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 Lounge3 Top Investing Quotes From 3 Top Investors: Warren Buffett, Charlie Munger, Peter Lynch
I briefly discuss three top quotes from three top investors, about being invested in the stock market when the market crashes: Warren Buffett, Charlie Munger…
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Finding future multibagger stocks like Starbucks (SBUX), with Mohnish Pabrai
I discuss some of Mohnish Pabrai’s comments from a recent interview, in which he talks about his investing quest to find multibagger stocks; companies that…
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Mohnish Pabrai Interview: Value Investing Quest for Multibagger Stocks
I discuss some of Mohnish Pabrai’s comments in his latest interview, in which he talks about his value investing quest to find multibagger companies; companies…
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Is Warren Buffett Preparing to Sell Stock of BYD, Electric Car and EV Battery Maker?
I look at and discuss the financial media speculation and rumors that Warren Buffett’s Berkshire Hathaway is preparing to sell its stock of Chinese electric…
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Ray Dalio on the Economy, Bear Market, and Changing Macro Investing Environment
Based on his recent interviews, I discuss Ray Dalio’s views on the current macro economic environment, bear market, and outlook for investing. This is The Art…
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Mohnish Pabrai's Compounding Spawners: How Pabrai Looks For Potential Multibagger Stocks
I summarise and discuss investor Mohnish Pabrai’s spawners framework, which he developed in the process of looking for “apex spawner” companies that have the…
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Warren Buffett and Charlie Munger on Their Investment Strategy and Psychology When Stocks Drop 50%
I discuss what legendary value investors Warren Buffett and Charlie have said in an interview about the psychology of investors when stock holdings go down 50%…
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Peter Lynch on How to Invest in Stocks During a Volatile Bear Market
I discuss what legendary investor, and One Up On Wall Street author, Peter Lynch has said about investing during volatile and bear markets, why people panic…
The John Johnston LoungeMicron Technology Stock (MU) Q3 2022 Earnings Call Summary and Commentary, Including Growth Outlook
I discuss the latest earnings conference call from Micron Technology (MU), including the short and long term growth outlook for the company. Micron Technology…
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Stanley Druckenmiller Interview Summary: Macro Investor Druck Predicts A Hard Landing (Recession)
I summarise and comment on a recent, excellent Stanley Druckenmiller interview, conducted by Stripe co-founder John Collision. In the interview Druck gives his…
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Celebrating Episode 100 of The Art of Value Podcast! Thanks To All of You for Listening and Watching
I’m celebrating the 100th episode of The Art of Value podcast, with a Thank You to all listeners and viewers, and with a decent new microphone to improve sound…
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Micron Technology (MU) Q3 2022 Earnings, Outlook, and Mohnish Pabrai’s Investment Thesis
I discuss the latest earnings release from Micron Technology (MU), and a brief investment thesis for the company from respected value investor Mohnish Pabrai…
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Jerome Powell vs Cathie Wood vs Michael Burry On US Inflation
I take a look at the recent views on US inflation of Fed Chair Jerome Powell, ARK Invest active ETF manager Cathie Wood, and Scion Asset Management fund…
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Jeremy Grantham and Ray Dalio Discuss a Stock Market Crash and Economic Outlook for Investing | Part 2
Part 2: I continue to summarise and comment on a recent interview conversation between veteran investors Jeremy Grantham and Ray Dailo, who discuss the current…
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Jeremy Grantham and Ray Dalio Discuss a Stock Market Crash and World Economic Outlook for Investing
I summarise and comment on a recent interview conversation between veteran investors Jeremy Grantham and Ray Dailo, who discuss the current stock market and…
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Will The Housing Market Crash In 2022?
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…
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Is The Big Short Investor Michael Burry Right About A Stock Market Crash in 2022?
