Shows / The John Johnston Lounge
The John Johnston Lounge
Welcome to The John Johnston Lounge, where tech, business, politics, and culture collide. Join host John Johnston (JJ) for a daily breakdown of some of the most powerful tech companies and people. JJ goes beyond the headlines to critique the unusual psychology, strategies, and politics of tech billionaires Elon Musk (Tesla and SpaceX), Sam Altman (OpenAI), Peter Thiel (Palantir), Mark Zuckerberg (Meta), and others. Whether it's an inflating AI bubble, a Silicon Valley coup, or the politics of…
Episodes
- The John Johnston Lounge
Starbucks CEO Fired! Replaced By Chipotle CEO!
I react to the big news in the fast food and beverage sector that Starbucks (SBUX) CEO Laxman Narasimhan has been replaced by Chipotle Mexican Grill (CNG) star…
- The John Johnston Lounge
Mohnish Pabrai: Bet on What's Hated and Unloved
Super investor Mohnish Pabrai discusses his investing strategy of looking at hated and unloved companies, sectors, and countries, that can provide great…
- The John Johnston Lounge
Aswath Damodaran: ‘I’m Letting These Stocks Ride’
I react to NYU Professor of Finance Aswath Damodaran, “The Dean of Valuation, who discusses the current U.S. stock market correction, especially the megacap…
- The John Johnston Lounge
Warren Buffett Just Sold $75B of These Stocks
Super Investor Warren Buffett has been selling down significant chunks of Berkshire Hathaway’s core portfolio stocks during the past quarter, and into this…
- The John Johnston Lounge
UBER + BYD Partner To Beat Tesla
Public companies Uber and BYD Co. have partnered to bring BYD EVs to the Uber ride-hailing platform globally. The companies plan to start in Europe and Latin…
- The John Johnston Lounge
Alibaba Launching AI Sourcing Engine To Boost Trade
Alibaba is set to deploy a new AI-powered sourcing engine to boost online trade for its global merchants. Related videos: Alibaba Stock Rallies On Plan To…
- The John Johnston Lounge
Alibaba Stock Rallies On Plan To Raise Service Fee
In Alibaba news, Alibaba stock (BABA) jumped the most in two months as the stock market digested the China e-commerce giant’s plan to charge more service fees…
- The John Johnston Lounge
Famed Tesla, Palantir Short-Seller Charged With Stock Fraud
Well known short seller Andrew Left has been charged with securities fraud. US Authorities allege Citron’s Andrew Left tried to make quick and easy profits by…
- The John Johnston Lounge
Tom Lee & Jeremy Lefebvre Blocked Me! Here’s Why
Both Fundstrat’s Tom Lee and Financial Education’s Jeremy Lefebvre have both blocked me on on the X platform, formerly Twitter. Here’s why I think they did…
- The John Johnston Lounge
Tom Lee Predicts 15% Index Rise in 5 Weeks!
I react to Tom Lee from Fundstrat, who is predicting that the small cap stock Russell 2000 Index will rise 15% or more over the next 5 weeks to the end of…
- The John Johnston Lounge
Dan Ives: Tesla Is Now The MOST Undervalued AI Play!
Following the Tesla stock plunge after earnings, Wedbush’s Dan Ives says he thinks Tesla is the most undervalued AI play in the stock market. Alternatively…
- The John Johnston Lounge
Tesla Stock Plunges on Earnings. Here’s Why!
I take an in-depth look at Tesla earnings to see why Tesla stock tumbled immediately after the earnings release, and continued during the earrings call with…
- The John Johnston Lounge
Tom Lee Predicts Huge Rally For Small Cap Index
I react to Permabull Tom Lee from Fundstrat, who is predicting that the small caps Russell 2000 index will rally 40% by the end of the summer. We also look at…
- The John Johnston Lounge
Dan Ives: Massive Palantir Stock Move Ahead!
I react to Dan Ives, senior equity analyst from Wedbush, who has a new bull case for Palantir stock (PLTR), raising the stock price target significantly. Ives…
- The John Johnston Lounge
Early Innings of Small Caps Rally?
Today I discuss whether the current small cap stock rally may have some legs to it, or whether it’s going to fizzle out within another four weeks. Citi's Scott…
- The John Johnston Lounge
Tech Stocks Fall! Rotation to Small, Mid Caps + Value?
Big tech stocks, other tech stocks, and especially chip stocks have been falling in the stock market recently. Is this a temporary blip, or a market rotation…
- The John Johnston Lounge
The Stock Market ‘Great Rotation’ To Small Caps!
I react to iCapital chief investment strategist Anastasia Amoroso, who says there’s now a “Great Rotation” to small cap stocks going on in the US stock market…
- The John Johnston Lounge
The New Bull Case For Small Caps: Tom Lee + Goldman Sachs
We need to talk about the rise of small cap stocks! I react to Fundstrat’s Tom Lee, who thinks that the Russell 2000 small cap index is about to go on an epic…
- The John Johnston Lounge
My Thoughts on Andrew Wilkinson’s ‘Never Enough’ Book
I offer some thoughts on Andrew Wilkinson’s new book, Never Enough: From Barista to Billionaire. Andrew Wilkinson is co-founder of public company Tiny Ltd…
- The John Johnston Lounge
Has The Stock Market Just Flipped?
