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

Soul in the Game – The Art of a Meaningful Life

The Intellectual Investor – Value Investing by... ·

2022/05/06

When Vitaliy first started talking about writing another book several years ago, he couldn’t have predicted where that journey would take him. The book that he took time off in 2017 to write is still unfinished, waiting for its moment in the sun.... The post Soul in the Game – The Art of a Meaningful Life appeared first on The Intellectual Investor.

How to Build a Portfolio for Today’s Crazy Markets –...

The Intellectual Investor – Value Investing by... ·

2022/04/28

Vitaliy doesn’t know what the stock market will do next. He may have opinions and hunches, but he never acts on them. He never tries to predict the market’s next move. Neither Vitaliy nor anyone else is good at it. The only thing Vitaliy can do is... The post How to Build a Portfolio for Today’s Crazy Markets – Ep 154 appeared first on The Intellectual Investor.

Vitaliy Will Be in Omaha Next Week (and Why He Goes)...

The Intellectual Investor – Value Investing by... ·

2022/04/21

Vitaliy is hosting an intimate gathering for friends, readers, and fellow value investors from 8–10:30 AM on Friday, April 29, 2022, at Lula B’s in Omaha. Stop by and enjoy some delicious breakfast. If you show up early enough, you might even get... The post Vitaliy Will Be in Omaha Next Week (and Why He Goes) – Ep 153 appeared first on The Intellectual Investor.

Why Green Energy is a Luxury Belief – But Won’t Be...

The Intellectual Investor – Value Investing by... ·

2022/04/14

Being a wealthy country has allowed us to develop what some call “luxury beliefs” – ideas and beliefs that make us feel good about ourselves but that horribly fail upon contact with objective reality. In this article, Vitaliy shares how our... The post Why Green Energy is a Luxury Belief – But Won’t Be One Forever – Ep 152 appeared first on The Intellectual Investor.

Vitaliy’s Interview with the Value Perspective Podcast

The Intellectual Investor – Value Investing by... ·

2022/04/07

Vitaliy recently had the pleasure to be a guest on the Value Perspective Podcast by Schroders. In this wide ranging conversation, Vitaliy talks about how he discovers mental models, the risks of linear thinking, and shares an embarrassing story about... The post Vitaliy’s Interview with the Value Perspective Podcast appeared first on The Intellectual Investor.

War in Ukraine: Part 4 – Are There Neo-Nazis in...

The Intellectual Investor – Value Investing by... ·

2022/03/29

In his speech declaring war on Ukraine, the dictator of Russia, Vladimir Putin, said the goal of his “special operation” was the de-Nazification of Ukraine. He’d remove the democratically elected government and install a Russia-friendly puppet... The post War in Ukraine: Part 4 – Are There Neo-Nazis in Ukraine? – Ep 151 appeared first on The Intellectual Investor.

War in Ukraine: Part 3 – The Future of Russia – Ep 150

The Intellectual Investor – Value Investing by... ·

2022/03/14

Sanctions have a checkered history. They didn’t get rid of Castro in Cuba or the Kims in North Korea. It took more than a decade for sanctions against South Africa in the 1980s to bear fruit. But the world has never seen sanctions like this.... The post War in Ukraine: Part 3 – The Future of Russia – Ep 150 appeared first on The Intellectual Investor.

War in Ukraine: Part 2 – The New World – Ep 149

The Intellectual Investor – Value Investing by... ·

2022/03/07

Just as 9/11 dramatically changed the flow of history, resulting in two wars and hundreds of thousands of deaths, so too will Putin’s invasion of Ukraine. Right now, we are seeing only the first effects and getting glimpses of second-order effects.... The post War in Ukraine: Part 2 – The New World – Ep 149 appeared first on The Intellectual Investor.

War in Ukraine: Why I Was Blindsided, Part 1 – Ep 148

The Intellectual Investor – Value Investing by... ·

2022/03/02

Eight days before Russia invaded Ukraine, Vitaliy wrote an article saying there would be no war. He was certain of it, and he was completely wrong. How could he get it so wrong? The more you knew about the situation, the less likely you were to see it... The post War in Ukraine: Why I Was Blindsided, Part 1 – Ep 148 appeared first on The Intellectual Investor.

McKesson: Why the Best is Yet to Come – Ep 147

The Intellectual Investor – Value Investing by... ·

2022/02/17

IMA has owned McKesson stock since 2015. It has been very stressful at times, but also very rewarding. But the best is yet to come for McKesson. Vitaliy provides an update on his MCK investment, and why he believes its brightest days are ahead.... The post McKesson: Why the Best is Yet to Come – Ep 147 appeared first on The Intellectual Investor.

