The Intellectual Investor – Value Investing by Vitaliy Katsenelson
The Intellectual Investor is a podcast hosted by Vitaliy Katsenelson that explores value investing, life philosophy, and classical music. Each episode delves into investment strategies, market analysis, and the intersection of investing with broader life lessons. The show aims to provide thoughtful insights for investors and those interested in personal development.
Episodes
Guy and I – Ep 294
Reflections on friendship, mortality, and the kindness of Guy Spier, the value investor who taught me that we all live on borrowed time.
The post Guy and I – Ep 294 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
This Is Your Captain Speaking – Buckle Up – Ep 293
I have been feeling very uneasy about the market and the economy. Over the last two decades our economy has been acclimated to insanely low interest rates, and reacclimation to higher and rising rates is going to be difficult.
The post This Is Your Captain Speaking – Buckle Up – Ep 293 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Fiddler on the Roof and Value Investing – Ep 292
My subconscious melded Fiddler on the Roof with the lecture from a few days earlier, and I ended up writing a chapter about the Jewish farmer Tevye buying a cow, Golde (which he named after his first wife).
The post Fiddler on the Roof and Value Investing – Ep 292 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
What to Do When a Stock Drops 25% – Ep 291
Stock XYZ has declined 25%. What do you think? Is your thesis broken? What you observe in stock price volatility is mostly noise. A good chunk of buyers and sellers don’t know much about what they are trading other than the ticker.
The post What to Do When a Stock Drops 25% – Ep 291 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Greg Abel Takes Over Berkshire Hathaway: My Thoughts After Omaha 2026 – Ep 290
Last year I came out of the BRK annual meeting thinking that Greg Abel was not the right person to run Berkshire Hathaway. Abel lacked Buffett's charisma, warmth, and humor. Greg Abel was not Buffett, and he definitely was not Munger. I was wrong.
The post Greg Abel Takes Over Berkshire Hathaway: My Thoughts After Omaha 2026 – Ep 290 appeared first on The Intellectual Investor - Value Invest
What the Iran War Reveals About the Dollar, Gold, and the End of US Exceptionalism – Ep 289
The Iran war exposes a quiet rewriting of the rules that made the US exceptional. Why we own oil, why we hate owning gold, and why crypto still isn't for client accounts.
The post What the Iran War Reveals About the Dollar, Gold, and the End of US Exceptionalism – Ep 289 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Q&A Series: On Firing Clients, Sizing Positions, and Ignoring Book Value – Ep 288
At IMA, we deal with prospective clients who have a short-term time horizon very differently. We do what I call "reverse marketing." I write articles, people read them, and when they get interested in our services, they download our brochure and reach out to us.
The post Q&A Series: On Firing Clients, Sizing Positions, and Ignoring Book Value – Ep 288 appeared first on The Intellectual
Q&A: The Antifragile Investor: Balancing Geopolitics, Identity, and the Cost of Growth – Episode 287
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 Intellectu
Uber and Self-Driving Cars: The Utilization Problem Nobody Talks About – Ep 286
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 Your Portfolio – Ep 285
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 Selling – Ep 284
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
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 Mitzvah – Ep 282
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 her
The 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
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 Consequences – Ep 280
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
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 and Kindness – Ep 278
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 I
On Books, Music, and Investing – Ep 277
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
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 Serial Acquirers – Ep 275
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
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
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
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 1 – Ep 271
On this trip, my wife and I visited Paris and London, where I spoke to CFA Societies in both cities.
The post From Paris with Love, from London with Concern – Part 1 – Ep 271 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Q&A Series: Research Process, Evaluating Country Risk and Tech Investments – Ep 270
In todays episode we'll delve into my research process, how I assess country risk for investments and why some investors avoid technology stocks.
The post Q&A Series: Research Process, Evaluating Country Risk and Tech Investments – Ep 270 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
London and Scotland: Musicals, Markets, and Memories – Part 3 – Ep 269
Our London and Scotland trip blended investing, art, friendship, and father-son memories that made the journey unforgettable.
The post London and Scotland: Musicals, Markets, and Memories – Part 3 – Ep 269 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
The Ability to Suffer – Part 2 – Ep 268
One important quality great management must have is the ability to suffer, doing the right thing when everyone else is chasing easy gains.
The post The Ability to Suffer – Part 2 – Ep 268 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
The Art of Rational Irrationality – Part 1 – Ep 267
I explore what Rolex’s lasting value and Fever Tree’s stock reveal about quality, patience, and playing the long game in business and investing.
The post The Art of Rational Irrationality – Part 1 – Ep 267 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
My Article in The Wall Street Journal – Ep 266
When I had the chance to tour an Amazon fulfillment center in Denver, I jumped at the opportunity. What I found was both more remarkable and more unsettling than I had imagined.
