The John Johnston Lounge

In episode 50, JJ discusses the historically bearish US market sentiment; prominent venture capitalist Bill Gurley, Jeff Bezos, and Michael Burry warning of leaner times ahead; Berkshire Hathaway has been buying big in the first quarter; and China tech stocks bouncing strongly due to more supportive noises from the Chinese government. The Art of Value: https://anchor.fm/theartofvalue YouTube:&nbsp...

In episode 49, JJ discusses the state of the market at the end of April 2022. It has been the worst month for the NASDAQ index since October 2008, with the US tech mega-caps joining the decline. The Art of Value: https://anchor.fm/theartofvalue YouTube:  https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify:  https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda8...

In episode 48, JJ discusses what was said on Spotify’s Q1 2022 earnings call, especially Daniel Ek’s comments about comparisons with Netflix. Stocks mentioned: SPOT, NFLX The Art of Value: https://anchor.fm/theartofvalue YouTube:  https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify:  https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://tw...

In episode 47, JJ discusses Spotify’s Q1 2022 earnings, shareholder letter, and 12% post-earnings share price decline. Stocks mentioned: SPOT NFLX The Art of Value: https://anchor.fm/theartofvalue YouTube:  https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify:  https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.com/theartofvalue...

In episode 46, JJ discusses some significant movements happening in the market during this earnings season and before. Stocks mentioned: QQQ, GOOGL, MSFT, TSLA, TWTR, HOOD The Art of Value: https://anchor.fm/theartofvalue YouTube:  https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify:  https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://t...

In episode 45, JJ discusses the emerging global lithium-ion battery arms race. As a consequence, there’s a fast-increasing demand for lithium, and what appears to be a looming raw materials mining disconnect. Episode references: Benchmark Mineral Intelligence Channel https://www.youtube.com/channel/UCEesoPlgLQSPWxmgzmK742A/featured Simon Moores on The Global Lithium podcast https://open.spoti...

In episode 44, JJ discusses the Q1 2022 Tesla earnings call, especially Elon Musk’s remarks about future tech developments, extreme scaling of the company, and the looming EV raw materials constraints, especially lithium. Stocks mentioned: TSLA LAC The Art of Value: https://anchor.fm/theartofvalue YouTube:  https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify:  https://open.s...

In episode 43, JJ discusses the further 35% one-day drop in the Netflix share price, and Bill Ackman’s sale of the stock vs Ross Gerber’s purchase of more. JJ also mentions the New Zealand inflation numbers out today, which the finance world will be taking notice of. Stocks mentioned: NFLX, SPOT Pershing Square Holdings, Ltd. Releases Letter to Shareholders: https://pershingsquareholdings.com/pers...

In episode 42, JJ discusses the ongoing collapse of the Netflix share price, and now the substantial fall in the mega-streamer’s subscriber numbers last quarter. Stocks mentioned: NFLX, SPOT The Art of Value: https://anchor.fm/theartofvalue YouTube:  https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify:  https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2...

In episode 41, JJ discusses some recent investing-related TV-watching, including The Inventor: Out for Blood in Silicon Valley, about Elisabeth Holmes’ company Theranos, and Super Pumped: The Battle for Uber, about Travis Kalanick's building and leadership of Uber. Stocks mentioned: UBER, TSLA. SFIX The Art of Value: https://anchor.fm/theartofvalue YouTube:  https://www.youtube.com/channel/UC...

In episode 40, JJ offers some thoughts on the new hourlong Warren Buffett and Elon Musk video interviews. Related stocks: BRK, TSLA, TWTR Warren Buffett interview with Charlie Rose https://charlierose.com/videos/31221 Elon Musk talks Twitter, Tesla and the future at TED2022 https://youtu.be/cdZZpaB2kDM The Art of Value: https://anchor.fm/theartofvalue YouTube:  https://www.youtube.com/channel...

In episode 39, JJ discusses today's headline financial news that respected JPMorgan CEO Jamie Dimon now sees significant challenges ahead for the US economy, after being more optimistic last quarter. JJ also discusses the fake Tesla news that briefly sent a micro-cap lithium company stock up 280% (timestamp 12:20) Stocks mentioned: JPM, SQ, TSLA, LTUM The Art of Value: https://anchor.fm/theartofva...

