Nach Genre filtern
- 528 - The Infinite Game in Telecom – Ep 234https://traffic.libsyn.com/secure/intellectualinvestor/The_Infinite_Game_in_Telecom_v1_2024-10-02.mp3
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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post The Infinite Game in Telecom – Ep 234 appeared first on The Intellectual Investor.
Tue, 01 Oct 2024 - 527 - The Hidden Risk in “Religion” Stocks – Ep 233https://traffic.libsyn.com/secure/intellectualinvestor/The_Hidden_Risk_in_Religion_Stocks_v1_2024-09-25.mp3
A basic property of religion is that the believer takes a leap of faith: to believe without expecting proof.
Read the article here: https://investor.fm/the-hidden-risk-in-religion-stocks-2/
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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post The Hidden Risk in “Religion” Stocks – Ep 233 appeared first on The Intellectual Investor.
Thu, 26 Sep 2024 - 526 - The Best and Worst Investment Decisions I’ve Made – Ep 232https://traffic.libsyn.com/secure/intellectualinvestor/The_Best_and_Worst_Investment_Decisions_Ive_Made_v1_2024-09-17.mp3
I’m going to share stories about my best and worst investment decisions. But don’t worry, this isn’t just a brag-and-cringe session about making or losing money.
Read the article here: https://investor.fm/the-best-and-worst-investment-decisions-ive-made/
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Active Value Investing – https://amzn.to/3u8zn3A
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post The Best and Worst Investment Decisions I’ve Made – Ep 232 appeared first on The Intellectual Investor.
Thu, 19 Sep 2024 - 525 - Trump’s call for a bitcoin strategic reserve is a very bad idea – Ep 231https://traffic.libsyn.com/secure/intellectualinvestor/Ep_231_-_Trumps_call_for_a_bitcoin_strategic_reserve_is_a_very_bad_idea_v1_2024-09-11.mp3
At the end of July, Donald Trump went full Bitcoin. He wants the US to become a “Bitcoin superpower”; he promised to build a Bitcoin strategic reserve.
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The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ
Active Value Investing – https://amzn.to/3u8zn3A
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Trump’s call for a bitcoin strategic reserve is a very bad idea – Ep 231 appeared first on The Intellectual Investor.
Thu, 12 Sep 2024 - 524 - Unpacking Buffett’s Investment Philosophy: A Personal Perspective – Ep 230https://traffic.libsyn.com/secure/intellectualinvestor/Ep_230_-_Unpacking_Buffetts_Investment_Philosophy_-_A_Personal_Perspective_v1_2024-08-29.mp3
How does our investment approach stack up against Warren Buffett’s? Answering this question gives me a chance to dissect Buffett’s famous investment principles and compare them to our own strategy.
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Active Value Investing – https://amzn.to/3u8zn3A
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Unpacking Buffett’s Investment Philosophy: A Personal Perspective – Ep 230 appeared first on The Intellectual Investor.
Thu, 05 Sep 2024 - 523 - The Eclectic Value Investor – Ep 229https://traffic.libsyn.com/secure/intellectualinvestor/The_Eclectic_Value_Investor_v2_2024-08-21.mp3
How do I describe myself as an investor? This question provides an opportunity to delve into what I mean by being an “eclectic value investor with a slight touch of dogmatism.” It’s a comprehensive look at our investment philosophy and approach.
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Active Value Investing – https://amzn.to/3u8zn3A
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post The Eclectic Value Investor – Ep 229 appeared first on The Intellectual Investor.
Thu, 22 Aug 2024 - 522 - The AI Revolution – Ep 228https://traffic.libsyn.com/secure/intellectualinvestor/The_AI_Revolution_v1_2024-08-13.mp3
The discussion of AI quickly falls into a domain bordering on Sci-Fi. My thoughts here are only marginally shaped by scientific facts.
If you look at technological progress over the centuries through the lens of productivity, the improvement was tiny, barely noticeable. Our ability to do the same tasks maybe improved a few basis points a year for millennia. People figured out fire, learned how to use levers, and created a wheel.
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Active Value Investing – https://amzn.to/3u8zn3A
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post The AI Revolution – Ep 228 appeared first on The Intellectual Investor.
Thu, 15 Aug 2024 - 521 - The EV Industry Landscape – Ep 227https://traffic.libsyn.com/secure/intellectualinvestor/Ep_227_The_EV_Industry_Landscape_v1_2024-08-06.mp3
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Active Value Investing – https://amzn.to/3u8zn3A
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post The EV Industry Landscape – Ep 227 appeared first on The Intellectual Investor.
Thu, 08 Aug 2024 - 520 - Understanding Today’s Economic Landscape – Ep 226https://traffic.libsyn.com/secure/intellectualinvestor/Understanding_Todays_Economic_Landscape_v2_2024-08-06.mp3
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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Understanding Today’s Economic Landscape – Ep 226 appeared first on The Intellectual Investor.
Tue, 06 Aug 2024 - 519 - Lessons from History’s Technology Booms – Ep 225https://traffic.libsyn.com/secure/intellectualinvestor/Lessons_from_Historys_Technology_Booms_v1_2024-07-31.mp3
There’s a quote often attributed to Albert Einstein: “Insanity is doing the same thing over and over again and expecting different results.” As an investor, especially if you manage someone else’s capital, you have to be slightly insane.
During market manias, time slows down to dog years. You have to keep doing the same (rational) thing but expect a different outcome, knowing that at some point it will come.
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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Lessons from History’s Technology Booms – Ep 225 appeared first on The Intellectual Investor.
Thu, 01 Aug 2024 - 518 - Science Fiction Stock Analysis – Conversations with Vitaliy – Ep 48https://traffic.libsyn.com/secure/intellectualinvestor/Science_Fiction_Stock_Analysis.mp3
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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Science Fiction Stock Analysis – Conversations with Vitaliy – Ep 48 appeared first on The Intellectual Investor.
Tue, 30 Jul 2024 - 517 - The Magnificent 7 and the Dangers of Market Hype – Ep 224https://traffic.libsyn.com/secure/intellectualinvestor/The_Magnificent_7_and_the_Dangers_of_Market_Hype_v1_2024-07-24_1_1.mp3
Despite the S&P 500 showing gains in the mid-teens, the average stock on the market is either up slightly or flat for the year. Most of the gains in the index came from the Magnificent 7 stocks, which constitute 35% of the index!
The Magnificent 7 are starting to look like the Nifty Fifty stocks from the 1970s (Kodak, Polaroid, Avon, Xerox, and others) – stocks you “had to own” or you were left behind – until all your gains were taken away or you faced a decade or two of no returns. Forty years later, it’s easy to dismiss these companies as has-beens. They’ve all either gone bankrupt or become irrelevant. But back then, they were the stars of corporate America, just like the Magnificent 7 are today.
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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post The Magnificent 7 and the Dangers of Market Hype – Ep 224 appeared first on The Intellectual Investor.
Thu, 25 Jul 2024 - 516 - What Makes for a Great Investor? – Conversations with Vitaliy – Ep 47https://traffic.libsyn.com/secure/intellectualinvestor/Ep_47_-_What_Makes_For_a_Great_Investor_320__kbps.mp3
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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post What Makes for a Great Investor? – Conversations with Vitaliy – Ep 47 appeared first on The Intellectual Investor.
