The Intellectual Investor – Value Investing by Vitaliy Katsenelson

https://traffic.libsyn.com/secure/intellectualinvestor/Special_Episode_-_Investors_Podcast_Interview_v2_2022-07-07.mp3 Vitaliy speaks with The Investors Podcast in this wide ranging and fun interview. Trey (the host) asks Vitaliy to compare 2022 to 2000, where he thinks inflation will show up next, what companies to own in inflation, whether beaten down tech names are investable now, how to build good habits, and the power of Stoic philosophy. Enjoy! You can watch the original interview here: https://www.youtube.com/watch?v=LFvbjxeIQG4 Please read the following important disclosure: https://contrarianedge.com/diclosure/   The post Special Episode: Investors Podcast Interview appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Charter_Communications_-_Heads_we_win__tails_we_dont_lose_v2_2022-06-29.mp3 The death of cable has been greatly exaggerated. While competitive threats abound, Vitaliy believes that cable, and the broadband internet it provides, will remain resilient to competition in the coming years. Listen as he explains why, and why Charter Communications stock is a great way to invest in this trend. You can read this article online here: https://contrarianedge.com/charter-communications-chtr-stock-heads-we-win-tails-we-dont-lose/ Please read the following important disclosure: https://contrarianedge.com/diclosure/   The post Charter Communications: Heads We Win, Tails We Don’t Lose – Ep 158 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Special_Announcement_Introduction__How_to_Read_This_Book_v2_2022-06-20.mp3 Vitaliy’s newest book, Soul in the Game, is now live and available for purchase. It has nothing to do with investing, but has everything to do with something far more important: living a meaningful life. This podcast contains the first chapter, where Vitaliy introduces you to the book, its main themes, and provides some guidance on how to get the most out of it. Enjoy! You can read it online here: https://contrarianedge.com/inspiring-stories-hard-won-life-lessons-introducing-my-new-book/ You can order Soul in the Game book here: https://soulinthegame.net/     The post Soul in the Game is Available Now! appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Vitaliys_Interview_with_the_Wealth_Formula_Podcast_v1_2022-06-14.mp3 This podcast with Buck Joffrey of the Wealth Formula Podcast has something for everyone. In it, Vitaliy discusses a wide variety of topics. He touches on how the Fiddler on the Roof was really a value investor, the dangers of relative valuation tools in today’s market, stoicism, and the war in Ukraine and its inflationary impacts. Enjoy! You can watch the interview here: https://www.youtube.com/watch?v=2BZeSeE5b1E&t=29s Please read the following important disclosure: https://contrarianedge.com/diclosure/ The post Vitaliy’s Interview with the Wealth Formula Podcast appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_157_-_Stagflation_v1_2022-05-31.mp3 Stagflation – low or negative economic growth caused by inflation – has likely come to America. While stagflation is far from good, and could cause a recession, there could be even bigger risks on the horizon. Fortunately, IMA portfolios are well positioned. Here’s how. You can read this article and part 1 in this link: https://contrarianedge.com/why-is-inflation-so-high-right-now-6-reasons/ Please read the following important disclosure: https://contrarianedge.com/diclosure/ The post Stagflation – Ep 157 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Why_Is_Inflation_So_High_Right_Now_v3_2022-05-26.mp3 You may have noticed that prices everywhere are rising. The question is: why? Vitaliy spells out the main causes of inflation, and how they compound to curtail economic growth. I Kid You Not Crazy article link: https://contrarianedge.com/i-kid-you-not-crazy/ Why Green Energy is a Luxury Belief – But Won’t Be One Forever article link: https://contrarianedge.com/why-green-energy-is-a-luxury-belief-but-wont-be-one-forever/ You can read this article online here: https://contrarianedge.com/why-is-inflation-so-high-right-now-6-reasons/ Please read the following important disclosure: https://contrarianedge.com/diclosure/ The post Why Is Inflation So High Right Now? 6 Reasons – Ep 156 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Special_Episode_Michael_Covel_Interview_v2_2022-05-18_1.mp3 Vitaliy recently sat down with his friend Michael Covel of Trend Following Radio. Michael and Vitaliy discuss investing in today’s environment, luxury beliefs, energy, and tribalism in American society today. The episode was recorded in January 2022, prior to the Russian invasion of Ukraine. You can listen to the original interview in this link: https://www.trendfollowing.com/2022/02/13/ep-1050-vitaliy-katsenelson-interview-with-michael-covel-on-trend-following-radio/ The post Michael Covel Interview on Trend Following Radio appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Discover the transformative power of mental models in simplifying complex financial concepts. Explore how social circles shape beliefs and behaviors, overriding personal experiences. Delve into the influence of myopic perspectives that limit growth and understanding. Uncover strategies used in the classic David and Goliath tale, showcasing adaptability in overcoming challenges. Lastly, learn how nimble firms are redefining competitiveness by leveraging innovation and collaboration in the ever-evolving investment landscape.

https://traffic.libsyn.com/secure/intellectualinvestor/Soul_in_the_Game__The_Art_of_a_Meaningful_Life_v2_2022-05-06.mp3 When Vitaliy first started talking about writing another book several years ago, he couldn’t have predicted where that journey would take him. The book that he took time off in 2017 to write is still unfinished, waiting for its moment in the sun. But the new book, Soul in the Game, is very real. It’s being published and released on June 21, 2022. Pre-order in this link: https://soulinthegame.net/ You can read this special episode online here: https://contrarianedge.com/soul-in-the-game-the-art-of-a-meaningful-life/   The post Soul in the Game – The Art of a Meaningful Life appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/How_to_Build_a_Portfolio_for_Todays_Crazy_Markets_v2_2022-04-27.mp3 Vitaliy doesn’t know what the stock market will do next. He may have opinions and hunches, but he never acts on them. He never tries to predict the market’s next move. Neither Vitaliy nor anyone else is good at it. The only thing Vitaliy can do is trim the sails of IMA portfolios to align with the winds of inflation. You can find all links mentioned in the podcast in this article link: https://contrarianedge.com/how-to-build-a-portfolio-for-todays-crazy-markets/       The post How to Build a Portfolio for Today’s Crazy Markets – Ep 154 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.