The Intellectual Investor – Value Investing by Vitaliy Katsenelson

Socially responsible investing. Awesome! What’s not to love – your capital doesn’t just enrich your life, it also flows only to companies that do social good. The best features of capitalism and socialism wrapped into one nice tidy package. This sounds great, just as socialism was music to Russian ears a hundred years ago. Vitaliy explores the complexities of implementing a socially responsible strategy, and shares how he tackles this subject at his investing firm, IMA.

You can read this article online at: https://contrarianedge.com/socially-irresponsible-investing/

Disclosure: Read this before you buy your next stock

The post Socially Irresponsible Investing – Ep 45 appeared first on The Intellectual Investor.

While Vitaliy loves to travel, he hates traveling alone. During a recent trip to San Francisco, Vitaliy and his daughter Hannah took in the sites and sounds of that great city. Hannah and Vitaliy got some amazing memories from this short trip, and Hannah learned an important lesson about personal finance and charity.

You can read this article online at: https://contrarianedge.com/i-left-my-heart/

While Vitaliy loves to travel, he hates traveling alone. During a recent trip to San Francisco, Vitaliy and his daughter Hannah took in the sites and sounds of that great city. Hannah and Vitaliy got some amazing memories from this short trip, and Hannah learned an important lesson about personal finance and charity.

You can read this article online at: https://contrarianedge.com/i-left-my-heart/

The post I Left My Heart… – Ep 44 appeared first on The Intellectual Investor.

Vitaliy has been asked a lot about Bitcoin lately. But he hasn't said much about it publicly, because he finds himself in an uncomfortable position: agreeing with most mainstream financial media. For Vitaliy, the truth is simple and clear: Bitcoin is a bubble.

You can read this article online at: https://contrarianedge.com/bitcoin-millennials-fake-gold/

Disclosure: Read this before you buy your next stock

Vitaliy has been asked a lot about Bitcoin lately. But he hasn’t said much about it publicly, because he finds himself in an uncomfortable position: agreeing with most mainstream financial media. For Vitaliy, the truth is simple and clear: Bitcoin is a bubble.

You can read this article online at: https://contrarianedge.com/bitcoin-millennials-fake-gold/

Disclosure: Read this before you buy your next stock

The post Bitcoin – Millennials Fake Gold – Ep 43 appeared first on The Intellectual Investor.

Part 2. Vitaliy and Tony Greer of TG Macro continue their conversation for Real Vision. In this episode, Vitaliy discusses the investment puzzle presented by Tesla, whether or not he owns the stock, the automotive industry, America's bright future, and more.

You can also listen to complete interview here: https://www.realvision.com/market-risk-and-the-all-terrain-portfolio

Disclosure: Read this before you buy your next stock

Part 2. Vitaliy and Tony Greer of TG Macro continue their conversation for Real Vision. In this episode, Vitaliy discusses the investment puzzle presented by Tesla, whether or not he owns the stock, the automotive industry, America’s bright future, and more.

You can also listen to complete interview here: https://www.realvision.com/market-risk-and-the-all-terrain-portfolio

Disclosure: Read this before you buy your next stock

The post Interview with Tony Greer, Part 2: The Tesla Puzzle, Crypto, the Dollar, and America’s Bright Future – Ep 42 appeared first on The Intellectual Investor.

Part 1. In early November, Vitaliy sat down with Tony Greer of TG Macro for an interview to be featured on Real Vision, a widely respected financial thought leadership network. They discuss how Vitaliy constructs an all-terrain portfolio for IMA clients, and the role that the macroeconomy plays in investing.

You can also listen to complete interview here: https://www.realvision.com/market-risk-and-the-all-terrain-portfolio

Disclosure: Read this before you buy your next stock

Part 1. In early November, Vitaliy sat down with Tony Greer of TG Macro for an interview to be featured on Real Vision, a widely respected financial thought leadership network. They discuss how Vitaliy constructs an all-terrain portfolio for IMA clients, and the role that the macroeconomy plays in investing.

You can also listen to complete interview here: https://www.realvision.com/market-risk-and-the-all-terrain-portfolio

Disclosure: Read this before you buy your next stock

The post Interview with Tony Greer, Part 1: The All-Terrain Portfolio – Ep 41 appeared first on The Intellectual Investor.

In this episode, Vitaliy talks with Michael Covel of Trend Following Radio. Vitaliy and Michael discuss the importance of process-based goals and the role they play in creating a happy life, and the challenges of finding value in today's market. Vitaliy shares his view on how risks have built up in financial markets, how those might play out in the next few years, and how he's positioning IMA portfolios to take advantage of potential market shifts down the road.

You can listen to the interview here: http://trendfollowingradio.com/ep-806-vitaliy-katsenelson-interview-with-michael-covel-on-trend-following-radio

Disclosure: Read this before you buy your next stock