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

Perspective – Ep 80

The Intellectual Investor – Value Investing by... ·

2020/07/07

In this mini-podcast, Vitaliy shares a personal story that illustrates how profound even a tiny shift in perspective can be. You can read this article online at: The post Perspective – Ep 80 appeared first on The Intellectual Investor.

Uber: Delivering Food and My 4 Seconds of Fame on PBS...

The Intellectual Investor – Value Investing by... ·

2020/07/02

Vitaliy was on PBS NewsHour talking about Uber Eats and the food delivery business. When he told his six-year-old daughter Mia Sarah about it, she shrugged and said she’d be more impressed if he was on PBS Kids. The five-minute recorded interview... The post Uber: Delivering Food and My 4 Seconds of Fame on PBS (not PBS Kids, unfortunately) – Ep 79 appeared first on The Intellectual Investor.

Nifty FAANG and Other “One Decision” Investment...

The Intellectual Investor – Value Investing by... ·

2020/06/30

In the 1960s and 1970s Nifty 50 stocks were one-rule stocks – and the rule was, buy! They were bought, and bought, and bought. They were great companies and paying attention to how much you paid for them was irrelevant. Until. In this podcast,... The post Nifty FAANG and Other “One Decision” Investment Strategies – Ep 78 appeared first on The Intellectual Investor.

De-Numb Your Mind – Ep 77

The Intellectual Investor – Value Investing by... ·

2020/06/23

Vitaliy can definitely see how we are always trying to numb our minds. We constantly need the mental organ entertained and well-numbed with external stimuli. It seems that whenever we are left with ourselves, that is, with our minds, we reach out for... The post De-Numb Your Mind – Ep 77 appeared first on The Intellectual Investor.

The Fischer Random Chess Stock Market – Ep 76

The Intellectual Investor – Value Investing by... ·

2020/06/16

Vitaliy grew up in Russia, where chess is a spectator sport. Any player who takes chess seriously will carefully study opening systems – the series of first moves early in the game that lead to the middle-game formation of pieces. Because chess... The post The Fischer Random Chess Stock Market – Ep 76 appeared first on The Intellectual Investor.

Be Kind – Ep 75

The Intellectual Investor – Value Investing by... ·

2020/06/09

In April 2018, Vitaliy met with one of his best investment friends, John Mauldin. John has been an inspiration to Vitaliy both personally and professionally, but no more so in the context of writing. John writes at Mauldin Economics, one of the web's... The post Be Kind – Ep 75 appeared first on The Intellectual Investor.

What Not to Buy in Today’s Stock Market – Ep 74

The Intellectual Investor – Value Investing by... ·

2020/06/02

The average stock out there (that is, the market overall) is very, very expensive. At this point it almost doesn’t matter which valuation metric you use; they all point to the fact that stocks were only more expensive during the dot-com bubble. In... The post What Not to Buy in Today’s Stock Market – Ep 74 appeared first on The Intellectual Investor.

It’s not just Amazon’s fault – Ep 73

The Intellectual Investor – Value Investing by... ·

2020/05/28

Retail stocks have been annihilated recently, despite the economy eking out growth. The fundamentals of the retail business look horrible: Sales are stagnating and profitability is getting worse with every passing quarter. Jeff Bezos and Amazon get... The post It’s not just Amazon’s fault – Ep 73 appeared first on The Intellectual Investor.

The Jet Lag Series: How do I work? When do I find...

The Intellectual Investor – Value Investing by... ·

2020/05/26

People often ask Vitaliy about his writing process, when he finds time to write, and how he manages to do investment research. In this podcast, Vitaliy walks the listener through his process -- from getting up at 4:30 in the morning, to researching... The post The Jet Lag Series: How do I work? When do I find time to write? – Ep 72 appeared first on The Intellectual Investor.

Finding High Quality Companies – Ep 71

The Intellectual Investor – Value Investing by... ·

2020/05/21

Vitaliy was slated to give a speech at a conference in Omaha, a day before the Berkshire Hathaway Annual Meeting. He was more nervous than usual. Usually, Vitaliy needs a looming deadline to build the pressure to unleash creativity. Two days before,... The post Finding High Quality Companies – Ep 71 appeared first on The Intellectual Investor.

Rebuilding Good Habits after Lockdown – Ep 70

The Intellectual Investor – Value Investing by... ·

2020/05/19

Though Vitaliy loved working from home, it came at a cost – he destroyed some good habits he built up over the last few years. In March, he worked super long hours and wanted to make sure he got enough sleep. He usually writes early in the morning,... The post Rebuilding Good Habits after Lockdown – Ep 70 appeared first on The Intellectual Investor.

