The Intellectual Investor – Value Investing by Vitaliy Katsenelson

https://traffic.libsyn.com/secure/intellectualinvestor/Vitaliys_Interview_with_the_Value_Perspective_Podcast_v1__2022-04-04.mp3

Vitaliy recently had the pleasure to be a guest on the Value Perspective Podcast by Schroders.

In this wide ranging conversation, Vitaliy talks about how he discovers mental models, the risks of linear thinking, and shares an embarrassing story about his time in Italy. Enjoy! You can listen to original interview here: https://www.schroders.com/en/uk/the-value-perspective/blog/all-blogs/podcast-transcript–vitaliy-katsenelson/

You can read the transcript of this interview in this link: https://investor.fm/mental-models-for-investing-an-interview-with-the-value-perspective/

The post Vitaliy’s Interview with the Value Perspective Podcast appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy recently had the pleasure to be a guest on the Value Perspective Podcast by Schroders.

In this wide ranging conversation, Vitaliy talks about how he discovers mental models, the risks of linear thinking, and shares an embarrassing story about his time in Italy. Enjoy!

You can listen to original interview here: https://www.schroders.com/en/uk/the-value-perspective/blog/all-blogs/podcast-transcript--vitaliy-katsenelson/

You can read the transcript of this interview in this link: https://contrarianedge.com/mental-models-for-investing-an-interview-with-the-value-perspective/

https://traffic.libsyn.com/secure/intellectualinvestor/War_in_Ukraine_-_Part_4_-_Are_There_Neo-Nazis_in_Ukraine_v3_2022-03-28.mp3

In his speech declaring war on Ukraine, the dictator of Russia, Vladimir Putin, said the goal of his “special operation” was the de-Nazification of Ukraine. He’d remove the democratically elected government and install a Russia-friendly puppet government instead, thus expanding the power and influence of the Russian empire. But de-Nazification?

Azov Battalion videos: https://www.youtube.com/watch?v=cuBeABAprlo and https://www.youtube.com/watch?v=GoqZ8gPKKis&t=1s.

Myopic circles article link: https://investor.fm/see-more-clearly-with-these-two-mental-models/

You can read this article online here: https://investor.fm/war-in-ukraine-part-4-are-there-neo-nazis-in-ukraine/

The post War in Ukraine: Part 4 – Are There Neo-Nazis in Ukraine? – Ep 151 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In his speech declaring war on Ukraine, the dictator of Russia, Vladimir Putin, said the goal of his “special operation” was the de-Nazification of Ukraine. He’d remove the democratically elected government and install a Russia-friendly puppet government instead, thus expanding the power and influence of the Russian empire. But de-Nazification?

Azov Battalion videos: https://www.youtube.com/watch?v=cuBeABAprlo and https://www.youtube.com/watch?v=GoqZ8gPKKis&t=1s.

Myopic circles article link: https://contrarianedge.com/see-more-clearly-with-these-two-mental-models/

You can read this article online here: https://contrarianedge.com/war-in-ukraine-part-4-are-there-neo-nazis-in-ukraine/

https://traffic.libsyn.com/secure/intellectualinvestor/War_in_Ukraine_-_Part_3__The_Future_of_Russia_v2_2022-03-13.mp3

Sanctions have a checkered history. They didn’t get rid of Castro in Cuba or the Kims in North Korea. It took more than a decade for sanctions against South Africa in the 1980s to bear fruit. But the world has never seen sanctions like this. Ironically, these sanctions may give Putin even more power.

Putin’s World: Why Russia’s Showdown with the West Will Worsen article link here: https://investor.fm/putins-world-why-russias-showdown-with-the-west-will-worsen/

You can read this article online here: https://investor.fm/war-in-ukraine-part-3-the-future-of-russia/

The post War in Ukraine: Part 3 – The Future of Russia – Ep 150 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Sanctions have a checkered history. They didn’t get rid of Castro in Cuba or the Kims in North Korea. It took more than a decade for sanctions against South Africa in the 1980s to bear fruit. But the world has never seen sanctions like this. Ironically, these sanctions may give Putin even more power.