I investigate whether or not a rotation could be going on in the U.S. stock market, away from the “Mag 7” into mid and small cap stocks. Could this be the…
- The John Johnston Lounge
Is There A Stock Market CRASH But You Haven’t Noticed Yet?
I investigate Financial Education Jeremy’s claim that we are in a stock market crash but we just don’t know it yet, to see if there is some validity to it…
- The John Johnston Lounge
Ross Gerber: Tesla Short Sellers Are So Stupid
I react to Investor and Fund manager Ross Gerber from Gerber Kawasaki, who says, “you just don’t short Tesla”, and that “it’s hard not to be a bull long-term…
- The John Johnston Lounge
Warning! Jamie Dimon Just Fired Bearish Head Strategist
I react to and discuss how various stock market analysts and big finance YouTubers constantly make relatively short term predictions about where the stock…
- The John Johnston Lounge
Mohnish Pabrai's Unconventional Investing Secret For Success
Mohnish Pabrai’s favourite super investors have been Warren Buffett and Charlie Munger, but it was Charlie Munger who influenced one of Pabrai’s most important…
- The John Johnston Lounge
This Market Is Going Higher: Bulls Tom Lee + Joseph Carlson
I react to prominent finance and investing YouTuber Joseph Carlson, who agrees with the bull thesis of Fundstrat’s Tom Lee, that the US stock market is going…
- The John Johnston Lounge
Wall St Analysts Losing Their Minds Over Tesla Stock!
I react to Tesla stock (TSLA) bull and bear cases from two Wall Street analysts, after Q2 delivery numbers. One thinks Tesla will disappoint, even after better…
- The John Johnston Lounge
Is The Bull Market Just Getting Started?
I react to super-bullish technology analyst Dan Ives from Wedbush, who thinks the AI stock party is only just getting started. He thinks the likes of Nvidia…
- The John Johnston Lounge
Tom Lee's New Predictions Leave CNBC Speechless
I react to Fundstrat’s Tom Lee, who has some bullish predictions for the second half of the year. Lee is predicting a continued strong rise for the S&P 500…
- The John Johnston Lounge
Super Investor Howard Marks On The Huge Role of Luck
I react to part of a recent interview with super investor Howard Marks, in which Marks briefly discusses his investment philosophy, the role of randomness or…
- The John Johnston Lounge
Super Investor Howard Marks: Where The BIG MONEY Is Made
I react to part of a recent interview with super investor Howard Marks, in which Marks discusses stock market bubbles, when and how to be contrarian, and…
- The John Johnston Lounge
Super Investor Howard Marks: The Biggest Investing Mistake
I react to part of a recent interview with super investor Howard Marks, who discusses what he thinks is the biggest and most common investor mistake. Marks…
- The John Johnston Lounge
Caution! Nvidia Stock NOT A Good Long Term Bet!
I react to a brief interview with Tim Pagliara, CapWealth founder and chief investment officer, and a value investor. He cautions that Nvidia stock (NVDA) may…
- The John Johnston Lounge
Tom Lee: It’s Better To Buy Stocks High Than Low!
I react to Fundstrat’s Tom Lee, who says buying stocks at new highs has had a better win ratio over time than trying to buy at the lows. Related episodes: Tom…
- The John Johnston Lounge
Mohnish Pabrai: The Importance of Owners’ Intrinsic Value
I react to part of a recent Mohnish Pabrai investing talk, in which Pabrai discusses the importance of owners’ intrinsic value in relation to Starbucks, Home…
- The John Johnston Lounge
Is Nvidia Stock Euphoria Like 2021 Tesla Stock Bubble?
Nvidia Stock has become the largest market cap company in the world, after a meteoric stock price rise. Are AI related stocks like Nvidia in a euphoric bubble…
- The John Johnston Lounge
Will Nvidia Stock Crash 50% Like Tesla?
I react to a recent video by value investor Sven Carlin, in which he lays out the case that Nvidia stock and other AI-related stocks, are in a bubble like…
- The John Johnston Lounge
'Big Short’ Investor Steve Eisman Now Bullish!
Famed “Big Short” investor Steve Eisman explains why he’s currently so bullish on both the US economy and stock market, particularly AI and…
- The John Johnston Lounge
Tesla Will Be The Next Enron! | TSLA Stock
Clean Energy Transition CEO and stock portfolio manager is shorting Tesla stock (TSLA), saying he’s sure the stock is going down to double digits, even to $15…
- The John Johnston Lounge
Short Seller Jim Chanos on Fraud, Meme Stocks, AI, Elon’s Pay
I react to an interview with famed short seller Jim Chanos discussing the current market environment, his views on AI, meme stocks, and Elon Musk's whopping…
- The John Johnston Lounge
Tom Lee: Nvidia, Tesla, Apple Should Be Core Portfolio Stocks
I react to a recent interview with Fundstrat Managing Partner Tom Lee, in which he asserts that Nvidia (NVDA), Tesla (TSLA) and Apple (AAPL) are all must-own…
- The John Johnston Lounge
Still Early for Nvidia Stock or AI Stock Bubble?
