https://traffic.libsyn.com/secure/intellectualinvestor/Why_Value_Investing_Requires_Thoughtful_Arrogance_v2_2022-11-15.mp3 Contrarian investing is inherently arrogant. You have the audacity to believe that hundreds or thousands of investors are wrong when you buy or sell a stock. How can you go against the crowd without it going to your head? Vitaliy explores the psychology of disagreeing with the majority while maintaining humility. You can read this article online here: https://contrarianedge.com/why-value-investing-requires-thoughtful-arrogance/ Please read the following important disclosure: https://contrarianedge.com/disclosure/ The post Why Value Investing Requires Thoughtful Arrogance – Ep 169 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Why_we_bought_more_Uber_shares_as_the_stock_fell_v2_2022-11-09.mp3 It has been a while since Vitaliy updated listeners on his Uber investment, but a lot has changed. With the pandemic now behind us, we begin to get a better sense of what the business looks like going forward. And the future looks bright. Our analysis of Uber link: https://contrarianedge.com/our-analysis-of-uber-updated/ You can read this article online here: https://contrarianedge.com/why-we-bought-more-uber-shares-as-the-stock-fell/ Please read the following important disclosure: https://contrarianedge.com/disclosure/ The post Why we bought more Uber shares as the stock fell – Ep 168 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/The_Slippery_Slope_of_Student_Loan_Forgiveness_v3_2022-11-02.mp3 When the President decided to forgive $10,000 of student debt for everyone anyone earning below $125,000, he opened a very slippery slope of government bailouts. If we continue to borrow from the future, we run the serious risk of becoming a society totally devoid of personal responsibility. Worse still, we end up taxing future generations to pay for our indulgences, and may destroy the Dollar as a currency along the way. You can read this article online here: https://contrarianedge.com/a-value-investors-analysis-of-student-loan-forgiveness/ Please read the following important disclosure: https://contrarianedge.com/disclosure/   The post The Slippery Slope of Student Loan Forgiveness – Ep 167 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/IMA_is_not_for_everyone__Im_fine_with_that_v1_2022-10-25.mp3 Vitaliy responds to a letter from a concerned client about recent (3 month) underperformance versus the index. To do this, he zooms out to answer the question, What are we really trying to do? What has to be in place for IMA to achieve its investing goals? What do we need from clients in order to succeed? You can read this article online here: https://contrarianedge.com/ima-is-not-for-everyone-im-fine-with-that/ Please read the following important disclosure: https://contrarianedge.com/disclosure/ The post IMA is not for everyone. I’m fine with that! – Ep 166 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Special_Episode_-_Crazy_Money_v2_2022-10-19.mp3 In this interview with Paul Ollinger of the Crazy Money Podcast, Vitaliy and Paul cover a variety of topics touched on in Vitaliy’s new book Soul in the Game. From growing up in Russia and emigrating to America, to the ways in which more money won’t make you happier, to lessons from the lives of classical composers, and Vitaliy’s recent thoughts on Russia’s invasion of Ukraine, this insightful conversation covers a lot of ground. Enjoy! You can listen to the original interview here: https://www.paulollinger.com/podcast/soul-in-the-game-with-vitaliy-katsenelson-ep-146   The post Crazy Money Podcast Interview appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/European_Adventure_2022_v2_2022-09-29.mp3 Vitaliy recently completed his European trip for 2022, and this podcast recounts the tale. Visiting with his daughter Hannah for the first time, Vitaliy shares details of a delightful trip, with a special guest star that endorsed Soul in the Game. You can read this article online here: https://contrarianedge.com/the-trip-to-europe-that-wasnt-about-europe/   The post The trip to Europe that wasn’t about Europe – Ep 165 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Special_Episode_-_The_Stacking_Benjamins_Podcast_v1_2022-09-29.mp3 In this special episode from the Stacking Benjamins Podcast, Vitaliy explores his youth in Murmansk, how he was influenced by his mother and father growing up, the role of pain in creativity, and the tenets of Soul in the Game. Enjoy! You can listen to the original interview here: https://www.stackingbenjamins.com/vitaliy-katsenelson-1214/     The post The Stacking Benjamins Podcast Interview appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Sitting_on_the_Tarmac_in_The_Land_of_Stoicism_v2_2022-09-26.mp3 During a recent trip to NYC, Vitaliy got the opportunity to practice his favorite Stoic principles. While he had plans to see his favorite opera with his family, the universe conspired to make different plans. You can read this article online here: https://contrarianedge.com/sitting-on-the-tarmac-in-the-land-of-stoicism/   The post Sitting on the Tarmac in The Land of Stoicism – Ep 164 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/ARKK_Stocks_Sunk_v3_2022-09-14.mp3 In the recent COVID-fueled soaring market, one fund became the canonical example of investor hyper-enthusiasm: ARK. But investors have seen this movie before. Just like the boom fueled by Y2K worries at the turn of the century, many stocks impacted by pulled forward demand will see a painful unwinding. You can read this article online here: https://contrarianedge.com/arkk-stocks-sunk/ Please read the following important disclosure: https://contrarianedge.com/diclosure/   The post Dotcom 2.0 bubble has burst. What is next? – Ep 163 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Special_Episode_-_Infinite_Loops_Interview_v1_2022-09-07.mp3 Vitaliy sits down with Jim O’Shaughnessy, author of the classic investment book What Works on Wall Street and host of the Infinite Loops Podcast. Vitaliy and Jim seem to share a brain, and they discuss Vitaliy’s youth in Soviet Russia, how creativity connects the conscious and unconscious mind, the power of reframing and developing a thick skin, and the joys of classical music. Enjoy this wide ranging and fun conversation between two students of life! You can listen to the original interview here: https://www.infiniteloopspodcast.com/vitaliy-katsenelsonsoul-in-the-game-ep121/ or watch it here: https://www.youtube.com/watch?v=414-Sv2eVps&t=3068s.     The post Infinite Loops Interview appeared first on The Intellectual Investor.