The Disciplined Investor Podcast with Vitaliy...

The Intellectual Investor – Value Investing by... ·

2022/02/10

In this podcast with the Disciplined Investor, Vitaliy touches on a wide variety of topics, particularly pertaining to how to invest in inflation, historical stock returns, his market outlook going forward, and the link between interest rates and... The post The Disciplined Investor Podcast with Vitaliy Katsenelson appeared first on The Intellectual Investor.

I Kid You Not Crazy – Ep 146

The Intellectual Investor – Value Investing by... ·

2022/02/03

It seems that every year, just as Mr. Market is hitting new highs, and speculative stocks soar to new levels, Vitaliy thinks we have hit the peak of craziness. But late 2021 / early 2022 might just be it. Vitaliy takes the listener through the levels... The post I Kid You Not Crazy – Ep 146 appeared first on The Intellectual Investor.

GuruFocus Interview – Value Investing with Vitaliy...

The Intellectual Investor – Value Investing by... ·

2022/01/27

In this podcast interview with investment website GuruFocus, Vitaliy shares the full gamut of how he invests, where and why. He touches on the role of being eclectic when investing, how to invest abroad, and how value investors should think about... The post GuruFocus Interview – Value Investing with Vitaliy Katsenelson appeared first on The Intellectual Investor.

How to Invest When There’s Nowhere to Hide – Ep 145

The Intellectual Investor – Value Investing by... ·

2022/01/20

It seems every year, Vitaliy believes we have finally reached the peak of crazy, only to be proven wrong the next year. The stock market and thus index funds, just like real estate, have only gone one way – up. You don’t have to be a stock market... The post How to Invest When There’s Nowhere to Hide – Ep 145 appeared first on The Intellectual Investor.

Build Your Network Interview

The Intellectual Investor – Value Investing by... ·

2022/01/13

In this interview with Travis Chappell, host of the Build Your Network podcast, Vitaliy shares how he has used writing to build his network of investing peers, and also grow his firm, IMA. Along the way, Vitaliy touches on how we learned to emphasize... The post Build Your Network Interview appeared first on The Intellectual Investor.

30 Years in America – Ep 144

The Intellectual Investor – Value Investing by... ·

2022/01/06

On the 30th Anniversary of his family's arrival in the United States from Soviet Russia, Vitaliy reflects on his time here. After recounting the hard early days in a new country when he was "fresh off the boat", Vitaliy offers perspective on how... The post 30 Years in America – Ep 144 appeared first on The Intellectual Investor.

This Holiday, Will Mr. Market Eat Too Much Pi? – Ep 143

The Intellectual Investor – Value Investing by... ·

2021/12/23

There is a cryptocurrency, also named Omicron, that was up 900% on the day the new COVID-19 variant was publicized. Try as he might, Vitaliy cannot figure out what would have caused this crypto to spike that day. He muses that Mr. Market must be so... The post This Holiday, Will Mr. Market Eat Too Much Pi? – Ep 143 appeared first on The Intellectual Investor.

Welch vs Bezos – Ep 142

The Intellectual Investor – Value Investing by... ·

2021/12/09

During his tenure, Jack Welch built GE into an earnings estimates-beating-machine. There's just one problem with that: it leads to extreme short-termism, and ultimately the misallocation of capital. Contrast this with Jeff Bezos' approach of... The post Welch vs Bezos – Ep 142 appeared first on The Intellectual Investor.

Our Analysis of UBER (Updated) – Ep 141

The Intellectual Investor – Value Investing by... ·

2021/11/25

Vitaliy re-shares and updates his analysis of Uber, and why it remains an attractive investment. He provides a mental model of how to analyze companies that may appear expensive but have yet to reach escape velocity in their cost structure and have a... The post Our Analysis of UBER (Updated) – Ep 141 appeared first on The Intellectual Investor.

Inflation Update: Not Transitory Yet! – Ep 140

The Intellectual Investor – Value Investing by... ·

2021/11/09

We are experiencing a perfect storm of inflation, formed by seemingly small factors. Each on its own may not be particularly significant, but once combined they result in an event that significantly exceeds the sum of all parts. Vitaliy provides an... The post Inflation Update: Not Transitory Yet! – Ep 140 appeared first on The Intellectual Investor.

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The Intellectual Investor – Value Investing by Vitaliy Katsenelson

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