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
Jeremy Grantham: AI Boom Pauses Super-Bubble Bust!
In this episode I summarize and discuss a recent interview with veteran value investor Jeremy Grantham, in which he explains how he thinks the deflation of a…
- The John Johnston Lounge
Mohnish Pabrai on Mistakes, AI Euphoria, Nvidia, Microsoft
In this episode I summarize and discuss selected parts of a recent Q&A session with value investor and fund manager Mohnish Pabrai. During the Q&A Pabrai…
- The John Johnston Lounge
Seth Klarman: We've Had An Everything Bubble...
In this episode I summarize and discuss a recent interview with legendary value investor Seth Klarman. During the interview Klarman discussed the “Everything…
- The John Johnston Lounge
Are AI Stocks A Bubble? Druckenmiller, Greenblatt Said...
This episode discusses recent comments by three stock market investors, including legendary fund managers Stanley Druckenmiller and Joel Greenblatt, focusing…
- The John Johnston Lounge
Wall St Journal Attacks Tesla Valuation | My Response
In this episode I summarize and respond to a recent Wall Street Journal article questioning the current Tesla stock market valuation. I also respond to popular…
- The John Johnston Lounge
Chuck Akre Said This About How to Find 100 Baggers
In this episode I summarize and discuss an interview with legendary investor Chuck Akre, in which he lays out his three-legged stool investing approach that…
- The John Johnston Lounge
Brookfield CEO Just Said This Re: Stock Market, AI, China, Energy
In this episode I summarize and discuss a recent panel interview with Bruce Flatt, CEO of Brookfield and often referred to as the Canadian Warren Buffett…
- The John Johnston Lounge
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory”
This episode summarizes and discusses a recent interview with legendary macro-investor Stan Druckenmiller. Druckenmiller talked about his current bullishness…
- The John Johnston Lounge
Alibaba Update: Cloud Spinoff & More Coming
This episode is an update on Alibaba’s ongoing spin-off plans for its various business segments, starting with the Alibaba Cloud Intelligence Group within the…
- The John Johnston Lounge
Alibaba Full Year Earnings Update | BABA Stock
This episode includes a summary and thoughts on Alibaba's Full Fiscal Year 2023 Results, the current China economic backdrop, Alibaba’s ongoing share…
- The John Johnston Lounge
Guru Portfolios: Buffett, Pabrai, Li Lu, Akre, Ackman, Tepper, Gayner
A look at the portfolio updates of seven guru or super-investors from Q1 2023. The investors include Warren Buffett (together with Charlie Munger at Berkshire…
- The John Johnston Lounge
Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons”
I summarize and discuss key lessons from Mohnish Pabrai’s latest presentation, Circle the Wagons, in which he emphasizes the importance of finding and…
- The John Johnston Lounge
Mohnish Pabrai Talks Constellation Software & Mark Leonard
In this episode I summarize and discuss Mohnish Pabrai’s recent comments on serial acquirer company Constellation Software, and its legendary founder CEO Mark…
- The John Johnston Lounge
The AI Race is ON! Google Showcases New AI Products
I react to highlights from the recent Google I/O keynote presentation, which features impressive competitive technologies to OpenAI's GPT-4 and wildly popular…
- The John Johnston Lounge
Michael Burry New Stock Buys!
Famous investor Michael Burry just reported his first quarter 2023 stock holdings and he bought many stocks during the quarter, and sold out of a few. In this…
- The John Johnston Lounge
Berkshire AGM 2023 Highlights: Our Investing Opportunities
Warren Buffett, CEO of Berkshire Hathaway and perhaps the greatest investor of all time, recently hosted the Berkshire Hathaway Annual Shareholder Meeting with…
- The John Johnston Lounge
Berkshire AGM 2023 Highlights: Warren Buffett on Elon, EVs, Apple
Warren Buffett, CEO of Berkshire Hathaway and perhaps the greatest investor of all time, recently hosted the Berkshire Hathaway Annual Shareholder Meeting with…
- The John Johnston Lounge
Stan Druckenmiller Still Predicts Hard Landing Recession
I discuss some highlights of a recent Stan Druckenmiller interview, in which he gave his views on the difficult macroeconomic environment, bonds, the stock…
- The John Johnston Lounge
Peter Lynch NEW Interview! How You Should Invest
I discuss a new and rare interview with legendary investor and former fund manager Peter Lynch. Lynch offered his thoughts on the stock market, stock picking…
- The John Johnston Lounge
Warren Buffett Interview: Jerome Powell & The Fed - Highlights
I discuss part of a recent CNBC interview with Warren Buffett, in which the legendary investor gave his thoughts on how The Fed and Jerome Powell have handled…
- The John Johnston Lounge
Warren Buffett Interview: Banking Crisis? - Highlights
I discuss part of a recent CNBC interview with Warren Buffett in Japan, in which the legendary investor gave his thoughts on a potential repeat of the US…
- The John Johnston Lounge
Warren Buffett Interview: ChatGPT & AI - Highlights
I react to a recent CNBC interview with Warren Buffett in Japan, in which he gave his thoughts on advanced AI tools such as ChatGPT, and how they could impact…
- The John Johnston Lounge
Charlie Munger Interview with Todd Combs - Highlights
I summarize and discuss an interview with legendary investor Charlie Munger, by fellow Berkshire Hathaway insider Todd Combs. The fireside chat with Munger is…
- The John Johnston Lounge
Chris Mayer 100 Baggers: Stocks That Return 100 to 1!
