Vitaliy Katsenelson

It Is Not the Cards You are Dealt; But is How You Play Them – Ep 249

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Soul in the Game - A Conversation with Vitaliy Katsenelson on Talking Billions Podcast

Soul in the Game: A Conversation with Vitaliy Katsenelson on the Talking Billions Podcast

I was recently interviewed by Bogumil Baranowski on the Talking Billions Podcast about how I stay grounded in volatile markets and the key principles guiding my investing.

Q&A Series: Diversification and Position Sizing in Investing – Ep 248

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A Value Investing Lesson from the Blackjack Table

A Value Investing Lesson from the Blackjack Table

Over a lifetime, active value investors will make hundreds, often thousands of investment decisions. