The Intellectual Investor – Value Investing by Vitaliy Katsenelson

https://traffic.libsyn.com/secure/intellectualinvestor/Special_Episode_Michael_Covel_Interview_v2_2022-05-18_1.mp3

Vitaliy recently sat down with his friend Michael Covel of Trend Following Radio. Michael and Vitaliy discuss investing in today’s environment, luxury beliefs, energy, and tribalism in American society today.

The episode was recorded in January 2022, prior to the Russian invasion of Ukraine.

You can listen to the original interview in this link: https://www.trendfollowing.com/2022/02/13/ep-1050-vitaliy-katsenelson-interview-with-michael-covel-on-trend-following-radio/

The post Michael Covel Interview on Trend Following Radio appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_155_-_See_More_Clearly_With_These_Two_Mental_Models_v3_2022-05-11.mp3

Vitaliy is a big fan of mental models. They allow someone to think through analogy, often folding complex concepts into simple ones and transporting them from one discipline to another. If you use them well, you’ll often see what others don’t.

Essay – Why Do I Write a 27-page Letter To Clients: https://investor.fm/why-do-i-write-a-27-page-letter-to-clients/

Fall Letter link: https://investor.fm/tag/fall-letter-2021/

You can read this article online here: https://investor.fm/see-more-clearly-with-these-two-mental-models/

The post See More Clearly With These Two Mental Models – Ep 155 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy is a big fan of mental models. They allow someone to think through analogy, often folding complex concepts into simple ones and transporting them from one discipline to another. If you use them well, you'll often see what others don't.

Essay - Why Do I Write a 27-page Letter To Clients: https://contrarianedge.com/why-do-i-write-a-27-page-letter-to-clients/

Fall Letter link: https://contrarianedge.com/tag/fall-letter-2021/

You can read this article online here: https://contrarianedge.com/see-more-clearly-with-these-two-mental-models/

https://traffic.libsyn.com/secure/intellectualinvestor/Soul_in_the_Game__The_Art_of_a_Meaningful_Life_v2_2022-05-06.mp3

When Vitaliy first started talking about writing another book several years ago, he couldn’t have predicted where that journey would take him. The book that he took time off in 2017 to write is still unfinished, waiting for its moment in the sun. But the new book, Soul in the Game, is very real. It’s being published and released on June 21, 2022.

Pre-order in this link: https://soulinthegame.net/

You can read this special episode online here: https://investor.fm/soul-in-the-game-the-art-of-a-meaningful-life/

The post Soul in the Game – The Art of a Meaningful Life (Audio) appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/How_to_Build_a_Portfolio_for_Todays_Crazy_Markets_v2_2022-04-27.mp3

Vitaliy doesn’t know what the stock market will do next. He may have opinions and hunches, but he never acts on them. He never tries to predict the market’s next move. Neither Vitaliy nor anyone else is good at it. The only thing Vitaliy can do is trim the sails of IMA portfolios to align with the winds of inflation.

You can find all links mentioned in the podcast in this article link: https://investor.fm/how-to-build-a-portfolio-for-todays-crazy-markets/

The post How to Build a Portfolio for Today’s Crazy Markets – Ep 154 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy doesn’t know what the stock market will do next. He may have opinions and hunches, but he never acts on them. He never tries to predict the market’s next move. Neither Vitaliy nor anyone else is good at it. The only thing Vitaliy can do is trim the sails of IMA portfolios to align with the winds of inflation.

You can find all links mentioned in the podcast in this article link: https://contrarianedge.com/how-to-build-a-portfolio-for-todays-crazy-markets/

https://traffic.libsyn.com/secure/intellectualinvestor/Omaha_v3_2022-04-20.mp3

Vitaliy is hosting an intimate gathering for friends, readers, and fellow value investors from 8–10:30 AM on Friday, April 29, 2022, at Lula B’s in Omaha. Stop by and enjoy some delicious breakfast. If you show up early enough, you might even get a free signed copy of his new book, Soul in the Game: The Art of a Meaningful Life.

Omaha’s registration link: https://investor.fm/breakfast-in-omaha/

Guy Spier’s registration link: https://www.guyspier.com/meet-greet-omaha/

You can read this article online here: https://investor.fm/a-value-investor-gathering-in-omaha/

The post Vitaliy Will Be in Omaha Next Week (and Why He Goes) – Ep 153 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy is hosting an intimate gathering for friends, readers, and fellow value investors from 8–10:30 AM on Friday, April 29, 2022, at Lula B’s in Omaha. Stop by and enjoy some delicious breakfast. If you show up early enough, you might even get a free signed copy of his new book, Soul in the Game: The Art of a Meaningful Life.

Omaha's registration link: https://contrarianedge.com/breakfast-in-omaha/

Guy Spier's registration link: https://www.guyspier.com/meet-greet-omaha/

You can read this article online here: https://contrarianedge.com/a-value-investor-gathering-in-omaha/

https://traffic.libsyn.com/secure/intellectualinvestor/Why_Green_Energy_is_a_Luxury_Belief_v3_2022-04-12.mp3

Being a wealthy country has allowed us to develop what some call “luxury beliefs” – ideas and beliefs that make us feel good about ourselves but that horribly fail upon contact with objective reality.

In this article, Vitaliy shares how our wishful thinking about green energy has caused the prices of hydrocarbons to spike, and what that means for our long-term energy mix.

You can read this article online here: https://investor.fm/why-green-energy-is-a-luxury-belief-but-wont-be-one-forever/

The post Why Green Energy is a Luxury Belief – But Won’t Be One Forever – Ep 152 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Being a wealthy country has allowed us to develop what some call “luxury beliefs” – ideas and beliefs that make us feel good about ourselves but that horribly fail upon contact with objective reality.

In this article, Vitaliy shares how our wishful thinking about green energy has caused the prices of hydrocarbons to spike, and what that means for our long-term energy mix.

You can read this article online here: https://contrarianedge.com/why-green-energy-is-a-luxury-belief-but-wont-be-one-forever/