Is it possible to predict which stocks will grow to become 100 baggers? I summarize and discuss a recent interview with stock portfolio manager Chris Mayer…
- The John Johnston Lounge
Jeremy Grantham Super Bubble: Euphoria to Panic to Recession
I summarize and discuss investor Jeremy Grantham’s recent interview about the rare super-bubble he sees in the US stock market, and the current deflating of…
- The John Johnston Lounge
Michael Burry: I Was Wrong! | New Bull Market Has Begun?
I discuss how “The Big Short" investor Michael Burry just tweeted that he was "wrong to say sell” stocks, after tweeting “Sell” back at the beginning of…
- The John Johnston Lounge
Alibaba Reveals Break-Up Plan! | Big BABA Stock Upside?
I discuss the unexpected news that Alibaba is splitting into six independent operating companies. I look at what the company is saying about the break-up…
- The John Johnston Lounge
Ray Dalio Warns of What Silicon Valley Bank Collapse Means
I respond to what investor Ray Dalio has just said about what happened with the Silicon Valley Bank (SVB) collapse, and what he thinks it means for the US…
- The John Johnston Lounge
Fundsmith’s Terry Smith: Why I Never Invest in Banks!
I discuss the reasons why investor and Fundsmith fund manager Terry Smith doesn’t ever invest in bank shares, even though he’s an expert banking analyst…
The John Johnston LoungeBig Short Investor Eisman Talks Banking Crisis
I react to legendary "Big Short" investor Steve Eisman’s latest interview about the current bank panic, whether it will lead to a 2008-style banking crisis in…
- The John Johnston Lounge
Michael Burry Predicts Stock Market Bottom After Bank Panic
I discuss legendary Big Short investor Michael Burry’s latest tweets about the current bank panic, the prevention of contagion by financial regulators in the…
- The John Johnston Lounge
Microsoft Bing Now Using OpenAI’s New GPT4 To Challenge Google
OpenAI has now launched GPT4, and the new Microsoft Bing is already using it, customised for search. Does this present a further challenge to Google Search…
- The John Johnston Lounge
Silicon Valley Bank Collapse | Crisis Averted?
I give an update on what’s happening with the dramatic Silicon Valley Bank collapse, and what regulators are doing immediately to try and remedy the situation…
- The John Johnston Lounge
Silicon Valley Bank Collapse Explainer | What's happening?!
I discuss what’s happening with the dramatic Silicon Valley Bank collapse, the causes and events that led up to the March 2023 SVB bank run, and what else…
- The John Johnston Lounge
Chris Mayer 100 Bagger Portfolio | Response to Stock Compounder
I respond to a recent investing video by Stock Compounder - Brad Kaellner: Chris Mayer’s 100 Bagger Portfolio REVEALED. Chris Mayer is a fund manager and the…
- The John Johnston Lounge
Investor Li Lu Buying MORE Google Stock | Why?
Legendary value investor Li Lu has been buying even more Google/Alphabet Stock, after selling down Meta. In this episode I review Li Lu's recent portfolio…
- The John Johnston Lounge
Warren Buffett Just Said This in His Shareholder Letter
In episode 151 I review Warren Buffett’s latest Berkshire Hathaway Letter to Shareholders, in which he criticises those who are calling stock buybacks harmful…
- The John Johnston Lounge
Joel Greenblatt: Value Investing is About to BEAT The Market
Episode 150 delves into the world of value investing with legendary investor Joel Greenblatt. With $50 Million worth of research on the performance of stocks…
- The John Johnston Lounge
Elon Just Said THIS on Tesla Q4 Earnings Call | My Reaction
Tesla Q4 and full year 2022 Financial Results have been released, and CEO Elon Musk had quite a bit to say on the Tesla earnings call about the results and…
- The John Johnston Lounge
Is OpenAI ChatGPT Disrupting Google? Founders Coming Back!
