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

In episode 25, JJ has some further news and thoughts on Jeremy Grantham's US stock market bubble thesis from last week, discusses the partial China tech rebound, and the continuing US cannabis sector drawdown.  Twitter: @theartofvalue

In episode 24, JJ discusses Jeremey Granthanm's latest remarks on what he sees as the biggest US stock market bubble in history, and that it began to deflate in Feb 2021 with the riskiest, highest priced stocks. Twitter: @theartofvalue

In episode 23, JJ reviews some Q2 2021 portfolio changes from various well known value investors, or "superinvestors". Twitter: @theartofvalue

In episode 22, JJ discussess Spotify's (SPOT) Q2 2021 earnings call, especially the latest remarks from Founder, CEO and Board Chair Daniel Ek, on Spotify's long term growth prospects and trajectory from where it is today.  Twitter: @theartofvalue

In episode 21, JJ discusses Alibaba's earnings release, and what some well known investors have been saying and doing in relation to the stock. In addition, JJ dicusses the recent high volatility in the stock of newly public Calfifornia-based cannabis company Glass House Group (GLASF), and in the US cannabis sector in general. 

In episode 20, JJ discusses the crash of China tech stocks in particular, Q2 2021 Spotify earnings, and Q2 2021 Tesla earnings.

In episode 19, JJ discusses how batteries are the new oil. Thinking through the industry life-cycle involves: mining the relevant materials; manufacturing batteries for many millions of electric vehicles, electronic devices and energy storage; recycling battery materials for reuse in a circular economy. Twitter: @theartofvalue

In episode 18, JJ discusses the ongoing decline in share prices of the big Chinese tech companies. Is this a value investing opportunity, or a big mistake to invest?  Twitter: @theartofvalue