The Intellectual Investor – Value Investing by Vitaliy Katsenelson

If you believe the global economy is doing great and stocks are cheap, this podcast is not for you. But if you believe that stocks are expensive, and that a global economic time bomb is ticking because of unprecedented intervention by governments and central banks, then listen away. Although this podcast was "written" in 2016, its major points, especially about geopolitical risk, inflation and deflation, and valuation, are even more relevant today.

You can read this article online at: https://contrarianedge.com/how-investors-should-deal-with-the-overwhelming-problem-of-understanding-the-world-economy/

https://traffic.libsyn.com/secure/intellectualinvestor/How_Investors_Should_Deal_With_The_Overwhelming_Problem_Of_Understanding_The_World_Economy_v2_20-10-26_MP3.mp3

If you believe the global economy is doing great and stocks are cheap, this podcast is not for you. But if you believe that stocks are expensive, and that a global economic time bomb is ticking because of unprecedented intervention by governments and central banks, then listen away. Although this podcast was “written” in 2016, its major points, especially about geopolitical risk, inflation and deflation, and valuation, are even more relevant today.

You can read this article online at: https://contrarianedge.com/how-investors-should-deal-with-the-overwhelming-problem-of-understanding-the-world-economy/

The post How Investors Should Deal With The Overwhelming Problem Of Understanding The World Economy – Ep 99 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy recently read Make Time, written by Jake Knapp and John Zeratsky, two ex-Google engineers. The book made him look at technology companies and time from a slightly different perspective. In an age when attention is currency, time becomes extremely valuable. In this podcast, Vitaliy shares how he updated his time management practices after reading the book.

Article about financial budgeting: https://contrarianedge.com/personal-finance-advice-that-changed-my-life/

You can read this article online here: https://contrarianedge.com/resetting-defaults/

https://traffic.libsyn.com/secure/intellectualinvestor/Resetting_Defaults_v2_20-10-19_MP3.mp3

Vitaliy recently read Make Time, written by Jake Knapp and John Zeratsky, two ex-Google engineers. The book made him look at technology companies and time from a slightly different perspective. In an age when attention is currency, time becomes extremely valuable. In this podcast, Vitaliy shares how he updated his time management practices after reading the book.

Article about financial budgeting: https://contrarianedge.com/personal-finance-advice-that-changed-my-life/

You can read this article online here: https://contrarianedge.com/resetting-defaults/

The post Resetting Defaults – Ep 98 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

During the past several years, the Federal Reserve neatly groomed, manicured and then finely polished investment slopes for all asset classes by lowering interest rates to unprecedented levels. But ubiquitously rising valuations cover up a lot of mistakes and often a lack of skill. In this podcast, Vitaliy explores the ways that the market has been softened and groomed by the Fed -- and what could happen when that reverses.

You can read this article online here: https://contrarianedge.com/downhill-racing-meets-value-investing/

https://traffic.libsyn.com/secure/intellectualinvestor/Downhill_Racing_Meets_Value_Investing_v2_20-10-08_MP3.mp3

During the past several years, the Federal Reserve neatly groomed, manicured and then finely polished investment slopes for all asset classes by lowering interest rates to unprecedented levels. But ubiquitously rising valuations cover up a lot of mistakes and often a lack of skill. In this podcast, Vitaliy explores the ways that the market has been softened and groomed by the Fed — and what could happen when that reverses.

You can read this article online here: https://contrarianedge.com/downhill-racing-meets-value-investing/

The post Downhill Racing Meets Value Investing – Ep 97 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Part 2 of 2. It was a pleasure for Vitaliy to talk to Andrew Sather and Dave Ahern on the Investing for Beginners podcast. In part two of a two part series, they take a deep dive into Uber as a value investment, the competitive threat from Tesla and self-driving cars, and the capital expenditure required to justify Tesla's valuation. Enjoy!

Vitaliy's 13-page analysis of Uber (click here to read it)

You can listen to part 1 here-> https://investor.fm/investing-for-beginners-interview-part-1-ep-95

https://traffic.libsyn.com/secure/intellectualinvestor/Investing_for_Beginners_Interview_Part_2_v1_20-10-01_MP3.mp3

Part 2 of 2. It was a pleasure for Vitaliy to talk to Andrew Sather and Dave Ahern on the Investing for Beginners podcast. In part two of a two part series, they take a deep dive into Uber as a value investment, the competitive threat from Tesla and self-driving cars, and the capital expenditure required to justify Tesla’s valuation. Enjoy!

Vitaliy’s 13-page analysis of Uber (click here to read it)

You can listen to part 1 here-> https://investor.fm/investing-for-beginners-interview-part-1-ep-95

The post Investing for Beginners Interview – Part 2 – Ep 96 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Part 1 of 2. It was a pleasure for Vitaliy to talk to Andrew Sather and Dave Ahern on the Investing for Beginners podcast. In part one of a two part series, they discuss how Coronavirus has impacted IMA's investing, the USD as reserve currency, IMA's investment in defense stocks, and the role that macroeconomics plays in investing today. Enjoy!

https://traffic.libsyn.com/secure/intellectualinvestor/Investing_for_Beginners_Interview_Part_1_v1_20-10-01_MP3.mp3

Part 1 of 2. It was a pleasure for Vitaliy to talk to Andrew Sather and Dave Ahern on the Investing for Beginners podcast. In part one of a two part series, they discuss how Coronavirus has impacted IMA’s investing, the USD as reserve currency, IMA’s investment in defense stocks, and the role that macroeconomics plays in investing today. Enjoy!

The post Investing for Beginners Interview – Part 1 – Ep 95 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.