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

Interview with Tony Greer, Part 1: The All-Terrain...

The Intellectual Investor – Value Investing by... ·

2019/12/03

Part 1. In early November, Vitaliy sat down with of for an interview to be featured on , a widely respected financial thought leadership network. They discuss how Vitaliy constructs an all-terrain portfolio for IMA clients, and the role that the... The post Interview with Tony Greer, Part 1: The All-Terrain Portfolio – Ep 41 appeared first on The Intellectual Investor.

Find Value: In Life and Markets – Ep 40

The Intellectual Investor – Value Investing by... ·

2019/11/26

In this episode, Vitaliy talks with Michael Covel of Trend Following Radio. Vitaliy and Michael discuss the importance of process-based goals and the role they play in creating a happy life, and the challenges of finding value in today's market.... The post Find Value: In Life and Markets – Ep 40 appeared first on The Intellectual Investor.

Life – 2017 Edition – Ep 39

The Intellectual Investor – Value Investing by... ·

2019/11/19

Smoothies, family traditions, and his father's medicine box: this week's episode is a bit different as Vitaliy reflects on the year that lay ahead of him. You can read this article online at: The post Life – 2017 Edition – Ep 39 appeared first on The Intellectual Investor.

Tribalism in investing might leave you broke – Ep 38

The Intellectual Investor – Value Investing by... ·

2019/11/12

Humans are tribal. Our tribalism goes back to the age of cavemen. In family, sports, business, and even politics, tribalism makes a degree of sense. But when it comes to investing, tribalism might leave you broke. In this episode, Vitaliy explores the... The post Tribalism in investing might leave you broke – Ep 38 appeared first on The Intellectual Investor.

Why We Sold Softbank – Ep 37

The Intellectual Investor – Value Investing by... ·

2019/11/05

"If you meet the Buddha on the road, kill him" – this old Buddhist saying implies that we need to be able to destroy our most cherished beliefs. We can grow only if we are able to reassess our belief system. Softbank has been a very successful... The post Why We Sold Softbank – Ep 37 appeared first on The Intellectual Investor.

Why we don’t own Tesla stock (and no, we’re not...

The Intellectual Investor – Value Investing by... ·

2019/10/29

After writing a 37-page opus on Tesla, Vitaliy is often asked what he thinks of Tesla stock. Although he is a very enthusiastic Model 3 owner, he can equally see both sides of the argument around Tesla as an investment. This makes him neither bullish... The post Why we don’t own Tesla stock (and no, we’re not bears) – Ep 36 appeared first on The Intellectual Investor.

My Single Greatest Achievement – Ep 35

The Intellectual Investor – Value Investing by... ·

2019/10/22

After dropping off his son Jonah at the airport for a gap year in Israel between high school and college, Vitaliy reads a letter from Jonah and reflects on what success really means. Since we only get a limited amount of time on Planet Earth, what... The post My Single Greatest Achievement – Ep 35 appeared first on The Intellectual Investor.

This Rocky Stock Market Requires an All-Terrain...

The Intellectual Investor – Value Investing by... ·

2019/10/15

The past decade has been a smooth one for the market, but the road ahead is uncertain. Listen to Vitaliy explain what kind of portfolio is needed to survive whatever the future has in store for us in the upcoming years. You can read this article... The post This Rocky Stock Market Requires an All-Terrain Portfolio – Ep 34 appeared first on The Intellectual Investor.

My Crash – Ep 33

The Intellectual Investor – Value Investing by... ·

2019/10/08

“You look horrible. You have bags under your eyes; your face has no color. Are you okay?” This is what Vitaliy's stepmother told him last week when he stopped by his parents’ house after work. Vitaliy felt worse than he looked. No, dear... The post My Crash – Ep 33 appeared first on The Intellectual Investor.

How a Stock Market Turns Investors Into Gamblers – Ep 32

The Intellectual Investor – Value Investing by... ·

2019/10/01

What do a degenerate gambler and a stock market investor have in common? Vitaliy discusses this question, using a real estate example. You can read this article online at: The post How a Stock Market Turns Investors Into Gamblers – Ep 32 appeared first on The Intellectual Investor.

Is Tesla Theranos or Apple? (Part 2 of “Tesla, Elon...