Putin’s World: Why Russia’s Showdown with the West Will Worsen article link here: https://contrarianedge.com/putins-world-why-russias-showdown-with-the-west-will-worsen/

You can read this article online here: https://contrarianedge.com/war-in-ukraine-part-3-the-future-of-russia/

https://traffic.libsyn.com/secure/intellectualinvestor/War_in_Ukraine_-_Part_2__The_New_World_v2_2022-03-07.mp3

Just as 9/11 dramatically changed the flow of history, resulting in two wars and hundreds of thousands of deaths, so too will Putin’s invasion of Ukraine. Right now, we are seeing only the first effects and getting glimpses of second-order effects. The broad third-order effects will not be visible for a long time, though they’ll be obvious in hindsight.

Link to Ukraine Charities: https://investor.fm/ukraine-charities/

War in Ukraine: Part 1 article link: https://investor.fm/war-in-ukraine-why-i-was-blindsided-part-1/

The Making of the Capitalistic Pig article link: https://investor.fm/the-making-of-capitalistic-pig/

Why Green Energy is a Luxury Belief – But Won’t Be One Forever article link: https://investor.fm/why-green-energy-is-a-luxury-belief-but-wont-be-one-forever/

You can read this article online here: https://investor.fm/war-in-ukraine-part-2-the-new-world/

The post War in Ukraine: Part 2 – The New World – Ep 149 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Just as 9/11 dramatically changed the flow of history, resulting in two wars and hundreds of thousands of deaths, so too will Putin’s invasion of Ukraine. Right now, we are seeing only the first effects and getting glimpses of second-order effects. The broad third-order effects will not be visible for a long time, though they’ll be obvious in hindsight.

Link to Ukraine Charities: https://contrarianedge.com/ukraine-charities/

War in Ukraine: Part 1 article link: https://contrarianedge.com/war-in-ukraine-why-i-was-blindsided-part-1/

The Making of the Capitalistic Pig article link: https://contrarianedge.com/the-making-of-capitalistic-pig/

Why Green Energy is a Luxury Belief – But Won’t Be One Forever article link: https://contrarianedge.com/why-green-energy-is-a-luxury-belief-but-wont-be-one-forever/

You can read this article online here: https://contrarianedge.com/war-in-ukraine-part-2-the-new-world/

https://traffic.libsyn.com/secure/intellectualinvestor/War_in_Ukraine_-_Why_I_Was_Blindsided_Part_1_v3_2022-03-02.mp3

Eight days before Russia invaded Ukraine, Vitaliy wrote an article saying there would be no war. He was certain of it, and he was completely wrong. How could he get it so wrong? The more you knew about the situation, the less likely you were to see it clearly. He dives into why in this podcast.

Link to Ukraine charities: https://investor.fm/ukraine-charities/

Who Am I? (and my composers) article link: https://investor.fm/who-am-i-and-my-composers/

You can read this article online here: https://investor.fm/war-in-ukraine-why-i-was-blindsided-part-1/

Shostakovich Symphony No. 7 link: https://myfavoriteclassical.com/shostakovich-symphony-no-7/

The post War in Ukraine: Why I Was Blindsided, Part 1 – Ep 148 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Eight days before Russia invaded Ukraine, Vitaliy wrote an article saying there would be no war. He was certain of it, and he was completely wrong. How could he get it so wrong? The more you knew about the situation, the less likely you were to see it clearly. He dives into why in this podcast.

Link to Ukraine charities: https://contrarianedge.com/ukraine-charities/

Who Am I? (and my composers) article link: https://contrarianedge.com/who-am-i-and-my-composers/

You can read this article online here: https://contrarianedge.com/war-in-ukraine-why-i-was-blindsided-part-1/

Shostakovich Symphony No. 7 link: https://myfavoriteclassical.com/shostakovich-symphony-no-7/