Is it still early days for Nvidia stock (NVDA) or are we in an AI stock bubble? I look at the bull and bear case for Nvidia stock, referencing three prominent…
- The John Johnston Lounge
Aswath Damodaran on Nvidia: An All-Time Great Momentum Stock
I react to a recent interview with Prof. Aswath Damodaran from NYU, "The Dean of Valuation", who still thinks Nvidia stock (NVDA) is overvalued by the stock…
- The John Johnston Lounge
Alibaba Stock: Chair Joe Tsai on Reigniting Strong Growth
I react to part of recent interview with Alibaba Group Chair Joe Tsai, who discusses how he’s planning for Alibaba to get back to double-digit percentage…
- The John Johnston Lounge
Alibaba Stock: Chair Joe Tsai on BABA’s Big AI Future
I react to part of a recent interview with Alibaba Group Chair Joe Tsai, who discusses the value and opportunities of artificial intelligence (AI) for Alibaba…
- The John Johnston Lounge
Chris Mayer 100 Baggers Portfolio: Constellation Software + Spinoffs
We take a look at 100 Baggers book author and fund manager Chris Mayer’s stock portfolio, to see which potential 10X to 100X stocks he has bought. We also see…
- The John Johnston Lounge
Super Investor Bill Ackman: How To Avoid Being A Lemming Investor
I react to a recent interview with super investor Bill Ackman, in which he discusses the psychology of investing and the temperament needed to become a…
- The John Johnston Lounge
Super Investor Bill Ackman Just Sold This Stock & Said This
I take a look at the current stock portfolio of super investor Bill Ackman, and his recent stock selling activity. Following that, I react to a recent…
- The John Johnston Lounge
Small Caps Super Investor Bares Capital Is Buying These Stocks
I survey some of the latest stock portfolio buys from small cap super investor Brian Bares of Bares Capital Management. Timestamps: 00:24 Bares Capital…
- The John Johnston Lounge
Michael Burry + These Super Investors Bought Alibaba & JD Stock
I investigate which super-investors have been buying Chinese stocks, including Alibaba stock (BABA), JD stock, Baidu (BIDU), PDD and others during the past…
- The John Johnston Lounge
Super Investors Just Bought These Small Caps
I survey some of the latest small cap stock portfolio buys of various super investors. Timestamps: 00:27 David Einhorn: Green Brick Partners 02:09 Daniel Loeb…
- The John Johnston Lounge
Alibaba Earnings: Big Buybacks, Special Dividend, Stock Down!
This episode includes a summary and analysis of the Alibaba March Quarter 2024 Earnings results, and my current thoughts on BABA Stock. Timestamps: 00:12…
- The John Johnston Lounge
GameStop Stock Soars on Return of Roaring Kitty!
Is meme stock madness back? Roaring Kitty (Keith Gill) is back posting online, and that immediately sent GameStop stock and other meme stocks soaring. There’s…
- The John Johnston Lounge
Warren Buffett: I’d Buy Small Caps if Starting Over Now
I discuss part of super investor Warren Buffett’s Berkshire Hathaway annual meeting Q&A, in which Buffett said the if he were starting out investing today…
- The John Johnston Lounge
Druckenmiller: AI Over-Hyped Now, Under-Hyped Long Term | Nvidia Stock
I react to part of the latest Stanley Druckenmiller interview, in which the legendary super investor discusses why and when he cut his Nvidia stock holding…
- The John Johnston Lounge
Is Warren Buffett As Bearish As He Ever Gets On Stocks?
I react to an investment fund manager who asserts that Warren Buffett is as bearish on the stock market as he’s ever been. Is Buffett waiting for a stock…
- The John Johnston Lounge
Why is Warren Buffett STACKING HUGE CASH Right Now?
Warren Buffett’s Berkshire Hathaway has just had its annual meeting in Omaha, and in the legendary hours-long Q&A session, super investor Buffett answered…
- The John Johnston Lounge
My New Weekly Stock Market Investing Update
This is a full preview of candid thoughts from the Weekly Investing Update I post for the new Value Supporter tier on The Art of Value Patreon. Timestamps…
- The John Johnston Lounge
Starbucks Stock Crash: Disaster Quarter & CEO Interview
Starbucks stock (SBUX) has crashed since the latest earnings, and was declining well before that. I analyze Starbucks earnings, and then react to an explosive…
- The John Johnston Lounge
HISTORIC: US Moves To Reschedule Cannabis! Stocks Soar!
I discuss the historic news and investing implications from the US cannabis sector today, that the DEA has agreed to reschedule cannabis from Schedule 1 to the…
- The John Johnston Lounge
How to Beat the S&P 500 by Doing (Almost) Nothing
I discuss an article that shows that a certain type of “do nothing” stock portfolio can beat the S&P 500 stock market index over the long term. Timestamps…