The Intellectual Investor – Value Investing by Vitaliy Katsenelson
Value Investing, Life & Philosophy and Classical Music Explained by Vitaliy Katsenelson
- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
My New Daughter – Ep 303 (opens the original)
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The Wedding Politburo gave me three minutes for this speech, as its members are still suffering from PTSD from my last one, which ran 50. Okay, I'll keep this one to 40. The post My New Daughter – Ep 303 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .
Depressing Reasons Why I Am Bullish On Gold (Part 2) – Ep 302 (opens the original)
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Here is what changed my mind. Not something about gold, but many things about the dollar. The US dollar is the world's reserve currency. It has had a well-deserved place since WWII, and that rested on three things: the largest, steadiest, most diverse economy; a politically stable democracy; the best military. The post Depressing Reasons Why I Am Bullish On Gold (Part 2) – Ep 302 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .
Narrative Change (Part 1) – Ep 301 (opens the original)
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Narrative change is a reversal of mass behavior. Economics and stock market valuation are governed by soft laws, but the reality bent by human behavior can disagree with these soft laws for much longer than rational actors would expect, or stay solvent. The change, going from euphoria to despair, is a change in narrative. The post Narrative Change (Part 1) – Ep 301 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .
You Are Responsible for What You Have Tamed – Ep 300 (opens the original)
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As an entrepreneur, you always want to grow your business. Your current revenue and profit are never enough; they just set the bar higher for next year. We always want more. But this “more” has a hidden cost. The post You Are Responsible for What You Have Tamed – Ep 300 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .
Chess Nights at Red Robin – Ep 299 (opens the original)
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I have vague first memories of playing chess with my grandfather when my family visited my father's parents in Moscow. I was five years old. The post Chess Nights at Red Robin – Ep 299 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .
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