The John Johnston Lounge

By John JohnstonTechnology

The John Johnston Lounge episodes

March 19, 2022 Strong Relief Rally in China Tech and Nasdaq Stocks
In episode 29, JJ discusses the past week's significant relief rally in Chinese tech stocks in particular, and in many beaten down Nasdaq tech stocks.
This is also the first attempt at a video version of the podcast, which will also be availble on YouTube.
YouTube video version: https://youtu.be/_pynfypFW1o
Twitter: @theartofvalue

Nothing on this recording is financial advice of any kind. Do your own research and analysis.
10 min
March 16, 2022 2022: Significant Change in Market Sentiment
In episode 28, the first episode of 2022, JJ catches up on the significant shift in market sentiment, what's been happening with the portfolio, and a some personal life events.
Twitter: @theartofvalue
41 min
October 15, 2021 Mid-October 2021 Stock and Market Update
In episode 27, JJ discusses what’s happened in the market since early September, including with China, and various stocks in the portfolio.
Twitter: @theartofvalue
19 min
September 10, 2021 How Bull Markets Narrow, Spotify News, US Cannabis MSO Twitter Chatter, A New Stock to Research
In episode 26, JJ discusses a Terry Smith quote about how bull markets narrow over time, some significant Spotify news (SPOT), recent US Cannabis MSO chatter on Twitter Spaces, and an intriguing new public company to reserach.
Twitter: @theartofvalue
29 min
September 03, 2021 US Market Bubble Update, Partial China Tech Rebound, Continuing US Cannabis Drawdown
In episode 25, JJ has some further news and thoughts on Jeremy Grantham's US stock market bubble thesis from last week, discusses the partial China tech rebound, and the continuing US cannabis sector drawdown.
Twitter: @theartofvalue
21 min
August 23, 2021 Was Feb 2021 the Peak of a US Stock Market Bubble? Jeremy Grantham Thinks So
In episode 24, JJ discusses Jeremey Granthanm's latest remarks on what he sees as the biggest US stock market bubble in history, and that it began to deflate in Feb 2021 with the riskiest, highest priced stocks.
Twitter: @theartofvalue
50 min
August 20, 2021 Reviewing Superinvestor Portfolio Changes for Q2 2021
In episode 23, JJ reviews some Q2 2021 portfolio changes from various well known value investors, or "superinvestors".
Twitter: @theartofvalue
35 min
August 12, 2021 Thoughts on Spotify's (SPOT) Long Term Growth Prospects and Q2 2021 Earnings Call
In episode 22, JJ discussess Spotify's (SPOT) Q2 2021 earnings call, especially the latest remarks from Founder, CEO and Board Chair Daniel Ek, on Spotify's long term growth prospects and trajectory from where it is today.
Twitter: @theartofvalue
34 min
August 05, 2021 Thoughts on Alibaba (BABA) Earnings and Glass House Group (GLASF) Volatility
In episode 21, JJ discusses Alibaba's earnings release, and what some well known investors have been saying and doing in relation to the stock. In addition, JJ dicusses the recent high volatility in the stock of newly public Calfifornia-based cannabis company Glass House Group (GLASF), and in the US cannabis sector in general.
25 min
July 29, 2021 Thoughts on China Stock Crash, Spotify and Tesla Earnings
In episode 20, JJ discusses the crash of China tech stocks in particular, Q2 2021 Spotify earnings, and Q2 2021 Tesla earnings.
41 min