The Art of Value

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.

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.

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.

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.

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.