PODCAST

The Intellectual Investor – Value Investing by Vitaliy Katsenelson

Vitaliy Katsenelson

Value Investing, Life & Philosophy and Classical Music Explained by Vitaliy Katsenelson

business investing

All Episodes

The Stock Market, The Economy, Possible Outcomes, How...

The Intellectual Investor – Value Investing by... ·

2023/03/30

This is part one of the winter seasonal letter I wrote to clients, sharing my thoughts about the economy and the market. I tried something I’ve never done before. Instead of conveying my message through storytelling, I tried to compress my... The post The Stock Market, The Economy, Possible Outcomes, How to Invest – Ep 184 appeared first on The Intellectual Investor.

The Hidden Costs of Switzerland: What It Takes to Be...

The Intellectual Investor – Value Investing by... ·

2023/03/16

I recently traveled to a Swiss investment conference. The beauty, safety and serenity of Switzerland all come with embedded costs which I uncover in discussing the contrasts of India vs Switzerland, and seeing a country as a visitor vs a resident. You... The post The Hidden Costs of Switzerland: What It Takes to Be Swiss – Ep 183 appeared first on The Intellectual Investor.

The False Sophistication of Sophists – Ep 182

The Intellectual Investor – Value Investing by... ·

2023/03/09

The words we use matter more than we think. While we have a tendency to use words that can inflame a situation, make it worse or more extreme, by deliberately choosing our words, we can craft our perception of things, people, and events. I explain... The post The False Sophistication of Sophists – Ep 182 appeared first on The Intellectual Investor.

Each Day is a Separate Life – Ep 181

The Intellectual Investor – Value Investing by... ·

2023/03/02

In the hopes of gaining and keeping perspective on what truly matters over the Holidays, Vitaliy draws an excerpt from Seneca on treating our most precious commodity, time, with the respect it deserves. You can read this article online here: This is... The post Each Day is a Separate Life – Ep 181 appeared first on The Intellectual Investor.

The Real Country of Contrasts: Our Unforgettable Trip...

The Intellectual Investor – Value Investing by... ·

2023/02/23

Vitaliy and his daughter Hannah visited India for a CFA society event. The journey opened their eyes to the contrasts between the West and the sub-continent both in culture and India's potential investment merits. You can read this article online... The post The Real Country of Contrasts: Our Unforgettable Trip to India – Ep 180 appeared first on The Intellectual Investor.

Why we’re confident in our Charter investment – Ep 179

The Intellectual Investor – Value Investing by... ·

2023/02/17

Vitaliy gives an update on IMA's investment in cable company Charter. After being punched in the face by a declining stock price, Vitaliy and his team did an extensive amount of additional research on the business and industry. He believes IMA's... The post Why we’re confident in our Charter investment – Ep 179 appeared first on The Intellectual Investor.

Stock Market Roller Coaster: Prepare for a Decade or...

The Intellectual Investor – Value Investing by... ·

2023/02/09

Vitaliy outlines how the conditions are ripe for a sideways market, something he knows about, having written two books on the subject. He shares how to invest in sideways markets, and what to expect overall. You can read this article online here: ... The post Stock Market Roller Coaster: Prepare for a Decade or Two of Disappointing Returns! – Ep 178 appeared first on The Intellectual Investor.

Herr Schadenfreude Is Not a Friend of Ours – Ep 177

The Intellectual Investor – Value Investing by... ·

2023/02/02

Vitaliy is embarrassed to admit that he has at times felt Schadenfreude, "shameful joy", upon seeing growth stocks decline. But his stoicism and decency quickly kicked in, and he banished this destructive feeling. Here's how. You can read this article... The post Herr Schadenfreude Is Not a Friend of Ours – Ep 177 appeared first on The Intellectual Investor.

How Greed and Leverage Destroyed the Crypto Tulip...

The Intellectual Investor – Value Investing by... ·

2023/01/17

Vitaliy highlights the collapse of FTX, and how this amalgamation of greed, leverage, and naive hope has proven the Crypto Tulip market to be worthless. You can read this article online here: Please read the following important disclosure: The post How Greed and Leverage Destroyed the Crypto Tulip Market – Ep 176 appeared first on The Intellectual Investor.

Music Throughout My Life 2023 – Ep 175

The Intellectual Investor – Value Investing by... ·

2023/01/12

Vitaliy updates listeners about his upcoming trip to India with his daughter Hannah. He is thrilled to speaking at the CFA Society of Mumbai, and he'll then take a tour of few parts of that special country. Next, Vitaliy updates the music that has... The post Music Throughout My Life 2023 – Ep 175 appeared first on The Intellectual Investor.