Tue, 23 Jul 2024 - 515 - The Right Way To Think – Conversations with Vitaliy – Ep 46https://traffic.libsyn.com/secure/intellectualinvestor/The_Right_Way_To_Think_320__kbps.mp3
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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post The Right Way To Think – Conversations with Vitaliy – Ep 46 appeared first on The Intellectual Investor.
Tue, 09 Jul 2024 - 514 - Benefits of Travel- Conversations with Vitaliy – Ep 45https://traffic.libsyn.com/secure/intellectualinvestor/Why_You_Should_Travel_320__kbps.mp3
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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Benefits of Travel- Conversations with Vitaliy – Ep 45 appeared first on The Intellectual Investor.
Tue, 02 Jul 2024 - 513 - The Slippery Slope Of Student Loan Forgiveness – Edition 2024 – Ep 223https://traffic.libsyn.com/secure/intellectualinvestor/The_Slippery_Slope_of_Student_Loan_Forgiveness_-_Edition_2024_v1_2024-06-04.mp3
My daughter Hannah was just accepted to University of Denver. She might take out student loans. Why wouldn’t she?
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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post The Slippery Slope Of Student Loan Forgiveness – Edition 2024 – Ep 223 appeared first on The Intellectual Investor.
Thu, 13 Jun 2024 - 512 - Crash Course in Failure – Conversations with Vitaliy – Ep 43https://traffic.libsyn.com/secure/intellectualinvestor/Ep_43_-_3_Minute_Crash_Course_in_Failure_I_Vitaliy_Katsenelson.mp3
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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Crash Course in Failure – Conversations with Vitaliy – Ep 43 appeared first on The Intellectual Investor.
Tue, 11 Jun 2024 - 511 - 30 Years in America – Edition 2024 – Ep 222https://traffic.libsyn.com/secure/intellectualinvestor/30_Years_in_America_-_Edition_2024_v1_2024-06-04.mp3
This week, I am going to share with you two essays that I wrote a few years ago. I want you to see this country through the eyes of an immigrant. If you were born here, you have only seen prosperity, making it more likely for you to take what you have for granted. We tend to not appreciate what we have until we lose it.
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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post 30 Years in America – Edition 2024 – Ep 222 appeared first on The Intellectual Investor.
Thu, 06 Jun 2024 - 510 - The Right Way To Think – Conversations with Vitaliy – Ep 42https://traffic.libsyn.com/secure/intellectualinvestor/Ep_42_-_The_Right_Way_To_Think.mp3
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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post The Right Way To Think – Conversations with Vitaliy – Ep 42 appeared first on The Intellectual Investor.
Tue, 04 Jun 2024 - 509 - Rediscovering the Essence of the Berkshire Hathaway Annual Meeting – Ep 221https://traffic.libsyn.com/secure/intellectualinvestor/Rediscovering_the_Essence_of_the_Berkshire_Hathaway_Annual_Meeting_v1_2024-05-24.mp3
When in the past I described my trip to the Berkshire Hathaway annual meeting to others, I often found that I contradicted myself. I said I was going to see Warren Buffett and Charlie Munger speak, and then I said that their presentation was the least important part of the trip.
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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Rediscovering the Essence of the Berkshire Hathaway Annual Meeting – Ep 221 appeared first on The Intellectual Investor.
Fri, 31 May 2024 - 508 - What If You Had To Do It Over Again? – Conversations with Vitaliy – Ep 41https://traffic.libsyn.com/secure/intellectualinvestor/Ep_41_-_What_If_You_Had_To_Do_It_All_Over_Again__I_Vitaliy_Katsenelson.mp3
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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post What If You Had To Do It Over Again? – Conversations with Vitaliy – Ep 41 appeared first on The Intellectual Investor.
Tue, 28 May 2024 - 507 - You Are Missing This Skill – Conversations with Vitaliy – Ep 40https://traffic.libsyn.com/secure/intellectualinvestor/Ep_40_-_You_Are_Missing_This_Skill.mp3
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My Key Links
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🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post You Are Missing This Skill – Conversations with Vitaliy – Ep 40 appeared first on The Intellectual Investor.
Tue, 21 May 2024 - 506 - You Can’t Be Good at Investing Without Knowing This – Conversations with Vitaliy – Ep 39https://traffic.libsyn.com/secure/intellectualinvestor/Ep_39_-_The_Real_Definition_of_Wealth.mp3
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My Key Links
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post You Can’t Be Good at Investing Without Knowing This – Conversations with Vitaliy – Ep 39 appeared first on The Intellectual Investor.
Tue, 14 May 2024 - 505 - Dad, You Are Not Growing! (Embracing Vulnerability) – Ep 220https://traffic.libsyn.com/secure/intellectualinvestor/Dad__You_Are_Not_Growing_Embracing_Vulnerability_v1_2024-05-02.mp3
Read the full article here: https://investor.fm/dad-you-are-not-growing-embracing-vulnerability/
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My Key Links
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Dad, You Are Not Growing! (Embracing Vulnerability) – Ep 220 appeared first on The Intellectual Investor.
Thu, 09 May 2024 - 504 - Take Control of Your Life – Conversations with Vitaliy – Ep 38https://traffic.libsyn.com/secure/intellectualinvestor/Ep_38_-_Take_Control_of_Your_Life.mp3
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My Key Links
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Take Control of Your Life – Conversations with Vitaliy – Ep 38 appeared first on The Intellectual Investor.
Tue, 07 May 2024 - 503 - Stand For Something in Life – Conversations with Vitaliy – Ep 37https://traffic.libsyn.com/secure/intellectualinvestor/Ep_37_-_Stand_for_Something_in_Life.mp3
I took a stand when I spoke about Israel, here is why I did it.
Here are all my articles about Israel: https://investor.fm/?s=israel
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My Key Links
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Stand For Something in Life – Conversations with Vitaliy – Ep 37 appeared first on The Intellectual Investor.
Tue, 30 Apr 2024 - 502 - Hedging The Portfolio With Weapons Of Mass Destruction – Ep 219https://traffic.libsyn.com/secure/intellectualinvestor/Ep_219_-_Hedging_the_Portfolio_with_Weapons_of_Mass_Destruction.mp3
Read my full article about AI here: https://investor.fm/my-thoughts-on-ai/
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My Key Links
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🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Hedging The Portfolio With Weapons Of Mass Destruction – Ep 219 appeared first on The Intellectual Investor.
Thu, 25 Apr 2024 - 501 - Skin in the Game vs Soul in the Game – Conversations with Vitaliy – Ep 36https://traffic.libsyn.com/secure/intellectualinvestor/Ep_36_-_Skin_in_The_Game_vs_Soul_in_The_Game.mp3
If you want to learn more about Soul in the Game, you can a copy of my book here: https://amzn.to/43CF73v
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📚 Get my books:
Soul in the Game – https://amzn.to/43CF73v
The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ
Active Value Investing – https://amzn.to/3u8zn3A
My Key Links
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Skin in the Game vs Soul in the Game – Conversations with Vitaliy – Ep 36 appeared first on The Intellectual Investor.
Tue, 23 Apr 2024 - 500 - Cable Stocks Keep Getting Punched In The Mouth – Ep 218https://traffic.libsyn.com/secure/intellectualinvestor/Ep_218_-_Cable_Stocks_v1_2024-04-16.mp3
Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio.
Read my full article about AI here: https://investor.fm/my-thoughts-on-ai/
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Active Value Investing – https://amzn.to/3u8zn3A
My Key Links
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Cable Stocks Keep Getting Punched In The Mouth – Ep 218 appeared first on The Intellectual Investor.
