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 LoungeThoughts on Spotify Q1 2022 Earnings Call, Daniel Ek’s Comments
In episode 48, JJ discusses what was said on Spotify’s Q1 2022 earnings call, especially Daniel Ek’s comments about comparisons with Netflix. Stocks mentioned…
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Thoughts on Spotify Q1 2022 Earnings and Share Price Decline
In episode 47, JJ discusses Spotify’s Q1 2022 earnings, shareholder letter, and 12% post-earnings share price decline. Stocks mentioned: SPOT NFLX The Art of…
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Bear Market Update: NASDAQ, Tesla, Twitter, Google, Microsoft, Robinhood
In episode 46, JJ discusses some significant movements happening in the market during this earnings season and before. Stocks mentioned: QQQ, GOOGL, MSFT…
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The Lithium-Ion Battery Arms Race and The Raw Materials Disconnect
In episode 45, JJ discusses the emerging global lithium-ion battery arms race. As a consequence, there’s a fast-increasing demand for lithium, and what appears…
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Thoughts on Q1 22 Tesla Earnings Call, EV Lithium Constraints, Future Tech Outlook
In episode 44, JJ discusses the Q1 2022 Tesla earnings call, especially Elon Musk’s remarks about future tech developments, extreme scaling of the company, and…
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Bill Ackman Sells Netflix, Ross Gerber Buys More, Plus High New Zealand Inflation Number
In episode 43, JJ discusses the further 35% one-day drop in the Netflix share price, and Bill Ackman’s sale of the stock vs Ross Gerber’s purchase of more. JJ…
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What's Going On With Mega-Streamer Netflix?
In episode 42, JJ discusses the ongoing collapse of the Netflix share price, and now the substantial fall in the mega-streamer’s subscriber numbers last…
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Charismatic Founders: Thoughts on Some Recent Investing-Related TV
In episode 41, JJ discusses some recent investing-related TV-watching, including The Inventor: Out for Blood in Silicon Valley, about Elisabeth Holmes’ company…
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Thoughts on New Warren Buffett and Elon Musk Interviews
In episode 40, JJ offers some thoughts on the new hourlong Warren Buffett and Elon Musk video interviews. Related stocks: BRK, TSLA, TWTR Warren Buffett…
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JPM CEO Jamie Dimon Sees Significant Challenges Ahead for US; Tesla Fake News Rockets Lithium Stock
In episode 39, JJ discusses today's headline financial news that respected JPMorgan CEO Jamie Dimon now sees significant challenges ahead for the US economy…
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ARK Invest Expects 50% Compound Annual Growth Rate, March Inflation Numbers
In episode 38, JJ discusses the high Consumer Price Index numbers, and then reacts to a Cathie Wood video interview in which she says ARK Invest is now…
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Munger Sells Some BABA, New Jersey Rec Cannabis, Thiel and Bitcoin, New Amyris SynBio Plant
In episode 37, JJ discusses news relating to the YTD performance of the US market indexes, Charlie Munger selling some BABA, the upcoming New Jersey…
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SAFE Banking for US Cannabis Sector Within the Next 90 Days?
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…
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US Cannabis Sector Update, US Fed News
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…
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Elon's New Twitter Stake, China ADRs, RH CEO's Rant, ARKK's Slide
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…
The John Johnston LoungeInvesting in Artificial Intelligence (AI), Part 2
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…
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Investing in Artificial Intelligence (AI), Part 1
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…
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Part 2, Boom and Bust: The Financial Bubble Triangle
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…
The John Johnston LoungeBoom and Bust: The Financial Bubble Triangle, Part 1
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…
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Strong Relief Rally in China Tech and Nasdaq Stocks
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…
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2022: Significant Change in Market Sentiment
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…
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Mid-October 2021 Stock and Market Update
In episode 27, JJ discusses what’s happened in the market since early September, including with China, and various stocks in the portfolio. Twitter…
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How Bull Markets Narrow, Spotify News, US Cannabis MSO Twitter Chatter, A New Stock to Research
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…
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US Market Bubble Update, Partial China Tech Rebound, Continuing US Cannabis Drawdown
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…
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Was Feb 2021 the Peak of a US Stock Market Bubble? Jeremy Grantham Thinks So
In episode 24, JJ discusses Jeremey Granthanm's latest remarks on what he sees as the biggest US stock market bubble in history, and that it began to deflate…
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Reviewing Superinvestor Portfolio Changes for Q2 2021
In episode 23, JJ reviews some Q2 2021 portfolio changes from various well known value investors, or "superinvestors". Twitter: @theartofvalue
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Thoughts on Spotify's (SPOT) Long Term Growth Prospects and Q2 2021 Earnings Call
In episode 22, JJ discussess Spotify's (SPOT) Q2 2021 earnings call, especially the latest remarks from Founder, CEO and Board Chair Daniel Ek, on Spotify's…
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Thoughts on Alibaba (BABA) Earnings and Glass House Group (GLASF) Volatility
In episode 21, JJ discusses Alibaba's earnings release, and what some well known investors have been saying and doing in relation to the stock. In addition, JJ…
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Thoughts on China Stock Crash, Spotify and Tesla Earnings
In episode 20, JJ discusses the crash of China tech stocks in particular, Q2 2021 Spotify earnings, and Q2 2021 Tesla earnings.