The post My Article in The Wall Street Journal – Ep 266 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Why Smart Investors Should Sit Out the AI Arms Race – Ep 265
The hype around investing in AI feels real, but like every revolution, it’s easy to forget that not every gold rush makes its miners rich.
The post Why Smart Investors Should Sit Out the AI Arms Race – Ep 265 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5) – Ep 264
At HII’s shipyard, I saw how cost-plus capitalism shapes naval shipbuilding: scarce automation, labor shortages, and incentives that reward rising costs.
The post Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5) – Ep 264 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Why We Bought Aker BP: A Technology-First Oil Company (Part 4) – Ep 263
I knew the Lundins had sold Lundin Energy to Aker BP (a Norwegian oil company) and were large shareholders, but I’d never looked at the stock.
The post Why We Bought Aker BP: A Technology-First Oil Company (Part 4) – Ep 263 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Charlie Kirk and the Cost of Courage – Ep 262
When Charlie Kirk invited me onto his show, I hesitated. I knew little about him and had heard mixed opinions. Out of curiosity, I watched a few episodes. What I saw was a man I often disagreed with—but also someone earnestly searching for truth, and willing to listen with respect.
The post Charlie Kirk and the Cost of Courage – Ep 262 appeared first on The Intellectual Investor - Value Inve
Skin in the Game, Steam in the Ground (Part 3) – Ep 261
This is Part 3 from my client letter where I talk about my trip to International Petroleum in Calgary, the economics of Canadian oil sands, and the importance of corporate culture.
The post Skin in the Game, Steam in the Ground (Part 3) – Ep 261 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Inside Baseball: How We Build Portfolios (Part 2) – Ep 260
I'm about to share Part 2 of the letter, where I'll take you deep into the "inside baseball" of our investment process. Specifically, I'll discuss how we structure and determine the position size of each stock in our portfolios – something I haven't covered before (at least not in this detail) and haven't seen other investors discuss much either.
The post Inside Baseball: How We Build Portfolios (
Skating on Thin Ice: Discipline, Doubt, and the Long Game (Part 1) – Ep 259
Over the next few weeks I’ll share excerpts from the 27-page letter I just wrote to IMA clients. So take these excerpts as they are – written for clients but useful, I hope, to you.
The post Skating on Thin Ice: Discipline, Doubt, and the Long Game (Part 1) – Ep 259 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
The Baltics, Europe’s Pragmatic Rising Stars – Ep 258
📩 Join 94,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of...
The post The Baltics, Europe’s Pragmatic Rising Stars – Ep 258 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Warren Buffett and the Berkshire Hathaway Paradox – Ep 257
What’s fascinating about this trip is that it has everything and nothing to do with Warren Buffett. The main event that draws everyone to Omaha – the Berkshire Hathaway (BRK) annual meeting.
The post Warren Buffett and the Berkshire Hathaway Paradox – Ep 257 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Redefine “value” in this era of the US stock market – Ep 256
Do we need to redefine “value” in this era of the US stock market, or should we continue to sit on the sidelines if traditional metrics show equities to be overvalued?
The post Redefine “value” in this era of the US stock market – Ep 256 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
A Brief Rant on Tesla & Musk – Ep 255
Last week, I received a lot of responses to my article about Tesla. They ranged from “Stop spewing your anti-right propaganda and stick to data” to “You don’t like Tesla stock. Are you saying your next car won’t be a Tesla?”
The post A Brief Rant on Tesla & Musk – Ep 255 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
2025 IMA Annual Client Meeting
📩 Join 94,000+ readers on my FREE weekly email newsletter: IMA Annual Client Meetings - 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I:...
The post 2025 IMA Annual Client Meeting appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Current Thoughts on Tesla – Ep 254
Tesla market value of $780 billion mostly reflects Elon's future dreams, not car sales. The reality? Only $100-180 billion tied to the actual vehicle business.
The post Current Thoughts on Tesla – Ep 254 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Europe Can’t Hide Behind America Anymore – Ep 253
Americans have always outspent Europe on defense, but to be fair, we have a currency advantage. Our military might elevated our currency to reserve status.
The post Europe Can’t Hide Behind America Anymore – Ep 253 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
The Reputational Bankruptcy of the American Dollar – Ep 252
The US dollar will likely continue to get weaker, which is inflationary for the US. Let me start with some easily identifiable reasons.
The post The Reputational Bankruptcy of the American Dollar – Ep 252 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Tariffs, Debt, and a Recession by Design – Ep 251
Trump's tariff decisions are unilateral – even though the Constitution clearly places that power in Congress’s hands. Why does he behave like a king?