Thu, 18 Apr 2024 - 499 - How will AI Change Investing? – Conversations with Vitaliy – Ep 35https://traffic.libsyn.com/secure/intellectualinvestor/Ep_35_-_How_will_AI_change_investing_.mp3
AI is changing the way we live our life, and investing is no different. Here is how AI will change investing in my eyes.
Read my full article about AI here: https://investor.fm/my-thoughts-on-ai/
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Soul in the Game – https://amzn.to/47uaIF8
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Active Value Investing – https://amzn.to/3u8zn3A
My Key Links
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post How will AI Change Investing? – Conversations with Vitaliy – Ep 35 appeared first on The Intellectual Investor.
Tue, 16 Apr 2024 - 498 - No Shortcuts To Greatness: The Path To Successful Investing – Ep 217https://traffic.libsyn.com/secure/intellectualinvestor/No_Shortcuts_to_Greatness_-_The_Path_to_Successful_Investing_v2_2024-04-11.mp3
One of my principles in life is to have a net positive impact on the people I touch. If every single stock I discussed only went straight up, I wouldn’t have to worry about it. But this is not how life works.
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My Key Links
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post No Shortcuts To Greatness: The Path To Successful Investing – Ep 217 appeared first on The Intellectual Investor.
Fri, 12 Apr 2024 - 497 - Construct the Optimal Portfolio – Conversations with Vitaliy – Ep 34https://traffic.libsyn.com/secure/intellectualinvestor/Ep_34_-_Construct_the_Optimal_Portfolio.mp3
A reader of mine recently asked me how I would construct the optimal portfolio. Here is how I would do it.
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My Key Links
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Construct the Optimal Portfolio – Conversations with Vitaliy – Ep 34 appeared first on The Intellectual Investor.
Tue, 09 Apr 2024 - 496 - Investing In A New Era Of Global Tensions – Ep 216https://traffic.libsyn.com/secure/intellectualinvestor/Ep_216_-_Investing_in_a_New_Era_of_Global_Tensions_v1_2024-03-27.mp3
You don’t have to worry about the market and its crazy valuations. That’s your neighbor’s problem, not yours. In building your portfolio, we are aiming for resilience.
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My Key Links
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Investing In A New Era Of Global Tensions – Ep 216 appeared first on The Intellectual Investor.
Thu, 04 Apr 2024 - 495 - 4 Mental Models To Change Your Thinking – Conversations with Vitaliy – Ep 33https://traffic.libsyn.com/secure/intellectualinvestor/4_Mental_Models_To_Change_Your_Thinking.mp3
Here are 4 Mental Models That Will Change Your Life:
𝗜𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 (𝗜𝗻𝘀𝗽𝗶𝗿𝗲𝗱 𝗯𝘆 𝗖𝗵𝗮𝗿𝗹𝗶𝗲 𝗠𝘂𝗻𝗴𝗲𝗿) 𝗗𝗶𝗰𝗵𝗼𝘁𝗼𝗺𝘆 𝗼𝗳 𝗖𝗼𝗻𝘁𝗿𝗼𝗹 𝗗𝗮𝘃𝗶𝗱 𝘃𝘀. 𝗚𝗼𝗹𝗶𝗮𝘁𝗵 𝗙𝗶𝗿𝘀𝘁 𝗣𝗿𝗶𝗻𝗰𝗶𝗽𝗹𝗲𝘀 𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 (𝗟𝗲𝗮𝗿𝗻𝗲𝗱 𝗳𝗿𝗼𝗺 𝗘𝗹𝗼𝗻 𝗠𝘂𝘀𝗸)📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/
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My Key Links
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post 4 Mental Models To Change Your Thinking – Conversations with Vitaliy – Ep 33 appeared first on The Intellectual Investor.
Tue, 02 Apr 2024 - 494 - Why the Survival and Dominance of Car Manufacturers is Far from Certain – Ep 215https://traffic.libsyn.com/secure/intellectualinvestor/Why_the_Survival_and_Dominance_of_Car_Manufacturers_is_Far_from_Certain_v1_2024-03-17.mp3
Today EV sales account for a tiny rounding error of total global car sales. Can traditional automobile companies successfully transition to making EVs?
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Active Value Investing – https://amzn.to/3u8zn3A
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Why the Survival and Dominance of Car Manufacturers is Far from Certain – Ep 215 appeared first on The Intellectual Investor.
Thu, 28 Mar 2024 - 493 - Will Your Kids Remember You? – Conversations with Vitaliy – Ep 32https://traffic.libsyn.com/secure/intellectualinvestor/Ep_32_-_Will_Your_Kids_Remember_You_.mp3
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Active Value Investing – https://amzn.to/3u8zn3A
My Key Links
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Will Your Kids Remember You? – Conversations with Vitaliy – Ep 32 appeared first on The Intellectual Investor.
Tue, 26 Mar 2024 - 492 - Expanding Perspectives Through Travel – From Spain to the UK – Ep 214https://traffic.libsyn.com/secure/intellectualinvestor/Ep_214_-_Expanding_Perspectives_Through_Travel_-_From_Spain_to_the_UK_v1_2024-03-17.mp3
My brother Alex, my son Jonah, and I went to a conference in Switzerland. We saw this as an opportunity to turn the bookends of the trip into a small European vacation.
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MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Expanding Perspectives Through Travel – From Spain to the UK – Ep 214 appeared first on The Intellectual Investor.
Thu, 21 Mar 2024 - 491 - This Advice Will Rewire Your Brain – Conversations with Vitaliy – Ep 31https://traffic.libsyn.com/secure/intellectualinvestor/Ep_31_-_This_Advice_Will_Rewire_Your_Brain.mp3
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My Key Links
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post This Advice Will Rewire Your Brain – Conversations with Vitaliy – Ep 31 appeared first on The Intellectual Investor.
Tue, 19 Mar 2024 - 490 - The Real Definition of Wealth – Conversations with Vitaliy – Ep 30https://traffic.libsyn.com/secure/intellectualinvestor/Ep_30_-_The_Real_Definition_of_Wealth.mp3.crdownload.mp3
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Soul in the Game – https://amzn.to/47uaIF8
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Active Value Investing – https://amzn.to/3u8zn3A
My Key Links
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post The Real Definition of Wealth – Conversations with Vitaliy – Ep 30 appeared first on The Intellectual Investor.
Tue, 12 Mar 2024 - 489 - Stoic Tools to Become a Great Investor – Conversations with Vitaliy – Ep 29https://traffic.libsyn.com/secure/intellectualinvestor/Ep_29_-_Stoic_Tools_to_Become_a_Great_Investor.mp3
Use these stoic tools to become a great investor.
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My Key Links
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Stoic Tools to Become a Great Investor – Conversations with Vitaliy – Ep 29 appeared first on The Intellectual Investor.
Tue, 05 Mar 2024 - 488 - How To Invest Your First $100 in Under 2 Minutes – Conversations with Vitaliy – Ep 28https://traffic.libsyn.com/secure/intellectualinvestor/Ep_28_-_How_To_Invest_Your_First_100_in_Under_2_Minutes.mp3
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Active Value Investing – https://amzn.to/3u8zn3A
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post How To Invest Your First $100 in Under 2 Minutes – Conversations with Vitaliy – Ep 28 appeared first on The Intellectual Investor.
