The Intellectual Investor – Value Investing by Vitaliy Katsenelson

https://traffic.libsyn.com/secure/intellectualinvestor/How_We_Invest_in_Inflation_v3_2021-06-16.mp3

In this important podcast, Vitaliy continues his discussion of investing in an inflationary environment. He goes over a handful of strategies and ways to mitigate inflation risk, including investing in businesses with pricing power, capital intensity, and investing abroad.

He concludes with a short discussion of a new portfolio IMA is putting together for clients to address these issues.

Socially Irresponsible Investing article link: https://investor.fm/socially-irresponsible-investing/

You can read this article online here: https://investor.fm/how-we-invest-in-inflation/

The post How We Invest in Inflation – Ep 129 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In this important podcast, Vitaliy continues his discussion of investing in an inflationary environment. He goes over a handful of strategies and ways to mitigate inflation risk, including investing in businesses with pricing power, capital intensity, and investing abroad.

He concludes with a short discussion of a new portfolio IMA is putting together for clients to address these issues.

Socially Irresponsible Investing article link: https://contrarianedge.com/socially-irresponsible-investing/

You can read this article online here: https://contrarianedge.com/how-we-invest-in-inflation/

https://traffic.libsyn.com/secure/intellectualinvestor/Inflation_v3_2021-06-09.mp3

In this important podcast, Vitaliy explores the nuances of inflation, including when it may be coming, from where it might arrive, and how long it might be staying. He also discusses cryptocurrencies, our worrying government debt, and the economic elephant in the room.

You can read this article online here: https://investor.fm/inflation-is-here-but-for-how-long/

The post Inflation is here. But for how long? – Ep 128 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In this important podcast, Vitaliy explores the nuances of inflation, including when it may be coming, from where it might arrive, and how long it might be staying. He also discusses cryptocurrencies, our worrying government debt, and the economic elephant in the room.

You can read this article online here: https://contrarianedge.com/inflation-is-here-but-for-how-long/

https://traffic.libsyn.com/secure/intellectualinvestor/Zurich_to_Nice_v1_2021-05-21.mp3

In this podcast, Vitaliy looks forward to his upcoming drive from Zurich, Switzerland to Nice, France, which he would do with his brother Alex.

The drive would take them through many charming European towns, and they would visit CERN, the advanced physics laboratory near Geneva.

Vitaliy reflects on what he and other investors can learn from the European lifestyle.

You can read this article online here: https://investor.fm/zurich-to-nice/

The post Zurich to Nice – Ep 127 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In this podcast, Vitaliy looks forward to his upcoming drive from Zurich, Switzerland to Nice, France, which he would do with his brother Alex.

The drive would take them through many charming European towns, and they would visit CERN, the advanced physics laboratory near Geneva.

Vitaliy reflects on what he and other investors can learn from the European lifestyle.

You can read this article online here: https://contrarianedge.com/zurich-to-nice/

https://traffic.libsyn.com/secure/intellectualinvestor/Searching_for_Yield_v2_2021-05-17.mp3

This podcast shares an excerpt from a client letter originally written in 2016. Though some of the examples are slightly dated, many of them are just as true today as when they were written.

In some cases, even more so than before. As risk in the global economy has risen, not shrunk, since 2016, this article remains relevant today. Enjoy!

You can read this article online here: https://investor.fm/searching-yield-better-look-humility-patience/

The post Searching for Yield? – Ep 126 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

This podcast shares an excerpt from a client letter originally written in 2016. Though some of the examples are slightly dated, many of them are just as true today as when they were written.

In some cases, even more so than before. As risk in the global economy has risen, not shrunk, since 2016, this article remains relevant today. Enjoy!

You can read this article online here: https://contrarianedge.com/searching-yield-better-look-humility-patience/

https://traffic.libsyn.com/secure/intellectualinvestor/Transgender_Trees_Homelessness_and_a_Dare_in_San_Francisco_v1_2021-05-07.mp3

In this podcast about a family trip to San Francisco, Vitaliy draws on his memory bank to find some thoughtful lessons about parenting, culture, art, and learning from others. Enjoy!

You can read this article online here: https://investor.fm/transgender-trees-homelessness-and-a-dare-in-san-francisco/

The post Transgender Trees, Homelessness, and a Dare in San Francisco – Ep 125 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In this podcast about a family trip to San Francisco, Vitaliy draws on his memory bank to find some thoughtful lessons about parenting, culture, art, and learning from others.

Enjoy!

You can read this article online here: https://contrarianedge.com/transgender-trees-homelessness-and-a-dare-in-san-francisco/