The John Johnston Lounge
John Johnston
Welcome to The John Johnston Lounge (formerly The Art of Value), where Tech, Business, & Culture collide.Join host John Johnston (JJ) for daily breakdowns of the planet's most powerful tech billionaires. We critique the psychology, strategies, and politics of titans like Elon Musk, Peter Thiel, Jeff Bezos, Sam Altman, and Mark Zuckerberg. We also analyze related cultural commentary from top podcast voices like Joe Rogan and Tim Dillon.From the AI bubble to the "Rogansphere," expect critical depth, zero sycophancy, and a healthy dose of humor! Hosted on Acast. See acast.com/privacy for more information.
Episodes
Mentioned books
Jun 13, 2022 • 21min
Key Takeaways from Block Investor Day 2022: An Ecosystem of Ecosystems
Ep84: JJ discusses the main takeaways from the Block Investor Day 2022.The Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: https://twitter.com/theartofvalueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.
Jun 10, 2022 • 17min
Some Key Takeaways from Spotify Investor Day 2022
Ep83: JJ discusses some of the main highlights from the Spotify Investor Day 2022.The Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: https://twitter.com/theartofvalueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.
Jun 9, 2022 • 17min
Big Rally in China Tech Stocks Since Mid-March Lows
Ep82: JJ discusses the big, sustained rally in Chinese tech stocks since mid-March.Stocks mentioned: BABA PDD JD BIDU TCEHY BYDDYThe Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: https://twitter.com/theartofvalueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.
Jun 8, 2022 • 14min
How Hype Cycles Relate to Investing
Ep81: JJ discusses the way in which hype cycles can relate to investing.The Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: https://twitter.com/theartofvalueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.
Jun 7, 2022 • 19min
Part 2 | Summary and Thoughts on Latest Howard Marks Memo: Bull Market Rhymes
Episode 80: JJ continues to summarise and comment on the latest memo to investors, Bull Market Rhymes, from veteran investor Howard Marks. Marks reflects on the past few years in the stock market, in relation to previous market cycles.The Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: https://twitter.com/theartofvalueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.
Jun 6, 2022 • 19min
Summary and Thoughts on Latest Howard Marks Memo: Bull Market Rhymes | Part 1
Episode 79: JJ summarises and comments on the latest memo to investors, Bull Market Rhymes, from veteran investor Howard Marks. Marks reflects on the past few years in the stock market, in relation to some past market cycles.The Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: https://twitter.com/theartofvalueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.
Jun 5, 2022 • 31min
Update on Australian Microcap Advance ZincTek: Natural Zinc Oxide for Mineral Sunscreens and Cosmetics
Episode 78: JJ discusses the recent market update from Australian microcap Advance ZincTek Ltd, a developer and manufacturer of natural zinc oxide for mineral sunscreens and cosmetics.The Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: https://twitter.com/theartofvalueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.
Jun 3, 2022 • 14min
JPMorgan CEO Jamie Dimon Warms of Economic Hurricane but Stock Market Rallies
Episode 77: JJ discusses how JPMorgan Chair and CEO Jamie Dimon is warning of an economic hurricane coming, but the stock market continued its recent rally, emerging tech stocks in particular. One large Chinese tech stock is now up over 100% since its mid-March low.The Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: https://twitter.com/theartofvalueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.
Jun 2, 2022 • 16min
Legendary Value Investor Howard Marks on the Current Market Environment
Episode 76: JJ comments on a new video interview with legendary value investor Howard Marks.The Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: https://twitter.com/theartofvalueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.
Jun 1, 2022 • 7min
Rise in China Tech Stocks Since Deep Lows in Mid-March
Episode 75: JJ discusses the rise of some Chinese tech stocks since the deep lows in mid-March 2022.The Art of Value:https://anchor.fm/theartofvalueYouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2Twitter: https://twitter.com/theartofvalueDisclaimer: 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. Hosted on Acast. See acast.com/privacy for more information.
