I discuss the latest earnings release from Micron Technology (MU), and a brief investment thesis for the company from respected value investor Mohnish Pabrai. Micron Technology is in the business of designing and manufacturing digital memory and storage products. This is The Art of Value episode 99. Monhnish Pabrai’s YouTube channel: https://www.youtube.com/user/mohnishpabrai The Art of Value: YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076 Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017 Other Podcast Platforms: https://anchor.fm/theartofvalue Twitter: https://twitter.com/theartofvalue Linkedin: https://www.linkedin.com/company/the-art-of-value/ Facebook Page: https://www.facebook.com/profile.php?id=100082516724025 Instagram: https://www.instagram.com/artofvalueinvest TikTok: https://www.tiktok.com/@theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.

I take a look at the recent views on US inflation of Fed Chair Jerome Powell, ARK Invest active ETF manager Cathie Wood, and Scion Asset Management fund manager Michael Burry. This is The Art of Value episode 98. The Art of Value: YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076 Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017 Other Podcast Platforms: https://anchor.fm/theartofvalue Twitter: https://twitter.com/theartofvalue Linkedin: https://www.linkedin.com/company/the-art-of-value/ Facebook Page: https://www.facebook.com/profile.php?id=100082516724025 Instagram: https://www.instagram.com/artofvalueinvest TikTok: https://www.tiktok.com/@theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.

Part 2: I continue to summarise and comment on a recent interview conversation between veteran investors Jeremy Grantham and Ray Dailo, who discuss the current stock market and world economic environment and outlook for investing. This is The Art of Value episode 97. Full Ray Dalio and Jeremy Grantham interview: Ray Dalio and GMO's Jeremy Grantham on How They're Seeing the World Right Now https://youtu.be/-qD4kqAarec The Art of Value: YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076 Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017 Other Podcast Platforms: https://anchor.fm/theartofvalue Twitter: https://twitter.com/theartofvalue Linkedin: https://www.linkedin.com/company/the-art-of-value/ Facebook Page: https://www.facebook.com/profile.php?id=100082516724025 Instagram: https://www.instagram.com/artofvalueinvest TikTok: https://www.tiktok.com/@theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.

I summarise and comment on a recent interview conversation between veteran investors Jeremy Grantham and Ray Dailo, who discuss the current stock market and world economic environment and outlook for investing. This is The Art of Value episode 96. Full Ray Dalio and Jeremy Grantham interview: Ray Dalio and GMO's Jeremy Grantham on How They're Seeing the World Right Now https://youtu.be/-qD4kqAarec The Art of Value: YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076 Other Podcast Platforms: https://anchor.fm/theartofvalue Twitter: https://twitter.com/theartofvalue Linkedin: https://www.linkedin.com/company/the-art-of-value/ Facebook Page: https://www.facebook.com/profile.php?id=100082516724025 Instagram: https://www.instagram.com/artofvalueinvest TikTok: https://www.tiktok.com/@theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.

I discuss some recent research on the bubbliest housing markets in the world, including the US housing market, and look at what Fed Chair Jerome Powell has been saying about his US housing market concerns. How likely is a housing market crash in 2022? The Art of Value: YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076 Other Podcast Platforms: https://anchor.fm/theartofvalue Twitter: https://twitter.com/theartofvalue Linkedin: https://www.linkedin.com/company/the-art-of-value/ Facebook Page: https://www.facebook.com/profile.php?id=100082516724025 Instagram: https://www.instagram.com/artofvalueinvest TikTok: https://www.tiktok.com/@theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.

JJ catches up with what famous "Big Short" investor Michael Burry has been saying lately about an economic and stock market crash in 2022. This is The Art of Value episode 94. The Art of Value: YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076 Other Podcast Platforms: https://anchor.fm/theartofvalue Twitter: https://twitter.com/theartofvalue Linkedin: https://www.linkedin.com/company/the-art-of-value/ Facebook Page: https://www.facebook.com/profile.php?id=100082516724025 Instagram: https://www.instagram.com/artofvalueinvest TikTok: https://www.tiktok.com/@theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.

Two videos I made about a recent Seth Klarman video interview have been removed by YouTube, due to a copyright complaint. The Klarman interview video itself has since been made private on YouTube. The Art of Value: YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076 Other Pod Platforms: https://anchor.fm/theartofvalue Twitter: https://twitter.com/theartofvalue Instagram: https://www.instagram.com/artofvalueinvest TikTok: https://www.tiktok.com/@theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.

JJ reacts to a recent video interview with investor Jim Rogers, who said back in March 2022: this will be the worst bear market of his lifetime, and he’s 79 years old; the US dollar is not a safe haven but people think it is and will want to own it, so he does too; the bull market in oil will last longer than most people expect; he thinks silver and agriculture will be the least dangerous assets to won over the next 2 or 3 years. This is The Art of Value episode 92. The full ET India, Jim Rogers interview is here: https://youtu.be/1ja8f0vjsq8 The Art of Value: YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076 Other Pod Platforms: https://anchor.fm/theartofvalue Twitter: https://twitter.com/theartofvalue Instagram: https://www.instagram.com/artofvalueinvest TikTok: https://www.tiktok.com/@theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.

JJ summarises and comments on a recent interview with famed short selling investor Jim Chanos, that Chanos did with Bloomberg’s Odd Lots. Chanos talks about the further risks he sees for Tesla stock and Tesla the company, Bitcoin and other crypto, and Fintech companies. This is Part 2, Part 1 is here: https://open.spotify.com/episode/1YVRuj0JnVoWMNZ1qCzQ3D?si=bz7vxbsoRgKMCWUSQdKgxQ. Episode 89. The full Jim Chanos interview: Jim Chanos on Why Some of the Worst Hit Parts of the Market Still Have More Pain Ahead | Odd Lots https://open.spotify.com/episode/7AVq0a0HXzvjmE4jT4ujGE?si=8e8cb5f3c0f946b7 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 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.

Ep88: JJ summarises and comments on a recent interview with investor Jim Chanos, that Chanos did with Bloomberg’s Odd Lots. Chanos says we’ve just been through a period unlike he's ever seen in my 40 years of being on the short side, and that it’s shocking to him that people are still buying the most speculative stocks for a bounce. The full Chanos interview: Jim Chanos on Why Some of the Worst Hit Parts of the Market Still Have More Pain Ahead | Odd Lots https://open.spotify.com/episode/7AVq0a0HXzvjmE4jT4ujGE?si=8e8cb5f3c0f946b7 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 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.