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…
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2 Videos I made About A Seth Klarman Interview Were Removed By YouTube
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…
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Investor Jim Rogers Thinks This Will Be The Worst Bear Market In His Lifetime; He’s 79
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…
The John Johnston LoungeFamed Short Selling Investor Jim Chanos on Tesla Stock, Bitcoin, Crypto Bubble, Fintech Market Risks
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…
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Jim Chanos: We’re long the broad market but still short a set of radioactive companies
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…
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US Fed Raises Rates 0.75%, Jay Powell Sees No Signs of Broader Economic Slowdown
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…
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Ayr Wellness: Fast-Growing US Multi-State Cannabis Operator
Ep86: JJ discusses Ayr Wellness Inc, a fast-growing, vertically integrated U.S. multi-state cannabis operator. The Art of Value…
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Markets Resume Declines After Bear Market Rally, Including Crypto
Ep85: JJ discusses the continuing declines in the markets this year, including crypto, and individual stocks. The Art of Value: https://anchor.fm/theartofvalue…
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Key Takeaways from Block Investor Day 2022: An Ecosystem of Ecosystems
Ep84: JJ discusses the main takeaways from the Block Investor Day 2022. The Art of Value: https://anchor.fm/theartofvalue YouTube…
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Some Key Takeaways from Spotify Investor Day 2022
Ep83: JJ discusses some of the main highlights from the Spotify Investor Day 2022. The Art of Value: https://anchor.fm/theartofvalue YouTube…
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Big Rally in China Tech Stocks Since Mid-March Lows
Ep82: JJ discusses the big, sustained rally in Chinese tech stocks since mid-March. Stocks mentioned: BABA PDD JD BIDU TCEHY BYDDY The Art of Value…
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How Hype Cycles Relate to Investing
Ep81: JJ discusses the way in which hype cycles can relate to investing. The Art of Value: https://anchor.fm/theartofvalue YouTube…
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Part 2 | Summary and Thoughts on Latest Howard Marks Memo: Bull Market Rhymes
Episode 80: JJ continues to summarise and comment on the latest memo to investors, Bull Market Rhymes, from veteran investor Howard Marks. Marks reflects on…
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Summary and Thoughts on Latest Howard Marks Memo: Bull Market Rhymes | Part 1
Episode 79: JJ summarises and comments on the latest memo to investors, Bull Market Rhymes, from veteran investor Howard Marks. Marks reflects on the past few…
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Update on Australian Microcap Advance ZincTek: Natural Zinc Oxide for Mineral Sunscreens and Cosmetics
Episode 78: JJ discusses the recent market update from Australian microcap Advance ZincTek Ltd, a developer and manufacturer of natural zinc oxide for mineral…
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JPMorgan CEO Jamie Dimon Warms of Economic Hurricane but Stock Market Rallies
Episode 77: JJ discusses how JPMorgan Chair and CEO Jamie Dimon is warning of an economic hurricane coming, but the stock market continued its recent rally…
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Legendary Value Investor Howard Marks on the Current Market Environment
Episode 76: JJ comments on a new video interview with legendary value investor Howard Marks. The Art of Value: https://anchor.fm/theartofvalue YouTube…
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Rise in China Tech Stocks Since Deep Lows in Mid-March
Episode 75: JJ discusses the rise of some Chinese tech stocks since the deep lows in mid-March 2022. The Art of Value: https://anchor.fm/theartofvalue YouTube…
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Pinduoduo Q1 2022 Earnings Call Discussion
Episode 74: JJ discusses the Q1 2022 earnings call from Chinese mobile e-commerce platform Pinduoduo (PDD). The Art of Value: https://anchor.fm/theartofvalue…
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China E-Commerce: Pinduoduo Q1 2022 Earnings Discussion
Episode 73: JJ discusses Q1 2022 earnings from Chinese mobile e-commerce platform Pinduoduo (PDD) The Art of Value: https://anchor.fm/theartofvalue YouTube…
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S&P 500 Rallies to End 7 Week Losing Streak; Legal Cannabis Sector Lags
Episode 72: JJ discusses how the market benchmark S&P 500 rallied to the end of the week, ending a 7-week losing streak, and recording its best week since…
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Alibaba and Baidu Stocks Bounce Hard After Reporting; and Where Inflation Is and Isn’t Located in the US Economy
Episode 71: JJ discusses where inflation is and isn’t located in the US economy, Costco earnings, and how both Alibaba and Baidu stock prices jumped hard after…
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Snowflake and Nvidia Report, Adding to Macro Concerns; William Green’s Excellent Interview with Bill Miller
Episode 70: JJ discusses how both Snowflake and Nvidia reported after hours today, sending their stock prices down and adding to concerns about the current…
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Tesla Tanks -50% from Peak; Snap Crashes -43% in 1 Day; May Sees Most Company Insider Buying Since March 2020
Episode 69: Tesla’s share price tanks -50% from its November 2021 peak; Snap’s share price collapses 43% in one day, after the company warned that the…
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100 Baggers: Returning $100 For Every $1 Invested
Episode 68: We revisit Chris Mayer’s excellent investing book, 100 Baggers, which are investments that return $100 for every $1 invested, or $1,000,000 for…
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Greg Alexander, Seth Klarman, Bill Miller: More Observations from Superinvestor Stock Portfolio Activity Q1 2022
Episode 67: JJ has more observations from the activity of Q1 2022 super-investor portfolios, including Greg Alexander, Seth Klarman, Bill Miller. The Art of…
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Tesla Stock Price Taken to the Horse Shed and Shot; S&P 500 Hits Intraday Bear Market Territory
Episode 66: JJ discusses how the S&P 500 finally hit technical bear market territory intraday, and Tesla stock is hitting the skids, now down nearly -50% from…
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Was Jeremy Grantham Correct About a Now Deflating Market Bubble?
