Libsyn Directory

The Slippery Slope Of Student Loan Forgiveness – Edition 2024 - Ep 223

Release Date: 06/13/2024

The Intellectual Investor

📩 Join 89,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates () in 2012. Forbes Magazine called him "The New Benjamin Graham." He's written for publications including Financial Times, Barron's, Institutional Investor, and Foreign Policy.

The Hidden Risk in “Religion” Stocks - Ep 233

The Intellectual Investor

A basic property of religion is that the believer takes a leap of faith: to believe without expecting proof. Read the article here: 📩 Join 89,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates () in 2012. Forbes Magazine called him "The New Benjamin Graham." He's written for publications including Financial Times, Barron's, Institutional Investor,...

The Best and Worst Investment Decisions I’ve Made - Ep 232

The Intellectual Investor

I’m going to share stories about my best and worst investment decisions. But don’t worry, this isn’t just a brag-and-cringe session about making or losing money. Read the article here: 📩 Join 89,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates () in 2012. Forbes Magazine called him "The New Benjamin Graham." He's written for publications including...

Trump’s call for a bitcoin strategic reserve is a very bad idea - Ep 231

The Intellectual Investor

At the end of July, Donald Trump went full Bitcoin. He wants the US to become a “Bitcoin superpower”; he promised to build a Bitcoin strategic reserve. 📩 Join 89,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates () in 2012. Forbes Magazine called him "The New Benjamin Graham." He's written for publications including Financial Times, Barron's, Institutional...

Unpacking Buffett’s Investment Philosophy: A Personal Perspective - Ep 230

The Intellectual Investor

How does our investment approach stack up against Warren Buffett’s? Answering this question gives me a chance to dissect Buffett’s famous investment principles and compare them to our own strategy. 📩 Join 89,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates () in 2012. Forbes Magazine called him "The New Benjamin Graham." He's written for publications...

The Eclectic Value Investor - Ep 229

The Intellectual Investor

How do I describe myself as an investor? This question provides an opportunity to delve into what I mean by being an “eclectic value investor with a slight touch of dogmatism.” It’s a comprehensive look at our investment philosophy and approach. 📩 Join 89,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates () in 2012. Forbes Magazine called him "The New Benjamin...

The AI Revolution - Ep 228

The Intellectual Investor

The discussion of AI quickly falls into a domain bordering on Sci-Fi. My thoughts here are only marginally shaped by scientific facts. If you look at technological progress over the centuries through the lens of productivity, the improvement was tiny, barely noticeable. Our ability to do the same tasks maybe improved a few basis points a year for millennia. People figured out fire, learned how to use levers, and created a wheel. 📩 Join 89,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - ...

The EV Industry Landscape - Ep 227

The Intellectual Investor

Understanding Today's Economic Landscape - Ep 226

The Intellectual Investor

Lessons from History's Technology Booms - Ep 225

The Intellectual Investor

There's a quote often attributed to Albert Einstein: "Insanity is doing the same thing over and over again and expecting different results." As an investor, especially if you manage someone else's capital, you have to be slightly insane. During market manias, time slows down to dog years. You have to keep doing the same (rational) thing but expect a different outcome, knowing that at some point it will come. 📩 Join 89,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - ...

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My daughter Hannah was just accepted to University of Denver. She might take out student loans. Why wouldn’t she?

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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him "The New Benjamin Graham." He's written for publications including Financial Times, Barron's, Institutional Investor, and Foreign Policy.

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