The Intellectual Investor – Value Investing by Vitaliy Katsenelson

https://traffic.libsyn.com/secure/intellectualinvestor/How_We_Invest_in_Inflation_v3_2021-06-16.mp3 In this important podcast, Vitaliy continues his discussion of investing in an inflationary environment. He goes over a handful of strategies and ways to mitigate inflation risk, including investing in businesses with pricing power, capital intensity, and investing abroad. He concludes with a short discussion of a new portfolio IMA is putting together for clients to address these issues. Socially Irresponsible Investing article link: https://contrarianedge.com/socially-irresponsible-investing/ You can read this article online here: https://contrarianedge.com/how-we-invest-in-inflation/     The post How We Invest in Inflation – Ep 129 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Inflation_v3_2021-06-09.mp3 In this important podcast, Vitaliy explores the nuances of inflation, including when it may be coming, from where it might arrive, and how long it might be staying. He also discusses cryptocurrencies, our worrying government debt, and the economic elephant in the room. You can read this article online here: https://contrarianedge.com/inflation-is-here-but-for-how-long/   The post Inflation is here. But for how long? – Ep 128 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Zurich_to_Nice_v1_2021-05-21.mp3 In this podcast, Vitaliy looks forward to his upcoming drive from Zurich, Switzerland to Nice, France, which he would do with his brother Alex. The drive would take them through many charming European towns, and they would visit CERN, the advanced physics laboratory near Geneva. Vitaliy reflects on what he and other investors can learn from the European lifestyle. You can read this article online here: https://contrarianedge.com/zurich-to-nice/   The post Zurich to Nice – Ep 127 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Searching_for_Yield_v2_2021-05-17.mp3 This podcast shares an excerpt from a client letter originally written in 2016. Though some of the examples are slightly dated, many of them are just as true today as when they were written. In some cases, even more so than before. As risk in the global economy has risen, not shrunk, since 2016, this article remains relevant today. Enjoy! You can read this article online here: https://contrarianedge.com/searching-yield-better-look-humility-patience/     The post Searching for Yield? – Ep 126 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Transgender_Trees_Homelessness_and_a_Dare_in_San_Francisco_v1_2021-05-07.mp3 In this podcast about a family trip to San Francisco, Vitaliy draws on his memory bank to find some thoughtful lessons about parenting, culture, art, and learning from others. Enjoy! You can read this article online here: https://contrarianedge.com/transgender-trees-homelessness-and-a-dare-in-san-francisco/   The post Transgender Trees, Homelessness, and a Dare in San Francisco – Ep 125 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/QA_Part_2_v1_2021-05-03.mp3 In Part 2 of Vitaliy’s talk with Indiana University students, he discusses what he got right, and what he got wrong, when investing through the pandemic. He also touches on how recessions can be good for businesses, compounding small advantages, and whether or not to envy someone else’s success. Enjoy! You can watch the complete video here: https://www.youtube.com/watch?v=B8YZmsKkAoE Disclosure: Read this before you buy your next stock   The post Vitaliy’s Talk with Indiana University Students, Part 2 – Ep 124 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/QA_Part_1_v1_2021-05-03.mp3 In Part 1 of this 2 part series, Vitaliy talks with Indiana University MBA and MsF students about his approach to investing. He covers a variety of important topics, such as how to find your own investing style, sell discipline, and the limits of screens for finding great compounders. Enjoy! You can watch the complete video here: https://www.youtube.com/watch?v=B8YZmsKkAoE Disclosure: Read this before you buy your next stock   The post Vitaliy’s Talk with Indiana University Students, Part 1 – Ep 123 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/My_Russian_Book_v1_2021-04-23.mp3 In this podcast, Vitaliy relates a story about translating one of his investing books into Russian. His books have been translated into Chinese, Korean, Japanese, German, and Romanian. But the story behind the Russian translation is about much more than just book sales. In fact, it is far more personal. You can read this article online here: https://contrarianedge.com/my-russian-book/ The post My Russian Book – Ep 122 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/121_The_Dangers_of_Dividend_Obsession_v2_2021-04-19.mp3 The investment world is currently upside down. Investors are buying bonds for capital appreciation, and stocks for income. Under normal conditions, the reverse would be true. But there is an inherent danger in this – listen to find out what it is. You can read this article online here: https://contrarianedge.com/dangers-dividend-obsession/   The post The Dangers of Dividend Obsession – Ep 121 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Interview_with_Andrew_Horowitz_The_Disciplined_Investor_v1_2021-04-11.mp3 In this interview, Vitalily sits down with his friend Andrew Horowitz from the Disciplined Investor podcast. They discuss everything – from what value investing is (and is not), to whether you should take the Peter Lynch approach of investing in what you know, to the future of malls and ridesharing. Enjoy! Originally recorded here: https://thedisciplinedinvestor.com/blog/2021/03/28/tdi-podcast-what-is-value-anyway-707/   The post Interview with Andrew Horowitz, The Disciplined Investor – Ep 120 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.