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The Art of Value

Latest episodes

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Jun 16, 2022 • 25min

US Fed Raises Rates 0.75%, Jay Powell Sees No Signs of Broader Economic Slowdown

Ep87: JJ discusses the macro-economic news that the U.S. Fed decided to raise rates 0.75% this time, and some finance media and market reactions to that news. Fed Chair Jerome Powell also said they see no signs of a broader economic slowdown. JJ also shares a personal housing update, and some domestic New Zealand housing market news. 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.
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Jun 15, 2022 • 34min

Ayr Wellness: Fast-Growing US Multi-State Cannabis Operator

Ep86: JJ discusses Ayr Wellness Inc, a fast-growing, vertically integrated U.S. multi-state cannabis operator. 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.
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Jun 14, 2022 • 18min

Markets Resume Declines After Bear Market Rally, Including Crypto

Ep85: JJ discusses the continuing declines in the markets this year, including crypto, and individual stocks. 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.
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Jun 13, 2022 • 21min

Key Takeaways from Block Investor Day 2022: An Ecosystem of Ecosystems

Ep84: JJ discusses the main takeaways from the Block Investor Day 2022. 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.
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Jun 10, 2022 • 17min

Some Key Takeaways from Spotify Investor Day 2022

Ep83: JJ discusses some of the main highlights from the Spotify Investor Day 2022. 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.
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Jun 9, 2022 • 17min

Big Rally in China Tech Stocks Since Mid-March Lows

Ep82: JJ discusses the big, sustained rally in Chinese tech stocks since mid-March. Stocks mentioned: BABA PDD JD BIDU TCEHY BYDDY 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.
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Jun 8, 2022 • 14min

How Hype Cycles Relate to Investing

Ep81: JJ discusses the way in which hype cycles can relate to investing. 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.
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Jun 7, 2022 • 19min

Part 2 | Summary and Thoughts on Latest Howard Marks Memo: Bull Market Rhymes

Episode 80: JJ continues to summarise and comment on the latest memo to investors, Bull Market Rhymes, from veteran investor Howard Marks. Marks reflects on the past few years in the stock market, in relation to previous market cycles. 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.
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Jun 6, 2022 • 19min

Summary and Thoughts on Latest Howard Marks Memo: Bull Market Rhymes | Part 1

Episode 79: JJ summarises and comments on the latest memo to investors, Bull Market Rhymes, from veteran investor Howard Marks. Marks reflects on the past few years in the stock market, in relation to some past market cycles. 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.
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Jun 5, 2022 • 31min

Update on Australian Microcap Advance ZincTek: Natural Zinc Oxide for Mineral Sunscreens and Cosmetics

Episode 78: JJ discusses the recent market update from Australian microcap Advance ZincTek Ltd, a developer and manufacturer of natural zinc oxide for mineral sunscreens and cosmetics. 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.

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