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
Apr 6, 2022 • 15min
Elon's New Twitter Stake, China ADRs, RH CEO's Rant, ARKK's Slide
Episode 34: In current market commentary, JJ discusses Elon Musk’s new 9.2% stake in Twitter; news that China seems to be moving to prevent its ADRs from being delisted from the US; the RH CEO’s earnings call Q&A rant about a possible coming recession; ARKK’s slide from the share price heights of early 2021. Hosted on Acast. See acast.com/privacy for more information.
Apr 1, 2022 • 25min
Investing in Artificial Intelligence (AI), Part 2
In episode 33, JJ discusses some recent developments in artificial intelligence, and how they relate to investing in 2022 and beyond. This is Part 2This video references is Dr Alan D. Thompson’s video: "Integrated AI - This is it - GPT-3… https://youtu.be/NsQYBFbFRyYAlan’s excellent Leta AI Playlist is here: https://www.youtube.com/playlist?list=PLqJbCeNOfEK88QyAkBe-U0zxCgbHrGa4VThe Art of Value:https://anchor.fm/theartofvalueSpotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgTwitter: https://twitter.com/theartofvalue Hosted on Acast. See acast.com/privacy for more information.
Mar 29, 2022 • 16min
Investing in Artificial Intelligence (AI), Part 1
In episode 32, JJ discusses some recent developments in artificial intelligence, and how they relate to investing in 2022 and beyond.This is Part 1 of a multi-parter.This video references is Dr Alan D. Thompson’s video: " Integrated AI - This is it - GPT-3… https://youtu.be/NsQYBFbFRyYAlan’s excellent Leta AI Playlist is here: https://www.youtube.com/playlist?list=PLqJbCeNOfEK88QyAkBe-U0zxCgbHrGa4VThe Art of Value:https://anchor.fm/theartofvalueOn Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgTwitter: https://twitter.com/theartofvalue Hosted on Acast. See acast.com/privacy for more information.
Mar 24, 2022 • 23min
Part 2, Boom and Bust: The Financial Bubble Triangle
In episode 31, JJ continues the discussion of a recent good read, the investing book Boom and Bust: A Global History of Financial Bubbles. This is Part 2, Part 1 is here: https://open.spotify.com/episode/58bc5f9BoyrG835I3EqGkq?si=c009bb4bf9aa46f6The Art of Value elsewhere:Twitter: https://twitter.com/theartofvalueYouTube version: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBgAudio-only podcast versions: https://anchor.fm/theartofvalue Hosted on Acast. See acast.com/privacy for more information.
Mar 22, 2022 • 16min
Boom and Bust: The Financial Bubble Triangle, Part 1
In episode 30, JJ discusses a recent good read, the investing book Boom and Bust: A Global History of Financial Bubbles. This is Part 1 of a multi-parter.Twitter: @theartofvalue YouTube: https://youtu.be/jaI-nvUpyIA Hosted on Acast. See acast.com/privacy for more information.
Mar 19, 2022 • 9min
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/_pynfypFW1oTwitter: @theartofvalueNothing on this recording is financial advice of any kind. Do your own research and analysis. Hosted on Acast. See acast.com/privacy for more information.
Mar 16, 2022 • 40min
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 Hosted on Acast. See acast.com/privacy for more information.
Oct 15, 2021 • 19min
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 Hosted on Acast. See acast.com/privacy for more information.
Sep 10, 2021 • 29min
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 Hosted on Acast. See acast.com/privacy for more information.
Sep 3, 2021 • 21min
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 Hosted on Acast. See acast.com/privacy for more information.
