Show overview
The Intellectual Investor – Value Investing by Vitaliy Katsenelson has been publishing since 2020, and across the 6 years since has built a catalogue of 268 episodes. Releases follow a weekly cadence.
None of the episodes are flagged explicit by the publisher. It is catalogued as a {"EN-US","EN"}-language Business show.
The show is actively publishing — the most recent episode landed 4 days ago, with 29 episodes already out so far this year. The busiest year was 2024, with 60 episodes published. Published by Vitaliy Katsenelson.
From the publisher
Value Investing, Life & Philosophy and Classical Music Explained by Vitaliy Katsenelson
Latest Episodes
View all 268 episodesMy New Daughter – Ep 303
Depressing Reasons Why I Am Bullish On Gold (Part 2) – Ep 302
Narrative Change (Part 1) – Ep 301
You Are Responsible for What You Have Tamed – Ep 300
Chess Nights at Red Robin – Ep 299
Today’s Market = 1999 Capex + 2008 Credit – Ep 298
You Don’t Need to Be an Expert to Hire One. You Need a Tunaman. – Ep 297
Most People Don’t Want to Write. They Want to Have Written. – Ep 296
You are not as smart as you think you are – Ep 295
Guy and I – Ep 294
This Is Your Captain Speaking – Buckle Up – Ep 293
Fiddler on the Roof and Value Investing – Ep 292
What to Do When a Stock Drops 25% – Ep 291
Greg Abel Takes Over Berkshire Hathaway: My Thoughts After Omaha 2026 – Ep 290
What the Iran War Reveals About the Dollar, Gold, and the End of US Exceptionalism – Ep 289
Q&A Series: On Firing Clients, Sizing Positions, and Ignoring Book Value – Ep 288
Q&A: The Antifragile Investor: Balancing Geopolitics, Identity, and the Cost of Growth – Episode 287
Uber and Self-Driving Cars: The Utilization Problem Nobody Talks About – Ep 286
What AI, Tariffs, and Global Uncertainty Mean for Your Portfolio – Ep 285
The future feels less predictable because the range of possible outcomes has expanded. Here is my best attempt to think through that reality with humility, and why you should let me do the worrying for both of us. The post What AI, Tariffs, and Global Uncertainty Mean for Your Portfolio – Ep 285 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
When to sell a stock: The Art and Psychology of Selling – Ep 284
Investing is a lot more art than science. I bring a scientist's mindset – I approach problems with an open mind and I am willing to change my mind when data proves me wrong. The post When to sell a stock: The Art and Psychology of Selling – Ep 284 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.