The Intellectual Investor – Value Investing by... ·

2019/09/24

In this podcast, Vitaliy further explores Tesla, electric vehicles, and the role Elon Musk plays in the company today and tomorrow. Can traditional auto companies disrupt themselves and catch up to Tesla? Is autopilot really viable? And is Elon Musk a... The post Is Tesla Theranos or Apple? (Part 2 of “Tesla, Elon Musk, and the EV Revolution”) – Ep 31 appeared first on The Intellectual Investor.

The EV Paradigm Shift (Part 1 of “Tesla, Elon Musk,...

The Intellectual Investor – Value Investing by... ·

2019/09/17

You don't fully know a company until you buy its stock. This recently happened to Vitaliy, except he didn't buy a stock, he bought a car: a Tesla. In this episode, Vitaliy takes the listener under the hood of how electric vehicles represent a tectonic... The post The EV Paradigm Shift (Part 1 of “Tesla, Elon Musk, and the EV Revolution”) – Ep 30 appeared first on The Intellectual Investor.

The Making of CAPITALISTIC PIG – Ep 29

The Intellectual Investor – Value Investing by... ·

2019/09/10

When a young Vitaliy found out that a relative of his had secretly emigrated from the USSR to the United States, his first reaction was to brand her as a traitor. But years later, Vitaliy came to the US himself and never looked back. In this episode... The post The Making of CAPITALISTIC PIG – Ep 29 appeared first on The Intellectual Investor.

My Personal Manifesto – Ep 28

The Intellectual Investor – Value Investing by... ·

2019/09/03

The book that has had the biggest impact on Vitaliy this past year is Mark Manson’s The Subtle Art of Not Giving a F*ck. He loved this book so much he read it twice – that was not enough. Then he listened to it twice on Audible. But to really... The post My Personal Manifesto – Ep 28 appeared first on The Intellectual Investor.

Personal Finance Advice That Changed My Life – Ep 27

The Intellectual Investor – Value Investing by... ·

2019/08/27

One of the best wedding gifts Vitaliy received was lunch with his friend, Mark. Vitaliy reflects on the financial advice Mark gave me then and how it could help young people like his son Jonah settle into adulthood with a lot more forward-thinking.... The post Personal Finance Advice That Changed My Life – Ep 27 appeared first on The Intellectual Investor.

Beats and Misses, Seen and Unseen – Ep 26

The Intellectual Investor – Value Investing by... ·

2019/08/20

Investors love focusing on short-term results, arguing that long-term success is built out of a series of short-term successes. But is that really the best way to invest? And if a company is focused on constantly beating quarterly metrics, is it a... The post Beats and Misses, Seen and Unseen – Ep 26 appeared first on The Intellectual Investor.

How Franz Liszt Has Revolutionized Piano and...

The Intellectual Investor – Value Investing by... ·

2019/08/13

Imagine that Intel released a processor that was 100 times faster than anything made previously. An amazing invention on its own, but useless without software developers who could make full use of this new technology. In the 19th century, piano... The post How Franz Liszt Has Revolutionized Piano and Classical Music – Ep 25 appeared first on The Intellectual Investor.

The Subtle Nuances of Softbank – Ep 24

The Intellectual Investor – Value Investing by... ·

2019/08/06

Vitaliy's firm has been invested in SoftBank since 2015, despite the constant criticism of the stock. Why? In this episode, Vitaliy explores the loss of nuance amongst many of today's market analysts that leads to incorrect conclusions about company... The post The Subtle Nuances of Softbank – Ep 24 appeared first on The Intellectual Investor.

How Emotional Intelligence Can Make You a Better...

The Intellectual Investor – Value Investing by... ·

2019/07/30

A knee surgeon can't decide to operate only on right knees because he previously had a few mishaps with the left side. But investors can do just that: They can pick their battles and avoid problems they're unlikely to solve correctly. Listen to... The post How Emotional Intelligence Can Make You a Better Investor – Ep 23 appeared first on The Intellectual Investor.

Soul in the Game – Ep 22

The Intellectual Investor – Value Investing by... ·

2019/07/23

Nassim Taleb, author of "The Black Swan," also coined the concept of "the artisan" – the person who has "soul in the game" when it comes to their work. But what does being an artisan mean when it comes to investing? Vitaliy and IMA founder Michael... The post Soul in the Game – Ep 22 appeared first on The Intellectual Investor.

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The Intellectual Investor – Value Investing by Vitaliy Katsenelson

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