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
Your Sophist Filter: On CEOs, Cynics, and the Voice in Your Head – Ep 304
A great speaker can bend logic with emotions and exert undue influence on your decision making. The better someone speaks, the more discriminating your Sophist filter needs to be.
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My New Daughter – Ep 303
On Jonah and Molly's wedding
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Depressing Reasons Why I Am Bullish On Gold (Part 2) – Ep 302
Here is what changed my mind. Not something about gold, but many things about the dollar. The US dollar is the world's reserve currency. It has had a well-deserved place since WWII, and that rested on three things: the largest, steadiest, most diverse economy; a politically stable democracy; the best military.
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Narrative Change (Part 1) – Ep 301
Narrative change is a reversal of mass behavior. Economics and stock market valuation are governed by soft laws, but the reality bent by human behavior can disagree with these soft laws for much longer than rational actors would expect, or stay solvent. The change, going from euphoria to despair, is a change in narrative.
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You Are Responsible for What You Have Tamed – Ep 300
As an entrepreneur, you always want to grow your business. Your current revenue and profit are never enough; they just set the bar higher for next year. We always want more. But this “more” has a hidden cost.
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Chess Nights at Red Robin – Ep 299
I have vague first memories of playing chess with my grandfather when my family visited my father's parents in Moscow. I was five years old.
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Today’s Market = 1999 Capex + 2008 Credit – Ep 298
I wrote in the past that the AI rollout feels a lot like déjà vu of the 1999 telecom bubble. Today's AI bubble has elements of both the 1999 overinvestment in internet infrastructure and the 2008 collapse of financial instruments that infected the banking and financial system.
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You Don’t Need to Be an Expert to Hire One. You Need a Tunaman. – Ep 297
My wife and I are taking a perfectly good 25-year-old house and spending 20% of the purchase price on a sizable remodel. Parts of it are going back to the studs. I had never done a big remodel, I knew nothing about construction, and I was shocked by how many landmines, wrong decisions, and outright ... Read more
The post You Don’t Need to Be an Expert to Hire One. You Need a Tunaman. –
Most People Don’t Want to Write. They Want to Have Written. – Ep 296
I was at a conference in Switzerland. A reader came up to me and asked, "Vitaliy, I've been reading your articles for years. I'd like to write. How should I start?"
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You are not as smart as you think you are – Ep 295
Lately, I’ve been getting this powerful feeling that everything I touch turns to gold. Every time I buy a stock, it goes up. Did I finally figure out the stock market game? Did I find a secret way to follow Will Rogers’ advice: Buy stocks that go up, and if they don’t go up, don’t ... Read more
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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.
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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.
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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).
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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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.
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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?
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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?”
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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:...
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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.
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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.
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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.
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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?
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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.
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It Is Not the Cards You are Dealt; But is How You Play Them – Ep 249
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Q&A Series: Diversification and Position Sizing in Investing – Ep 248
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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?
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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.
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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.
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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.
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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.
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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.
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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?
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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.
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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.
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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?
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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?
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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.
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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?
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The Infinite Game in Telecom – Ep 234
CHTR, just like Comcast, showed only a very slight decline in broadband customers in the quarter.
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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.
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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.
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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.
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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.
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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.
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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.
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The EV Industry Landscape – Ep 227
I will discuss investments in the EV industry, spurred by the following question from a client.
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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.
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