Month: September 2022
Sitting on the Tarmac in The Land of Stoicism – Ep 164
During a recent trip to NYC, Vitaliy got the opportunity to practice his favorite Stoic principles. While he had plans to see his favorite opera with his family, the universe conspired to make different plans. You can read this article online here: ...
IMA is not for everyone. I’m fine with that!
How great alignment with clients creates the perfect recipe for long-term compounding. (And I get to drive my kids to school.)
Dotcom 2.0 bubble has burst. What is next? – Ep 163
In the recent COVID-fueled soaring market, one fund became the canonical example of investor hyper-enthusiasm: ARK. But investors have seen this movie before. Just like the boom fueled by Y2K worries at the turn of the century, many stocks impacted by...
Infinite Loops Interview
Vitaliy sits down with Jim O'Shaughnessy, author of the classic investment book What Works on Wall Street and host of the Infinite Loops Podcast. Vitaliy and Jim seem to share a brain, and they discuss Vitaliy's youth in Soviet Russia, how creativity...
