Year: 2022
The Business Brew Podcast Interview
This special episode features Vitaliy's conversation with Bill Brewster on The Business Brew Podcast. They have a wide-ranging conversation that includes Tesla, tribalism in investing, inflation, how Vitaliy uses macro, the Dotcom 2.0 crash, and more....
Why we bought more Uber shares as the stock fell
Despite being a very controversial choice, we believe Uber stock is still a great investment and have bought more on its way down. Here’s why.
COVID, Inflation, and Value Investing: Answers to “Millenial Investing” – Ep 161
Vitaliy was so inspired by the questions from his Millennial Investing Interview, he decided to sit down and elaborate on them. In this podcast, Vitaliy shares how COVID has changed value investing, what makes a company great, and the impact of China...
Why Value Investing Requires Thoughtful Arrogance
You need arrogance as a value investor, but it can also be your downfall. So how do you master the psychological side of value investing?
The trip to Europe that wasn’t about Europe
As I am looking back at this trip, it was really not about Europe, the lakes, the ice cream that we had every evening, or the museums. The best experiences were the conversations we shared while we strolled the streets or had over dinner.
Hidden Forces Interview with Demetri Kofinas
In this Special Episode, Vitaliy speaks with Demetri Kofinas, the host of Hidden Forces, a podcast that gives its listeners an edge by teaching them how to think critically about the systems of power structuring our world. In it, Vitaliy speaks about...
Position Sizing: How to Construct Portfolios That Protect You – Ep 160
Some investors think the fewer positions you own, the cooler you are. Vitaliy recalls meeting investors at a conference years ago that had less than 8 stocks in their portfolios. Unfortunately, the financial crisis put them out of business. In this...
This Week in Intelligent Investing Interview
In this podcast with Elliott and John from This Week in Intelligent Investing, Vitaliy outlines what he calls the Stoic Operating System, how he was able to connect with classical composers in their struggle for creativity, the power of the...
How Stoicism Can Help You Have Soul in the Game – Ep 159
Vitaliy dives deep into how Stoicism helps him on a day to day basis, discusses some Stoic heroes, and the link between mindfulness and Stoicism. Enjoy! You can read this article online here:
How Stoicism Can Help You Have Soul in the Game
In my interview with “What is Stoicism”, I discuss how stoicism can help us improve our personal and professional lives.
Special Episode: Investors Podcast Interview
Vitaliy speaks with The Investors Podcast in this wide ranging and fun interview. Trey (the host) asks Vitaliy to compare 2022 to 2000, where he thinks inflation will show up next, what companies to own in inflation, whether beaten down tech names are...
Charter Communications: Heads We Win, Tails We Don’t Lose – Ep 158
The death of cable has been greatly exaggerated. While competitive threats abound, Vitaliy believes that cable, and the broadband internet it provides, will remain resilient to competition in the coming years. Listen as he explains why, and why...
Charter Communications (CHTR) Stock: Heads we win, tails we don’t lose
Charter Communications (CHTR) is a significantly undervalued stock today. But are competition, 5G, and satellite internet significant threats to its business? How does its management compare to AT&T and Verizon? Read our analysis below.
Soul in the Game is Available Now!
Vitaliy's newest book, Soul in the Game, is now live and available for purchase. It has nothing to do with investing, but has everything to do with something far more important: living a meaningful life. This podcast contains the first chapter, where...
Inspiring Stories & Hard-Won Life Lessons: Introducing My New Book
My newest book, Soul in the Game, is now live and available for purchase. It has nothing to do with investing, but has everything to do with something far more important: living a meaningful life.
Vitaliy’s Interview with the Wealth Formula Podcast
This podcast with Buck Joffrey of the Wealth Formula Podcast has something for everyone. In it, Vitaliy discusses a wide variety of topics. He touches on how the Fiddler on the Roof was really a value investor, the dangers of relative valuation tools...
Putin: The Mask is Off. Europe is Next.
When Putin started the war, he tried to shift the blame to NATO, calling it the instigator. He argued that Russia had no choice but to defensively launch the war to prevent NATO from surrounding Russia from all sides. A few days ago, Putin finally lifted his veil of pretense: this is a war of conquest.
Stagflation – Ep 157
Stagflation - low or negative economic growth caused by inflation - has likely come to America. While stagflation is far from good, and could cause a recession, there could be even bigger risks on the horizon. Fortunately, IMA portfolios are well...
ARKK Stocks Sunk
The better ARK performed, the more money flowed into its main ETF, ARKK. It used this money to buy more sci-fi ARKK stocks, pushing up the prices of its holdings. This created a vicious cycle that has now reversed.
Why Is Inflation So High Right Now? 6 Reasons – Ep 156
You may have noticed that prices everywhere are rising. The question is: why? Vitaliy spells out the main causes of inflation, and how they compound to curtail economic growth. I Kid You Not Crazy article link: Why Green Energy is a Luxury Belief –...
Sitting on the Tarmac in The Land of Stoicism
I recently took Jonah and Hannah to NYC for a long weekend. Jonah was leaving for Israel that Sunday and Hannah and I decided to join him for the weekend to inhale the art and culture that New York has to offer. However, this trip to NYC started with me practicing a bit of Stoicism.
