The John Johnston Lounge

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

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