The Art of Value

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

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

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.

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

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

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

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

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.

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

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