The Intellectual Investor

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Category: Investing

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Subscribers: 76
Reviews: 1
Episodes: 250


 Mar 9, 2019

Description

Value Investing, Life/Philosophy and Classical Music Explained by Vitaliy Katsenelson, The Intellectual Investor

Episode Date
Stand For Something in Life – Conversations with Vitaliy – Ep 37
Apr 30, 2024
Hedging The Portfolio With Weapons Of Mass Destruction – Ep 219
Apr 25, 2024
Skin in the Game vs Soul in the Game – Conversations with Vitaliy – Ep 36
Apr 23, 2024
Cable Stocks Keep Getting Punched In The Mouth – Ep 218
Apr 18, 2024
How will AI Change Investing? – Conversations with Vitaliy – Ep 35
Apr 16, 2024
No Shortcuts To Greatness: The Path To Successful Investing – Ep 217
Apr 12, 2024
Construct the Optimal Portfolio – Conversations with Vitaliy – Ep 34
Apr 09, 2024
Investing In A New Era Of Global Tensions – Ep 216
Apr 04, 2024
4 Mental Models To Change Your Thinking – Conversations with Vitaliy – Ep 33
Apr 02, 2024
Why the Survival and Dominance of Car Manufacturers is Far from Certain – Ep 215
Mar 28, 2024
Will Your Kids Remember You? – Conversations with Vitaliy – Ep 32
Mar 26, 2024
Expanding Perspectives Through Travel – From Spain to the UK – Ep 214
Mar 21, 2024
This Advice Will Rewire Your Brain – Conversations with Vitaliy – Ep 31
Mar 19, 2024
The Real Definition of Wealth – Conversations with Vitaliy – Ep 30
Mar 12, 2024
Stoic Tools to Become a Great Investor – Conversations with Vitaliy – Ep 29
Mar 05, 2024
How To Invest Your First $100 in Under 2 Minutes – Conversations with Vitaliy – Ep 28
Feb 27, 2024
The Power of Constraints – Conversations with Vitaliy – Ep 27
Feb 20, 2024
Antisemitism and Wokeness Threaten the Future of Israel and America – Part 3 & 4 – Ep 213
Feb 18, 2024
Antisemitism and Wokeness Threaten the Future of Israel and America – Part 1 & 2 – Ep 212
Feb 17, 2024
10 Lessons in Investing Mastery – Conversations with Vitaliy – Ep 26
Feb 13, 2024
Are You In Control? – Conversations with Vitaliy – Ep 25
Feb 06, 2024
The Rise and Fall of Russia – Conversations with Vitaliy – Ep 24
Jan 30, 2024
Never Run Out of Ideas – Conversations with Vitaliy – Ep 23
Jan 23, 2024
CFA Richmond Fireside Chat with Vitaliy Katsenelson – Ep 211
Jan 18, 2024
The 5 Value Investing Mistakes to Avoid – Conversations with Vitaliy – Ep 22
Jan 16, 2024
Charlie Munger’s Rules For a Good Life – Conversations with Vitaliy – Ep 21
Jan 09, 2024
Learn, Adapt, Conquer – Conversations with Vitaliy – Ep 20
Jan 03, 2024
Think Like a Writer – Conversations with Vitaliy – Ep 19
Dec 27, 2023
This is What Warren Buffett Got Wrong – Conversations with Vitaliy – Ep 18
Dec 19, 2023
Broadening the aperture of how you look at life – Ep 210
Dec 14, 2023
The Writing Advice You Desperately Need – Conversations with Vitaliy – Ep 17
Dec 12, 2023
My thoughts on AI – Ep 209
Dec 07, 2023
Lessons for My Kids – Conversations with Vitaliy – Ep 16
Dec 05, 2023
Don’t Let History Repeat Itself – Ep 208
Dec 01, 2023
Israel is Not Hamas’ Final Solution – Ep 207
Nov 30, 2023
How To Teach Your Kids To Read – Conversations with Vitaliy – Ep 15
Nov 28, 2023
Why You Should Walk Everyday – Conversations with Vitaliy – Ep 14
Nov 21, 2023
How Stoicism Can Change Your Thinking – Conversations with Vitaliy – Ep 13
Nov 14, 2023
What happens in China may not stay in China – Ep 206
Nov 10, 2023
The 5 Investing Books Everyone Should Read – Conversations with Vitaliy – Ep 12
Nov 07, 2023
Our investments in oil and natural gas stocks – Ep 205
Nov 02, 2023
What You Should Look For When Hiring Someone – Conversations with Vitaliy – Ep 11
Oct 31, 2023
My Thoughts on the Economy – Ep 204
Oct 26, 2023
Never Look at Money the Same Way – Conversations with Vitaliy – Ep 10
Oct 24, 2023
Unions: From Stimulant for the Economy to Cancer – Ep 203
Oct 18, 2023
What You Overlook In Investing – Conversations with Vitaliy – Ep 9
Oct 17, 2023
The 5 Books You Should Read – Conversations with Vitaliy – Ep 8
Oct 10, 2023
Should You Worry About The Next Recession? – Conversations with Vitaliy – Ep 7
