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

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.

Beloved Country. Unloved Hedge. (Updated) – Ep 139

The Intellectual Investor – Value Investing by... ·

2021/10/28

Vitaliy re-shares his 2020 musings on the US Dollar, and its role in the world, and gold, and its role in IMA portfolios. You can read this article online here: The post Beloved Country. Unloved Hedge. (Updated) – Ep 139 appeared first on The Intellectual Investor.

US and China: In the Foothills of Cold War (Updated)...

The Intellectual Investor – Value Investing by... ·

2021/10/21

Vitaliy updates listeners on his views about the US and China, and includes his previous article going over the risks posed by tensions between the two nations. He also discusses and shares an update on IMA's investment in defense stocks, in light of... The post US and China: In the Foothills of Cold War (Updated) – Ep 138 appeared first on The Intellectual Investor.

Homophobic Arbitrage – Ep 137

The Intellectual Investor – Value Investing by... ·

2021/10/07

Vitaliy recounts the time he and his brother Alex were stranded in Key West without a hotel room for a night. Every hotel had no vacancy, except one "all male" hotel. Vitaliy tells the story of their pleasant stay there, and how investors can profit... The post Homophobic Arbitrage – Ep 137 appeared first on The Intellectual Investor.

Let’s keep humans at the heart of hiring practices –...

The Intellectual Investor – Value Investing by... ·

2021/09/23

The Financial Times recently published an article about Vitaliy's travails in recruiting. After sharing the article, Vitaliy expands on what he learned about recruiting, teams, and culture since becoming CEO of IMA. Letter to a Young Investor link: ... The post Let’s keep humans at the heart of hiring practices – Ep 136 appeared first on The Intellectual Investor.

Rooting For The Underdog – Ep 135

The Intellectual Investor – Value Investing by... ·

2021/08/05

For the longest time, Vitaliy's son Jonah would beat his younger sister Hannah at just about everything. That all changed when we watched The Queen’s Gambit earlier this year. Here's the story. Enjoy! Long essay link: James Clear's Post: Santa Fe... The post Rooting For The Underdog – Ep 135 appeared first on The Intellectual Investor.

The Softer Side of Value Investing – Ep 134

The Intellectual Investor – Value Investing by... ·

2021/07/29

Culture matters. In this podcast, Vitaliy shares how he evolved from an analyst purely focused on numbers to an investor and CEO focused on people. Using two stories from IMA's own past, Vitaliy recounts how running the business made him a better... The post The Softer Side of Value Investing – Ep 134 appeared first on The Intellectual Investor.

Unconditional Love – Ep 133

The Intellectual Investor – Value Investing by... ·

2021/07/15

In this podcast, Vitaliy recounts the first time he felt fear. Not the fear of losing his own life, but the fear a parent feels when their kids are at risk. Vitaliy remembers this harrowing episode, and what it taught him about being a parent.... The post Unconditional Love – Ep 133 appeared first on The Intellectual Investor.

Fool’s Gambit – Ep 132

The Intellectual Investor – Value Investing by... ·

2021/07/08

In investing, there are many "games to play". There are a lot of ways to try to make money in the market, and not all of them are good, rational, or productive over the long term. After outlining a few games that are avoided at IMA, Vitaliy shares how... The post Fool’s Gambit – Ep 132 appeared first on The Intellectual Investor.

Sideways Market – Ep 131

The Intellectual Investor – Value Investing by... ·

2021/07/01

In this podcast, Vitaliy goes over why we may be entering a sideways market (he wrote two books on this subject), as well as how to invest in them. Spoiler alert: what has worked well in the last decade-or-so bull market might not work in the next 3 -... The post Sideways Market – Ep 131 appeared first on The Intellectual Investor.

Curmudgeon on Cryptocurrency – Ep 130

The Intellectual Investor – Value Investing by... ·

2021/06/24

In this podcast, Vitaliy shares a story about when four separate people asked him about "investing" in cryptocurrencies, as well as his thoughts on Bitcoin and other crypto-assets. Vitaliy highlights some risks that come with owning cryptocurrencies,... The post Curmudgeon on Cryptocurrency – Ep 130 appeared first on The Intellectual Investor.

