52 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!

    Little Moments, or How to Give a Great Speech - Ep 52

    Little Moments, or How to Give a Great Speech - Ep 52

    Vitaliy was supposed to give a presentation at a conference in Omaha, a day before the Berkshire Hathaway annual meeting. He was more nervous than usual. There were maybe two hundred attendees in the venue. A few minutes into his presentation, the lights went out. In this podcast, Vitaliy shares how this moment shaped his view of public speaking, preparation, and creativity.

    • 7 min
    Equinor: A Good Crisis is Never Wasted - Ep 51

    Equinor: A Good Crisis is Never Wasted - Ep 51

    When should you not buy commodity stocks? When you feel like you must own them. Vitaliy remembers when investors felt they must own oil stocks, when oil prices shot past $100 per barrel. Today oil stocks are universally hated, and arguably for the right reasons – the future is knocking on our door, and it has electric vehicles in it. Nevertheless, Vitaliy lays out a case for while there may be value in the oil patch today, and expands on how Equinor might be able to capture that value.

    • 6 min
    Bollore: Streaming Music and Cash Flows - Ep 50

    Bollore: Streaming Music and Cash Flows - Ep 50

    We think of Vincent Bollore as the John Malone of Europe – his strength is in identifying undervalued assets, taking control of them, and unlocking value. Bollore owns 25% of Vivendi which, through UMG, owns around 30% of the music created in the Western hemisphere. It is the home of Lady Gaga, Mariah Carey, Queen, Prince, and many other artists. In this podcast, Vitaliy explains the appeal of investing in (with) Vincent Bollore's holding company of the same name.

    • 12 min
    The 8% - Ep 49

    The 8% - Ep 49

    In a change of pace, this podcast will not discuss this stock market or the economy. Instead, Vitaliy writes about some very random, but still relevant topics - from his upcoming trip to Europe, to his new philosophy about helping his kids grow to be well-rounded adults, to when he decides to break with his diet (hint: it's 8% of the time!). Vitaliy hopes you enjoy it.

    • 12 min
    2020: Party Like It’s 1999? - Ep 48

    2020: Party Like It’s 1999? - Ep 48

    Party like it’s 1999: this is how the stock market feels to Vitaliy today. No, there are no dot-coms, though temporarily we had dot-cannabis and dot-fake-beef bubbles which got popped. Value stocks have underperformed growth stocks for the last ten years. The last time this underperformance was this extreme was 1999. In this podcast, Vitaliy walks you through how he sees the market today, and how IMA is building an All-Terrain Portfolio to weather whatever the market might throw at it.

    • 7 min
    The Market Right Now Doesn’t Care How Fantastic Your Stocks Are - Ep 47

    The Market Right Now Doesn’t Care How Fantastic Your Stocks Are - Ep 47

    The Roman philosopher Seneca wasn’t talking about the stock market when he wrote that “Time discovers truth,” but he could have been. In the long run a stock price will reflect a company’s (true) intrinsic value. In the short run the pricing is basically random. In this podcast, Vitaliy looks at two historical examples of how the market got stock market valuations wrong in the short term, but right in the long term.

    • 6 min

Customer Reviews

thomas.giles@ymail.com___ ,

Fantastic Podcast

Thankyou so much for sharing your wisdom with us all and your unique life perspective!

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