Oct 03, 2023
Stop Gambling and Start Investing – Conversations with Vitaliy – Ep 6
Sep 26, 2023
My Father – A Life Worth Living – Ep 202
Sep 21, 2023
My Letter To Young Investors – Conversations with Vitaliy – Ep 5
Sep 19, 2023
How You Can Be a Great Investor – Conversations with Vitaliy – Ep 4
Sep 12, 2023
Advice Every Young Person Needs To Hear – Conversations with Vitaliy – Ep 3
Sep 05, 2023
My Writing Journey – Conversations with Vitaliy – Ep 2
Aug 29, 2023
The Power of Telling Stories – Conversations with Vitaliy – Ep 1
Aug 22, 2023
Life is a Walk – Santa Fe – Ep 201
Aug 10, 2023
How do I get any research done since I travel a lot? – Ep 200
Aug 03, 2023
The Growing Pains of Maturity – Ep 199
Jul 20, 2023
What is the Value of Apple? How do we evaluate risk? – Ep 198
Jul 13, 2023
Russia – History Repeats Itself – Ep 197
Jul 06, 2023
Vision Pro is the Vision of the Future – Ep 196
Jun 29, 2023
How Not To Lose a Job That’s Yours – Ep 195
Jun 22, 2023
A Story about a Story – Ep 194
Jun 15, 2023
Attend a Party in Your Own Head – Ep 193
Jun 08, 2023
You are – What you think about (Recession, Economy, Stock Market) – Ep 192
Jun 01, 2023
Embrace Good Problems: Advice to Young People Today – Ep 191
May 25, 2023
What I Learned From the Oracle of Omaha & Charlie Munger – Ep 190
May 18, 2023
Should I be worried about the safety of my Schwab account? – Ep 189
May 11, 2023
Chess Saga Continues – Ep 188
May 04, 2023
Me, My Boy, and Warren Buffett with 2023 Postscript – Ep 187
Apr 25, 2023
Libertarian’s (Unexpected) View on the Bailout of the Banking System – Ep 186
Apr 13, 2023
Silicon Valley Bank’s Downfall: A Cautionary Tale of What’s to Come – Ep 185
Apr 06, 2023
The Stock Market, The Economy, Possible Outcomes, How to Invest – Ep 184
Mar 30, 2023
The Hidden Costs of Switzerland: What It Takes to Be Swiss – Ep 183
Mar 16, 2023
The False Sophistication of Sophists – Ep 182
Mar 09, 2023
Each Day is a Separate Life – Ep 181
Mar 02, 2023
The Real Country of Contrasts: Our Unforgettable Trip to India – Ep 180
Feb 23, 2023
Why we’re confident in our Charter investment – Ep 179
Feb 17, 2023
Stock Market Roller Coaster: Prepare for a Decade or Two of Disappointing Returns! – Ep 178
Feb 09, 2023
Herr Schadenfreude Is Not a Friend of Ours – Ep 177
Feb 02, 2023
How Greed and Leverage Destroyed the Crypto Tulip Market – Ep 176
Jan 17, 2023
Music Throughout My Life 2023 – Ep 175
Jan 12, 2023
Holiday Series: Last Time – Ep 174
Jan 05, 2023
Holiday Series: Intro to Stoic Philosophy – Ep 173
Dec 22, 2022
Why non-transitory recession is coming and how to face it as an investor – Ep 172
Dec 15, 2022
Are housing prices about to drop? A value investor’s take – Ep 171
Dec 09, 2022
Random Thoughts on the Russian War in Ukraine (Hint: It’s Not Going Well for Russia) – Ep 170
Dec 01, 2022
Why Value Investing Requires Thoughtful Arrogance – Ep 169
Nov 17, 2022
Why we bought more Uber shares as the stock fell – Ep 168
Nov 10, 2022
The Slippery Slope of Student Loan Forgiveness – Ep 167
Nov 03, 2022
IMA is not for everyone. I’m fine with that! – Ep 166
Oct 27, 2022
Crazy Money Podcast Interview
Oct 20, 2022
The trip to Europe that wasn’t about Europe – Ep 165
Oct 13, 2022
The Stacking Benjamins Podcast Interview
Oct 06, 2022
Sitting on the Tarmac in The Land of Stoicism – Ep 164
Sep 29, 2022
Dotcom 2.0 bubble has burst. What is next? – Ep 163
Sep 15, 2022
Infinite Loops Interview
Sep 08, 2022
Putin: The Mask is Off. Europe is Next. – Ep 162
Aug 25, 2022
The Business Brew Podcast Interview
Aug 18, 2022
COVID, Inflation, and Value Investing: Answers to “Millenial Investing” – Ep 161
Aug 11, 2022
Hidden Forces Interview with Demetri Kofinas
Aug 04, 2022
Position Sizing: How to Construct Portfolios That Protect You – Ep 160
Jul 28, 2022
This Week in Intelligent Investing Interview
Jul 21, 2022
How Stoicism Can Help You Have Soul in the Game – Ep 159
Jul 14, 2022
Special Episode: Investors Podcast Interview
Jul 07, 2022
Charter Communications: Heads We Win, Tails We Don’t Lose – Ep 158
Jun 30, 2022
Soul in the Game is Available Now!