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Batteries Are The New Oil: Mining, Manufacture, EVs and Energy Storage, Recycling
In episode 19, JJ discusses how batteries are the new oil. Thinking through the industry life-cycle involves: mining the relevant materials; manufacturing…
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China Tech Stock Decline: Value Opportunity or Mistake?
In episode 18, JJ discusses the ongoing decline in share prices of the big Chinese tech companies. Is this a value investing opportunity, or a big mistake to…
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US Cannabis Sector Primer
In episode 17, JJ discusses the rapidly evolving investment situation and opportunity in the US legal cannabis sector. Twitter: @theartofvalue
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Stitch Fix Update: The Future of Personalized Shopping?
In episode 16, JJ discusses Stitch Fix (SFIX) again, after hearing a recent Vogue Business interview with the incoming CEO, Elizabeth Spaulding. Is Stitch Fix…
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Tesla debate, Alibaba and Pindoudou
In episode 15, JJ discusses whether or not most value investors are being too harsh on Tesla, and talks about recent positions in China's Alibaba and…
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Poftoflio Update Including Small Cap Compounders
In episode 14, JJ discusses updated stock positions, including a growing number of small cap companies with the potential to compound over the long term. To…
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Current Stock Positions and Market Conditions
In episode 13, Art discusses the current market, some current stocks postions, and recaps some previous epiodses after the 12 break since the last one: The EV…
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The EV Bubble
In episode 12, Art discusses the current bubble he sees in the emerging EV sector. Mindset Value article by Aaron Edelheit referred to in this episode…
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Reviewing Superinvestor Portfolio Updates for Q3 2020
In episode 11 of The Art of Value Investing, Art reviews some Q3 2020 portfolio updates from various well known value investors, or "superinvestors". To leave…
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TAOVI10: New DEEP Value ETF from Investor Tobias Carlisle
In episode 10, Art discusses the new DEEP Value ETF from deep value investor Tobias Carlisle, which focuses on deeply undervalued small and micro cap U.S…
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TAOVI9: Investor David Einhorn's 10 Tech Bubble Signs, Says It's Already Peaked
In episode 9, Art discusses David Einhorn's 10 signs of a second tech bubble, and his assertion that the bubble already peaked in early September 2020…
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TAOVI8: Learning About Compounders From Value Investor Mohnish Pabrai
In episode 8, Art discusses a couple of recent video presentations by value investor Mohnish Pabrai, in which he talks about investing in compounders…
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TAOVI7: Value Investor Bill Nygren Talks Bubble in Growth Stocks
In episode 7 of The Art of Value Investing, Art discusses a recent presentation by value investing fund manager Bill Nygren, from Oakmark Funds. Bill outlined…
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TAOVI6: The Investment Approach of Superinvestor Terry Smith
In Episode 6 of The Art of Value Investing, Art discusses the contemporary value investing approach of UK superinvestor Terry Smith. Video of the March 2019…
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TAOVI5: Spotify Stock Analysis: Possible 10 Bagger? (SPOT)
In episode 5, Art discusses early research and strategic analysis on Spotify. Could it become a 10 bagger over time? Feel free to leave Art a message to share…
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TAOVI4: What 100 Bagger Companies have in Common
In Episode 4, Art discusses Christopher Mayer's 2018 book, 100 Baggers: Stocks That Return 100-to-1 and How To Find Them. How is this book relevant to…
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TAOVI3: Looking at Stitch Fix Inc (SFIX)
In Episode 3, after a little market news and commentary about market bubbles and manias, Art starts to look at Stitch Fix Inc, to understand the online…
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TAOVI2: Art in Value Investing, Stock Market Temperatures, Stocks on the Radar
In Episode 2 Art discusses fine art in relation to The Art of Value Investing, the state of the macro environment, and taking the temperature of the stock…
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TAOVI1: Introductory Episode of The Art of Value Investing
Welcome to the first ever episode of the The Art of Value Investing podcast, with your host Art. This brief introductory episode includes reasons the podcast…