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Part 2, Boom and Bust: The Financial Bubble Triangle
Season 1 Episode 31
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 P…
4 years, 4 months ago
Boom and Bust: The Financial Bubble Triangle, Part 1
Season 1 Episode 30
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-pa…
4 years, 4 months ago
Strong Relief Rally in China Tech and Nasdaq Stocks
Season 1 Episode 29
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…
4 years, 4 months ago
2022: Significant Change in Market Sentiment
Season 1 Episode 28
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…
4 years, 4 months ago
Mid-October 2021 Stock and Market Update
Season 1 Episode 27
In episode 27, JJ discusses what’s happened in the market since early September, including with China, and various stocks in the portfolio. Twitter:…
4 years, 9 months ago
How Bull Markets Narrow, Spotify News, US Cannabis MSO Twitter Chatter, A New Stock to Research
Season 1 Episode 26
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…
4 years, 11 months ago
US Market Bubble Update, Partial China Tech Rebound, Continuing US Cannabis Drawdown
Season 1 Episode 25
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 t…
4 years, 11 months ago
Was Feb 2021 the Peak of a US Stock Market Bubble? Jeremy Grantham Thinks So
Season 1 Episode 24
In episode 24, JJ discusses Jeremey Granthanm's latest remarks on what he sees as the biggest US stock market bubble in history, and that it began to…
4 years, 11 months ago
Reviewing Superinvestor Portfolio Changes for Q2 2021
Season 1 Episode 23
In episode 23, JJ reviews some Q2 2021 portfolio changes from various well known value investors, or "superinvestors".
Twitter: @theartofvalue
4 years, 11 months ago
Thoughts on Spotify's (SPOT) Long Term Growth Prospects and Q2 2021 Earnings Call
Season 1 Episode 22
In episode 22, JJ discussess Spotify's (SPOT) Q2 2021 earnings call, especially the latest remarks from Founder, CEO and Board Chair Daniel Ek, on Sp…
5 years ago