The post Tariffs, Debt, and a Recession by Design – Ep 251 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
The Paranoid Russian Jew Approach to Investing – Ep 250
When asked about his money manager, our long-term client Ed, who became a dear friend, proudly stated, “My money is managed by a paranoid Russian Jew.” This perfectly sums up our approach to investing.
The post The Paranoid Russian Jew Approach to Investing – Ep 250 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
It Is Not the Cards You are Dealt; But is How You Play Them – Ep 249
📩 Join 94,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of...
The post It Is Not the Cards You are Dealt; But is How You Play Them – Ep 249 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Q&A Series: Diversification and Position Sizing in Investing – Ep 248
📩 Join 94,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of...
The post Q&A Series: Diversification and Position Sizing in Investing – Ep 248 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
The Hidden Advantages of Investing from NOT New York City – Ep 247
What are the hidden advantages of living away from “noisy” investing centers like New York?
The post The Hidden Advantages of Investing from NOT New York City – Ep 247 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
DeepSeek Breaks the AI Paradigm – Ep 246
I’ve received emails from readers asking my thoughts on DeepSeek. I need to start with two warnings. First, the usual one: I’m a generalist value investor, not a technology specialist, so my knowledge of AI models is superficial. Second, and more unusually, we don’t have all the facts yet.
The post DeepSeek Breaks the AI Paradigm – Ep 246 appeared first on The Intellectual Investor - Value I
Escaping Stock Market Double Hell – Ep 245
Over the last few years, our portfolio has skewed more international. Today, if you only invest in the US, you're experiencing two stock market hells.
The post Escaping Stock Market Double Hell – Ep 245 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Embracing Stock Market Stoicism – Ep 244
2024 brought me back to a core Stoic principle that I hold close to my heart: the dichotomy of control. We can apply it in investing.
The post Embracing Stock Market Stoicism – Ep 244 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Thoughts from Consumer Electronics Show – Ep 243
My son Jonah and I were at CES (the Consumer Electronics Show) in Las Vegas. I wanted to attend CES to shake myself out of my comfort zone.
The post Thoughts from Consumer Electronics Show – Ep 243 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Q&A Series: Money Habits for Kids and the Power of Writing – Ep 242
In this Q&A excerpt, we'll explore teaching money habits to young people and how writing has improved my investment approach.
The post Q&A Series: Money Habits for Kids and the Power of Writing – Ep 242 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Managing a Million: What Would I Do Differently? – Ep 241
Warren Buffett has stated multiple times that if he could manage a very small amount of money today, he would be able to return more than 50% per year to shareholders. If you managed a million dollars of only your own money, would you do it differently?
The post Managing a Million: What Would I Do Differently? – Ep 241 appeared first on The Intellectual Investor - Value Investing by Vitaliy
The Impact of Higher Interest Rates on the Economy – AI Edition – Ep 240
I asked AI to educate and entertain my readers with a radio show-style dialogue based on my essay - The Impact of Higher Interest Rates on the Economy.
The post The Impact of Higher Interest Rates on the Economy – AI Edition – Ep 240 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Navigating Market Cycles: From Bulls to Nvidia – AI Edition – Ep 239
I asked AI to transform my essays into a radio show-style conversation. In this episode, topic is stock market math, sideways markets, the role of P/E in market cycles, impact of interest rates on P/E, economic analysis, Magnificent Seven stocks, NVIDIA, and a lot more.
The post Navigating Market Cycles: From Bulls to Nvidia – AI Edition – Ep 239 appeared first on The Intellectual Investor -
A Balanced Life: My Approach – Ep 238
How do you balance your life between being an investor, running a firm, writing and other aspects of your life such as your family?
The post A Balanced Life: My Approach – Ep 238 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Choosing an Investment Manager: Beyond Warren and Charlie – Ep 237
If you were obliged to invest all your assets with one person and you couldn’t choose Warren or Charlie, whom would you pick?
The post Choosing an Investment Manager: Beyond Warren and Charlie – Ep 237 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Q&A Series: On Parenting and Personal Growth – Ep 236
I wanted to share excerpts from a Q&A session I held in Omaha. This excerpt focuses on parenting and personal growth.
The post Q&A Series: On Parenting and Personal Growth – Ep 236 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Challenging Investment Rules and Key Investor Traits – Ep 235
What’s a famous investment rule I don’t agree with? Which key characteristics should a good investor have?
The post Challenging Investment Rules and Key Investor Traits – Ep 235 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
The Infinite Game in Telecom – Ep 234
CHTR, just like Comcast, showed only a very slight decline in broadband customers in the quarter.
The post The Infinite Game in Telecom – Ep 234 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
The Hidden Risk in “Religion” Stocks – Ep 233
A basic property of religion is that the believer takes a leap of faith: to believe without expecting proof.
