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 LoungeAre China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?
In this episode I look at some of the pros and cons of investing in Chinese stocks in the current market environment, given valuations have dropped so much…
- The John Johnston Lounge
Alibaba Stock Crash Continues! BABA Stock Update & Review
In this episode I look at why Alibaba (BABA) stock has fallen nearly 80% from its peak, and why it had yet another substantial drop just recently. I cover the…
- The John Johnston Lounge
Spotify Earnings Update: Has The Story Changed? | Stock: SPOT
After looking at the latest Spotify Q3 2022 earnings, and listening to the earnings call with CEO Daniel Ek, in this episode I give an updated summary and some…
- The John Johnston Lounge
How to Beat the Stock Market (S&P 500) by Doing NOTHING
Have you heard of the coffee can portfolio? It's a classic investing strategy, proven over many decades. It works only if the investor has the patience to…
- The John Johnston Lounge
Bill Ackman: When to Sell a Stock - Netflix Example (NFLX)
In a very recent interview, super-investor Bill Ackman was asked: what are the red flags for you to decide to sell a company, even at a loss? Ackman had two…
- The John Johnston Lounge
Bill Ackman: Why NOW is a Pretty Good Time to Buy Stocks
Bill Ackman Interview: In a very recent interview, superinvestor and fund manager Bill Ackman, speaking about buying stocks in the current bear market, said “I…
- The John Johnston Lounge
What the Start of Biden’s Fed Cannabis Legalization Means for Cannabis Stocks
Cannabis federal legalization has just taken a big step forward with a surprise announcement from president Biden to reschedule cannabis at the federal level…
- The John Johnston Lounge
Michael Burry Admits Feeling Greedy as Stock Market Crashes (Latest Deleted Tweets)
In his latest tweets, famed investor Michael Burry admits to feeling greedy as the stock market continues to fall. In this episode, I interpret Burry’s latest…
- The John Johnston Lounge
Mohnish Pabrai’s Micron Tech Investment Thesis and MU Q4 2022 Earnings Update
I discuss the latest FQ4 2022 earnings release from Micron Technology (MU), and a brief investment thesis for the company from investor Mohnish Pabrai. Micron…
- The John Johnston Lounge
Stanley Druckenmiller: Stock Market Will Be Flat For A Decade
In a recent interview, Stanley Druckenmiller gave his current outlook for the stock market and macroeconomic environment. His current forecasts for both are…
- The John Johnston Lounge
Mohnish Pabrai on Indian Super Investor Rakesh Jhunjhunwala
In a recent Q&A session, super investor Mohnish Pabrai shared the story of the investing career of Rakesh Jhunjhunwala, one of India’s best investors of all…
- The John Johnston Lounge
Mohnish Pabrai: Why I Swapped Alibaba for Tencent
In three recent interviews, investor Mohnish Pabrai revealed why he sold Alibaba (BABA) stock, and swapped the investment for Tencent instead. He also revealed…
- The John Johnston Lounge
Investor Jeremy Grantham: Super Bubble Enters Final Phase
Investor Jeremy Grantham has recently written that he thinks the superbubble he sees across the US stock market, bond market and housing market, is now…
- The John Johnston Lounge
Mohnish Pabrai: “The best way to invest is...”
In a recent interview with CFA Society of Mexico, investor Mohnish Pabrai explained what he thinks is the best way to invest. These are some of the key points…
The John Johnston Lounge5 Top Investing YouTube Channels - Mid to Small Size Channels Edition
Five of my favourite mid to small size investing YouTube channels, and a good example video from each channel. Timestamps: 00:33 Investing with Tom Channel…
- The John Johnston Lounge
Guru Investor Portfolios 2022: Small Cap Stocks Gurus Are Buying
Hot on the heels of the latest 13F filings from some of the world’s best investment fund managers, this episode focuses on 8 small cap stock investments from 5…
- The John Johnston Lounge
Jeremy Grantham Latest: This Market Crash Could Be As Bad As 2000 Tech Bubble
Investor Jeremy Grantham, in a recent interview said the current stock market is very likely to be in a big bear market rally. He expects the benchmark S&P 500…
- The John Johnston Lounge
3 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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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%…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…
- The John Johnston Lounge
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…