A reader of mine recently asked me how I would construct the optimal portfolio. Here is how I would do it.   

Construct the Optimal Portfolio – Conversations with Vitaliy – Ep 34

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

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I took a stand when I spoke about Israel, here is why I did it.  Here are all my articles about Israel:   

Stand For Something in Life – Conversations with Vitaliy – Ep 37

Hedging The Portfolio With Weapons Of Mass Destruction – Ep 219

If you want to learn more about Soul in the Game, you can a copy of my book here:   

Skin in the Game vs Soul in the Game – Conversations with Vitaliy – Ep 36

Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio.  Read my full article about AI here:   

Cable Stocks Keep Getting Punched In The Mouth – Ep 218

AI is changing the way we live our life, and investing is no different. Here is how AI will change investing in my eyes.  Read my full article about AI here:   

Construct the Optimal Portfolio – Conversations with Vitaliy – Ep 34

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