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How to Invest When There’s Nowhere to Hide – Ep 145

How to Invest When There’s Nowhere to Hide – Ep 145

The Intellectual Investor – Value Investing by Vitaliy Katsenelson · Vitaliy Katsenelson

January 20, 2022

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Show Notes

It seems every year, Vitaliy believes we have finally reached the peak of crazy, only to be proven wrong the next year. The stock market and thus index funds, just like real estate, have only gone one way – up. You don’t have to be a stock market junkie to notice the pervasive feeling of euphoria. Vitaliy shares how he invests when most if not all asset classes are very expensive.

You can read this article online here: https://contrarianedge.com/how-to-invest-when-theres-nowhere-to-hide/

Why Do I Write a 27-page Letter To Clients  link here: https://contrarianedge.com/why-do-i-write-a-27-page-letter-to-clients/

Part 1 from the Fall letter: https://contrarianedge.com/this-holiday-will-mr-market-eat-too-much-pi/

 

 

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