Jun 21, 2022
Vitaliy’s Interview with the Wealth Formula Podcast
Jun 16, 2022
Stagflation – Ep 157
Jun 09, 2022
Why Is Inflation So High Right Now? 6 Reasons – Ep 156
Jun 02, 2022
Michael Covel Interview on Trend Following Radio
May 19, 2022
See More Clearly With These Two Mental Models – Ep 155
May 12, 2022
Soul in the Game – The Art of a Meaningful Life
May 06, 2022
How to Build a Portfolio for Today’s Crazy Markets – Ep 154
Apr 28, 2022
Vitaliy Will Be in Omaha Next Week (and Why He Goes) – Ep 153
Apr 21, 2022
Why Green Energy is a Luxury Belief – But Won’t Be One Forever – Ep 152
Apr 14, 2022
Vitaliy’s Interview with the Value Perspective Podcast
Apr 07, 2022
War in Ukraine: Part 4 – Are There Neo-Nazis in Ukraine? – Ep 151
Mar 29, 2022
War in Ukraine: Part 3 – The Future of Russia – Ep 150
Mar 14, 2022
War in Ukraine: Part 2 – The New World – Ep 149
Mar 07, 2022
War in Ukraine: Why I Was Blindsided, Part 1 – Ep 148
Mar 02, 2022
McKesson: Why the Best is Yet to Come – Ep 147
Feb 17, 2022
The Disciplined Investor Podcast with Vitaliy Katsenelson
Feb 10, 2022
I Kid You Not Crazy – Ep 146
Feb 03, 2022
GuruFocus Interview – Value Investing with Vitaliy Katsenelson
Jan 27, 2022
How to Invest When There’s Nowhere to Hide – Ep 145
Jan 20, 2022
Build Your Network Interview
Jan 13, 2022
30 Years in America – Ep 144
Jan 06, 2022
This Holiday, Will Mr. Market Eat Too Much Pi? – Ep 143
Dec 23, 2021
Welch vs Bezos – Ep 142
Dec 09, 2021
Our Analysis of UBER (Updated) – Ep 141
Nov 25, 2021
Inflation Update: Not Transitory Yet! – Ep 140
Nov 09, 2021
Beloved Country. Unloved Hedge. (Updated) – Ep 139
Oct 28, 2021
US and China: In the Foothills of Cold War (Updated) – Ep 138
Oct 21, 2021
Homophobic Arbitrage – Ep 137
Oct 07, 2021
Let’s keep humans at the heart of hiring practices – Ep 136
Sep 23, 2021
Rooting For The Underdog – Ep 135
Aug 05, 2021
The Softer Side of Value Investing – Ep 134
Jul 29, 2021
Unconditional Love – Ep 133
Jul 15, 2021
Fool’s Gambit – Ep 132
Jul 08, 2021
Sideways Market – Ep 131
Jul 01, 2021
Curmudgeon on Cryptocurrency – Ep 130
Jun 24, 2021
How We Invest in Inflation – Ep 129
Jun 17, 2021
Inflation is here. But for how long? – Ep 128
Jun 10, 2021
Zurich to Nice – Ep 127
May 25, 2021
Searching for Yield? – Ep 126
May 18, 2021
Transgender Trees, Homelessness, and a Dare in San Francisco – Ep 125
May 11, 2021
Vitaliy’s Talk with Indiana University Students, Part 2 – Ep 124
May 06, 2021
Vitaliy’s Talk with Indiana University Students, Part 1 – Ep 123
May 04, 2021
My Russian Book – Ep 122
Apr 27, 2021
The Dangers of Dividend Obsession – Ep 121
Apr 20, 2021
Interview with Andrew Horowitz, The Disciplined Investor – Ep 120
Apr 13, 2021
Hug Your Kids – Ep 119
Apr 06, 2021
Zurich to Nice – Travel Notes – Ep 118
Mar 30, 2021
Telsa – ICE Cold Killer? Interview with Michael Covel – Ep 117
Mar 23, 2021
My Interview with WorldClassPerformer.Com – Ep 116
Mar 16, 2021
Time for an All-Terrain Investment Portfolio – Ep 115
Mar 09, 2021
Go Ahead, Covet Your Neighbor’s Wife. – Ep 114
Mar 02, 2021
