The John Johnston Lounge

John Johnston (JJ) breaks down how widespread techno-pessimism has sparked a positive and burgeoning analog movement, and an offline “Summer of Ludd” festival in New York. Other offline, phone-free events have been springing-up around the world, aiming for intentional, “unplugged” human connection. 

Related episodes:

Is Elon’s SpaceX ‘Coup’ About to Rob Your 401K? https://open.spotify.com/episode/0Cz8MYXopM3MAeLsAiy8EQ

Palantir’s Descent into Fascism is Scaring its Employees https://open.spotify.com/episode/3jGJYY04I9aGgr7HHIb54V

The Revolt Against AI Data Centers is EXPLODING https://open.spotify.com/episode/2TVCeg83Gd4KlfgLooGTkk

John Johnston (JJ) breaks down how the massive amount of money that has been flooding into the AI sector could be a warning sign of things to come? Is this one of the biggest risks to the current highflying stock market, and AI-related tech stocks in particular? We look at various opinions, and some of the stocks that have made parabolic moves. 

Related episodes:

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

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

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 OpenAI’s financials have just been leaked to independent journalist Ed Zitron, ahead of the planned OpenAI IPO. The audited figures reveal mounting costs and a far worse financial position than almost everyone thought.

Related episodes:

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

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

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 how Anthropic CEO Dario Amodei seems to lack empathy and remorse in relation to his AI company’s possible involvement in targeting a school during the Iran War, when discussing Anthropic’s involvement with the US military. JJ also looks at the wider question of ethics within the emerging AI sector.

Related episodes:

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

Elon’s SpaceX About to Unleash Wave of Fever Pitch IPOs https://open.spotify.com/episode/0cHKp7naMK9KdOud3mT9av

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

Referenced video:

Anthropic CEO's SHOCKING Response on Iranian Girl School Strike | Breaking Points https://youtu.be/SIUrshGwgDI

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 legitimately legendary investor Seth Klarman thinks today's stock market, which is currently obsessed with AI-related companies and stocks, has characteristics of a bubble. Klarman argues that even if AI is real and transformative, because of the huge uncertainty, the market should have a lower multiple.

Related episodes:

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

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

Referenced video:

Seth Klarman: "This Is a Bubble" | The Legendary Investor's Brutal AI Warning | iConnections https://youtu.be/AbZYb11A-Hw 

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) reacts to famous short-seller Jim Chanos, as he gives his vast experience-led opinions about the warming signs he sees in the current U.S. stock market, including the SpaceX and upcoming AI IPOs, and the AI data center buildout. 

Related episodes:

Elon's SpaceX HAS TO Grow Like No Company Ever Has https://open.spotify.com/episode/0utF3Iw7k1Tmz5PDf02FfX

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

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

Referenced video:

"This Is Bigger Than the Dot-Com Bubble": Jim Chanos's Brutal Warning Before the SpaceX IPO https://youtu.be/MYm33zOpT0g

SpaceX IPO Is Troubling Sign for Markets, Chanos Says https://youtu.be/LoLdN9Q9hwU

The IPO Frenzy Has Begun — ft. Howard Marks https://youtu.be/_LZe22xhsHc

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 Ed Zitron is currently saying about the AI bubble he sees in financial markets, and the companies involved, including Elon Musk’s SpaceX, OpenAI, and Anthropic. Zitron thinks the market situation is dangerous for retail investors in particular, and that Anthropic and OpenAI should not be allowed to IPO.

Related episodes:

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

Is Elon’s SpaceX ‘Coup’ About to Rob Your 401K? https://open.spotify.com/episode/0Cz8MYXopM3MAeLsAiy8EQ

Elon’s SpaceX About to Unleash Wave of Fever Pitch IPOs https://open.spotify.com/episode/0cHKp7naMK9KdOud3mT9a

Mentioned: 

JJ’s Politics Unfiltered: Trump Stormed Out of THAT Interview. Here’s Why He Couldn’t Take It  https://open.spotify.com/episode/5eftG8wH1hxHrQtVB3Dy0P

Referenced video:

Anthopic, OpenAI Should Not Be Allowed to IPO, Says Ed Zitron | Bloomberg https://youtu.be/zbKDmkJPVvI

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.

The Art of Value: Politics host John Johnston (JJ) breaks down part of President Donald Trump’s recent combative interview where he storms out in a rage over valid questions about the Iran War and his constant election-rigging claims. 

Related episodes:

Trump’s Obsession with Autocrat Viktor Orbán Explained https://open.spotify.com/episode/0NG1RKYy85wNwWF6vDRoOY

Trump’s World Cup TANKING: Tourists Planning To Stay Away https://open.spotify.com/episode/6XQF3EqkPUsBfBE98RzmCh

Referenced videos

Trump RAGE QUITS Interview: Says NEVER Promised No New Wars | Breaking Points https://youtu.be/wh0e-A5piiw

Trump Completely Loses It During Bizarre NBC Interview | The Bulwark  https://youtu.be/ia3Ks_BkjUA

Trump’s Worst Nightmare Happened On Live TV | The Bulwark https://youtu.be/T_4izAkrL9g

John Johnston (JJ) breaks down some of the popular finance media and fund manager perspectives on the SpaceX IPO, and the wave of historic IPOs that are poised to follow, including Anthropic and OpenAI. Does this mark the AI boom getting to “fever pitch” stage?

Related episodes:

Elon's SpaceX HAS TO Grow Like No Company Ever Has https://open.spotify.com/episode/0utF3Iw7k1Tmz5PDf02FfX

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

Is Elon’s SpaceX ‘Coup’ About to Rob Your 401K? https://open.spotify.com/episode/0Cz8MYXopM3MAeLsAiy8EQ

Referenced videos:

AI’s $400 Billion Test Is About To Begin | Prof G Markets https://open.spotify.com/episode/0FuGGfeFaNdGtGTS7nVPok

‘Big Short’ investor Steve Eisman: I'm 'not a fan' of the upcoming SpaceX IPO | CNBC Television https://youtu.be/sL9hq7Qj1qc

Tom Lee: False narrative to think bull market is in trouble | CNBC Television  https://youtu.be/MJ56NoxTaYI

SpaceX's gravitational market pull CNBC Television https://youtu.be/PyOsEp36AOQ

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 Elon Musk’s SpaceX will need to grow 600x in 10 years to justify the $1.75 trillion IPO target valuation, and no company has ever come close to that. JJ also looks at how Google has said it will pay SpaceX $920 million per month for AI compute capacity at xAI data centers. Also, the S&P500 has rejects SpaceX from getting early access to the index, which would’ve meant early access to billions from  passive investors. 

Related episodes:

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

Is Elon’s SpaceX ‘Coup’ About to Rob Your 401K? https://open.spotify.com/episode/0Cz8MYXopM3MAeLsAiy8EQ

SpaceX IPO is Stock Market Insanity https://open.spotify.com/episode/14U1OxBZFLY8OzdnYx5T6B

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.