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The Art of Value

Latest episodes

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Apr 12, 2022 • 23min

Munger Sells Some BABA, New Jersey Rec Cannabis, Thiel and Bitcoin, New Amyris SynBio Plant

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/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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Apr 8, 2022 • 18min

SAFE Banking for US Cannabis Sector Within the Next 90 Days?

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: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.com/theartofvalue
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Apr 7, 2022 • 21min

US Cannabis Sector Update, US Fed News

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/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.com/theartofvalue
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Apr 6, 2022 • 15min

Elon's New Twitter Stake, China ADRs, RH CEO's Rant, ARKK's Slide

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.
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Apr 1, 2022 • 25min

Investing in Artificial Intelligence (AI), Part 2

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-U0zxCgbHrGa4V The Art of Value: https://anchor.fm/theartofvalue Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Twitter: https://twitter.com/theartofvalue
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Mar 29, 2022 • 16min

Investing in Artificial Intelligence (AI), Part 1

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=PLqJbCeNOfEK88QyAkBe-U0zxCgbHrGa4V The Art of Value: https://anchor.fm/theartofvalue On Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Twitter: https://twitter.com/theartofvalue
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Mar 24, 2022 • 23min

Part 2, Boom and Bust: The Financial Bubble Triangle

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-only podcast versions: https://anchor.fm/theartofvalue
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Mar 22, 2022 • 16min

Boom and Bust: The Financial Bubble Triangle, Part 1

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
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Mar 19, 2022 • 9min

Strong Relief Rally in China Tech and Nasdaq Stocks

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 your own research and analysis.
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Mar 16, 2022 • 40min

2022: Significant Change in Market Sentiment

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

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