The Intellectual Investor – Value Investing by Vitaliy Katsenelson

https://traffic.libsyn.com/secure/intellectualinvestor/Beloved_Country._Unloved_Hedge._Update_v2_2021-10-25.mp3

Vitaliy re-shares his 2020 musings on the US Dollar, and its role in the world, and gold, and its role in IMA portfolios.

You can read this article online here: https://investor.fm/beloved-country-unloved-hedge/

The post Beloved Country. Unloved Hedge. (Updated) – Ep 139 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy re-shares his 2020 musings on the US Dollar, and its role in the world, and gold, and its role in IMA portfolios.

You can read this article online here: https://contrarianedge.com/beloved-country-unloved-hedge/

https://traffic.libsyn.com/secure/intellectualinvestor/US_and_China_-_In_the_Foothills_of_Cold_War_Updated_v2_2021-10-19.mp3

Vitaliy updates listeners on his views about the US and China, and includes his previous article going over the risks posed by tensions between the two nations.

He also discusses and shares an update on IMA’s investment in defense stocks, in light of the current geopolitical climate.

John Cena apologizing: https://www.scmp.com/video/china/3135092/hollywood-star-john-cena-apologises-china-calling-taiwan-country Defense Stocks article: https://investor.fm/defense-stocks/

You can read this article online at: https://investor.fm/us-and-china-in-the-foothills-of-cold-war/

The post US and China: In the Foothills of Cold War (Updated) – Ep 138 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy updates listeners on his views about the US and China, and includes his previous article going over the risks posed by tensions between the two nations.

He also discusses and shares an update on IMA's investment in defense stocks, in light of the current geopolitical climate.

John Cena apologizing: https://www.scmp.com/video/china/3135092/hollywood-star-john-cena-apologises-china-calling-taiwan-country

Defense Stocks article: https://contrarianedge.com/defense-stocks/

You can read this article online at: https://contrarianedge.com/us-and-china-in-the-foothills-of-cold-war/

https://traffic.libsyn.com/secure/intellectualinvestor/Homophobic_Arbitrage_v2_2021-10-02.mp3

Vitaliy recounts the time he and his brother Alex were stranded in Key West without a hotel room for a night. Every hotel had no vacancy, except one “all male” hotel.

Vitaliy tells the story of their pleasant stay there, and how investors can profit by exploiting the overly dogmatic beliefs of others.

You can read this article online here: https://investor.fm/homophobic-arbitrage/

The post Homophobic Arbitrage – Ep 137 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy recounts the time he and his brother Alex were stranded in Key West without a hotel room for a night. Every hotel had no vacancy, except one "all male" hotel.

Vitaliy tells the story of their pleasant stay there, and how investors can profit by exploiting the overly dogmatic beliefs of others.

You can read this article online here: https://contrarianedge.com/homophobic-arbitrage/

https://traffic.libsyn.com/secure/intellectualinvestor/Lets_keep_humans_at_the_heart_of_hiring_practices._v2_2021-09-15.mp3

The Financial Times recently published an article about Vitaliy’s travails in recruiting. After sharing the article, Vitaliy expands on what he learned about recruiting, teams, and culture since becoming CEO of IMA.

Letter to a Young Investor link: https://investor.fm/letter-to-a-young-investor/

You can read this article online here: https://investor.fm/lets-keep-humans-at-the-heart-of-hiring-practices/

The post Let’s keep humans at the heart of hiring practices – Ep 136 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

The Financial Times recently published an article about Vitaliy's travails in recruiting. After sharing the article, Vitaliy expands on what he learned about recruiting, teams, and culture since becoming CEO of IMA.

Letter to a Young Investor link: https://contrarianedge.com/letter-to-a-young-investor/

You can read this article online here: https://contrarianedge.com/lets-keep-humans-at-the-heart-of-hiring-practices/

https://traffic.libsyn.com/secure/intellectualinvestor/Rooting_for_the_Underdog_v1_2021-07-27.mp3

For the longest time, Vitaliy’s son Jonah would beat his younger sister Hannah at just about everything.

That all changed when we watched The Queen’s Gambit earlier this year. Here’s the story. Enjoy!

Long essay link: https://investor.fm/girls-gambit/

James Clear’s Post: https://jamesclear.com/beginners-guide-deliberate-practice

Santa Fe 2020 road trip article: https://investor.fm/santa-fe-remember-this/

You can read this article online here: https://investor.fm/rooting-for-the-underdog/

The post Rooting For The Underdog – Ep 135 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

For the longest time, Vitaliy's son Jonah would beat his younger sister Hannah at just about everything.

That all changed when we watched The Queen’s Gambit earlier this year. Here's the story. Enjoy!

Long essay link: https://contrarianedge.com/girls-gambit/

James Clear's Post: https://jamesclear.com/beginners-guide-deliberate-practice

Santa Fe 2020 road trip article: https://contrarianedge.com/santa-fe-remember-this/

You can read this article online here: https://contrarianedge.com/rooting-for-the-underdog/