https://traffic.libsyn.com/secure/intellectualinvestor/Searching_for_Yield_v2_2021-05-17.mp3 This podcast shares an excerpt from a client letter originally written in 2016. Though some of the examples are slightly dated, many of them are just as true today as when they were written. In some cases, even more so than before. As risk in the global economy has risen, not shrunk, since 2016, this article remains relevant today. Enjoy! You can read this article online here: https://contrarianedge.com/searching-yield-better-look-humility-patience/     The post Searching for Yield? – Ep 126 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Transgender_Trees_Homelessness_and_a_Dare_in_San_Francisco_v1_2021-05-07.mp3 In this podcast about a family trip to San Francisco, Vitaliy draws on his memory bank to find some thoughtful lessons about parenting, culture, art, and learning from others. Enjoy! You can read this article online here: https://contrarianedge.com/transgender-trees-homelessness-and-a-dare-in-san-francisco/   The post Transgender Trees, Homelessness, and a Dare in San Francisco – Ep 125 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/QA_Part_2_v1_2021-05-03.mp3 In Part 2 of Vitaliy’s talk with Indiana University students, he discusses what he got right, and what he got wrong, when investing through the pandemic. He also touches on how recessions can be good for businesses, compounding small advantages, and whether or not to envy someone else’s success. Enjoy! You can watch the complete video here: https://www.youtube.com/watch?v=B8YZmsKkAoE Disclosure: Read this before you buy your next stock   The post Vitaliy’s Talk with Indiana University Students, Part 2 – Ep 124 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/QA_Part_1_v1_2021-05-03.mp3 In Part 1 of this 2 part series, Vitaliy talks with Indiana University MBA and MsF students about his approach to investing. He covers a variety of important topics, such as how to find your own investing style, sell discipline, and the limits of screens for finding great compounders. Enjoy! You can watch the complete video here: https://www.youtube.com/watch?v=B8YZmsKkAoE Disclosure: Read this before you buy your next stock   The post Vitaliy’s Talk with Indiana University Students, Part 1 – Ep 123 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/My_Russian_Book_v1_2021-04-23.mp3 In this podcast, Vitaliy relates a story about translating one of his investing books into Russian. His books have been translated into Chinese, Korean, Japanese, German, and Romanian. But the story behind the Russian translation is about much more than just book sales. In fact, it is far more personal. You can read this article online here: https://contrarianedge.com/my-russian-book/ The post My Russian Book – Ep 122 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/121_The_Dangers_of_Dividend_Obsession_v2_2021-04-19.mp3 The investment world is currently upside down. Investors are buying bonds for capital appreciation, and stocks for income. Under normal conditions, the reverse would be true. But there is an inherent danger in this – listen to find out what it is. You can read this article online here: https://contrarianedge.com/dangers-dividend-obsession/   The post The Dangers of Dividend Obsession – Ep 121 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Interview_with_Andrew_Horowitz_The_Disciplined_Investor_v1_2021-04-11.mp3 In this interview, Vitalily sits down with his friend Andrew Horowitz from the Disciplined Investor podcast. They discuss everything – from what value investing is (and is not), to whether you should take the Peter Lynch approach of investing in what you know, to the future of malls and ridesharing. Enjoy! Originally recorded here: https://thedisciplinedinvestor.com/blog/2021/03/28/tdi-podcast-what-is-value-anyway-707/   The post Interview with Andrew Horowitz, The Disciplined Investor – Ep 120 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Hug_Your_Kids__One_Spreadsheet_at_a_Time_v1_2021-04-05.mp3 In this short podcast about family life, Vitaliy recounts a fun, and scary, trip to Laguna Beach that ends with an important lesson. Then, he recalls a teaching moment he had with his daughter Hannah, in which he got to share his love of spreadsheets and their usefulness. Enjoy! You can read these articles online here: https://contrarianedge.com/hug-your-kids/ and https://contrarianedge.com/one-spreadsheet-at-a-time/   The post Hug Your Kids – Ep 119 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Zurich_to_Nice_-_Travel_Notes_v4_2021-04-19.mp3 In this podcast, Vitaliy recalls his early 2019 trip to Europe. Written in the pre-COVID days, this essay takes the listener on a tour of a handful of random European cities, as well as a tour of random thoughts from Vitaliy.He muses on everything from impressionism, to Charlie Chaplin, to Masayoshi Son of Softbank fame. Enjoy! You can find the links mentioned in the podcast in the article here: https://contrarianedge.com/zurich-to-nice-travel-notes/ The post Zurich to Nice – Travel Notes – Ep 118 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Telsa_-_ICE_Cold_Killer_-_Interview_with_Michael_Covel_v2_2021-03-22.mp3 In this podcast, Vitaliy talks with Michael Covel about all things Tesla. Getting into the weeds, the two discuss Tesla’s profitability (or lack thereof), the nuances of the charging network and the engine, as well as prospects for ICE car makers to make the jump from gasoline to electric. Enjoy! Originally posted here.   The post Telsa – ICE Cold Killer? Interview with Michael Covel – Ep 117 appeared first on The Intellectual Investor.