theartofvalue

I react to legendary "Big Short" investor Steve Eisman’s latest interview about the current bank panic, whether it will lead to a 2008-style banking crisis in the U.S. and Europe, and what investing approach he’s taking through it. Related episodes: Michael Burry Predicts Stock Market Bottom After Bank Panic https://youtu.be/yXkp5BhQJiw Silicon Valley Bank Collapse Explainer | What's happening?! https://youtu.be/h5yS-ZMAjPk Silicon Valley Bank Collapse | Crisis Averted? https://youtu.be/GkStEtQLKWM Full Steve Eisman interview: You don't want to be a hero in this environment, says 'Big Short' investor Steve Eisman https://youtu.be/LaTiU_SUfko Using a referral link below helps support the pod, thanks! The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I discuss legendary Big Short investor Michael Burry’s latest tweets about the current bank panic, the prevention of contagion by financial regulators in the US and Europe, and whether Burry sees a stock market bottom ahead. Related episodes: Silicon Valley Bank Collapse Explainer | What's happening?! https://youtu.be/h5yS-ZMAjPk Silicon Valley Bank Collapse | Crisis Averted? https://youtu.be/GkStEtQLKWM Using a referral link below helps support the pod, thanks! The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

OpenAI has now launched GPT4, and the new Microsoft Bing is already using it, customised for search. Does this present a further challenge to Google Search with its enhanced capabilities? In this episode I take a look at those new GPT4 AI capabilities, and also a new under-the-radar AI product from Google. Related episodes: Microsoft to Challenge Google Search Using OpenAI's ChatGPT https://youtu.be/Vh42ZgADo5k Is OpenAI ChatGPT Disrupting Google? Founders Coming Back! https://youtu.be/7dLT_CDITmg Using a referral link below helps support the pod, thanks! The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I give an update on what’s happening with the dramatic Silicon Valley Bank collapse, and what regulators are doing immediately to try and remedy the situation and prevent bank run contagion. Related episode: Silicon Valley Bank Collapse Explainer | What's happening?! https://youtu.be/h5yS-ZMAjPk Using a referral link below helps support the pod, thanks! The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 #investing #stockmarket #stocks Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I discuss what’s happening with the dramatic Silicon Valley Bank collapse, the causes and events that led up to the March 2023 SVB bank run, and what else could happen soon. Using a referral link below helps support the pod, thanks! The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I respond to a recent investing video by Stock Compounder - Brad Kaellner: Chris Mayer’s 100 Bagger Portfolio REVEALED. Chris Mayer is a fund manager and the author of excellent investment book 100 Baggers: Stocks That Return 100-to-1 and How To Find Them. With considerable research, Brad was able to compile a list of Mayer's current holdings. I discuss the potential 100-bagger 10 stock portfolio, Mayer’s investing approach, and focus on a couple stocks in the portfolio - one of which I own. Related video: Stock Compounder - Brad Kaeliner: Chris Mayer's 100 Bagger Portfolio REVEALED https://youtu.be/nXI_guImhb0 Making a purchase using a referral link below helps support the pod, thanks! 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Christopher W Mayer, 2018 (referral link): https://amzn.to/3YvYl6J I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 #finance #personalfinance #investing #stockmarket #stocks Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Legendary value investor Li Lu has been buying even more Google/Alphabet Stock, after selling down Meta. In this episode I review Li Lu's recent portfolio holdings and activities, and discuss some of the possible positive and negatives of buying Google stock at this time, as I see them. Related episodes: Is OpenAI ChatGPT Disrupting Google? Founders Come Back! https://youtu.be/7dLT_CDITmg Microsoft to Challenge Google Search Using OpenAI's ChatGPT https://youtu.be/Vh42ZgADo5k GuruFocus referral link, as mentioned in this episode: https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Main investment brokerage I use to buy and sell international stocks. Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Referral links help support the channel, thanks. #finance #investing #stockmarket #stocks Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I discuss the possibility that OpenAI's ChatGPT might be disrupting Google’s more than two decade dominance of search, with multi-billion dollar backing from Microsoft. However, does Google have a similar, or better product from Google Deepmind to launch this year?

In his latest Memo and a recent interview, Howard Marks suggests that financial markets are undergoing a rare, major sea change, a radical transformation; only the third in the paste 50 years. I discuss the changes Howard Marks sees, and what they may mean for investors over the coming years.

I review Warren Buffett’s latest Berkshire Hathaway Letter to Shareholders, in which he criticises those who are calling stock buybacks harmful, calling those politicians economic illiterates and silver-tongued demagogues. Buffett explains why share buybacks are beneficial for all owners, as a way of distributing capital to shareholders, but only if the shares are bought by company management at an inexpensive price. Recommended book: Berkshire Hathaway Letters to Shareholders 1965 - 2021 (referral link) https://amzn.to/3Za5uuu Main investment brokerage I use to buy and sell international stocks. Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Referral links help support the channel, thanks. #finance #investing #stockmarket #stocks Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I discuss how activist investor, entrepreneur, and "Meme Stock King" Ryan Cohen has recently taken a substantial stake in Alibaba (BABA), and is pushing Alibaba management to increase Alibaba stock buybacks, while the stock price is near historic lows.