The John Johnston Lounge

John Johnston (JJ) breaks down what tech journalist and podcaster Ed Zitron is saying about there being a massive, multi-layered AI bubble. In recent interviews and in his newsletter Where’s Your Ed At, Ed has been detailing what he sees and how he thinks an AI bust will play out. Will Ed Zitron be correct?

Related episodes:

Dangerous AI Bubble: Retail Investors Are Being Conned | Ed Zitron https://open.spotify.com/episode/5mmybdVO6Jyc8hrcjbLCvn

AI Bubble: OpenAI’s Financials LEAKED & It’s UGLY | Ed Zitron https://open.spotify.com/episode/481iOGnwXtpEE4JbvZuNCU

AI Bubble: Reckless Multi- $Trillion Data Center Buildout https://open.spotify.com/episode/4uVy4Q3Cg46JHbgGidH9NR

Referenced videos: 

Ed Zitron on CNBC: Generative AI Doesn't Work, And Big Tech Is Out Of Hypergrowth Ideas | Ed Zitron https://youtu.be/TtmPccUTDP8

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

John Johnston (JJ) breaks down how SpaceX has received bullish recommendations from Wall Street banks, including Morgan Stanley, which has given Elon Musk’s AI and rocket company stock a $300 price target. This would give SpaceX a market valuation of around $4 trillion. 

Related episodes:

Aswath Damodaran: “SpaceX Looks AWFUL As An Investment” https://open.spotify.com/episode/5lheHMH1AuJ1YVYB3i3F8G

AI Bubble & SpaceX: What Could Happen in A Bust? | Grantham & Buffett  https://open.spotify.com/episode/48X5eRowgV9GCTCnwabg5O

SpaceX & AI: “Bigger Than The Dot Com Bubble” | Jim Chanos  https://open.spotify.com/episode/0hywOjJLjvIs53nOXHQorl

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

John Johnston (JJ) breaks down the news that Sam Altman wants the US government to have a 5% stake in OpenAI, and Meta is looking to rent out excess AI data centre capacity to other companies. Are these signs that Sam Altman is trying to make OpenAI “too big to fail”, and that Meta’s internal AI strategy has failed?

Related episodes:

AI Bubble: Top Central Bank Warns of Global Financial Crisis https://open.spotify.com/episode/3hsDCH8J1PKCN3DoLrqhhX

AI Bubble & SpaceX: What Could Happen in A Bust? | Grantham & Buffett  https://open.spotify.com/episode/48X5eRowgV9GCTCnwabg5O

Referenced video: 

OpenAI Wants A Government Bailout https://open.spotify.com/episode/0jZZLuzDQOkTXEuykku7Ui

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

John Johnston (JJ) breaks down what investor and Professor Aswath Damoderan, the “Dean of Valuation”, thinks of the current stock market valuation of SpaceX, and the current outlook for the emerging AI sector. 

Related episodes:

AI Bubble: Top Central Bank Warns of Global Financial Crisis https://open.spotify.com/episode/3hsDCH8J1PKCN3DoLrqhhX

AI Bubble & SpaceX: What Could Happen in A Bust? | Grantham & Buffett  https://open.spotify.com/episode/48X5eRowgV9GCTCnwabg5O

AI Bubble: Are Retail Investors Flying Into A Trap? https://open.spotify.com/episode/3SgyqWUt0QLZkO7aumqvBq

Referenced videos: 

The Trillion Dollar Gap | Aswath Damodaran on SpaceX, AI and the Big Market Delusion | Excess Returns https://open.spotify.com/episode/1xrNJH7f3eCuRIwmmzIija

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

John Johnston (JJ) breaks down how President Trump has made billions while in office during off his second term, from crypto schemes, to stocks, to international business deals related to insider knowledge of government policy changes and contracts.

Related episodes:

TRUMP Memecoin is Grifting INSANITY https://open.spotify.com/episode/2jwECp8GbmInq2BjwsYDCD

It’s Official: Elon Musk Must Face DOGE 'Power Overreach' Lawsuit https://open.spotify.com/episode/6Dz4yUMtrfu5zB0k5ZmOOb

Referenced videos: 

‘Onslaught of corruption’: Trump’s ex-lawyer on his $1B+ disclosure https://youtu.be/FpdAU6kKAYU

How Trump Made $4 Billion as President | Steve Rattner on Morning Joe https://youtu.be/iq6CLSnywKM

Donald Trump made up to $1.4bn in stock purchases in 2025 https://www.ft.com/content/9067f454-a2f3-43da-bb0e-7f3015ce3bf5?syn-25a6b1a6=1

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

John Johnston (JJ) breaks down how the Bank for International Settlements (BIS) is warning of the current “AI exuberance” driving up the risk of another global financial crisis. “Big Short” investor Steve Eisman is also looking at some of the biggest warnings signs right now, in relation to the AI boom. 