Tue, 27 Feb 2024 - 487 - The Power of Constraints – Conversations with Vitaliy – Ep 27https://traffic.libsyn.com/secure/intellectualinvestor/Ep_27_-_The_Power_of_Constraints.mp3
Our society looks at abundance only from a positive perspective; however, it also has a very dark side. If scarcity is a disease that inflicts people in socialist countries, overabundance is a sickness prevalent in capitalist ones.
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MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post The Power of Constraints – Conversations with Vitaliy – Ep 27 appeared first on The Intellectual Investor.
Tue, 20 Feb 2024 - 486 - Antisemitism and Wokeness Threaten the Future of Israel and America – Part 3 & 4 – Ep 213https://traffic.libsyn.com/secure/intellectualinvestor/01_Part_3_and_Part_4.mp3
Today, you will listen to parts 3&4 of my Israel essay.
🚨 If you prefer to read the full essay, here it is: https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/
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Soul in the Game – https://amzn.to/47uaIF8
The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ
Active Value Investing – https://amzn.to/3u8zn3A
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Antisemitism and Wokeness Threaten the Future of Israel and America – Part 3 & 4 – Ep 213 appeared first on The Intellectual Investor.
Sun, 18 Feb 2024 - 485 - Antisemitism and Wokeness Threaten the Future of Israel and America – Part 1 & 2 – Ep 212https://traffic.libsyn.com/secure/intellectualinvestor/01_Part_1_and_Part_2.mp3
Today, you will listen to parts 1&2 of my Israel essay. Tomorrow you will hear parts 3&4.
🚨 If you prefer to read the full essay, here it is: https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/
📩 Join 84,000+ readers on my weekly email newsletter: https://investor.fm/signup-for-articles/
📚 GET MY BOOKS
Soul in the Game – https://amzn.to/47uaIF8
The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ
Active Value Investing – https://amzn.to/3u8zn3A
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Antisemitism and Wokeness Threaten the Future of Israel and America – Part 1 & 2 – Ep 212 appeared first on The Intellectual Investor.
Sat, 17 Feb 2024 - 484 - 10 Lessons in Investing Mastery – Conversations with Vitaliy – Ep 26https://traffic.libsyn.com/secure/intellectualinvestor/Ep_26_-_10_Lessons_in_Investing_Mastery.mp3
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📚 GET MY BOOKS
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The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ
Active Value Investing – https://amzn.to/3u8zn3A
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post 10 Lessons in Investing Mastery – Conversations with Vitaliy – Ep 26 appeared first on The Intellectual Investor.
Tue, 13 Feb 2024 - 483 - Are You In Control? – Conversations with Vitaliy – Ep 25https://traffic.libsyn.com/secure/intellectualinvestor/Ep_25_-_Are_You_In_Control_.mp3
This is the concept that got me into stoicism. Dichotomy of Control.
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MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Are You In Control? – Conversations with Vitaliy – Ep 25 appeared first on The Intellectual Investor.
Tue, 06 Feb 2024 - 482 - The Rise and Fall of Russia – Conversations with Vitaliy – Ep 24https://traffic.libsyn.com/secure/intellectualinvestor/The_Rise_and_Fall_of_Russia.mp3
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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post The Rise and Fall of Russia – Conversations with Vitaliy – Ep 24 appeared first on The Intellectual Investor.
Tue, 30 Jan 2024 - 481 - Never Run Out of Ideas – Conversations with Vitaliy – Ep 23https://traffic.libsyn.com/secure/intellectualinvestor/Never_Run_Out_of_Ideas.mp3
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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Never Run Out of Ideas – Conversations with Vitaliy – Ep 23 appeared first on The Intellectual Investor.
Tue, 23 Jan 2024 - 480 - CFA Richmond Fireside Chat with Vitaliy Katsenelson – Ep 211https://traffic.libsyn.com/secure/intellectualinvestor/Vitaliy__CFA_Richmond_With_Intro_Music_Mp3.mp3
This is my fireside chat with the CFA Society in Richmond, Virginia. We discussed the power of writing, stoicism in investing, and becoming the best investor you can be.
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🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post CFA Richmond Fireside Chat with Vitaliy Katsenelson – Ep 211 appeared first on The Intellectual Investor.
Thu, 18 Jan 2024 - 479 - The 5 Value Investing Mistakes to Avoid – Conversations with Vitaliy – Ep 22https://traffic.libsyn.com/secure/intellectualinvestor/The_5_Value_Investing_Mistakes_to_Avoid_mp3.mp3
Here are the 5 value investing mistakes to avoid.
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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post The 5 Value Investing Mistakes to Avoid – Conversations with Vitaliy – Ep 22 appeared first on The Intellectual Investor.
Tue, 16 Jan 2024 - 478 - Charlie Munger’s Rules For a Good Life – Conversations with Vitaliy – Ep 21https://traffic.libsyn.com/secure/intellectualinvestor/Charlie_Mungers_Rules_For_a_Good_Life.mp3
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🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Charlie Munger’s Rules For a Good Life – Conversations with Vitaliy – Ep 21 appeared first on The Intellectual Investor.
Tue, 09 Jan 2024 - 477 - Learn, Adapt, Conquer – Conversations with Vitaliy – Ep 20https://traffic.libsyn.com/secure/intellectualinvestor/Learn_Adapt_Conquer.mp3
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🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Learn, Adapt, Conquer – Conversations with Vitaliy – Ep 20 appeared first on The Intellectual Investor.
Wed, 03 Jan 2024 - 476 - Think Like a Writer – Conversations with Vitaliy – Ep 19https://traffic.libsyn.com/secure/intellectualinvestor/Think_Like_a_Writer.mp3
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🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Think Like a Writer – Conversations with Vitaliy – Ep 19 appeared first on The Intellectual Investor.
Wed, 27 Dec 2023 - 475 - This is What Warren Buffett Got Wrong – Conversations with Vitaliy – Ep 18https://traffic.libsyn.com/secure/intellectualinvestor/This_is_What_Warren_Buffett_Got_Wrong.mp3
I respect Warren Buffett, but here is the one thing he got wrong.
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🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post This is What Warren Buffett Got Wrong – Conversations with Vitaliy – Ep 18 appeared first on The Intellectual Investor.
Tue, 19 Dec 2023 - 474 - Broadening the aperture of how you look at life – Ep 210https://traffic.libsyn.com/secure/intellectualinvestor/210_Broadening_the_aperture_of_how_you_look_at_life_v1_2023-12-08.mp3
The interview took place in April 2023 at Temple Sinai here in Denver. The discussion focused on my book Soul in the Game: The Art of a Meaningful Life. The living characters of the book are from my family, so having them in the audience was a bit surreal.
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🐦 Twitter – https://twitter.com/vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Broadening the aperture of how you look at life – Ep 210 appeared first on The Intellectual Investor.
Thu, 14 Dec 2023 - 473 - The Writing Advice You Desperately Need – Conversations with Vitaliy – Ep 17https://traffic.libsyn.com/secure/intellectualinvestor/The_Writing_Advice_You_Desperately_Need.mp3
Looking to start writing? Here is the advice you need to get started.
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🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post The Writing Advice You Desperately Need – Conversations with Vitaliy – Ep 17 appeared first on The Intellectual Investor.
Tue, 12 Dec 2023 - 472 - My thoughts on AI – Ep 209https://traffic.libsyn.com/secure/intellectualinvestor/209_My_thoughts_on_AI_v1_2023-11-30.mp3
Innovation disrupts, but it also creates new jobs and improves the standard of living of society. AI will displace many jobs, but it will also empower people with new productivity tools.
