Podcast Episodes
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Ray Dalio’s Update on 'The Popping of the Bubble Stocks'
Season 1 Episode 51
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…
4 years, 3 months ago
Historically Bearish US Market Sentiment but China Stocks Bounce, and Berkshire’s Been Buying Big
Season 1 Episode 50
In episode 50, JJ discusses the historically bearish US market sentiment; prominent venture capitalist Bill Gurley, Jeff Bezos, and Michael Burry war…
4 years, 3 months ago
Worst NASDAQ Month Since 2008
Season 1 Episode 49
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, wi…
4 years, 3 months ago
Thoughts on Spotify Q1 2022 Earnings Call, Daniel Ek’s Comments
Season 1 Episode 48
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 …
4 years, 3 months ago
Thoughts on Spotify Q1 2022 Earnings and Share Price Decline
Season 1 Episode 47
In episode 47, JJ discusses Spotify’s Q1 2022 earnings, shareholder letter, and 12% post-earnings share price decline.
Stocks mentioned: SPOT NFLX
Th…
4 years, 3 months ago
Bear Market Update: NASDAQ, Tesla, Twitter, Google, Microsoft, Robinhood
Season 1 Episode 46
In episode 46, JJ discusses some significant movements happening in the market during this earnings season and before.
Stocks mentioned: QQQ, GOOGL, …
4 years, 3 months ago
The Lithium-Ion Battery Arms Race and The Raw Materials Disconnect
Season 1 Episode 45
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 wh…
4 years, 3 months ago
Thoughts on Q1 22 Tesla Earnings Call, EV Lithium Constraints, Future Tech Outlook
Season 1 Episode 44
In episode 44, JJ discusses the Q1 2022 Tesla earnings call, especially Elon Musk’s remarks about future tech developments, extreme scaling of the co…
4 years, 3 months ago
Bill Ackman Sells Netflix, Ross Gerber Buys More, Plus High New Zealand Inflation Number
Season 1 Episode 43
In episode 43, JJ discusses the further 35% one-day drop in the Netflix share price, and Bill Ackman’s sale of the stock vs Ross Gerber’s purchase of…
4 years, 3 months ago
What's Going On With Mega-Streamer Netflix?
Season 1 Episode 42
In episode 42, JJ discusses the ongoing collapse of the Netflix share price, and now the substantial fall in the mega-streamer’s subscriber numbers l…
4 years, 3 months ago