The John Johnston Lounge

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 US economy during the eventful past few years.

Related content:

Warren Buffett Interview: Banking Crisis? - Highlights

https://youtu.be/2ysbmHbVVYs

The Art of Value Playlist: Warren Buffett Interview Japan 2023

https://youtube.com/playlist?list=PLrNjj1l3MS7URe9G756NDGGqpXnEU-bST

Warren Buffett-recommended reading: 

Trillion Dollar Triage: How Jay Powell and the Fed Battled a President and a Pandemic - and Prevented Economic Disaster (refferal link) https://amzn.to/3oLpB4P

CNBC interview clip: Warren Buffett on the Fed: Jerome Powell has been terrific

https://www.cnbc.com/video/2023/04/12/warren-buffett-on-the-fed-jerome-powell-has-been-terrific.html

The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

Using a referral link helps support the pod, thanks!

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link):

https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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 banking crisis, and on the recent Silicon Valley Bank and US regional bank troubles. Buffett talks about the importance of having public confidence in the banks, and backstops for all US bank deposits. 

Related content:

The Art of Value Playlist: Warren Buffett Interview Japan 2023

https://youtube.com/playlist?list=PLrNjj1l3MS7URe9G756NDGGqpXnEU-bST

Episode 1: Warren Buffett Talks ChatGPT and AI | My Response

https://youtu.be/PnYNFRVz5DM

CNBC interview clip: Warren Buffett on banking crisis fallout: No one is going to lose money on deposits in the U.S.

https://youtu.be/zpPcx1BsxNE

The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

Using a referral link helps support the pod, thanks!

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link):

https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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 economy, and humanity.

Related content:

Charlie Munger Interview with Todd Combs - Highlights

https://youtu.be/217e7NnDtkE

CNBC interview clip: Warren Buffett on ChatGPT and AI: This is extraordinary but not sure if it’s beneficial yet https://youtu.be/UYrm0DZGhaQ

The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

Using a referral link helps support the pod, thanks!

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link):

https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I summarize and discuss an interview with legendary investor Charlie Munger, by fellow Berkshire Hathaway insider Todd Combs. The fireside chat with Munger is from April 2022, on the occasion of the 2022 Singleton Prize for CEO Excellence. Munger offers his wisdom on investing and life in general.

Related content:

Chris Mayer 100 Baggers: Stocks That Return 100 to 1!

https://youtu.be/59CuGd2aAwg

Full interview: Charlie Munger in Conversation with Todd Combs | Singleton Prize for CEO Excellence https://youtu.be/aciej48jbFk

Highlights from Charlie Munger's Conversation with Todd Combs (2022 Singleton Prize for CEO Excellence), Neckar Substack

https://neckar.substack.com/p/highlights-from-charlie-mungers-conversation

Recommended investing book:

100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Christopher W Mayer (referral link): https://amzn.to/409n3dI

Using a referral link helps support the pod, thanks!

The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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 author of the excellent investing book 100 Baggers, in which he explains the main characteristics of 100 baggers, and what to look for in these companies that have the potential to compound 100 times in value for every 1 dollar invested.

Related episodes:

Chris Mayer 100 Bagger Portfolio | Response to Stock Compounder

https://youtu.be/vzjCkGWoJfs

Full The Investor’s Podcast Interview with Chris Mayer: 100 Baggers: Stocks that Return 100-1 w/ Chris Mayer (TIP543)

https://youtu.be/ScZdenQbd8A

Recommended Books:

100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Christopher W Mayer (referral link): https://amzn.to/409n3dI

Investing for Growth: How to make money by only buying the best companies in the world, by Terry Smith (refferal link) https://amzn.to/3Kv7p6R

Using a referral link helps support the pod, thanks!

The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link):

https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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 that bubble. He’s pessimistic about the short term, but has a very positive outlook on one area of the market for the long term, in which he’s heavily invested.

Related episodes:

Michael Burry: I Was Wrong! | New Bull Market Has Begun?

https://youtu.be/1GzFve2xQCo

Silicon Valley Bank Collapse Explainer | What's happening?!

https://youtu.be/h5yS-ZMAjPk

Full Jeremy Grantham interview: Calling a Super Bubble: The Crisis is Bigger Than Banks w/ Jeremy Grantham (TIP542) https://youtu.be/ULcisguHRTg

The Art of Value Jeremy Grantham Playlist

https://www.youtube.com/playlist?list=PLrNjj1l3MS7Wtx2nItPmA8QfIUeGS4V87

Using a referral link helps support the pod, thanks!

The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link):

https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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 February 2023, just two months before. He seems to have changed his mind about the general direction of the stock market. Does this mean there’s a new bull market afoot, and what does Burry mean that he was wrong? Let’s find out.

Related episodes:

Michael Burry Predicts Stock Market Bottom After Bank Panic

https://youtu.be/yXkp5BhQJiw

Michael Burry Has Started to BUY Cheap Stocks! What’s Burry buying?

https://youtu.be/kzbuujGXTuI

Michael Burry Admits Feeling Greedy as Stock Market Crashes (Latest Deleted Tweets)

https://youtu.be/T9pZU-bqlxs

Michael Burry on Meta & Pathways to META Stock Recovery

https://youtu.be/sOD23MqZ4OU

The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

Using a referral link helps support the pod, thanks!

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link):

https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581

#investing #stockmarket #stocks

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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, including some key takeaways from a dedicated company conference call on the matter, and whether there might be big upside ahead for BABA stock because of the break-up.

Related episodes:

Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?

https://youtu.be/qfrjfIEx1vw

Mohnish Pabrai: Why I Switched from Alibaba to Tencent

https://youtu.be/v27JsHlgPZU

The Art of Value Alibaba Stock Playlist: 

https://youtube.com/playlist?list=PLrNjj1l3MS7XjzElr0IE-E5uw5eAAtmmU

Joel Greenblatt’s book mentioned in the episode: You Can Be a Stock Market Genius (referral link) https://amzn.to/3ny1Yfu

Using a referral link helps support the pod, thanks!

The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link):

https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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 economy and world economy.

Related episodes:

Silicon Valley Bank Collapse Explainer | What's happening?!

https://youtu.be/h5yS-ZMAjPk

Silicon Valley Bank Collapse | Crisis Averted?

https://youtu.be/GkStEtQLKWM

Playlist: Banking Crisis of 2023 - Bank Investing

https://youtube.com/playlist?list=PLrNjj1l3MS7U__0khQp2P80FTAEgYFaFn

Principles by Ray Dalio: What happened with Sillicon Valley Bank and what it means for the economy

https://youtu.be/Smv9S__LshU

Popular Ray Dalio book (refferal link):

Principles for Dealing with the Changing World Order: Why Nations Succeed or Fail https://amzn.to/3lR29C7

Using a referral link helps support the pod, thanks!

The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link):

https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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.

Related episodes:

Playlist: Banking Crisis of 2023 - Bank Investing

https://youtube.com/playlist?list=PLrNjj1l3MS7U__0khQp2P80FTAEgYFaFn

Using a referral link below helps support the pod, thanks!

Terry Smith’s book, Investing for Growth: How to make money by only buying the best companies in the world (refferal link) https://amzn.to/40c1slY

The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link):

https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.