Shows / The John Johnston Lounge
The John Johnston Lounge
Welcome to The John Johnston Lounge, your daily reality check on tech oligarchs, corporate overreach, and the true state of the market. Host John Johnston (JJ) delivers sharp analysis exposing the friction behind the headlines: billionaire legal threats, Silicon Valley power grabs, AI bubble economics, and corporate stunts. Cutting through PR spin, JJ holds Big Tech accountable, focusing on figures like Elon Musk, Sam Altman, Peter Thiel, Mark Zuckerberg, and Jeff Bezos. Zero sycophancy. Just…
Episodes
- The John Johnston Lounge
Michael Burry Just Won Big in China | Alibaba Stock & More
Super investor Michael Burry, of ‘The Big Short” fame, has been making a fortune from his recent deep value investments in China stocks, including Alibaba…
- The John Johnston Lounge
The Elon Musk Tesla Cybertruck: Sucks or Success?
This episode is about the Tesla Cybertruck, which Elon Musk has been leading the engineering and design of for years, and it’s finally been unleashed on the…
- The John Johnston Lounge
Alibaba Stock: Bullish David Tepper vs Druckenmiller vs Tom Lee
I react to more of an interview with super Investor David Tepper from Appaloosa Management, who recently offered his very bullish views on Alibaba stock and…
- The John Johnston Lounge
MORE Elon Musk Tesla Full Self Driving Snake Oil?
Is Tesla’s Elon Musk like a snake oil salesman when it comes to publicly promoting Tesla Full Self-Driving (FSD) progress? I investigate and discuss more of…
- The John Johnston Lounge
Alibaba Stock: Super Investor David Tepper Pounds Table On China
I react to an interview with super Investor David Tepper from Appaloosa Management, who today offered his very bullish thoughts on the Chinese stock market…
- The John Johnston Lounge
Elon Musk: Tesla Full Self Driving Snake Oil Salesman?
Is Tesla’s Elon Musk akin to a snake oil salesman when it comes to promoting Tesla Full Self-Driving (FSD) efforts? I investigate and discuss the detailed…
- The John Johnston Lounge
Aswath Damodaran: Greatest Cash Machine IN HISTORY, But...
I react to a recent interview with Prof. Aswath Damodaran from NYU, Wall Street’s “Dean of Valuation", who discusses Apple stock (AAPL). Could Apple’s iPhone…
- The John Johnston Lounge
Elon Musk Tesla HUGE Stock Pump FRAUD Alleged
Have Elon Musk, Tesla, Morgan Stanley and others been involved in Tesla stock (TSLA) inflation fraud going back many years? I investigate and discuss part of a…
- The John Johnston Lounge
Elon Musk Tesla Stock Pumping Fraud Alleged in Lawsuit
Have Elon Musk, Tesla and others been involved in continuous Tesla stock (TSLA) inflation fraud going back years? I summarize and discuss part of a new lawsuit…
- The John Johnston Lounge
MORE Elon Musk, Tesla Full Self Driving FRAUD Alleged
Could Tesla Full Self-Driving (FSD) be a fraud? I investigate and discuss the second half of a new lawsuit alleging FSD fraud perpetrated by Tesla, Elon Musk…
- The John Johnston Lounge
Tesla, Elon Musk Full Self Driving Fraud Alleged in Lawsuit
Could Tesla Full Self Driving (FSD) be a fraud? I summarize and discuss part of a new lawsuit alleging just that, perpetrated by Tesla, Elon Musk and others…
- The John Johnston Lounge
Enron-Scale Tesla, Elon Musk Fraud Alleged in Lawsuit
Could Tesla be an Enron-scale fraud? I summarize and discuss a new lawsuit alleging huge and interconnected frauds perpetrated by Tesla, Elon Musk and others…
- The John Johnston Lounge
Elon Musk’s Tesla Bot Failure in China! TSLA Stock
Is Elon Musk’s Tesla Optimus Robot destined for failure in China, and possibly elsewhere? There’s evidence Tesla already faces stiff competition in China from…
- The John Johnston Lounge
Wall St SELLS Tesla Stock As Elon Musk Melts Down
Today in Tesla stock news, why are some Wall Street investors selling down Tesla stock (TSLA), despite being previous Elon Musk and Tesla supporters? We…
- The John Johnston Lounge
Aswath Damodaran: This Stock Is A BETTER BUY Than Nvidia
I react to a recent interview with Prof. Aswath Damodaran from NYU, Wall Street’s “Dean of Valuation", who discusses his Nvidia stock (NVDA) valuation, and…
- The John Johnston Lounge
Michael Burry & These Super Investors Bought Alibaba Stock
We take a look at which super-investors have been buying China stocks, including Alibaba stock (BABA), JD stock, Baidu (BIDU), PDD and others during the past…
- The John Johnston Lounge
Alibaba Stock Earnings & Thoughts on Destroyed BABA Stock
This episode includes a summary and discussion on the latest Alibaba Earnings results, along with my thoughts on BABA Stock, in the context of the current…
- 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…