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🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post My thoughts on AI – Ep 209 appeared first on The Intellectual Investor.
Thu, 07 Dec 2023 - 471 - Lessons for My Kids – Conversations with Vitaliy – Ep 16https://traffic.libsyn.com/secure/intellectualinvestor/Lessons_For_My_Kids.mp3
What lessons do you want to leave behind for your kids?
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🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post Lessons for My Kids – Conversations with Vitaliy – Ep 16 appeared first on The Intellectual Investor.
Tue, 05 Dec 2023 - 470 - Don’t Let History Repeat Itself – Ep 208https://traffic.libsyn.com/secure/intellectualinvestor/Ep_208_-_Dont_Let_History_Repeat_Itself_Podcast.mp3
I know young adults who have gone to Israel to fight to protect it from evil. I have friends who have put their lives on hold and gone to Israel to volunteer to help that country in any way they can. My pen is my gift. This is how I can make a difference. If I don’t stand up now, then when? When my family is sent to the gas chambers?
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MY KEY LINKS
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🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Don’t Let History Repeat Itself – Ep 208 appeared first on The Intellectual Investor.
Fri, 01 Dec 2023 - 469 - Israel is Not Hamas’ Final Solution – Ep 207https://traffic.libsyn.com/secure/intellectualinvestor/Ep_207_-_Israel_is_Not_Hamas_Final_Solution.mp3
I usually look forward to waking up every morning. My family is still asleep. I make a cup of coffee, put on my headphones, and write. But I wasn’t looking forward to mornings over the last week while I was working on this and tomorrow’s essays. It took me to a dark place where I did not want to go.
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🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Israel is Not Hamas’ Final Solution – Ep 207 appeared first on The Intellectual Investor.
Thu, 30 Nov 2023 - 468 - How To Teach Your Kids To Read – Conversations with Vitaliy – Ep 15https://traffic.libsyn.com/secure/intellectualinvestor/How_to_Teach_Kids_to_Read.mp3
Without a doubt, this is one of the most difficult things to do in a world dominated by technology. I hope my advice helps in some way.
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🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post How To Teach Your Kids To Read – Conversations with Vitaliy – Ep 15 appeared first on The Intellectual Investor.
Tue, 28 Nov 2023 - 467 - Why You Should Walk Everyday – Conversations with Vitaliy – Ep 14https://traffic.libsyn.com/secure/intellectualinvestor/Why_You_Should_Walk_Every_Single_Day.mp3
In this short video, I explain how walking can change your life.
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MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post Why You Should Walk Everyday – Conversations with Vitaliy – Ep 14 appeared first on The Intellectual Investor.
Tue, 21 Nov 2023 - 466 - How Stoicism Can Change Your Thinking – Conversations with Vitaliy – Ep 13https://traffic.libsyn.com/secure/intellectualinvestor/How_Stoicism_Can_Change_Your_Thinking.mp3
How stoic philosophy changed the way I think about life.
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MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post How Stoicism Can Change Your Thinking – Conversations with Vitaliy – Ep 13 appeared first on The Intellectual Investor.
Tue, 14 Nov 2023 - 465 - What happens in China may not stay in China – Ep 206https://traffic.libsyn.com/secure/intellectualinvestor/206_What_happens_in_China_may_not_stay_in_China_v1_2023-11-09.mp3
To understand what will happen in China and its impact on the global economy, we simply need to invert what happened over the last two decades.
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🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post What happens in China may not stay in China – Ep 206 appeared first on The Intellectual Investor.
Fri, 10 Nov 2023 - 464 - The 5 Investing Books Everyone Should Read – Conversations with Vitaliy – Ep 12https://traffic.libsyn.com/secure/intellectualinvestor/The_5_Investing_Books_Everyone_Should_Read.mp3
There are 5 investing books that I think everyone should read.
The Essays of Warren Buffett – Lawrence Cunningham
Fooled by Randomness – Nassim Nicholas Taleb
Antifragile – Nassim Nicholas Taleb
The Little Book of Behavioral Investing – James Montier
The Little Book That Builds Wealth – Pat Dorsey
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The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post The 5 Investing Books Everyone Should Read – Conversations with Vitaliy – Ep 12 appeared first on The Intellectual Investor.
Tue, 07 Nov 2023 - 463 - Our investments in oil and natural gas stocks – Ep 205https://traffic.libsyn.com/secure/intellectualinvestor/Ep_205_-_Our_investments_in_oil_and_natural_gas_stocks_v1_2023-11-01.mp3
I am about to discuss a topic that, for reasons that are unclear to me, has been politicized: oil and gas. I am writing this as a pragmatic analyst who looks at two factors: supply and demand. After all, I am not hired by you (IMA clients) to come up with environmental policy but to grow your wealth.
📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Our investments in oil and natural gas stocks – Ep 205 appeared first on The Intellectual Investor.
Thu, 02 Nov 2023 - 462 - What You Should Look For When Hiring Someone – Conversations with Vitaliy – Ep 11https://traffic.libsyn.com/secure/intellectualinvestor/Ep_11_-_What_You_Should_Look_For_When_Hiring_Someone.mp3
Here is what you should look for when hiring someone.
📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post What You Should Look For When Hiring Someone – Conversations with Vitaliy – Ep 11 appeared first on The Intellectual Investor.
Tue, 31 Oct 2023 - 461 - My Thoughts on the Economy – Ep 204https://traffic.libsyn.com/secure/intellectualinvestor/My_thoughts_on_the_economy_v2_2023-10-17.mp3
I just finished a fifteen-page seasonal letter to IMA clients. It discusses the economy and the positioning of our stock portfolio, as well as China, fossil fuels, AI, and unions. I will share excerpts from it over the next few weeks, starting today with a section that discusses our thoughts on the economy.
Though the official purpose of writing this was to get you close to my thinking about the economy and the stock market, to be honest, I have very little new to say. I suggest you reread my succinct letter from March 2023.
I have written this more selfishly to crystallize my thinking. This way, you and I will figure out what I think together. Thus, the following reads more like a listicle rather than an essay where all thoughts must flow from one to another.
📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post My Thoughts on the Economy – Ep 204 appeared first on The Intellectual Investor.
Thu, 26 Oct 2023 - 460 - Never Look at Money the Same Way – Conversations with Vitaliy – Ep 10https://traffic.libsyn.com/secure/intellectualinvestor/Ep_10_-_Never_Look_At_Money_The_Same_Way.mp3
When my wife and I got married, my friend Mark took us out to a lunch that forever changed my relationship with money.
📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post Never Look at Money the Same Way – Conversations with Vitaliy – Ep 10 appeared first on The Intellectual Investor.
Tue, 24 Oct 2023 - 459 - Unions: From Stimulant for the Economy to Cancer – Ep 203https://traffic.libsyn.com/secure/intellectualinvestor/Unions_-_From_Stimulant_for_the_Economy_to_Cancer_v2_2023-10-18.mp3
An update on the situation in Israel and my thoughts on unions.
Show notes:
Listen to Alex (Ethan and Jacob’s father) interviewed by my friend Ross Kaminsky. Contribute here to save a life.📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post Unions: From Stimulant for the Economy to Cancer – Ep 203 appeared first on The Intellectual Investor.