The Renaissance of Pipelines and Our Sell Discipline – Ep 113
Feb 23, 2021
Girls’ Gambit – Ep 112
Feb 16, 2021
Portfolio Construction, Macro, and Chess: Interview with Angelo Robles – Ep 111
Feb 09, 2021
Value & Growth Demagogues – Ep 110
Feb 02, 2021
Don’t Be a Sophist, and Why I Write 27 Page Letters to Clients – Ep 109
Jan 26, 2021
A Shift in Perception Transforms Reality – Ep 108
Jan 12, 2021
McKesson: Amazon Will Not Throw This Drug Railroad Off The Tracks – Ep 107
Dec 22, 2020
Interview with Jim Campbell – Part 2 – Ep 106
Dec 15, 2020
Amazon Pharmacy vs The Market & Distributors – Ep 105
Dec 08, 2020
These Simple Tips Can Make You a Better Investor – Ep 104
Dec 01, 2020
Interview with Jim Campbell – Ep 103
Nov 24, 2020
Reading and Listening – Ep 102
Nov 17, 2020
My Self-Improvement Journey – Ep 101
Nov 10, 2020
US and China: In the Foothills of Cold War – Ep 100
Nov 02, 2020
How Investors Should Deal With The Overwhelming Problem Of Understanding The World Economy – Ep 99
Oct 27, 2020
Resetting Defaults – Ep 98
Oct 20, 2020
Downhill Racing Meets Value Investing – Ep 97
Oct 13, 2020
Investing for Beginners Interview – Part 2 – Ep 96
Oct 08, 2020
Investing for Beginners Interview – Part 1 – Ep 95
Oct 06, 2020
Letter from the Value Investing Mental Asylum or How I Embraced Stoics – Ep 94
Sep 29, 2020
The Warren Buffett & Charlie Munger Show – Ep 93
Sep 22, 2020
Why do I torture my kids … with classical music? – Ep 92
Sep 15, 2020
Svenska Handelsbanken, The Value of Book Value, and a Free Value Investing Course for Students – Ep 91
Sep 08, 2020
Jonah’s WFH Adventure (Work from Hawaii), and Defending Our Portfolio with Defense – Ep 90
Sep 01, 2020
Accent Podcast Interview – Part Two – Ep 89
Aug 27, 2020
Accent Podcast Interview – Part One – Ep 88
Aug 25, 2020
Beloved Country. Unloved Hedge. – Ep 87
Aug 18, 2020
What I Learned from Value Investor Guy Spier – Ep 86
Aug 11, 2020
Good Companies Don’t Always Make Good Stocks – Ep 85
Aug 04, 2020
Santa Fe: “Remember This” – Ep 84
Jul 28, 2020
Tesla’s Stock Price Discounts Temporal Wormhole into the Future – Ep 83
Jul 21, 2020
My Interview with Josh Brown on The Compound – Ep 82
Jul 18, 2020
When the Facts Change, We Change Our Minds (Anatomy of a Sale) – Ep 81
Jul 14, 2020
Perspective – Ep 80
Jul 07, 2020
Uber: Delivering Food and My 4 Seconds of Fame on PBS (not PBS Kids, unfortunately) – Ep 79
Jul 02, 2020
Nifty FAANG and Other “One Decision” Investment Strategies – Ep 78
Jun 30, 2020
De-Numb Your Mind – Ep 77
Jun 23, 2020
The Fischer Random Chess Stock Market – Ep 76
Jun 16, 2020
Be Kind – Ep 75
Jun 09, 2020
What Not to Buy in Today’s Stock Market – Ep 74
Jun 02, 2020
It’s not just Amazon’s fault – Ep 73
May 28, 2020
The Jet Lag Series: How do I work? When do I find time to write? – Ep 72
May 26, 2020
Finding High Quality Companies – Ep 71
May 21, 2020
Rebuilding Good Habits after Lockdown – Ep 70
May 19, 2020
Options, Hurricanes and Hedging – Ep 69
May 14, 2020
The Jet Lag Series -Should You Copy Your Heroes? – Ep 68
May 12, 2020
