State of the Markets

#160 Vitaliy Katsenelson - Soul in the Game

Sep 21, 2022
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Episode notes
1
Introduction
00:00 • 5min
2
The Six Commandments of Value Investing
05:01 • 2min
3
How to Overcome a Bear Case to Buy a Stock
06:55 • 2min
4
The Little Book of Sideways Markets
08:52 • 5min
5
The Rise of the Potemkin Market
14:09 • 2min
6
The Politics of Government Overreach
16:07 • 3min
7
The Bible of Value Investing
18:40 • 4min
8
The Importance of Focusing on Your Clients
22:10 • 2min
9
The Cost of Conflict
23:57 • 2min
10
The Last Lecture
25:46 • 3min
11
The Importance of Appreciating Our Relationships
28:22 • 4min
12
The Power of Marketing
32:13 • 3min
13
The Importance of Drinking Coke
34:54 • 5min
14
The Importance of Good Writing in Value Investing
39:46 • 5min
15
The Similarity Between Stoicism and Value Investing
45:07 • 3min
16
The Importance of Working Hard
48:12 • 2min
17
The Importance of Randomness in Life
49:54 • 5min
18
How Bill Gross Builds His Career on Strategy
54:25 • 3min
19
The Benefits of Cold Showers
57:09 • 3min
20
How to Write a Life Book
01:00:17 • 6min
21
How to Be a More Loyal Employer
01:05:55 • 2min
22
The Intellectual Investor
01:07:35 • 5min
23
The Soul in the Game
01:12:19 • 2min
24
Son of Rambo: A Family Film
01:14:14 • 4min
25
The Guardian's Role in ESG
01:18:16 • 2min
26
The Importance of Electric Cars
01:20:06 • 2min
27
The Truth About Titanium
01:21:49 • 2min
28
The Lazy Men's Podcast
01:23:29 • 2min