Wed, 18 Oct 2023 - 458 - What You Overlook In Investing – Conversations with Vitaliy – Ep 9https://traffic.libsyn.com/secure/intellectualinvestor/Ep_9_-_What_You_Overlook_In_Investing.mp3
In this episode, I highlight some of the most overlooked factors in investing. I discuss the importance of understanding financials and looking deeper into company culture and management. I provide examples of CEO excesses, like the case of GE CEO Jeff Immelt, and interesting examples, like the case of Amazon CEO Jeff Bezos.
📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post What You Overlook In Investing – Conversations with Vitaliy – Ep 9 appeared first on The Intellectual Investor.
Tue, 17 Oct 2023 - 457 - The 5 Books You Should Read – Conversations with Vitaliy – Ep 8https://traffic.libsyn.com/secure/intellectualinvestor/Ep_8_-_The_5_Books_You_Should_Read.mp3
Reading is something I find extremely rewarding, so it is a pleasure to share five book recommendations and one bonus book with you.
Book Recommendations:
Shantaram by Gregory David Roberts https://amzn.to/44qKqCe
How To Think Like A Roman Emperor by Donald Robertson https://amzn.to/3NEKlEd
Atomic Habits by James Clear https://amzn.to/3NGeVgE
Mindfulness by Ellen J.Langer https://amzn.to/3NKGghS
Lessons from the Titans by Scott Davis, Carter Copeland, and Rob Wertheimer https://amzn.to/3rknwhF
Alchemy by Rory Sutherland https://amzn.to/3D1bAUw
📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post The 5 Books You Should Read – Conversations with Vitaliy – Ep 8 appeared first on The Intellectual Investor.
Tue, 10 Oct 2023 - 456 - Should You Worry About The Next Recession? – Conversations with Vitaliy – Ep 7https://traffic.libsyn.com/secure/intellectualinvestor/Ep_7_-_Should_You_Worry_About_The_Next_Recession_Audio_Export.mp3
Worried about the next recession? Don’t panic and listen to this.
📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post Should You Worry About The Next Recession? – Conversations with Vitaliy – Ep 7 appeared first on The Intellectual Investor.
Tue, 03 Oct 2023 - 455 - Stop Gambling and Start Investing – Conversations with Vitaliy – Ep 6https://traffic.libsyn.com/secure/intellectualinvestor/Ep_6_-_Stop_Gambling_and_Start_Investing.mp3
Too often, people try to gamble rather than invest. Here is what I think the difference is between the two.
📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post Stop Gambling and Start Investing – Conversations with Vitaliy – Ep 6 appeared first on The Intellectual Investor.
Tue, 26 Sep 2023 - 454 - My Father – A Life Worth Living – Ep 202https://traffic.libsyn.com/secure/intellectualinvestor/Ep_202_-_My_Father__A_Life_Worth_Living_2023-09-06.mp3
My father, Naum Katsenelson, passed away on August 10, 2023. Here is my ode to him.
📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post My Father – A Life Worth Living – Ep 202 appeared first on The Intellectual Investor.
Thu, 21 Sep 2023 - 453 - My Letter To Young Investors – Conversations with Vitaliy – Ep 5https://traffic.libsyn.com/secure/intellectualinvestor/Ep_5_-_My_Letter_To_Young_Investors.mp3
If you are a young investor or interested in investing, I think you can benefit from my advice in this video.
📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post My Letter To Young Investors – Conversations with Vitaliy – Ep 5 appeared first on The Intellectual Investor.
Tue, 19 Sep 2023 - 452 - How You Can Be a Great Investor – Conversations with Vitaliy – Ep 4https://traffic.libsyn.com/secure/intellectualinvestor/Ep_4_-_How_You_Can_Be_a_Great_Investor_Audio_Export.mp3
In this video I break down the keys to becoming a great investor.
📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 Instagram – https://www.instagram.com/vitaliyk/
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post How You Can Be a Great Investor – Conversations with Vitaliy – Ep 4 appeared first on The Intellectual Investor.
Tue, 12 Sep 2023 - 451 - Advice Every Young Person Needs To Hear – Conversations with Vitaliy – Ep 3https://traffic.libsyn.com/secure/intellectualinvestor/Ep_3_-_Advice_Every_Young_Person_Needs_To_Hear.mp3
Very often, people come to me asking for advice. Here is the advice I have to offer young people today.
📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 Instagram – https://www.instagram.com/vitaliyk/
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post Advice Every Young Person Needs To Hear – Conversations with Vitaliy – Ep 3 appeared first on The Intellectual Investor.
Tue, 05 Sep 2023 - 450 - My Writing Journey – Conversations with Vitaliy – Ep 2https://traffic.libsyn.com/secure/intellectualinvestor/Ep_2_-_How_I_Started_Writing.mp3
Many people out there are afraid to start writing. Take a page from my book and stop fearing; get to work.
📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 Instagram – https://www.instagram.com/vitaliyk/
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post My Writing Journey – Conversations with Vitaliy – Ep 2 appeared first on The Intellectual Investor.
Tue, 29 Aug 2023 - 449 - The Power of Telling Stories – Conversations with Vitaliy – Ep 1https://traffic.libsyn.com/secure/intellectualinvestor/Storytelling_Audio_Export.mp3
Apple is the best storytelling company on the planet. This was the thought that ran through my mind as I watched Apple present its new products at the WWDC conference.
When it introduces a product, Apple doesn’t just spend the time telling you what it will do for you; it directs as much effort to telling a very detailed story about how it made the product.
📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 Instagram – https://www.instagram.com/vitaliyk/
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post The Power of Telling Stories – Conversations with Vitaliy – Ep 1 appeared first on The Intellectual Investor.
Tue, 22 Aug 2023 - 448 - Life is a Walk – Santa Fe – Ep 201https://traffic.libsyn.com/secure/intellectualinvestor/Life_is_a_Walk_-_Santa_Fe_v2_2023-08-09.mp3
My father and I started taking my son Jonah to Santa Fe in 2003, and this was when I first wrote about it. I have been writing, rewriting, and adding to this essay for the past ten years. I repolished it and included it in Soul in the Game. This time, I decided to leave it untouched. I added new thoughts at the end after our 2023 pilgrimage to this wonderful little town in New Mexico. I hope you enjoy it.
📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 Instagram – https://www.instagram.com/vitaliyk/
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post Life is a Walk – Santa Fe – Ep 201 appeared first on The Intellectual Investor.
Thu, 10 Aug 2023 - 447 - How do I get any research done since I travel a lot? – Ep 200https://traffic.libsyn.com/secure/intellectualinvestor/Ep_200_-_How_do_I_get_any_research_done_since_I_travel_a_lot_v1_2023-08-01.mp3
In today’s letter, I want to address a question that I get asked at times: How do I get any research done since I travel a lot? And then I’ll explain the reasons for two next trips.
📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 Instagram – https://www.instagram.com/vitaliyk/
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
Please read the following important disclosure: https://investor.fm/disclosure/
The post How do I get any research done since I travel a lot? – Ep 200 appeared first on The Intellectual Investor.
Thu, 03 Aug 2023 - 446 - The Growing Pains of Maturity – Ep 199https://traffic.libsyn.com/secure/intellectualinvestor/Ep_199_-_The_Growing_Pains_of_Maturity_v1_2023-07-18_1.mp3
Many times, we bought because they were in their “junior year”; this is what made them undervalued. Our research led us to the conclusion that their difficulties were transitory and that as they matured the market would revalue them.
📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 Instagram – https://www.instagram.com/vitaliyk/
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
Please read the following important disclosure: https://investor.fm/disclosure/
The post The Growing Pains of Maturity – Ep 199 appeared first on The Intellectual Investor.