In episode 38, JJ discusses the high Consumer Price Index numbers, and then reacts to a Cathie Wood video interview in which she says ARK Invest is now expecting a 50% compound annual growth rate over the next 5 years. Stocks mentioned: $ARKK $PLTR $SPOT $SQ, $PDD, $JD Investors mentioned: Cathie Wood, Peter Lynch, Joel Greenblatt, Warren Buffett The Art of Value: https://anchor.fm/theartofvalue Y...

In episode 37, JJ discusses news relating to the YTD performance of the US market indexes, Charlie Munger selling some BABA, the upcoming New Jersey recreational cannabis market, Peter Thiel and Bitcoin, and the commissioning of a large fermentation plant for leading synthetic biology company Amyris The Art of Value: https://anchor.fm/theartofvalue YouTube:  https://www.youtube.com/channel/UC...

In Episode 36, JJ discusses the likelihood of SAFE banking legislation passing through the US Congress within the next 90 days. The SAFE Window, by Aaron Edelheit, Mindset Value Substack: https://mindsetvalue.substack.com/p/the-safe-window?s=r Aaron’s Mindset Capital on YouTube: https://www.youtube.com/channel/UC-HA_InMzHymXhTU_5gxJOA The Art of Value: https://anchor.fm/theartofvalue YouTube:...

In Episode 35, JJ discusses recent US federal legislation and market developments in the emerging legal US cannabis sector, and ongoing news from the US Fed that's having an impact on the overall market this week. The Art of Value: https://anchor.fm/theartofvalue YouTube:  https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify:  https://open.spotify.com/show/6I878RawBT9rwHnVUPP...

Episode 34: In current market commentary, JJ discusses Elon Musk’s new 9.2% stake in Twitter; news that China seems to be moving to prevent its ADRs from being delisted from the US; the RH CEO’s earnings call Q&A rant about a possible coming recession; ARKK’s slide from the share price heights of early 2021.

In episode 33, JJ discusses some recent developments in artificial intelligence, and how they relate to investing in 2022 and beyond. This is Part 2 This video references is Dr Alan D. Thompson’s video:  "Integrated AI - This is it - GPT-3…  https://youtu.be/NsQYBFbFRyY Alan’s excellent Leta AI Playlist is here:  https://www.youtube.com/playlist?list=PLqJbCeNOfEK88QyAkBe-U0zxCgbHrGa...

In episode 32, JJ discusses some recent developments in artificial intelligence, and how they relate to investing in 2022 and beyond. This is Part 1 of a multi-parter. This video references is Dr Alan D. Thompson’s video: " Integrated AI - This is it - GPT-3…  https://youtu.be/NsQYBFbFRyY Alan’s excellent Leta AI Playlist is here:  https://www.youtube.com/playlist?list=PLqJbCeNOfEK88QyAk...

In episode 31, JJ continues the discussion of a recent good read, the investing book Boom and Bust: A Global History of Financial Bubbles. This is Part 2, Part 1 is here: https://open.spotify.com/episode/58bc5f9BoyrG835I3EqGkq?si=c009bb4bf9aa46f6 The Art of Value elsewhere: Twitter: https://twitter.com/theartofvalue YouTube version: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Audio-on...

In episode 30, JJ discusses a recent good read, the investing book Boom and Bust: A Global History of Financial Bubbles. This is Part 1 of a multi-parter. Twitter: @theartofvalue YouTube: https://youtu.be/jaI-nvUpyIA

In episode 29, JJ discusses the past week's significant relief rally in Chinese tech stocks in particular, and in many beaten down Nasdaq tech stocks. This is also the first attempt at a video version of the podcast, which will also be availble on YouTube. YouTube video version: https://youtu.be/_pynfypFW1o Twitter: @theartofvalue Nothing on this recording is financial advice of any kind. Do...

In episode 28, the first episode of 2022, JJ catches up on the significant shift in market sentiment, what's been happening with the portfolio, and a some personal life events. Twitter: @theartofvalue

In episode 27, JJ discusses what’s happened in the market since early September, including with China, and various stocks in the portfolio. Twitter: @theartofvalue

In episode 26, JJ discusses a Terry Smith quote about how bull markets narrow over time, some significant Spotify news (SPOT), recent US Cannabis MSO chatter on Twitter Spaces, and an intriguing new public company to reserach. Twitter: @ theartofvalue