The Intellectual Investor – Value Investing by Vitaliy Katsenelson
Business

The Intellectual Investor – Value Investing by Vitaliy Katsenelson

by Vitaliy Katsenelson

Value Investing, Life & Philosophy and Classical Music Explained by Vitaliy Katsenelson

100 episodes
EN-US language
All Episodes
1
What AI, Tariffs, and Global Uncertainty Mean for Your Portfolio – Ep 285
0:00 Apr 2, 2026
2
When to sell a stock: The Art and Psychology of Selling – Ep 284
0:00 Mar 26, 2026
3
On AI Eating The World – Ep 283
0:00 Mar 5, 2026
4
10 Life Lessons I Passed On to My Daughter on Her Bat Mitzvah – Ep 282
0:00 Feb 26, 2026
5
Q&A: From Imposter Syndrome to Authenticity – Ep 281
0:00 Feb 19, 2026
6
The Church of Climate and the Law of Unintended Consequences – Ep 280
0:00 Feb 12, 2026
7
Q&A Money Should Buy Time, Not Things – Ep 279
0:00 Feb 5, 2026
8
Our Sistine Chapel: Long-Term Investing in Quality and Kindness – Ep 278
0:00 Jan 29, 2026
9
On Books, Music, and Investing – Ep 277
0:00 Jan 22, 2026
10
Living and Investing with Intention – Ep 276
0:00 Jan 16, 2026
11
Q&A Series: Managing Market Pressures and Evaluating Serial Acquirers – Ep 275
0:00 Jan 8, 2026
12
Learning to See – Ep 274
0:00 Dec 18, 2025
13
Operation Molly – Ep 273
0:00 Dec 11, 2025
14
Surrounding Yourself with Greatness – Part 2 – Ep 272
0:00 Dec 4, 2025
15
From Paris with Love, from London with Concern – Part 1 – Ep 271
0:00 Nov 25, 2025
16
Q&A Series: Research Process, Evaluating Country Risk and Tech Investments – Ep 270
0:00 Nov 20, 2025
17
London and Scotland: Musicals, Markets, and Memories – Part 3 – Ep 269
0:00 Nov 13, 2025
18
The Ability to Suffer – Part 2 – Ep 268
0:00 Nov 6, 2025
19
The Art of Rational Irrationality – Part 1 – Ep 267
0:00 Oct 30, 2025
20
My Article in The Wall Street Journal – Ep 266
0:00 Oct 23, 2025
21
Why Smart Investors Should Sit Out the AI Arms Race – Ep 265
0:00 Oct 16, 2025
22
Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5) – Ep 264
0:00 Sep 25, 2025
23
Why We Bought Aker BP: A Technology-First Oil Company (Part 4) – Ep 263
0:00 Sep 18, 2025
24
Charlie Kirk and the Cost of Courage – Ep 262
0:00 Sep 11, 2025
25
Why We Bought Aker BP: A Technology-First Oil Company (Part 4) – Ep 262
0:00 Sep 11, 2025
26
Skin in the Game, Steam in the Ground (Part 3) – Ep 261
0:00 Sep 2, 2025
27
Inside Baseball: How We Build Portfolios (Part 2) – Ep 260
0:00 Aug 29, 2025
28
Skating on Thin Ice: Discipline, Doubt, and the Long Game (Part 1) – Ep 259
0:00 Aug 27, 2025
29
The Baltics, Europe’s Pragmatic Rising Stars – Ep 258
0:00 Aug 21, 2025
30
Warren Buffett and the Berkshire Hathaway Paradox – Ep 257
0:00 Aug 13, 2025
31
Redefine “value” in this era of the US stock market – Ep 256
0:00 Aug 11, 2025
32
A Brief Rant on Tesla & Musk – Ep 255
0:00 Jul 24, 2025
33
2025 IMA Annual Client Meeting
0:00 Jul 15, 2025
34
Current Thoughts on Tesla – Ep 254
0:00 Jul 10, 2025
35
Europe Can’t Hide Behind America Anymore – Ep 253
0:00 Jul 8, 2025
36
The Reputational Bankruptcy of the American Dollar – Ep 252
0:00 Jul 3, 2025
37
Tariffs, Debt, and a Recession by Design – Ep 251
0:00 Apr 22, 2025
38
The Paranoid Russian Jew Approach to Investing – Ep 250
0:00 Apr 11, 2025
39
It Is Not the Cards You are Dealt; But is How You Play Them – Ep 249
0:00 Mar 20, 2025
40
Q&A Series: Diversification and Position Sizing in Investing – Ep 248
0:00 Mar 7, 2025
41
The Hidden Advantages of Investing from NOT New York City – Ep 247
0:00 Feb 27, 2025
42
DeepSeek Breaks the AI Paradigm – Ep 246
0:00 Feb 20, 2025
43
Escaping Stock Market Double Hell – Ep 245
0:00 Feb 13, 2025
44
Embracing Stock Market Stoicism – Ep 244
0:00 Feb 6, 2025
45
Thoughts from Consumer Electronics Show – Ep 243
0:00 Jan 30, 2025
46
Q&A Series: Money Habits for Kids and the Power of Writing – Ep 242
0:00 Dec 19, 2024
47
Managing a Million: What Would I Do Differently? – Ep 241
0:00 Dec 12, 2024
48
The Impact of Higher Interest Rates on the Economy – AI Edition – Ep 240
0:00 Dec 5, 2024
49
Navigating Market Cycles: From Bulls to Nvidia – AI Edition – Ep 239
0:00 Nov 26, 2024
50
A Balanced Life: My Approach – Ep 238
0:00 Nov 21, 2024
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