Episode 65: JJ discusses a new Jeremy Grantham interview in which Grantham talks about the continued bursting of the financial bubble he identified well before…
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Stock Market Gaps Down Again on Big Retail, Recession, Inflation and Rising Interest Rate Fears
Episode 64: JJ discusses the significant gap down in all the major US market indices and many individual stocks today. Inflation, rising interest rates, and…
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Chuck Akre, Terry Smith, Li Lu: More Observations from Superinvestor Stock Portfolio Activity Q1 2022
Episode 63: JJ has more observations from the activity of Q1 2022 super-investor portfolios, including Chuck Akre, Terry Smith, and Li Lu. The Art of Value…
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Observations from Superinvestor Stock Portfolio Activity Q1 2022: Warren Buffett, David Tepper
Episode 62: JJ discusses observations from the activity of Q1 2022 super-investor portfolios, including Warren Buffett (Berkshire Hathaway) and David Tepper…
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Worst Large Cap Performers, Faithful Stick With ARKK, SoftBank Record Loss, Pat Dorsey Portfolio Update
Episode 61: JJ discusses the worst large cap performers so far in 2022, how ARKk is still managing to receive large inflows of capital, Softbank’s Record Loss…
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Dead Cat Bounce Rally or Market Bottom? Nobody Knows
Episode 60: JJ discusses the significant bounce in the market indices in the last market session of the week, along with many stocks that jumped over 20%. Is…
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Small Cap Russell 2000 Index Strongly Positive on the Day, while S&P 500 Continued Down
Episode 59: JJ discusses how the small cap Russell 2000 Index managed a 1.24% gain on the day, while the S&P 500 and Dow 30 were in negative territory. Tech…
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An Historic Time in Markets: Tech Stock Carnage Continues as Inflation Comes in Hot Again
Episode 58: JJ discusses the ongoing tech and innovation stock carnage, as the monthly inflation figure comes in slightly higher than expected. Stocks…
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More Emerging Tech Stock Devastation; ARKK and Tiger Global
Episode 57: JJ discusses the ongoing emerging tech and innovation stock devastation, as the current earnings season continues. Stocks mentioned: ARKK, U, SOFI…
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Investing When Terrified
Episode 56: JJ discusses the psychological difficulty of investing when market sentiment turns extremely bearish, as it is now, and the market continues to go…
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Relentless Sell-Off of Many Tech Stocks and Bitcoin; Shopify Sell-Off vs Tesla; Rivian Lockup Ends; Spotify’s Ek Buying SPOT Shares
In episode 55, JJ discusses the relentless sell-off of many tech stocks, despite big declines already, as well as Bitcoin along with them. Also, if Tesla…
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We’ve Reached that 'Markets In Turmoil’ Headline Stage in Financial Media Again
In episode 54, JJ discusses the significant one-session plunge in the market indices, which has initiated “Markets in Turmoil” headlines in financial media…
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US Fed Raises Rates Half a Percent, Stock Market Jumps, Investor Paul Tudor Jones Not Optimistic About Stocks
Episode 53: JJ discusses how the stock market jumped significantly as the US Fed signalled a half a percent rate rise, while investor Paul Tudor Jones says he…
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Comparing the Decline of ARKK to the NASDAQ-100 During the Dot-Com Bust
In episode 52, JJ discusses Michael Batnick’s blog post comparing the decline of the ARKK Innovation ETF (ARKK) to the NASDAQ-100 during the bursting of the…
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Ray Dalio’s Update on 'The Popping of the Bubble Stocks'
In episode 51, JJ discusses Ray Dalio’s latest Linkedin article, 'The Popping of the Bubble Stocks: An Update'. Dalio's article…
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Historically Bearish US Market Sentiment but China Stocks Bounce, and Berkshire’s Been Buying Big
In episode 50, JJ discusses the historically bearish US market sentiment; prominent venture capitalist Bill Gurley, Jeff Bezos, and Michael Burry warning of…
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Worst NASDAQ Month Since 2008
In episode 49, JJ discusses the state of the market at the end of April 2022. It has been the worst month for the NASDAQ index since October 2008, with the US…