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The Intellectual Investor

How would a value investor like Warren Buffett look at today's crazy markets? What stocks would he buy? And what would he say about today's much-loved or much-hated companies? Featured in FT, Fortune, Barron's, and many others, Vitaliy Katsenelson's often contrarian articles on value investing, classical music, and life in general have already generated something of a cult following. You can now listen to his articles (old & new) read aloud by a professional narrator. Enjoy!

info_outline London and Scotland: Musicals, Markets, and Memories – Part 3 - Ep 269 11/13/2025
info_outline The Ability to Suffer – Part 2 - Ep 268 11/06/2025
info_outline The Art of Rational Irrationality - Part 1 - Ep 267 10/30/2025
info_outline My Article in The Wall Street Journal - Ep 266 10/23/2025
info_outline Why Smart Investors Should Sit Out the AI Arms Race - Ep 265 10/16/2025
info_outline Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5) - Ep 264 09/25/2025
info_outline Why We Bought Aker BP: A Technology-First Oil Company (Part 4) - Ep 263 09/18/2025
info_outline Charlie Kirk and the Cost of Courage - Ep 262 09/11/2025
info_outline Skin in the Game, Steam in the Ground (Part 3) - Ep 261 09/02/2025
info_outline Inside Baseball: How We Build Portfolios (Part 2) - Ep 260 08/29/2025
info_outline Skating on Thin Ice: Discipline, Doubt, and the Long Game (Part 1) - Ep 259 08/27/2025
info_outline The Baltics, Europe's Pragmatic Rising Stars - Ep 258 08/21/2025
info_outline Warren Buffett and the Berkshire Hathaway Paradox - Ep 257 08/13/2025
info_outline Redefine β€œvalue” in this era of the US stock market - Ep 256 08/11/2025
info_outline A Brief Rant on Tesla & Musk - Ep 255 07/24/2025
info_outline 2025 IMA Annual Client Meeting 07/15/2025
info_outline Current Thoughts on Tesla - Ep 254 07/10/2025
info_outline Europe Can’t Hide Behind America Anymore - Ep 253 07/08/2025
info_outline The Reputational Bankruptcy of the American Dollar - Ep 252 07/03/2025
info_outline Tariffs, Debt, and a Recession by Design - Ep 251 04/22/2025
info_outline The Paranoid Russian Jew Approach to Investing - Ep 250 04/11/2025
info_outline It Is Not the Cards You are Dealt; But is How You Play Them - Ep 249 03/20/2025
info_outline Q&A Series: Diversification and Position Sizing in Investing - Ep 248 03/07/2025
info_outline The Hidden Advantages of Investing from NOT New York City - Ep 247 02/27/2025
info_outline DeepSeek Breaks the AI Paradigm - Ep 246 02/20/2025
info_outline Escaping Stock Market Double Hell - Ep 245 02/13/2025
info_outline Embracing Stock Market Stoicism - Ep 244 02/06/2025
info_outline Thoughts from Consumer Electronics Show - Ep 243 01/30/2025
info_outline Q&A Series: Money Habits for Kids and the Power of Writing - Ep 242 12/19/2024
info_outline Managing a Million: What Would I Do Differently? - Ep 241 12/12/2024
 
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