The Intellectual Investor – Value Investing by Vitaliy Katsenelson

By Vitaliy Katsenelson

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Subscribers: 92
Reviews: 1
Episodes: 250


 Mar 9, 2019

Description

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

Episode Date
Operation Molly – Ep 273
Dec 11, 2025
Surrounding Yourself with Greatness – Part 2 – Ep 272
Dec 04, 2025
From Paris with Love, from London with Concern – Part 1 – Ep 271
Nov 25, 2025
Q&A Series: Research Process, Evaluating Country Risk and Tech Investments – Ep 270
Nov 20, 2025
London and Scotland: Musicals, Markets, and Memories – Part 3 – Ep 269
Nov 13, 2025
The Ability to Suffer – Part 2 – Ep 268
Nov 06, 2025
The Art of Rational Irrationality – Part 1 – Ep 267
Oct 30, 2025
My Article in The Wall Street Journal – Ep 266
Oct 23, 2025
Why Smart Investors Should Sit Out the AI Arms Race – Ep 265
Oct 16, 2025
Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5) – Ep 264
Sep 25, 2025
Why We Bought Aker BP: A Technology-First Oil Company (Part 4) – Ep 263
Sep 18, 2025
Charlie Kirk and the Cost of Courage – Ep 262
Sep 11, 2025
Skin in the Game, Steam in the Ground (Part 3) – Ep 261
Sep 02, 2025
Inside Baseball: How We Build Portfolios (Part 2) – Ep 260
Aug 29, 2025
Skating on Thin Ice: Discipline, Doubt, and the Long Game (Part 1) – Ep 259
Aug 27, 2025
The Baltics, Europe’s Pragmatic Rising Stars – Ep 258
Aug 21, 2025
Warren Buffett and the Berkshire Hathaway Paradox – Ep 257
Aug 13, 2025
Redefine “value” in this era of the US stock market – Ep 256
Aug 11, 2025
A Brief Rant on Tesla & Musk – Ep 255
Jul 24, 2025
2025 IMA Annual Client Meeting
Jul 15, 2025
Current Thoughts on Tesla – Ep 254
Jul 10, 2025
Europe Can’t Hide Behind America Anymore – Ep 253
Jul 08, 2025
The Reputational Bankruptcy of the American Dollar – Ep 252
Jul 03, 2025
Tariffs, Debt, and a Recession by Design – Ep 251
Apr 22, 2025
The Paranoid Russian Jew Approach to Investing – Ep 250
Apr 11, 2025
It Is Not the Cards You are Dealt; But is How You Play Them – Ep 249
Mar 20, 2025
Q&A Series: Diversification and Position Sizing in Investing – Ep 248
Mar 07, 2025
The Hidden Advantages of Investing from NOT New York City – Ep 247
Feb 27, 2025
DeepSeek Breaks the AI Paradigm – Ep 246
Feb 20, 2025
Escaping Stock Market Double Hell – Ep 245
Feb 13, 2025
Embracing Stock Market Stoicism – Ep 244
Feb 06, 2025
Thoughts from Consumer Electronics Show – Ep 243
Jan 30, 2025
Q&A Series: Money Habits for Kids and the Power of Writing – Ep 242
Dec 19, 2024
Managing a Million: What Would I Do Differently? – Ep 241
Dec 12, 2024
The Impact of Higher Interest Rates on the Economy – AI Edition – Ep 240
Dec 05, 2024
Navigating Market Cycles: From Bulls to Nvidia – AI Edition – Ep 239
Nov 26, 2024
A Balanced Life: My Approach – Ep 238
Nov 21, 2024
Choosing an Investment Manager: Beyond Warren and Charlie – Ep 237
Nov 14, 2024
Q&A Series: On Parenting and Personal Growth – Ep 236
Nov 07, 2024
Challenging Investment Rules and Key Investor Traits – Ep 235
Oct 31, 2024
The Infinite Game in Telecom – Ep 234
Oct 01, 2024
The Hidden Risk in “Religion” Stocks – Ep 233
Sep 26, 2024
The Best and Worst Investment Decisions I’ve Made – Ep 232
Sep 19, 2024
Trump’s call for a bitcoin strategic reserve is a very bad idea – Ep 231
Sep 12, 2024
Unpacking Buffett’s Investment Philosophy: A Personal Perspective – Ep 230
Sep 05, 2024
The Eclectic Value Investor – Ep 229
Aug 22, 2024
The AI Revolution – Ep 228
Aug 15, 2024
The EV Industry Landscape – Ep 227
Aug 08, 2024
Understanding Today’s Economic Landscape – Ep 226
Aug 06, 2024
Lessons from History’s Technology Booms – Ep 225
Aug 01, 2024
Science Fiction Stock Analysis – Conversations with Vitaliy – Ep 48
Jul 30, 2024
The Magnificent 7 and the Dangers of Market Hype – Ep 224
Jul 25, 2024
What Makes for a Great Investor? – Conversations with Vitaliy – Ep 47
Jul 23, 2024
The Right Way To Think – Conversations with Vitaliy – Ep 46
Jul 09, 2024
Benefits of Travel- Conversations with Vitaliy – Ep 45
Jul 02, 2024
The Slippery Slope Of Student Loan Forgiveness – Edition 2024 – Ep 223
Jun 13, 2024
Crash Course in Failure – Conversations with Vitaliy – Ep 43
Jun 11, 2024
30 Years in America – Edition 2024 – Ep 222
Jun 06, 2024
The Right Way To Think – Conversations with Vitaliy – Ep 42
Jun 04, 2024
Rediscovering the Essence of the Berkshire Hathaway Annual Meeting – Ep 221
May 31, 2024
What If You Had To Do It Over Again? – Conversations with Vitaliy – Ep 41
May 28, 2024
You Are Missing This Skill – Conversations with Vitaliy – Ep 40
May 21, 2024
You Can’t Be Good at Investing Without Knowing This – Conversations with Vitaliy – Ep 39
May 14, 2024
Dad, You Are Not Growing! (Embracing Vulnerability) – Ep 220
May 09, 2024
Take Control of Your Life – Conversations with Vitaliy – Ep 38
May 07, 2024
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