of Research at Ritholz Wealth Management, and co-host of the Animal Spirits Podcast with Ben Carlson. Michael is one of the most prolific finance thinkers on Twitter and often provides high-quality, comedic insight into myriad financial topics. I had a blast chatting with Michael and cannot wait to bring you our conversation. We start by discussing favorite finance/non-finance movies, while I reveal how little I've actually seen. From there we dive into the craziness in the IPO and SPAC IPO markets and see where the Animal Spirits hide in the market. After that we discuss the ever-challenging topic of "when to sell". You're going to love Michael's answer to this by the way. Finally we wrap up with Michael's thoughts on various investment strategies for beginners/amateurs and why its helpful to think of markets like golf. Here's the time-stamp: [0:00] The best movies [6:40] IPO Mania? [19:00] SPACs [30:00] When to Sell? [38:00] Investment Strategies for the Average Investor [49:00]More from Michael Batnick and Closing Questions If you want more Michael Batnick content, check out these links: Michael's Twitter Animal Spirits Podcast Irrelevant Investor Blog

In episode #95, Patrick Ceresna and Kevin Muir welcome Michael Batnick to the show. We learn how he came to be part of the team at Ritholtz Wealth Management, what clients should do in this new ear of super low interest rates, and most importantly, what are the Toronto Raptors chances of winning two in a row. Then Kuppy is back with his monthly update.

Josh spoke at the Riskalyze Fearless Week virtual conference and relayed the six biggest lessons he learned during Pandemic Summer. Some are business lessons and some are personal - but for Josh, business has always been personal. Plus, Michael Batnick returns for an all new edition of What Are Your Thoughts - Josh put a trade on he wants to be talked out of, Apple has added almost three quarters of a trillion dollars in market cap over 56 trading sessions, how to survive an investment idea you're too early to, why market crashes, recessions and recoveries speeding up makes sense and a lot more! Leave us a rating and review, they go a long way! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week Josh talks with Brendan Ahern, Chief Investment Officer of KraneShares, to find out how US investors can get involved with TikTok, the hottest social network on earth. They discuss the opportunity in Chinese internet stocks, the massive size and scale of Ant Financial, which will be coming public soon, and how US investors can stay updated on all of the biggest developments in China. You can subscribe to Brendan's daily morning note at ChinaLastNight.com to get up to speed. Michael Batnick joins for a new edition of What Are Your Thoughts to tackle the best 90 day period for diversified investors ever, the biggest earnings day of the year, the rally in gold and Bitcoin, when plumbers have stock tips and more! Leave us a rating and review if you like the show, it helps a lot! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Batnick, Director of Research for Ritholz Wealth Management chats with Ed Lopez about getting his start with the Ritholz team, content generation as a tool for business building, managing through a crazy market and the dominance of a few names of major market indices.

On this week's episode of The Compound Show, Josh discusses the Covid-19 economy and why Universal Basic Income (UBI) might be the inevitable and necessary solution. Next, Michael Batnick joins Josh for an all new round of What Are Your Thoughts. They discuss gold vs the S&P, Elon Musk vs Warren Buffett, and much more! Subscribe to the podcast and be sure to leave us a rating and review on iTunes, Spotify, or Google. Ratings help a lot! Thanks! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of The Compound Show, Josh talks about the 4.8 million jobs added back in June, the wild dispersion within the Real Estate sector of the stock market, warehouses vs office buildings, and some plans for July 4th weekend. Michael Batnick joins for another round of What Are Your Thoughts to answer the question "Why would anyone invest right now?" Subscribe to the podcast and make sure to leave us a rating and review on iTunes, Spotify or Google. Ratings help a lot! Thank you! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

I sit down with Michael Batnick, author of "Big Mistakes: The Best Investors and Their Worst Investments." Some of Wall Street's greatest missteps are well documented: Bill Ackman's attempt at activism in JC Penny, or Warren Buffet's go-around with Salomon Brothers are two famous examples. However the great investors of the 19th, 20th and 21st centuries ALL have their own investment blunders. Some went on to thrive after, while others called it quits. Michael Batnick and I spend 30 minutes analyzing these infamous lapses in judgement, INCLUDING Mark Twain's (yes the writer!) attempts at venture capitalism (yes he passed on an investment in Alexander Graham Bell's telephone)