81 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
    • 4.8, 70 Ratings

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!

    Perspective - Ep 80

    Perspective - Ep 80

    In this mini-podcast, Vitaliy shares a personal story that illustrates how profound even a tiny shift in perspective can be.

    • 2 min
    Uber: Delivering Food and My 4 Seconds of Fame on PBS (not PBS Kids, unfortunately) - Ep 79

    Uber: Delivering Food and My 4 Seconds of Fame on PBS (not PBS Kids, unfortunately) - Ep 79

    Vitaliy was on PBS NewsHour talking about Uber Eats and the food delivery business. When he told his six-year-old daughter Mia Sarah about it, she shrugged and said she’d be more impressed if he was on PBS Kids. The five-minute recorded interview was cut down to literally four seconds, so here are Vitaliy's further thoughts on both the Uber Eats and Ridesharing businesses.

    • 10 min
    Nifty FAANG and Other "One Decision" Investment Strategies - Ep 78

    Nifty FAANG and Other "One Decision" Investment Strategies - Ep 78

    In the 1960s and 1970s Nifty 50 stocks were one-rule stocks – and the rule was, buy! They were bought, and bought, and bought. They were great companies and paying attention to how much you paid for them was irrelevant. Until. In this podcast, Vitaliy draws on history to show what happens when investors only pay attention to a company's quality at the expense of price.

    • 12 min
    De-Numb Your Mind - Ep 77

    De-Numb Your Mind - Ep 77

    Vitaliy can definitely see how we are always trying to numb our minds. We constantly need the mental organ entertained and well-numbed with external stimuli. It seems that whenever we are left with ourselves, that is, with our minds, we reach out for our favorite portable numbing device and happily lose ourselves in Facebook, Twitter, Netflix, or YouTube. We spend little or no time with ourselves.

    • 3 min
    The Fischer Random Chess Stock Market - Ep 76

    The Fischer Random Chess Stock Market - Ep 76

    In the game of chess, serious players carefully study opening systems – the moves early in the game that help determine who wins. Because chess always starts with pieces in the same arrangement, opening moves can become somewhat routine. In this podcast, Vitaliy compares the stock market to a game of chess in which the opening pieces are totally jumbled across the board. Investing today is similar to a chess game in which the objective is the same, but the setup is totally unfamiliar.

    • 8 min
    Be Kind - Ep 75

    Be Kind - Ep 75

    In April 2018, Vitaliy met with one of his best investment friends, John Mauldin. John has been an inspiration to Vitaliy both personally and professionally, but no more so in the context of writing. John writes at Mauldin Economics, one of the web's the most widely read and successful investment letters. In this podcast, Vitaliy shares how John was able to inspire him to both write better, and be a better human being.

    • 5 min

Customer Reviews

4.8 out of 5
70 Ratings

70 Ratings

Ganymede79 ,

Gem of a Podcast

It is so refreshing to hear someone of such intelligence and with such grounded values share his wisdom. The interview episodes are my favorite!

Sridhar Dagupati ,

Bountiful Wisdom...

I am so glad, I came across these podcasts, full of wisdom. Thank you Vitaliy

Rhett2323 ,

Best podcast out there

Vitaliy is a complete genius. Perfect balance between personal experiences and rational thought. Definitely the modern day Ben Graham!

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