The Intellectual Investor – Value Investing by Vitaliy Katsenelson

Vitaliy recently completed his European trip for 2022, and this podcast recounts the tale.

Visiting with his daughter Hannah for the first time, Vitaliy shares details of a delightful trip, with a special guest star that endorsed Soul in the Game.

You can read this article online here: https://contrarianedge.com/the-trip-to-europe-that-wasnt-about-europe/

https://traffic.libsyn.com/secure/intellectualinvestor/Special_Episode_-_The_Stacking_Benjamins_Podcast_v1_2022-09-29.mp3

In this special episode from the Stacking Benjamins Podcast, Vitaliy explores his youth in Murmansk, how he was influenced by his mother and father growing up, the role of pain in creativity, and the tenets of Soul in the Game.

Enjoy!

You can listen to the original interview here: https://www.stackingbenjamins.com/vitaliy-katsenelson-1214/

The post The Stacking Benjamins Podcast Interview appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

How great alignment with clients creates the perfect recipe for long-term compounding. (And I get to drive my kids to school.)

The post IMA is not for everyone. I’m fine with that! appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Sitting_on_the_Tarmac_in_The_Land_of_Stoicism_v2_2022-09-26.mp3

During a recent trip to NYC, Vitaliy got the opportunity to practice his favorite Stoic principles.

While he had plans to see his favorite opera with his family, the universe conspired to make different plans.

You can read this article online here: https://investor.fm/sitting-on-the-tarmac-in-the-land-of-stoicism/

The post Sitting on the Tarmac in The Land of Stoicism – Ep 164 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

During a recent trip to NYC, Vitaliy got the opportunity to practice his favorite Stoic principles.

While he had plans to see his favorite opera with his family, the universe conspired to make different plans.

You can read this article online here: https://contrarianedge.com/sitting-on-the-tarmac-in-the-land-of-stoicism/

In this podcast with Dan Ferris at Stansberry Investor Hour, Vitaliy and Dan have an informative conversation about his new book, Soul in the Game, how the pandemic impacted the macro economy, how to create a mental model to deal with inflation, Vitaliy's writing process, and the difference between an art and a craft.

Enjoy!

You can listen to the original interview here: https://investorhour.com/episodes/from-buffett-to-beethoven-forging-your-own-path

https://traffic.libsyn.com/secure/intellectualinvestor/ARKK_Stocks_Sunk_v3_2022-09-14.mp3

In the recent COVID-fueled soaring market, one fund became the canonical example of investor hyper-enthusiasm: ARK. But investors have seen this movie before.

Just like the boom fueled by Y2K worries at the turn of the century, many stocks impacted by pulled forward demand will see a painful unwinding.

You can read this article online here: https://investor.fm/arkk-stocks-sunk/

Please read the following important disclosure: https://investor.fm/diclosure/

The post Dotcom 2.0 bubble has burst. What is next? – Ep 163 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In the recent COVID-fueled soaring market, one fund became the canonical example of investor hyper-enthusiasm: ARK. But investors have seen this movie before.

Just like the boom fueled by Y2K worries at the turn of the century, many stocks impacted by pulled forward demand will see a painful unwinding.

You can read this article online here: https://contrarianedge.com/arkk-stocks-sunk/

Please read the following important disclosure: https://contrarianedge.com/diclosure/

https://traffic.libsyn.com/secure/intellectualinvestor/Special_Episode_-_Infinite_Loops_Interview_v1_2022-09-07.mp3

Vitaliy sits down with Jim O’Shaughnessy, author of the classic investment book What Works on Wall Street and host of the Infinite Loops Podcast.

Vitaliy and Jim seem to share a brain, and they discuss Vitaliy’s youth in Soviet Russia, how creativity connects the conscious and unconscious mind, the power of reframing and developing a thick skin, and the joys of classical music.

Enjoy this wide ranging and fun conversation between two students of life!

You can listen to the original interview here: https://www.infiniteloopspodcast.com/vitaliy-katsenelsonsoul-in-the-game-ep121/ or watch it here: https://www.youtube.com/watch?v=414-Sv2eVps&t=3068s.

The post Infinite Loops Interview appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_162_-_Putin_-_The_Mask_is_Off._Europe_is_Next._v3_2022-08-23_1.mp3

Vitaliy writes his most honest and grim take on the Ukraine war yet. Whereas before there was a veil of pretense about what Putin’s war in Ukraine was about (NATO, “denazification”), that pretense is now gone.

Vitaliy shares why this is a war of conquest, and raises the alarm bell for the rest of Europe.

Four-part series on the war in Ukraine link: https://investor.fm/tag/war-in-ukraine/

War in Ukraine: Part 4 – Are There Neo-Nazis in Ukraine? article link: https://investor.fm/war-in-ukraine-part-4-are-there-neo-nazis-in-ukraine/

You can read this article online here: https://investor.fm/putin-the-mask-is-off-europe-is-next/

The post Putin: The Mask is Off. Europe is Next. – Ep 162 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.