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Stanley Druckenmiller Interview Summary: Macro Investor Druck Predicts A Hard Landing (Recession)
Season 1 Episode 101
I summarise and comment on a recent, excellent Stanley Druckenmiller interview, conducted by Stripe co-founder John Collision. In the interview Druck…
4 years, 1 month ago
Celebrating Episode 100 of The Art of Value Podcast! Thanks To All of You for Listening and Watching
Season 1 Episode 100
I’m celebrating the 100th episode of The Art of Value podcast, with a Thank You to all listeners and viewers, and with a decent new microphone to imp…
4 years, 1 month ago
Micron Technology (MU) Q3 2022 Earnings, Outlook, and Mohnish Pabrai’s Investment Thesis
Season 1 Episode 99
I discuss the latest earnings release from Micron Technology (MU), and a brief investment thesis for the company from respected value investor Mohnis…
4 years, 1 month ago
Jerome Powell vs Cathie Wood vs Michael Burry On US Inflation
Season 1 Episode 98
I take a look at the recent views on US inflation of Fed Chair Jerome Powell, ARK Invest active ETF manager Cathie Wood, and Scion Asset Management f…
4 years, 1 month ago
Jeremy Grantham and Ray Dalio Discuss a Stock Market Crash and Economic Outlook for Investing | Part 2
Season 1 Episode 97
Part 2: I continue to summarise and comment on a recent interview conversation between veteran investors Jeremy Grantham and Ray Dailo, who discuss t…
4 years, 1 month ago
Jeremy Grantham and Ray Dalio Discuss a Stock Market Crash and World Economic Outlook for Investing
Season 1 Episode 96
I summarise and comment on a recent interview conversation between veteran investors Jeremy Grantham and Ray Dailo, who discuss the current stock mar…
4 years, 1 month ago
Will The Housing Market Crash In 2022?
Season 1 Episode 95
I discuss some recent research on the bubbliest housing markets in the world, including the US housing market, and look at what Fed Chair Jerome Powe…
4 years, 1 month ago
Is The Big Short Investor Michael Burry Right About A Stock Market Crash in 2022?
Season 1 Episode 94
JJ catches up with what famous "Big Short" investor Michael Burry has been saying lately about an economic and stock market crash in 2022.
This is Th…
4 years, 1 month ago
2 Videos I made About A Seth Klarman Interview Were Removed By YouTube
Season 1 Episode 93
Two videos I made about a recent Seth Klarman video interview have been removed by YouTube, due to a copyright complaint. The Klarman interview video…
4 years, 1 month ago
Investor Jim Rogers Thinks This Will Be The Worst Bear Market In His Lifetime; He’s 79
Season 1 Episode 92
JJ reacts to a recent video interview with investor Jim Rogers, who said back in March 2022: this will be the worst bear market of his lifetime, and …
4 years, 1 month ago