Related episodes:

AI Bubble & SpaceX: What Could Happen in A Bust? | Grantham & Buffett  https://open.spotify.com/episode/48X5eRowgV9GCTCnwabg5O

What Could Burst The AI Bubble? | Dalio & Buffett https://open.spotify.com/episode/52CTuh6TmX3MzoDsDDArRS

Referenced video: 

The Market's Biggest Warning Signs Right Now with Todd Sohn  | Steve Eisman https://youtu.be/mQXXlrL13Gs

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

John Johnston (JJ) breaks down what prominent investor Ray Dalio recently said about the AI bubble, and what he thinks could burst that market bubble. We also look at what legendary investor Warren Buffett said about why he sold Taiwan Semiconductor stock, and how that relates to the AI bubble. 

Related episodes:

AI Bubble & SpaceX: What Could Happen in A Bust? | Grantham & Buffett  https://open.spotify.com/episode/48X5eRowgV9GCTCnwabg5O

SpaceX & AI: “Bigger Than The Dot Com Bubble” | Jim Chanos  https://open.spotify.com/episode/0hywOjJLjvIs53nOXHQorl

Dangerous AI Bubble: Retail Investors Are Being Conned | Ed Zitron https://open.spotify.com/episode/5mmybdVO6Jyc8hrcjbLCvn

Referenced videos: 

AI Bubble Will Burst Eventually Says Bridgewater's Ray Dalio https://youtu.be/WZ7mmTrSgxI

Warren Buffett on TSMC: There's nobody in their league in the chip business https://youtu.be/WZ7mmTrSgxI

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

John Johnston (JJ) breaks down how longtime investor Jeremy Grantham asserts that there is a massive stock market bubble, currently being fueled by the excitement around AI, and including Elon Musk’s SpaceX. All-time great investor Warren Buffett also implies the current US stock market is expensive, and that a lot of people are gambling rather than investing. 

Related episodes:

SpaceX & AI: “Bigger Than The Dot Com Bubble” | Jim Chanos  https://open.spotify.com/episode/0hywOjJLjvIs53nOXHQorl

Legit Legendary Investor: AI ‘Has Characteristics of A Bubble’ https://open.spotify.com/episode/3SE2qLmTlx0Bph1VMFKxDh

Dangerous AI Bubble: Retail Investors Are Being Conned | Ed Zitron https://open.spotify.com/episode/5mmybdVO6Jyc8hrcjbLCvn

Referenced videos: 

Billionaire's WARNING: I'm SELLING. The Crash Is Already Here! https://youtu.be/32u5T6lO8qk?si=kdmxzT2RvRv4woQV

Watch CNBC's full interview with Berkshire Hathaway Chair Warren Buffett https://youtu.be/QQOWQcnNmr0 

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

John Johnston (JJ) breaks down how Elon Musk is angry at Democrat Ro Khanna, and Jennifer Welch from the I’ve Had It Podcast, and threatening to sue Khonna over wanting to officially question Elon about some potentially illegal actions DOGE made under Elon’s control. 

Related episodes:

It’s Official: Elon Musk Must Face DOGE 'Power Overreach' Lawsuit https://open.spotify.com/episode/6Dz4yUMtrfu5zB0k5ZmOOb

Elon Musk’s DOGE Goons Under Fire: Data Theft, Depositions, Lawsuits https://open.spotify.com/episode/0EHpoXM8mnXw8gI5FUKpbO

Referenced videos:

NEW BOMBSHELL Probe Into EPSTEIN Activities Has MAGA TERRIFIED!! Billionaires DESPERATE?! https://open.spotify.com/episode/6X4Ky0Ncu0aiGxLHMfzrpw

Elon Musk Has STAGE 5 MELTDOWN and Threatens to SUE Dem Over ALLEGATIONS! https://open.spotify.com/episode/6ZA56maZrVUYs4bLHbq03I

John Johnston (JJ) reacts to some of a recent chat about Elon Musk, Tesla, SpaceX, and other Silicon Valley tech billionaires that journalist Gil Duran had with GWU Associate Professor Dave Karpf. Will Elon Musk’s ongoing “arrogance and villainy” eventually receive “some sort of cosmic justice”?

Related episodes:

Is SpaceX Overvalued by ~$1 Trillion? (Morningstar Says So) https://open.spotify.com/episode/6luNeIb6Er8hkgOV9ySsw0

SpaceX & AI: “Bigger Than The Dot Com Bubble” | Jim Chanos  https://open.spotify.com/episode/0hywOjJLjvIs53nOXHQorl

Referenced video:

Peter Thiel Bought a Mansion in Argentina. Here's What It Really Means https://open.spotify.com/episode/5FQL1XAQUAOXwM6eL4NYT4

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.