How We Invest in Inflation – Ep 129

The Intellectual Investor – Value Investing by... ·

2021/06/17

In this important podcast, Vitaliy continues his discussion of investing in an inflationary environment. He goes over a handful of strategies and ways to mitigate inflation risk, including investing in businesses with pricing power, capital intensity,... The post How We Invest in Inflation – Ep 129 appeared first on The Intellectual Investor.

Inflation is here. But for how long? – Ep 128

The Intellectual Investor – Value Investing by... ·

2021/06/10

In this important podcast, Vitaliy explores the nuances of inflation, including when it may be coming, from where it might arrive, and how long it might be staying. He also discusses cryptocurrencies, our worrying government debt, and the economic... The post Inflation is here. But for how long? – Ep 128 appeared first on The Intellectual Investor.

Zurich to Nice – Ep 127

The Intellectual Investor – Value Investing by... ·

2021/05/25

In this podcast, Vitaliy looks forward to his upcoming drive from Zurich, Switzerland to Nice, France, which he would do with his brother Alex. The drive would take them through many charming European towns, and they would visit CERN, the advanced... The post Zurich to Nice – Ep 127 appeared first on The Intellectual Investor.

Searching for Yield? – Ep 126

The Intellectual Investor – Value Investing by... ·

2021/05/18

This podcast shares an excerpt from a client letter originally written in 2016. Though some of the examples are slightly dated, many of them are just as true today as when they were written. In some cases, even more so than before. As risk in the... The post Searching for Yield? – Ep 126 appeared first on The Intellectual Investor.

Transgender Trees, Homelessness, and a Dare in San...

The Intellectual Investor – Value Investing by... ·

2021/05/11

In this podcast about a family trip to San Francisco, Vitaliy draws on his memory bank to find some thoughtful lessons about parenting, culture, art, and learning from others. Enjoy! You can read this article online here: The post Transgender Trees, Homelessness, and a Dare in San Francisco – Ep 125 appeared first on The Intellectual Investor.

Vitaliy’s Talk with Indiana University Students, Part...

The Intellectual Investor – Value Investing by... ·

2021/05/06

In Part 2 of Vitaliy's talk with Indiana University students, he discusses what he got right, and what he got wrong, when investing through the pandemic. He also touches on how recessions can be good for businesses, compounding small advantages, and... The post Vitaliy’s Talk with Indiana University Students, Part 2 – Ep 124 appeared first on The Intellectual Investor.

Vitaliy’s Talk with Indiana University Students, Part...

The Intellectual Investor – Value Investing by... ·

2021/05/04

In Part 1 of this 2 part series, Vitaliy talks with Indiana University MBA and MsF students about his approach to investing. He covers a variety of important topics, such as how to find your own investing style, sell discipline, and the limits of... The post Vitaliy’s Talk with Indiana University Students, Part 1 – Ep 123 appeared first on The Intellectual Investor.

My Russian Book – Ep 122

The Intellectual Investor – Value Investing by... ·

2021/04/27

In this podcast, Vitaliy relates a story about translating one of his investing books into Russian. His books have been translated into Chinese, Korean, Japanese, German, and Romanian. But the story behind the Russian translation is about much more... The post My Russian Book – Ep 122 appeared first on The Intellectual Investor.

The Dangers of Dividend Obsession – Ep 121

The Intellectual Investor – Value Investing by... ·

2021/04/20

The investment world is currently upside down. Investors are buying bonds for capital appreciation, and stocks for income. Under normal conditions, the reverse would be true. But there is an inherent danger in this - listen to find out what it is. You... The post The Dangers of Dividend Obsession – Ep 121 appeared first on The Intellectual Investor.

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The Intellectual Investor – Value Investing by Vitaliy Katsenelson

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