The John Johnston Lounge

I react to prominent finance and investing YouTuber Joseph Carlson, who agrees with the bull thesis of Fundstrat’s Tom Lee, that the US stock market is going to continue to move higher over the short, medium, and long term.Related videos:Tom Lee's New Predictions Leave CNBC Speechlesshttps://youtu.be/rMGcPnRgbgcReferenced videoThis Market Is Going Higher (Tom Lee Bull Thesis)https://youtu.be/g5j5EBU1NcEStocks Today With JJ channel:https://www.youtube.com/@jjstockstodayJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

I react to Tesla stock (TSLA) bull and bear cases from two Wall Street analysts, after Q2 delivery numbers. One thinks Tesla will disappoint, even after better deliveries than expected. The other is very bullish on the future of the Tesla robotaxi and Full Self Driving (FSD)Stocks Today With JJ channel:https://www.youtube.com/@jjstockstodayReferenced videosTesla will disappoint investors despite better-than-expected Q2 deliveries: Wells Fargo's Langanhttps://youtu.be/95LoDrMGK4oTesla deliveries are being 'overanalyzed' by investors, says RBC Capital's Tom Narayanhttps://youtu.be/Q0O2Oxk1dgsJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

I react to super-bullish technology analyst Dan Ives from Wedbush, who thinks the AI stock party is only just getting started. He thinks the likes of Nvidia and Microsoft are driving the AI revolution now, but it will broaden out in coming years to include many other tech companies.Stocks Today With JJ channel:https://www.youtube.com/@jjstockstodayReferenced videoCNBC: Nvidia and Microsoft will drive AI revolution: Wedbush’s Dan Iveshttps://youtu.be/5eSFLP2QAzYJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

I react to Fundstrat’s Tom Lee, who has some  bullish predictions for the second half of the year. Lee is predicting a continued strong rise for the S&P 500, and also a “pretty sharp rebound” for Bitcoin.Related video:Tom Lee: Nvidia, Tesla, Apple Should Be Core Portfolio Stockshttps://youtu.be/ECEmBqaLw1AStocks Today With JJ channel:https://www.youtube.com/@jjstockstodayReferenced video:CNBC: Bitcoin will have 'pretty sharp rebound' in the second half of the year, says Fundstrat's Tom Leehttps://youtu.be/o6RwsLU8yucJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

I react to part of a recent interview with super investor Howard Marks, in which Marks briefly discusses his investment philosophy, the role of randomness or luck in investing, as well as long term skill, and which investors he listens to. Related episodes:Super Investor Howard Marks: Where The BIG MONEY Is Madehttps://youtu.be/EYwVTzUBRwcSuper Investor Howard Marks: The Biggest Investing Mistakehttps://youtu.be/awxhDqbd9d8Stocks Today With JJ channel:https://www.youtube.com/@jjstockstodayReferenced video:Howard Marks - Co-founder of Oaktree | Podcast | In Good Company | Norges Bank Investment Managementhttps://youtu.be/vZJHQrGS7PERecommended books:Mastering the Market Cycle: Getting the Odds on Your Side, by Howard Marks (referral link)  https://amzn.to/3KYub7xThinking in Bets: Making Smarter Decisions When You Don't Have All the Fact, by Annie Duke (referral link)  https://amzn.to/3zuDHNbJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

I react to part of a recent interview with super investor Howard Marks, in which Marks discusses stock market bubbles, when and how to be contrarian, and taking the temperature of the market cycle. Related episodes:Super Investor Howard Marks: The Biggest Investing Mistakehttps://youtu.be/awxhDqbd9d8Referenced video:Howard Marks - Co-founder of Oaktree | Podcast | In Good Company | Norges Bank Investment Managementhttps://youtu.be/vZJHQrGS7PERecommended Howard Marks book:Mastering the Market Cycle: Getting the Odds on Your Side, by Howard Marks https://amzn.to/3KYub7xJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

I react to part of a recent interview with super investor Howard Marks, who discusses what he thinks is the biggest and most common investor mistake. Marks also discusses the importance of market cycles, and where he thinks we are in the current cycle. Related episodes:Howard Marks: An Investing Sea Change is Happening!https://youtu.be/f67HRNCTXBYHow Howard Marks Predicts Each Stock Market Crash & Recoveryhttps://youtu.be/zTpYzCcMklsReferenced video:Howard Marks - Co-founder of Oaktree | Podcast | In Good Company | Norges Bank Investment Managementhttps://youtu.be/vZJHQrGS7PERecommended Howard Marks book:Mastering the Market Cycle: Getting the Odds on Your Side, by Howard Marks https://amzn.to/3KYub7xJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

I react to a brief interview with Tim Pagliara, CapWealth founder and chief investment officer, and a value investor. He cautions that Nvidia stock (NVDA) may not be a good long term bet at current levels, after the recent huge stock price run-up, like other similar stock situations of the past. He outlines what sectors might be better bets.Related episodes:Will Nvidia Stock Crash 50% Like Tesla?https://youtu.be/2XO2NLEkX5oSuper 'Big Short’ Investor Steve Eisman Now Bullish!https://youtu.be/x9RB9N-2a8MStocks Today With JJ channel:https://www.youtube.com/@jjstockstodayReferenced video:Yahoo Finance: Nvidia is not a 'good bet' long term: Analysthttps://youtu.be/Z9TprRTYuUEJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueAeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

I react to Fundstrat’s Tom Lee, who says buying stocks at new highs has had a better win ratio over time than trying to buy at the lows.Related episodes:Tom Lee: Nvidia, Tesla, Apple Should Be Core Portfolio Stockshttps://youtu.be/ECEmBqaLw1ATom Lee: Bullish New Stock Market Predictionhttps://youtu.be/ocLm3eHGdAkTom Lee: Dip Will Be Bought + Margin Loans All Time High! https://youtu.be/zBxm9IH6z0QStocks Today With JJ channel:https://www.youtube.com/@jjstockstodayReferenced video:CNBC: Buying at new highs has a better win ratio than attempting to buy at lows, says Fundstrat's Tom Lee https://youtu.be/jLaecOXwK-wJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueAeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.

I react to part of a recent Mohnish Pabrai investing talk, in which Pabrai discusses the importance of owners’ intrinsic value in relation to Starbucks, Home Depot, and the company founders.Related episodes:Mohnish Pabrai: Why Great Stock Ideas Are Rarehttps://youtu.be/cIasDBIkoM0Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons”https://youtu.be/TqC_m7-DPfMReferenced video:Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024https://youtu.be/FFxUSADENrcStocks Today With JJ channel:https://www.youtube.com/@jjstockstodayJoin The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValueAeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBSDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.