I discuss the possibility that OpenAI's ChatGPT might be disrupting Google’s more than two decade dominance of search, with multi-billion dollar backing from…
- The John Johnston Lounge
Howard Marks Says Historic Stock Market Sea Change Has Begun
In his latest Memo and a recent interview, Howard Marks suggests that financial markets are undergoing a rare, major sea change, a radical transformation; only…
- The John Johnston Lounge
Meme Stock King Ryan Cohen Buys Alibaba Stock - Here’s Why
I discuss how activist investor, Chewy company founder, and "Meme Stock King" Ryan Cohen has recently taken a substantial stake in Alibaba (BABA), and is…
- The John Johnston Lounge
Warren Buffett Just Invested BILLIONS in This New Tech Stock
Recently Warren Buffett’s investment company Berkshire Hathaway purchased over $4 billion of Taiwan Semiconductor stock. I look at what Taiwan Semiconductor…
- The John Johnston Lounge
China Tech Stock Rally! Will It Last? | BABA & PDD
I discuss how Chinese tech stocks such as Alibaba, Tencent, Pinduoduo, and the China Internet ETF KWEB are up hugely over the past few months. Why is this big…
- The John Johnston Lounge
OpenAI ChatGPT ALREADY at $29B Valuation!
I discuss the artificial intelligence investing news that OpenAI is reportedly in talks to sell existing shares at a ~$29B valuation. I also react to some…
- The John Johnston Lounge
Microsoft to Challenge Google Search Using OpenAI's ChatGPT
I discuss how Microsoft and OpenAI are working on a ChatGPT-powered Bing search product, in a direct challenge to Google Search. Microsoft is apparently…
- The John Johnston Lounge
Tesla Stock Just Hit New Low! | I Respond to Financial Education, Jeremy Lefebvre
I respond to a recent video from the Jeremy Lefebvre’s Financial Education YouTube channel, "Tesla Stock Just Hit New Low!!! I Just Did This", in which Jeremy…
- The John Johnston Lounge
Why He's Not Buying Tesla Stock | Response to Joesph Carlson
I react at length to a recent video from the Joseph Carlson After Hours YouTube channel, Why I'm Not Buying Tesla Stock, in which Joseph talks in depth about…
- The John Johnston Lounge
Buy Tesla Stock & Don’t Stop? | Response to Jeremy Lefebvre, Financial Education
I respond to a recent video from the Jeremy Lefebvre Makes Money channel, "Buy Tesla Stock & Don’t Stop”, in which Jeremy talks about Tesla and Elon Musk…
- The John Johnston Lounge
Tesla Stock Craters To Stunning Low | My Reaction to Solving The Money Problem
I react to a recent YouTube video about this year's Tesla stock collapse, by Steven Mark Ryan of @SolvingTheMoneyProblem channel. I think it’s a good…
- The John Johnston Lounge
Is Tesla Stock Going to $60? | My Reaction to Chicken Genius
In this episode I react to a recent YouTube video about Tesla stock by investor Chicken Genius Singapore. He’s predicting Tesla stock will crash as low as $60…
- The John Johnston Lounge
I Just Bought Tesla Stock For The 1st Time! Here's Why
I just bought Tesla stock for the very first time! How can this be when I’m supposed to be a value investor? And why buy now? All will be revealed in this…
- The John Johnston Lounge
Is OpenAI’s ChatGPT Chatbot A Google Search Killer?
OpenAi's new ChatGPT chatbot has been getting a lot of attention since it was released online recently. I think this kind of AI is going to change the world…
- The John Johnston Lounge
Super Investors Recently Bought These Stocks
In this episode I break-down the top stocks that some of the top investment fund managers, or super investors, bought and sold in Q3 of 2022. Each quarter…
- The John Johnston Lounge
Mohnish Pabrai’s Micron Tech Investment Thesis Update: Destination Analysis | 5X Upside Potential?
This episode is a summary of the destination analysis part of investor Mohnish Pabrai’s investment thesis for Micron Technology, as explained by Pabrai in a…
- The John Johnston Lounge
Mohnish Pabrai’s Micron Tech Investment Thesis Update: Memory Chip OLIGOPOLY!
This episode is a summary of part of investor Mohnish Pabrai’s investment thesis for Micron Technology, as explained by Pabrai in a recent Q&A video session…
- The John Johnston Lounge
Mohnish Pabrai Portfolio Update: Pabrai Buys BAM Stock! (Brookfield Asset Management)
Investors such as Mohnish Pabrai who manage portfolios over $100 million have recently filed their 13F Q3 2022 updates. In this episode I look at Pabrai’s…
- The John Johnston Lounge
Guru Portfolios Update: Buffett, Munger | Berkshire Buys Taiwan Semiconductor
Super Investors managing portfolios over $100 million have now filed their 13F Q3 2022 updates. In this episode I'm looking at the portfolio updates of both…
- The John Johnston Lounge
Michael Burry Has Started to BUY Cheap Stocks! What’s Burry buying?
Famed investor Michael Burry has just reported his 3Q 2022 stock holdings, and he’s been buying 6 stocks! What's Burry been buying? In this episode I look at…
The John Johnston LoungeMichael Burry on Meta & Pathways to META Stock Recovery
META stock has been continually hammered in the stock market since 2021. With return on investment of the new metaverse part of the business looking like it…