60 episodes

How would a value investor like Warren Buffett look at today's crazy markets? What stocks would he buy? And what would he say about today's much-loved or much-hated companies?

Featured in Financial Times, Fortune, Barron's, Business Insider, MarketWatch, and many others, Vitaliy Katsenelson's often contrarian articles on value investing, classical music, and life in general have already generated something of a cult following.

You can now listen to his articles (old and new) read aloud by a professional narrator. Enjoy!

The Intellectual Investor Vitaliy Katsenelson

    • Investing

How would a value investor like Warren Buffett look at today's crazy markets? What stocks would he buy? And what would he say about today's much-loved or much-hated companies?

Featured in Financial Times, Fortune, Barron's, Business Insider, MarketWatch, and many others, Vitaliy Katsenelson's often contrarian articles on value investing, classical music, and life in general have already generated something of a cult following.

You can now listen to his articles (old and new) read aloud by a professional narrator. Enjoy!

    The Jet Lag Series: Art or Craft - Ep 60

    The Jet Lag Series: Art or Craft - Ep 60

    While in Venice, Vitaliy, his brother, and son visited a glass factory and watched a glassblowing demonstration. The glass artist took a ball of molten glass, stuck large forceps into it, and magic happened – he pulled a horse’s head, body, legs and tail out of it. A few strokes with a metal blade and they had seen the "birth" of a beautiful glass horse. After they left the factory, Alex, Jonah, and Vitaliy walked the streets of Murano, discussing whether this fellow was practicing an art or a craft.

    • 8 min
    Never Let a Good Crisis Go to Waste - Ep 59

    Never Let a Good Crisis Go to Waste - Ep 59

    Vitaliy recently spoke with Andrew Horowitz at “The Disciplined Investor” podcast. Andrew graciously allowed to share Vitaliy’s part of the interview with the Intellectual Investor audience.

    They discussed this recession, why it’s not like any other previous one we’ve experienced, and why it’s the best thing that could’ve happened to IMA clients’ portfolios. They also talked about IMA’s game plan, its “microdosing” strategy, stocks they’re considering, and companies they think mig

    • 47 min
    Markets in Turmoil: Our Game Plan - Ep 58

    Markets in Turmoil: Our Game Plan - Ep 58

    In this podcast, Vitaliy shares a recent (brief) letter he wrote to clients about how he and his firm are responding to Coronavirus and the recent selloff in the stock market. After touching on the day to day at IMA, Vitaliy elaborates on how he is taking advantage of volatility to buy great businesses at wonderful prices. He hopes you enjoy it!

    • 16 min
    Set Your Egg Timer to 6 Months - Ep 57

    Set Your Egg Timer to 6 Months - Ep 57

    Vitaliy wrote the following in early February after his trip to Europe (as part of the Jet Lag Series), which started in Switzerland and concluded in Italy (Venice to be exact). Yes, the part of Italy that today is devastated by coronavirus. He missed the virus by only two weeks. In that short amount of time we have transitioned into a different world – a new era. Since then, this podcast has taken on new meaning for Vitaliy. He hopes you enjoy it.

    • 6 min
    Russia & Saudi Play a Dangerous Game of Chicken - What Would Ben Graham Do in Today's Market? - Ep 56

    Russia & Saudi Play a Dangerous Game of Chicken - What Would Ben Graham Do in Today's Market? - Ep 56

    As Vitaliy was writing a recent article, he got an email from a client saying, “Your move, boss.” This prompted him to expand on what exactly his "move" would be, given the recent stock market turmoil. In short, it is just another day at IMA. After touching on some slightly positive virus news and the oil price war, Vitaliy shares a quote from two investment heros about navigating market volatility as a long-term value investor.

    • 11 min
    Jet Lag Series: Inhaling Europe - Ep 55

    Jet Lag Series: Inhaling Europe - Ep 55

    Vitaliy is back from his trip to Switzerland and Italy. This trip was extra special for him, because he and his brother Alex were joined by his son Jonah. Every day on the trip Vitaliy wrote in his journal, but was always constrained on time. After returning to Denver, Vitaliy took advantage of his jet lag to expand on his journal entries, and wrote a series of random, but thoughtful, podcasts to be shared with you. These short essays are called “The Jet Lag Series," and this is Part 1.

    • 8 min

Customer Reviews

Missing61 ,

Excellent podcast

This is a great podcast. The content is intelligent and thought provoking, and the reader is easy to listen to. The two recent episodes on Tesla are particularly good.

brandino_x ,

V. Is the man!

Some of the best stock market training I’ve ever heard. Thanks

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