Thu, 20 Jul 2023 - 445 - What is the Value of Apple? How do we evaluate risk? – Ep 198https://traffic.libsyn.com/secure/intellectualinvestor/Ep_198_-_What_is_the_Value_of_Apple_-_How_do_we_evaluate_risk_v1_2023-07-11_1.mp3
Over the next two weeks, I will share with you a few excerpts from my 25-page summer letter to IMA clients.
Next week, I will be comparing my children to stocks and divulging my latest thoughts on Uber and Qualcomm.
My purpose in sharing these excerpts is to give you insights into the investment process, so they all have the same focus – to teach you how to fish, not to provide you with the fish. So please take them as such.
📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 Instagram – https://www.instagram.com/vitaliyk/
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
Please read the following important disclosure: htthttps://investor.fm/disclosure/
The post What is the Value of Apple? How do we evaluate risk? – Ep 198 appeared first on The Intellectual Investor.
Thu, 13 Jul 2023 - 444 - Me, My Boy, and Warren Buffett with 2023 Postscript – Ep 187https://traffic.libsyn.com/secure/intellectualinvestor/Ep_187_-_Me__My_Boy__and_Warren_Buffett_with_2023_Postscript_v1_2023-04-19_1.mp3
The fourteen-year-old Jonah could not sit through the annual meeting; he was preoccupied with anything and everything but Buffett’s and Munger’s wisdom. After coming with me to Omaha eight years ago, Jonah never asked to go back, until last year. He came to the meeting and loved it. He actually sat through almost all of the main event. He is coming with me again this year.
📩 Sign up for my free weekly email newsletter https://substack.com/profile/6382475-…
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://contrarianedge.com/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 Instagram – https://www.instagram.com/vitaliyk/
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
The post Me, My Boy, and Warren Buffett with 2023 Postscript – Ep 187 appeared first on The Intellectual Investor.
Tue, 25 Apr 2023 - 443 - Libertarian’s (Unexpected) View on the Bailout of the Banking System – Ep 186https://traffic.libsyn.com/secure/intellectualinvestor/Ep_186_-_Libertarians_Unexpected_View_on_the_Bailout_of_the_Banking_System_v1_2023-04-06.mp3
Bailouts of the banking system create social tension. Eventually, bailouts introduce so much risk into the system that failures and bailouts become too costly for the society to bear, government creates draconian rules trying to prevent them in future, which in turn kills innovation and the formation of new businesses, and the result is a stagnating economy.
📩 Sign up for my free weekly email newsletter https://contrarianedge.com/signup-for…
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://contrarianedge.com/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 Instagram – https://www.instagram.com/vitaliyk/
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
Please read the following important disclosure: https://contrarianedge.com/disclosure/
The post Libertarian’s (Unexpected) View on the Bailout of the Banking System – Ep 186 appeared first on The Intellectual Investor.
Thu, 13 Apr 2023 - 442 - Silicon Valley Bank’s Downfall: A Cautionary Tale of What’s to Come – Ep 185https://traffic.libsyn.com/secure/intellectualinvestor/Ep_185_-_What_to_Expect_After_the_Silicon_Valley_Bank_Collapse_v1_2023-03-29.mp3
Silicon Valley Bank (SVB) may be an extreme example, but it gave us a preview at a 100x magnification of what many banks are facing today. SVB is also a sad demonstration of how volatile deposits are. SVB was awash with deposits from its customers, mainly startups, raising money in the venture capital boom.
📩 Sign up for my free weekly email newsletter https://contrarianedge.com/signup-for-articles/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://contrarianedge.com/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 Instagram – https://www.instagram.com/vitaliyk/
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
Please read the following important disclosure: https://contrarianedge.com/disclosure/
The post Silicon Valley Bank’s Downfall: A Cautionary Tale of What’s to Come – Ep 185 appeared first on The Intellectual Investor.
Thu, 06 Apr 2023 - 441 - The Stock Market, The Economy, Possible Outcomes, How to Invest – Ep 184https://traffic.libsyn.com/secure/intellectualinvestor/Ep_184_-_The_Stock_Market__The_Economy__Possible_Outcomes__How_to_Invest_v1_2023-03-22_1.mp3
This is part one of the winter seasonal letter I wrote to IMA clients, sharing my thoughts about the economy and the market. I tried something I’ve never done before. Instead of conveying my message through storytelling, I tried to compress my thoughts into short sentences. I summarized some 50,000 words into about 1,000.
📩 Sign up for my free weekly email newsletter https://contrarianedge.com/signup-for-articles/
🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/
📚 GET MY BOOKS
Soul in the Game – https://tinyurl.com/yzh486ep
The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2
Active Value Investing – https://tinyurl.com/ywfczy8u
MY KEY LINKS
🌍 My website/blog – https://contrarianedge.com/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 Instagram – https://www.instagram.com/vitaliyk/
WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.
Please read the following important disclosure: https://contrarianedge.com/disclosure/
The post The Stock Market, The Economy, Possible Outcomes, How to Invest – Ep 184 appeared first on The Intellectual Investor.
Thu, 30 Mar 2023 - 440 - The Hidden Costs of Switzerland: What It Takes to Be Swiss – Ep 183https://traffic.libsyn.com/secure/intellectualinvestor/Ep_183_-_The_Hidden_Costs_of_Switzerland_-_What_It_Takes_to_Be_Swiss_v2_2023-03-15.mp3
I recently traveled to a Swiss investment conference. The beauty, safety and serenity of Switzerland all come with embedded costs which I uncover in discussing the contrasts of India vs Switzerland, and seeing a country as a visitor vs a resident.
You can read this article online here: https://contrarianedge.com/hidden-costs-of-living-in-switzerland/
The Real Country of Contrasts: Our Unforgettable Trip to India article link: https://contrarianedge.com/the-real-country-of-contrasts-our-unforgettable-trip-to-india/
The post The Hidden Costs of Switzerland: What It Takes to Be Swiss – Ep 183 appeared first on The Intellectual Investor.
Thu, 16 Mar 2023 - 439 - The False Sophistication of Sophists – Ep 182https://traffic.libsyn.com/secure/intellectualinvestor/Ep_182_-_The_False_Sophistication_of_Sophists_v1_2023-03-05.mp3
The words we use matter more than we think. While we have a tendency to use words that can inflame a situation, make it worse or more extreme, by deliberately choosing our words, we can craft our perception of things, people, and events. I explain how.
You can read this article online here: https://soulinthegame.net/false-sophistication-of-sophists/
This is a free chapter from Soul in the Game: https://soulinthegame.net/
The post The False Sophistication of Sophists – Ep 182 appeared first on The Intellectual Investor.
Thu, 09 Mar 2023 - 438 - Each Day is a Separate Life – Ep 181https://traffic.libsyn.com/secure/intellectualinvestor/Ep_181_-_Each_Day_is_a_Separate_Life_v2_2023-03-01.mp3
In the hopes of gaining and keeping perspective on what truly matters over the Holidays, Vitaliy draws an excerpt from Seneca on treating our most precious commodity, time, with the respect it deserves.
You can read this article online here: https://soulinthegame.net/each-day-is-a-separate-life/
This is a free chapter from Soul in the Game: https://soulinthegame.net/
The post Each Day is a Separate Life – Ep 181 appeared first on The Intellectual Investor.