The post The Hidden Risk in “Religion” Stocks – Ep 233 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
The Best and Worst Investment Decisions I’ve Made – Ep 232
I’m going to share stories about my best and worst investment decisions. But don’t worry, this isn’t just a brag-and-cringe session about making or losing money.
The post The Best and Worst Investment Decisions I’ve Made – Ep 232 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Trump’s call for a bitcoin strategic reserve is a very bad idea – Ep 231
Donald Trump went full Bitcoin. He wants the US to become a “Bitcoin superpower”; he promised to build a Bitcoin strategic reserve.
The post Trump’s call for a bitcoin strategic reserve is a very bad idea – Ep 231 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Unpacking Buffett’s Investment Philosophy: A Personal Perspective – Ep 230
How does our investment approach stack up against Warren Buffett’s? Answering this question gives me a chance to dissect Buffett’s famous investment principles and compare them to our own strategy.
The post Unpacking Buffett’s Investment Philosophy: A Personal Perspective – Ep 230 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
The Eclectic Value Investor – Ep 229
How do I describe myself as an investor? This question provides an opportunity to delve into what I mean by being an “eclectic value investor with a slight touch of dogmatism.” It’s a comprehensive look at our investment philosophy and approach.
The post The Eclectic Value Investor – Ep 229 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
The AI Revolution – Ep 228
The discussion of AI quickly falls into a domain bordering on Sci-Fi. My thoughts here are only marginally shaped by scientific facts.
The post The AI Revolution – Ep 228 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
The EV Industry Landscape – Ep 227
I will discuss investments in the EV industry, spurred by the following question from a client.
The post The EV Industry Landscape – Ep 227 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Understanding Today’s Economic Landscape – Ep 226
Interest rates that stay low and actually keep declining for almost a quarter of a century slowly propagate deep into the fabric of the economy.
The post Understanding Today’s Economic Landscape – Ep 226 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Lessons from History’s Technology Booms – Ep 225
The technology at the core of the mania is different every time. What doesn't change over time is human emotion .
The post Lessons from History’s Technology Booms – Ep 225 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Science Fiction Stock Analysis – Conversations with Vitaliy – Ep 48
Science Fiction Stock Analysis - Conversations with Vitaliy - Episode 48
The post Science Fiction Stock Analysis – Conversations with Vitaliy – Ep 48 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
The Magnificent 7 and the Dangers of Market Hype – Ep 224
The average stock on the market is either up slightly or flat for the year. Most of the gains in the index came from the Magnificent 7 stocks
The post The Magnificent 7 and the Dangers of Market Hype – Ep 224 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
What Makes for a Great Investor? – Conversations with Vitaliy – Ep 47
What Makes for a Great Investor? - Conversations with Vitaliy - Episode 47
The post What Makes for a Great Investor? – Conversations with Vitaliy – Ep 47 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
The Right Way To Think – Conversations with Vitaliy – Ep 46
The Right Way To Think - Conversations with Vitaliy - Episode 46
The post The Right Way To Think – Conversations with Vitaliy – Ep 46 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Benefits of Travel- Conversations with Vitaliy – Ep 45
Benefits of Travel- Conversations with Vitaliy - Episode 45
The post Benefits of Travel- Conversations with Vitaliy – Ep 45 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
The Slippery Slope Of Student Loan Forgiveness – Edition 2024 – Ep 223
My daughter Hannah was just accepted to University of Denver. She might take out student loans. Why wouldn’t she?
The post The Slippery Slope Of Student Loan Forgiveness – Edition 2024 – Ep 223 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Crash Course in Failure – Conversations with Vitaliy – Ep 43
Crash Course in Failure - Conversations with Vitaliy - Episode 43
The post Crash Course in Failure – Conversations with Vitaliy – Ep 43 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
30 Years in America – Edition 2024 – Ep 222
On the 30th Anniversary of my family's arrival in the United States from Soviet Russia, I reflect on my time here. After recounting the hard early days in a new country when I was "fresh off the boat", I offer perspective on how America has changed since I arrived. What I see now is, in some ways, more troubling than what I found all those years ago as a new immigrant.
The post 30 Years in America
The Right Way To Think – Conversations with Vitaliy – Ep 42
The Right Way To Think - Conversations with Vitaliy - Episode 42
The post The Right Way To Think – Conversations with Vitaliy – Ep 42 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Recommended
The Conspiracy Podcast
Cult of Conspiracy
Dispatches from Reality
The Conspiracy Files
TechnoSnobCast
The Young and Called Podcast .
Snoop Dogg - Flash Biográfico
Deadline: White House
Thrilling Threads - Conspiracy Theories, Strange Phenomena, True Crime, Unsolved Mysteries, etc!
The Daily Conspiracy Podcast
2819 Church
Markus Schulz presents Global DJ Broadcast