Options, Hurricanes and Hedging – Ep 69

The Intellectual Investor – Value Investing by... ·

2020/05/14

Vitaliy always looks at IMA's investment process and asks himself, “What can we do better? How can we increase returns and lower risk?" Vitaliy thinks he has found a sensible way to do both -- by purchasing index put options, where possible, on a... The post Options, Hurricanes and Hedging – Ep 69 appeared first on The Intellectual Investor.

The Jet Lag Series -Should You Copy Your Heroes? – Ep 68

The Intellectual Investor – Value Investing by... ·

2020/05/12

Early in his career, Vitaliy tried to emulate Warren Buffett and spurned the use of spreadsheets. But here’s the thing: Buffett has a supercomputer in his head and Vitaliy doesn't. Vitaliy needs to visualize financial statements by building models;... The post The Jet Lag Series -Should You Copy Your Heroes? – Ep 68 appeared first on The Intellectual Investor.

Investing Q&A: Small Caps vs Large Caps, Increasing...

The Intellectual Investor – Value Investing by... ·

2020/05/10

Nearly every year, Vitaliy does a Q&A-style lecture for students at universities in Denver. But since campuses are closed, he decided to take this year's talk online. This podcast is part 2 of 2 of that recording. Enjoy! Listen to Part 1 here->... The post Investing Q&A: Small Caps vs Large Caps, Increasing Your Circle of Competence and Should Value Investors Buy Gold? Part 2 – Ep 67 appeared first on The Intellectual Investor.

Investing Q&A: Small Caps vs Large Caps, Increasing...

The Intellectual Investor – Value Investing by... ·

2020/05/08

Nearly every year, Vitaliy does a Q&A-style lecture for students at universities in Denver. But since campuses are closed, he decided to take this year's talk online. This podcast is part 1 of 2 of that recording. Enjoy! Disclosure: The post Investing Q&A: Small Caps vs Large Caps, Increasing Your Circle of Competence and Should Value Investors Buy Gold? Part 1 – Ep 66 appeared first on The Intellectual Investor.

A framework for investing during the COVID-19 crisis...

The Intellectual Investor – Value Investing by... ·

2020/05/01

Vitaliy recently sat down (virtually) for a conversation with Gerhard Sogl from the CFA Society of the United Kingdom. They discussed IMA's approach to investing during the uncertainty of the ongoing COVID-19 crisis and a framework that the IMA team... The post A framework for investing during the COVID-19 crisis – Ep 65 appeared first on The Intellectual Investor.

Was Our Money Manager Kidnapped? – Ep 64

The Intellectual Investor – Value Investing by... ·

2020/04/28

This had never happened before. Several clients reached out to Vitaliy wondering if he had been kidnapped and someone else was making investment decisions in their accounts. The gist of their questions was: how you can go from making conservative... The post Was Our Money Manager Kidnapped? – Ep 64 appeared first on The Intellectual Investor.

InvestED Interview Part 2 – Ep 63

The Intellectual Investor – Value Investing by... ·

2020/04/21

Vitaliy spoke with of the podcast last October. They originally sat down to talk about investing, but the conversation turned into a reflection on his upbringing in Soviet Russia, parenting, budgeting, and more. Danielle is a New... The post InvestED Interview Part 2 – Ep 63 appeared first on The Intellectual Investor.

InvestED Interview Part 1 – Ep 62

The Intellectual Investor – Value Investing by... ·

2020/04/14

Vitaliy spoke with of the podcast last October. They originally sat down to talk about investing, but the conversation turned into a reflection on his upbringing in Soviet Russia, parenting, budgeting, and more. Danielle is a New York Times... The post InvestED Interview Part 1 – Ep 62 appeared first on The Intellectual Investor.

The Jet Lag Series: There is no “I” in Hannah (But...

The Intellectual Investor – Value Investing by... ·

2020/04/07

A few weeks ago, Vitaliy and his daughter Hannah got up at 6 in the morning and drove more than an hour so she could play in her team's volleyball tournament. Hannah’s team played four other teams, and each game had two or three sets. Hannah stood... The post The Jet Lag Series: There is no “I” in Hannah (But There are Two in “Vitaliy”) – Ep 61 appeared first on The Intellectual Investor.

333 results

The Intellectual Investor – Value Investing by Vitaliy Katsenelson

All Episodes

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...