PODCAST

The Intellectual Investor – Value Investing by Vitaliy Katsenelson

Vitaliy Katsenelson

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

business investing

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Q&A: The Antifragile Investor: Balancing Geopolitics,...

The Intellectual Investor – Value Investing by... ·

2026/04/16

There is an unspoken conflict between Americans and Europeans. Europeans accuse Americans of being stuck in the rat race. Americans look at Europeans, see them sipping their espressos for two hours a day and reading newspapers, and call them lazy.The post Q&A: The Antifragile Investor: Balancing Geopolitics, Identity, and the Cost of Growth – Episode 287 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Uber and Self-Driving Cars: The Utilization Problem...

The Intellectual Investor – Value Investing by... ·

2026/04/09

I took a Waymo with my colleague Cyrus. We were genuinely impressed. It was a seamless experience. Uber is dead, long live Waymo? Not So Fast.The post Uber and Self-Driving Cars: The Utilization Problem Nobody Talks About – Ep 286 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

What AI, Tariffs, and Global Uncertainty Mean for...

The Intellectual Investor – Value Investing by... ·

2026/04/02

The future feels less predictable because the range of possible outcomes has expanded. Here is my best attempt to think through that reality with humility, and why you should let me do the worrying for both of us.The post What AI, Tariffs, and Global Uncertainty Mean for Your Portfolio – Ep 285 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

When to sell a stock: The Art and Psychology of...

The Intellectual Investor – Value Investing by... ·

2026/03/26

Investing is a lot more art than science. I bring a scientist's mindset – I approach problems with an open mind and I am willing to change my mind when data proves me wrong. The post When to sell a stock: The Art and Psychology of Selling – Ep 284 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

On AI Eating The World – Ep 283

The Intellectual Investor – Value Investing by... ·

2026/03/05

Instead of joining the chorus of false certainty, let me offer you a crayon-level framework for thinking about it. I am going for vaguely right, not precisely wrong.The post On AI Eating The World – Ep 283 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

10 Life Lessons I Passed On to My Daughter on Her Bat...

The Intellectual Investor – Value Investing by... ·

2026/02/26

On January 11, 2026, my younger daughter, Mia Sarah, celebrated becoming an adult, at least according to Jewish tradition (she turned 12). This is what I told herThe post 10 Life Lessons I Passed On to My Daughter on Her Bat Mitzvah – Ep 282 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Q&A: From Imposter Syndrome to Authenticity – Ep 281

The Intellectual Investor – Value Investing by... ·

2026/02/19

I let myself be me when I write. I just made it sound easy. It is not. It comes down to confidence. It took me a long time – years, to get comfortable with being me on paper.The post Q&A: From Imposter Syndrome to Authenticity – Ep 281 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

The Church of Climate and the Law of Unintended...

The Intellectual Investor – Value Investing by... ·

2026/02/12

When policies are judged by intentions rather than outcomes, you get Germany closing nuclear plants only to burn more coal.The post The Church of Climate and the Law of Unintended Consequences – Ep 280 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Q&A Money Should Buy Time, Not Things – Ep 279

The Intellectual Investor – Value Investing by... ·

2026/02/05

As my income went up, instead of buying myself things, I turned to buying time and experiences.The post Q&A Money Should Buy Time, Not Things – Ep 279 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Our Sistine Chapel: Long-Term Investing in Quality...

The Intellectual Investor – Value Investing by... ·

2026/01/29

Warren Buffett calls Berkshire Hathaway his Sistine Chapel. This analogy haunted me for years until I realized we are building the exact same thing at IMA. It took me a decade to put into words, but I finally narrowed our firm’s entire reason for existence down to just two words. They sound simple, but living up to them is the hardest thing we’ve ever done.The post Our Sistine Chapel: Long-Term Investing in Quality and Kindness – Ep 278 appeared first on The Intellectual Investor - Value

On Books, Music, and Investing – Ep 277

The Intellectual Investor – Value Investing by... ·

2026/01/22

Today, we’re diving into two questions from readers that are close to my heart, which of my books is my personal favorite and why, and is there a similarity between classical music and investing for me?The post On Books, Music, and Investing – Ep 277 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Living and Investing with Intention – Ep 276

The Intellectual Investor – Value Investing by... ·

2026/01/16

As an investor, being intentional about identifying assumptions is extremely important. When you're mindless, you accept things as they are without realizing you're walking on thin ice while everyone else thinks it's solid ground.The post Living and Investing with Intention – Ep 276 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Q&A Series: Managing Market Pressures and Evaluating...

The Intellectual Investor – Value Investing by... ·

2026/01/08

I held a Q&A session with readers a while back. In this episode, we'll discuss how to handle market pressures and our view on serial acquirers.The post Q&A Series: Managing Market Pressures and Evaluating Serial Acquirers – Ep 275 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Learning to See – Ep 274

The Intellectual Investor – Value Investing by... ·

2025/12/18

Looking back, I recognize that my parents gave my family an amazing gift: the ability to see. They never forced us to go to museums; they just took us with them.The post Learning to See – Ep 274 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Operation Molly – Ep 273

The Intellectual Investor – Value Investing by... ·

2025/12/11

My biggest problem was that my family, including yours truly, was not good at lying. Okay, I am getting ahead of myself. The post Operation Molly – Ep 273 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Surrounding Yourself with Greatness – Part 2 – Ep 272

The Intellectual Investor – Value Investing by... ·

2025/12/04

Before I explain why I love Fever-Tree as a product and an investment, here’s the story of how tonic water became a British obsession—it’ll make more sense after.The post Surrounding Yourself with Greatness – Part 2 – Ep 272 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

From Paris with Love, from London with Concern – Part...

The Intellectual Investor – Value Investing by... ·

2025/11/25

📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ You can read the full essay: https://investor.fm/quality-matters-from-paris-to-portfolios/ My Lady at the Musée painting image link: https://investor.fm/quality-matters-from-paris-to-portfolios/ Position sizing article: https://investor.fm/position-sizing-how-to-construct-portfolios-that-protect-you/ Position Sizing: How to Construct Portfolios That Protect You:

Q&A Series: Research Process, Evaluating Country Risk...

The Intellectual Investor – Value Investing by... ·

2025/11/20

📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ Spin Dictators book: https://www.amazon.com/Spin-Dictators-Changing-Tyranny-Century/dp/0691211418 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing – https://amzn.to/3u8zn3A WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine ..

London and Scotland: Musicals, Markets, and Memories...

The Intellectual Investor – Value Investing by... ·

2025/11/13

📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ You can read the full letter here: https://investor.fm/2025-fall-letter/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing – https://amzn.to/3u8zn3A WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) ... Read moreThe post London and Scotland: Musicals,

The Ability to Suffer – Part 2 – Ep 268

The Intellectual Investor – Value Investing by... ·

2025/11/06

📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ You can read the full letter here: https://investor.fm/2025-fall-letter/ Previous client letter: https://investor.fm/cost-plus-capitalism-lessons-from-hii-and-the-future-of-naval-shipbuilding-part-5/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing – https://amzn.to/3u8zn3A WHO AM I:

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The Intellectual Investor – Value Investing by Vitaliy Katsenelson

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