Vitaliy Katsenelson
CEO of Investment Management Associates and author focused on value investing and behavioral finance; writes the newsletter and podcast Intellectual Investor and is known for books such as Soul in the Game.
Best podcasts with Vitaliy Katsenelson
Ranked by the Snipd community
25 snips
Mar 13, 2026 • 1h 12min
Vitaliy Katsenelson on Investing Amid Extreme Uncertainty: Survival First. Returns Second (Excess Returns Pod)
Vitaliy Katsenelson, CEO and author known for value investing and 'Soul in the Game', discusses investing amid huge uncertainty. He covers how long-term returns are built, why humility and diversification matter, balancing quality with valuation, evolving sell rules, and treating investing as a creative craft driven by curiosity and discipline.
23 snips
Mar 10, 2026 • 1h 12min
Survival First. Returns Second | Vitaliy Katsenelson on Investing Amid Extreme Uncertainty
Vitaliy Katsenelson, CEO of Investment Management Associates and author known for Soul in the Game, offers a concise investing philosophy rooted in humility. He discusses how high valuations and AI-driven change reshape returns. Short sentences cover diversification, shifting from cheap-stock screens to business quality, management integrity as a red line, faster selling when theses break, and treating investing as creative work.
