The John Johnston Lounge

By John JohnstonTechnology

The John Johnston Lounge episodes

June 30, 2022 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 manager Michael Burry.

This is The Art of Value episode 98.

The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.com/@theartofvalue
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 help before making any investment decision.
10 min
June 29, 2022 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 stock market and world economic environment and outlook for investing.
This is The Art of Value episode 97.
Full Ray Dalio and Jeremy Grantham interview:
Ray Dalio and GMO's Jeremy Grantham on How They're Seeing the World Right Now
https://youtu.be/-qD4kqAarec
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Apple Podcasts https://podcasts.apple.com/us/podcast/the-art-of-value/id1615680017
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.com/@theartofvalue
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 help before making any investment decision.
17 min
June 28, 2022 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 world economic environment and outlook for investing.
This is The Art of Value episode 96.
Full Ray Dalio and Jeremy Grantham interview:
Ray Dalio and GMO's Jeremy Grantham on How They're Seeing the World Right Now
https://youtu.be/-qD4kqAarec
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.com/@theartofvalue
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 help before making any investment decision.
10 min
June 27, 2022 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 been saying about his US housing market concerns. How likely is a housing market crash in 2022?
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.com/@theartofvalue
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 help before making any investment decision.
10 min
June 24, 2022 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 Value episode 94.
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Other Podcast Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Linkedin: https://www.linkedin.com/company/the-art-of-value/
Facebook Page: https://www.facebook.com/profile.php?id=100082516724025
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.com/@theartofvalue
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 help before making any investment decision.
10 min
June 23, 2022 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 has since been made private on YouTube.

The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Other Pod Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.com/@theartofvalue
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 help before making any investment decision.

5 min
June 22, 2022 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 years old; the US dollar is not a safe haven but people think it is and will want to own it, so he does too; the bull market in oil will last longer than most people expect; he thinks silver and agriculture will be the least dangerous assets to won over the next 2 or 3 years.
This is The Art of Value episode 92.
The full ET India, Jim Rogers interview is here: https://youtu.be/1ja8f0vjsq8
The Art of Value:
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=23a140851abd4076
Other Pod Platforms: https://anchor.fm/theartofvalue
Twitter: https://twitter.com/theartofvalue
Instagram: https://www.instagram.com/artofvalueinvest
TikTok: https://www.tiktok.com/@theartofvalue
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 help before making any investment decision.
10 min
June 21, 2022 Interview with Legendary Value Investor Seth Klarman Summary, Part 2: Risk Relates To What You Pay, Not Just What You Buy
JJ continues to summarise and comment on a recent interview with legendary value investor Seth Klarman, by Harvard Business School. The second part of the interview covers a range of topics including: value investing is about getting rich slowly and not making big mistakes; risk is related to what you pay, not just what you buy; the need for investors to think about our own thinking, and to be aware of our own biases; buying more when stock prices go down, after rechecking our analysis work; how we are living in a giant US Fed financial experiment that seems to be in the process of going wrong.
This is The Art of Value episode 91.
The full Harvard Business School, Seth Klarman interview is here: https://youtu.be/EdUTiGWX9RI
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
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Send in a voice message: https://anchor.fm/theartofvalue/message
9 min
June 20, 2022 Legendary Value Investor Seth Klarman Interview Summary: Exploiting Investing Psychology, Behavioral Finance and Market Inefficiencies
JJ summarises and comments on a recent interview with legendary value investor Seth Klarman, by Harvard Business School. The interview covers a range of topics including rising inflation and interest rates, the state of the US for investing, finding market inefficiencies and opportunities, market psychology and behavioral finance, margin of safety, and his overall investment approach. This is the Art of Value episode 90.
The full Harvard Business School, Seth Klarman interview is here: https://youtu.be/EdUTiGWX9RI
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision
---
Send in a voice message: https://anchor.fm/theartofvalue/message
18 min
June 18, 2022 Famed 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 the further risks he sees for Tesla stock and Tesla the company, Bitcoin and other crypto, and Fintech companies. This is Part 2, Part 1 is here: https://open.spotify.com/episode/1YVRuj0JnVoWMNZ1qCzQ3D?si=bz7vxbsoRgKMCWUSQdKgxQ.
Episode 89.
The full Jim Chanos interview: Jim Chanos on Why Some of the Worst Hit Parts of the Market Still Have More Pain Ahead | Odd Lots
https://open.spotify.com/episode/7AVq0a0HXzvjmE4jT4ujGE?si=8e8cb5f3c0f946b7
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
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 help before making any investment decision.
18 min