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 259 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 1 months ago, with 20 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 259 episodesGuy 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.
On AI Eating The World – Ep 283
Instead of joining the chorus of false certainty, let me offer you a crayon-level framework for thinking about it. I am going for vaguely right, not precisely wrong. The post On AI Eating The World – Ep 283 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
10 Life Lessons I Passed On to My Daughter on Her Bat Mitzvah – Ep 282
On January 11, 2026, my younger daughter, Mia Sarah, celebrated becoming an adult, at least according to Jewish tradition (she turned 12). This is what I told her The post 10 Life Lessons I Passed On to My Daughter on Her Bat Mitzvah – Ep 282 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Q&A: From Imposter Syndrome to Authenticity – Ep 281
I let myself be me when I write. I just made it sound easy. It is not. It comes down to confidence. It took me a long time – years, to get comfortable with being me on paper. The post Q&A: From Imposter Syndrome to Authenticity – Ep 281 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
The Church of Climate and the Law of Unintended Consequences – Ep 280
When policies are judged by intentions rather than outcomes, you get Germany closing nuclear plants only to burn more coal. The post The Church of Climate and the Law of Unintended Consequences – Ep 280 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Q&A Money Should Buy Time, Not Things – Ep 279
As my income went up, instead of buying myself things, I turned to buying time and experiences. The post Q&A Money Should Buy Time, Not Things – Ep 279 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Our Sistine Chapel: Long-Term Investing in Quality and Kindness – Ep 278
Warren Buffett calls Berkshire Hathaway his Sistine Chapel. This analogy haunted me for years until I realized we are building the exact same thing at IMA. It took me a decade to put into words, but I finally narrowed our firm’s entire reason for existence down to just two words. They sound simple, but living up to them is the hardest thing we’ve ever done. The post Our Sistine Chapel: Long-Term Investing in Quality and Kindness – Ep 278 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
On Books, Music, and Investing – Ep 277
Today, we’re diving into two questions from readers that are close to my heart, which of my books is my personal favorite and why, and is there a similarity between classical music and investing for me? The post On Books, Music, and Investing – Ep 277 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Living and Investing with Intention – Ep 276
As an investor, being intentional about identifying assumptions is extremely important. When you're mindless, you accept things as they are without realizing you're walking on thin ice while everyone else thinks it's solid ground. The post Living and Investing with Intention – Ep 276 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Q&A Series: Managing Market Pressures and Evaluating Serial Acquirers – Ep 275
I held a Q&A session with readers a while back. In this episode, we'll discuss how to handle market pressures and our view on serial acquirers. The post Q&A Series: Managing Market Pressures and Evaluating Serial Acquirers – Ep 275 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.