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!
Resetting Defaults - Ep 98
Vitaliy recently read Make Time, written by Jake Knapp and John Zeratsky, two ex-Google engineers. The book made him look at technology companies and time from a slightly different perspective. In an age when attention is currency, time becomes extremely valuable. In this podcast, Vitaliy shares how he updated his time management practices after reading the book.
Downhill Racing Meets Value Investing - Ep 97
During the past several years, the Federal Reserve neatly groomed, manicured and then finely polished investment slopes for all asset classes by lowering interest rates to unprecedented levels. But ubiquitously rising valuations cover up a lot of mistakes and often a lack of skill. In this podcast, Vitaliy explores the ways that the market has been softened and groomed by the Fed -- and what could happen when that reverses.
Investing for Beginners Interview - Part 2 - Ep 96
Part 2 of 2. It was a pleasure for Vitaliy to talk to Andrew Sather and Dave Ahern on the Investing for Beginners podcast. In part two of a two part series, they take a deep dive into Uber as a value investment, the competitive threat from Tesla and self-driving cars, and the capital expenditure required to justify Tesla's valuation. Enjoy!
Investing for Beginners Interview - Part 1 - Ep 95
Part 1 of 2. It was a pleasure for Vitaliy to talk to Andrew Sather and Dave Ahern on the Investing for Beginners podcast. In part one of a two part series, they discuss how Coronavirus has impacted IMA's investing, the USD as reserve currency, IMA's investment in defense stocks, and the role that macroeconomics plays in investing today. Enjoy!
Letter from the Value Investing Mental Asylum or How I Embraced Stoics - Ep 94
Vitaliy would be lying if he told you that over the last few years investing was not frustrating. Over that time, he's felt like he was driving the wrong way on a one-way growth highway. Albert Einstein defined insanity as “doing the same thing over and over again but expecting a different outcome.” Vitaliy can relate to this on some level. In this podcast, Vitaliy shares why he is not writing this from a mental asylum. He found solace in Stoicism.
The Warren Buffett & Charlie Munger Show - Ep 93
The definition of a cult is “misplaced or excessive admiration for a particular person or thing”; and while you can argue that admiration for Buffett is at times a bit excessive, it is hardly misplaced. There are tens of thousands of people (including Vitaliy) who’ll openly admit that Buffett’s popularization of Benjamin Graham’s teachings has had a tremendously positive impact on their lives. In this podcast, Vitaliy takes you inside the Berkshire Hathaway Annual Meeting in Omaha.
Customer ReviewsSee All
Wonderful podcast for beginners too
I feel very fortunate to have stubled across this podcast. I started listening to this podcast in an attempt to gain a better understanding of (value) investing. This podcast is a great resource for that as well as an introspection into other inspiring subjects as well. This podcast has given me solid foundation for (value investing) and I think it will do the same for investors of all experience levels as well. Thanks Vitaliy!
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!
I am so glad, I came across these podcasts, full of wisdom. Thank you Vitaliy