Holiday Series: Last Time – Ep 174

The Intellectual Investor – Value Investing by... ·

2023/01/05

Think of everything you do in a day. Wake up, take your kids to school, drive to work, eat with your family, enjoy a stroll with your spouse, watch a movie, read a book. At some point, you will do each of those things for the last time. In the second... The post Holiday Series: Last Time – Ep 174 appeared first on The Intellectual Investor.

Holiday Series: Intro to Stoic Philosophy – Ep 173

The Intellectual Investor – Value Investing by... ·

2022/12/22

In the first installment of Vitaliy's Holiday Series, he dives into Stoic philosophy. Or more specifically, Stoic philosophERs. He points out that even more important than knowing what they said and taught is internalizing it: putting the lessons into... The post Holiday Series: Intro to Stoic Philosophy – Ep 173 appeared first on The Intellectual Investor.

Why non-transitory recession is coming and how to...

The Intellectual Investor – Value Investing by... ·

2022/12/15

Recessions, though unpleasant, are ultimately good for the economy. Like a forest fire, they clear out the dead wood and make way for new, healthy growth. But the boom of the last decade accumulated a great deal of kindling, and the coming recession... The post Why non-transitory recession is coming and how to face it as an investor – Ep 172 appeared first on The Intellectual Investor.

Are housing prices about to drop? A value investor’s...

The Intellectual Investor – Value Investing by... ·

2022/12/09

Everyone has seen home prices take off since the pandemic began. As work from home became a reality for many, Americans decided to live where they want. But now that the Fed has decided to hike rates, we have a combination of high prices AND high... The post Are housing prices about to drop? A value investor’s take – Ep 171 appeared first on The Intellectual Investor.

Random Thoughts on the Russian War in Ukraine (Hint:...

The Intellectual Investor – Value Investing by... ·

2022/12/01

Vitaliy shares a collection of random thoughts on the Russian invasion of Ukraine. While they don't add up to a coherent podcast with a beginning, middle, and end, they do point to an overall pattern: the war is not going well for Putin. Vitaliy... The post Random Thoughts on the Russian War in Ukraine (Hint: It’s Not Going Well for Russia) – Ep 170 appeared first on The Intellectual Investor.

Why Value Investing Requires Thoughtful Arrogance –...

The Intellectual Investor – Value Investing by... ·

2022/11/17

Contrarian investing is inherently arrogant. You have the audacity to believe that hundreds or thousands of investors are wrong when you buy or sell a stock. How can you go against the crowd without it going to your head? Vitaliy explores the... The post Why Value Investing Requires Thoughtful Arrogance – Ep 169 appeared first on The Intellectual Investor.

Why we bought more Uber shares as the stock fell – Ep...

The Intellectual Investor – Value Investing by... ·

2022/11/10

It has been a while since Vitaliy updated listeners on his Uber investment, but a lot has changed. With the pandemic now behind us, we begin to get a better sense of what the business looks like going forward. And the future looks bright. Our analysis... The post Why we bought more Uber shares as the stock fell – Ep 168 appeared first on The Intellectual Investor.

The Slippery Slope of Student Loan Forgiveness – Ep 167

The Intellectual Investor – Value Investing by... ·

2022/11/03

When the President decided to forgive $10,000 of student debt for everyone anyone earning below $125,000, he opened a very slippery slope of government bailouts. If we continue to borrow from the future, we run the serious risk of becoming a society... The post The Slippery Slope of Student Loan Forgiveness – Ep 167 appeared first on The Intellectual Investor.

IMA is not for everyone. I’m fine with that! – Ep 166

The Intellectual Investor – Value Investing by... ·

2022/10/27

Vitaliy responds to a letter from a concerned client about recent (3 month) underperformance versus the index. To do this, he zooms out to answer the question, What are we really trying to do? What has to be in place for IMA to achieve its investing... The post IMA is not for everyone. I’m fine with that! – Ep 166 appeared first on The Intellectual Investor.

Crazy Money Podcast Interview

The Intellectual Investor – Value Investing by... ·

2022/10/20

In this interview with Paul Ollinger of the Crazy Money Podcast, Vitaliy and Paul cover a variety of topics touched on in Vitaliy's new book Soul in the Game. From growing up in Russia and emigrating to America, to the ways in which more money won't... The post Crazy Money Podcast Interview appeared first on The Intellectual Investor.

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The Intellectual Investor – Value Investing by Vitaliy Katsenelson

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