Investing Q&A: Small Caps vs Large Caps, Increasing Your Circle of Competence and Should Value Investors Buy Gold? Part 2 – Ep 67
May 10, 2020
Investing Q&A: Small Caps vs Large Caps, Increasing Your Circle of Competence and Should Value Investors Buy Gold? Part 1 – Ep 66
May 08, 2020
A framework for investing during the COVID-19 crisis – Ep 65
May 01, 2020
Was Our Money Manager Kidnapped? – Ep 64
Apr 28, 2020
InvestED Interview Part 2 – Ep 63
Apr 21, 2020
InvestED Interview Part 1 – Ep 62
Apr 14, 2020
The Jet Lag Series: There is no “I” in Hannah (But There are Two in “Vitaliy”) – Ep 61
Apr 07, 2020
Announcing the All-Terrain Dividend Portfolio
Apr 02, 2020
The Jet Lag Series: Art or Craft – Ep 60
Mar 31, 2020
Never Let a Good Crisis Go to Waste – Ep 59
Mar 25, 2020
Markets in Turmoil: Our Game Plan – Ep 58
Mar 24, 2020
Set Your Egg Timer to 6 Months – Ep 57
Mar 19, 2020
Russia & Saudi Play a Dangerous Game of Chicken – What Would Ben Graham Do in Today’s Market? – Ep 56
Mar 17, 2020
Jet Lag Series: Inhaling Europe – Ep 55
Mar 10, 2020
The Impact of Coronavirus: People, Economy & Your Portfolio – Ep 54
Mar 03, 2020
Me, My Boy and Warren Buffett – Ep 53
Feb 25, 2020
Little Moments, or How to Give a Great Speech – Ep 52
Feb 18, 2020
Equinor: A Good Crisis is Never Wasted – Ep 51
Feb 11, 2020
Bollore: Streaming Music and Cash Flows – Ep 50
Feb 04, 2020
The 8% – Ep 49
Jan 28, 2020
2020: Party Like It’s 1999? – Ep 48
Jan 21, 2020
The Market Right Now Doesn’t Care How Fantastic Your Stocks Are – Ep 47
Jan 14, 2020
I Don’t Eat Desserts – Ep 46
Jan 07, 2020
Socially Irresponsible Investing – Ep 45
Dec 31, 2019
I Left My Heart… – Ep 44
Dec 24, 2019
Bitcoin – Millennials Fake Gold – Ep 43
Dec 17, 2019
Interview with Tony Greer, Part 2: The Tesla Puzzle, Crypto, the Dollar, and America’s Bright Future – Ep 42
Dec 10, 2019
Interview with Tony Greer, Part 1: The All-Terrain Portfolio – Ep 41
Dec 03, 2019
Find Value: In Life and Markets – Ep 40
Nov 26, 2019
Life – 2017 Edition – Ep 39
Nov 19, 2019
Tribalism in investing might leave you broke – Ep 38
Nov 12, 2019
Why We Sold Softbank – Ep 37
Nov 05, 2019
Why we don’t own Tesla stock (and no, we’re not bears) – Ep 36
Oct 29, 2019
My Single Greatest Achievement – Ep 35
Oct 22, 2019
This Rocky Stock Market Requires an All-Terrain Portfolio – Ep 34
Oct 15, 2019
My Crash – Ep 33
Oct 08, 2019
How a Stock Market Turns Investors Into Gamblers – Ep 32
Oct 01, 2019
Is Tesla Theranos or Apple? (Part 2 of “Tesla, Elon Musk, and the EV Revolution”) – Ep 31
Sep 24, 2019
The EV Paradigm Shift (Part 1 of “Tesla, Elon Musk, and the EV Revolution”) – Ep 30
Sep 17, 2019
The Making of CAPITALISTIC PIG – Ep 29
Sep 10, 2019
My Personal Manifesto – Ep 28
Sep 03, 2019
Personal Finance Advice That Changed My Life – Ep 27
Aug 27, 2019
Beats and Misses, Seen and Unseen – Ep 26
Aug 20, 2019
How Franz Liszt Has Revolutionized Piano and Classical Music – Ep 25
Aug 13, 2019
The Subtle Nuances of Softbank – Ep 24
Aug 06, 2019
How Emotional Intelligence Can Make You a Better Investor – Ep 23
Jul 30, 2019