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!
Rooting For The Underdog - Ep 135
For the longest time, Vitaliy's son Jonah would beat his younger sister Hannah at just about everything.
That all changed when we watched The Queen’s Gambit earlier this year. Here's the story. Enjoy!
You can read this article online here: https://contrarianedge.com/rooting-for-the-underdog/
The Softer Side of Value Investing - Ep 134
Culture matters. In this podcast, Vitaliy shares how he evolved from an analyst purely focused on numbers to an investor and CEO focused on people. Using two stories from IMA's own past, Vitaliy recounts how running the business made him a better investor.
You can read this article online here: https://contrarianedge.com/the-softer-side-of-value-investing/
Unconditional Love - Ep 133
In this podcast, Vitaliy recounts the first time he felt fear. Not the fear of losing his own life, but the fear a parent feels when their kids are at risk.
Vitaliy remembers this harrowing episode, and what it taught him about being a parent.
Kruzenshtern Documentary: https://www.youtube.com/watch?v=uQ004Sgr1wA
You can read this article online here: https://contrarianedge.com/unconditional-love/
Fool's Gambit - Ep 132
In investing, there are many "games to play". There are a lot of ways to try to make money in the market, and not all of them are good, rational, or productive over the long term.
After outlining a few games that are avoided at IMA, Vitaliy shares how he puts together a portfolio that has a high likelihood of producing satisfactory investment results over time.
You can read this article online here: https://contrarianedge.com/fools-gambit/
Sideways Market - Ep 131
In this podcast, Vitaliy goes over why we may be entering a sideways market (he wrote two books on this subject), as well as how to invest in them.
Spoiler alert: what has worked well in the last decade-or-so bull market might not work in the next 3 - 5 years, or more. Enjoy!
You can read this article online here: https://contrarianedge.com/sideways-market/
Curmudgeon on Cryptocurrency - Ep 130
In this podcast, Vitaliy shares a story about when four separate people asked him about "investing" in cryptocurrencies, as well as his thoughts on Bitcoin and other crypto-assets.
Vitaliy highlights some risks that come with owning cryptocurrencies, even if some (though not all) crypto investors have legitimate worries about the US dollar going forward.
You can read this article online here: https://contrarianedge.com/curmudgeon-on-cryptocurrency/
I listen to your podcasts and read your emails religiously!
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!