The John Johnston Lounge

In episode 54, JJ discusses the significant one-session plunge in the market indices, which has initiated “Markets in Turmoil” headlines in financial media. Amid the high volatility, the NASDAQ and Russell 2000 indices are in bear market territory, but the S&P500 index is not yet.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.

Episode 53: JJ discusses how the stock market jumped significantly as the US Fed signalled a half a percent rate rise, while investor Paul Tudor Jones says he can’t think of a worse financial environment for stocks and bonds right now.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.

In episode 52, JJ discusses Michael Batnick’s blog post comparing the decline of the ARKK Innovation ETF (ARKK) to the NASDAQ-100 during the bursting of the Dot-com bubble back in early 2000.Stocks mentioned: ARKK QQQMichael Batnick’s blog post: Comparing Two Blowups:https://theirrelevantinvestor.com/2022/05/02/comparing-two-blowups/Animal Spirits Podcast:https://theirrelevantinvestor.com/podcast/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.

In episode 51, JJ discusses Ray Dalio’s latest Linkedin article, 'The Popping of the Bubble Stocks: An Update'.Dalio's article:https://www.linkedin.com/pulse/popping-bubble-stocks-update-ray-dalio/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.

In episode 50, JJ discusses the historically bearish US market sentiment; prominent venture capitalist Bill Gurley, Jeff Bezos, and Michael Burry warning of leaner times ahead; Berkshire Hathaway has been buying big in the first quarter; and China tech stocks bouncing strongly due to more supportive noises from the Chinese government.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.

In episode 49, JJ discusses the state of the market at the end of April 2022. It has been the worst month for the NASDAQ index since October 2008, with the US tech mega-caps joining the decline.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.

In episode 48, JJ discusses what was said on Spotify’s Q1 2022 earnings call, especially Daniel Ek’s comments about comparisons with Netflix.Stocks mentioned: SPOT, NFLXThe 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.

In episode 47, JJ discusses Spotify’s Q1 2022 earnings, shareholder letter, and 12% post-earnings share price decline.Stocks mentioned: SPOT NFLXThe 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.

In episode 46, JJ discusses some significant movements happening in the market during this earnings season and before.Stocks mentioned: QQQ, GOOGL, MSFT, TSLA, TWTR, HOODThe 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.

In episode 45, JJ discusses the emerging global lithium-ion battery arms race. As a consequence, there’s a fast-increasing demand for lithium, and what appears to be a looming raw materials mining disconnect.Episode references:Benchmark Mineral Intelligence Channelhttps://www.youtube.com/channel/UCEesoPlgLQSPWxmgzmK742A/featuredSimon Moores on The Global Lithium podcasthttps://open.spotify.com/episode/1gFY6vnw7f1aEH6FmgyEig?si=K6ZA9-aKTFOYHcVYBuJufQStocks mentioned: TSLA LACThe 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.