Thu, 02 Mar 2023 - 437 - The Real Country of Contrasts: Our Unforgettable Trip to India – Ep 180https://traffic.libsyn.com/secure/intellectualinvestor/Ep_180_-_The_Real_Country_of_Contrasts_-_Our_Unforgettable_Trip_to_India_v2_2023-02-21_1.mp3
Vitaliy and his daughter Hannah visited India for a CFA society event.
The journey opened their eyes to the contrasts between the West and the sub-continent both in culture and India’s potential investment merits.
You can read this article online here: https://contrarianedge.com/the-real-country-of-contrasts-our-unforgettable-trip-to-india/
Soul in the Game link: https://soulinthegame.net/
See More Clearly With These Two Mental Models article link here: https://contrarianedge.com/see-more-clearly-with-these-two-mental-models/
The post The Real Country of Contrasts: Our Unforgettable Trip to India – Ep 180 appeared first on The Intellectual Investor.
Thu, 23 Feb 2023 - 436 - Why we’re confident in our Charter investment – Ep 179https://traffic.libsyn.com/secure/intellectualinvestor/Ep_179-_Why_were_confident_in_our_Charter_investment_v2_2023-02-15.mp3
Vitaliy gives an update on IMA’s investment in cable company Charter. After being punched in the face by a declining stock price, Vitaliy and his team did an extensive amount of additional research on the business and industry.
He believes IMA’s initial research was correct and will be proven out in time. Here’s why.
You can read this article online here: https://contrarianedge.com/why-were-confident-in-our-charter-investment/
Please read the following important disclosure: https://contrarianedge.com/disclosure/
The post Why we’re confident in our Charter investment – Ep 179 appeared first on The Intellectual Investor.
Fri, 17 Feb 2023 - 435 - Stock Market Roller Coaster: Prepare for a Decade or Two of Disappointing Returns! – Ep 178https://traffic.libsyn.com/secure/intellectualinvestor/Ep_178_-_Stock_Market_Roller_Coaster_-_Prepare_for_a_Decade_or_Two_of_Disappointing_Returns_v3_2023-02-07.mp3
Vitaliy outlines how the conditions are ripe for a sideways market, something he knows about, having written two books on the subject.
He shares how to invest in sideways markets, and what to expect overall.
You can read this article online here: https://contrarianedge.com/stock-market-roller-coaster-prepare-for-a-decade-or-two-of-disappointing-returns/
Please read the following important disclosure: https://contrarianedge.com/disclosure/
The post Stock Market Roller Coaster: Prepare for a Decade or Two of Disappointing Returns! – Ep 178 appeared first on The Intellectual Investor.
Thu, 09 Feb 2023 - 434 - Herr Schadenfreude Is Not a Friend of Ours – Ep 177https://traffic.libsyn.com/secure/intellectualinvestor/Ep_177_-_Herr_Schadenfreude_Is_Not_a_Friend_of_Ours_v2_2023-01-16_1.mp3
Vitaliy is embarrassed to admit that he has at times felt Schadenfreude, “shameful joy”, upon seeing growth stocks decline.
But his stoicism and decency quickly kicked in, and he banished this destructive feeling. Here’s how.
You can read this article online here: https://contrarianedge.com/why-were-not-celebrating-the-vindication-of-our-investing-principles/
Please read the following important disclosure: https://contrarianedge.com/disclosure/
The post Herr Schadenfreude Is Not a Friend of Ours – Ep 177 appeared first on The Intellectual Investor.
Thu, 02 Feb 2023 - 433 - How Greed and Leverage Destroyed the Crypto Tulip Market – Ep 176https://traffic.libsyn.com/secure/intellectualinvestor/Ep_176_-_How_Greed_and_Leverage_Destroyed_the_Crypto_Tulip_Market_v2_2023-01-16.mp3
Vitaliy highlights the collapse of FTX, and how this amalgamation of greed, leverage, and naive hope has proven the Crypto Tulip market to be worthless.
You can read this article online here: https://contrarianedge.com/how-greed-and-leverage-destroyed-the-crypto-tulip-market/
Please read the following important disclosure: https://contrarianedge.com/disclosure/
The post How Greed and Leverage Destroyed the Crypto Tulip Market – Ep 176 appeared first on The Intellectual Investor.
Tue, 17 Jan 2023 - 432 - Music Throughout My Life 2023 – Ep 175https://traffic.libsyn.com/secure/intellectualinvestor/Music_Throughout_My_Life_2023_v2_2023-01-09_1.mp3
Vitaliy updates listeners about his upcoming trip to India with his daughter Hannah. He is thrilled to speaking at the CFA Society of Mumbai, and he’ll then take a tour of few parts of that special country.
Next, Vitaliy updates the music that has influenced him most throughout his life, including what he listened to in 2022.
Enjoy!
You can read and listen to the music of this article online here: https://myfavoriteclassical.com/music-throughout-my-life-2023-edition/
The post Music Throughout My Life 2023 – Ep 175 appeared first on The Intellectual Investor.
Thu, 12 Jan 2023 - 431 - Holiday Series: Last Time – Ep 174https://traffic.libsyn.com/secure/intellectualinvestor/Holiday_Series_-_Last_Time_v1_2022-12-19_1.mp3
Think of everything you do in a day. Wake up, take your kids to school, drive to work, eat with your family, enjoy a stroll with your spouse, watch a movie, read a book. At some point, you will do each of those things for the last time.
In the second installment of his Holiday Series, Vitaliy explains how keeping the “last time” in mind helps us stay grounded and focused on the things that really matter.
You can read this excerpt online here: https://soulinthegame.net/last-time/
This is a free chapter from Soul in the Game: https://soulinthegame.net/
The post Holiday Series: Last Time – Ep 174 appeared first on The Intellectual Investor.
Thu, 05 Jan 2023 - 430 - Holiday Series: Intro to Stoic Philosophy – Ep 173https://traffic.libsyn.com/secure/intellectualinvestor/Holiday_Series_-_Intro_to_Stoic_Philosophy_v1_2022-12-13_1.mp3
In the first installment of Vitaliy’s Holiday Series, he dives into Stoic philosophy. Or more specifically, Stoic philosophERs.
He points out that even more important than knowing what they said and taught is internalizing it: putting the lessons into practice.
Join Vitaliy at the outset of his tour of these powerful frameworks.
You can read this excerpt online here: https://soulinthegame.net/knowing-and-doing/ This is a free chapter from Soul in the Game: https://soulinthegame.net/
The post Holiday Series: Intro to Stoic Philosophy – Ep 173 appeared first on The Intellectual Investor.
Thu, 22 Dec 2022 - 429 - Why non-transitory recession is coming and how to face it as an investor – Ep 172https://traffic.libsyn.com/secure/intellectualinvestor/Why_non-transitory_recession_is_coming_and_how_to_face_it_as_an_investor_v1_2022-12-06_1.mp3
Recessions, though unpleasant, are ultimately good for the economy. Like a forest fire, they clear out the dead wood and make way for new, healthy growth. But the boom of the last decade accumulated a great deal of kindling, and the coming recession might be deeper and longer than prior ones. Vitaliy shares why.
You can read this article online here: https://contrarianedge.com/why-non-transitory-recession-is-coming-and-how-to-face-it-as-an-investor/
Please read the following important disclosure: https://contrarianedge.com/disclosure/
The post Why non-transitory recession is coming and how to face it as an investor – Ep 172 appeared first on The Intellectual Investor.
Thu, 15 Dec 2022
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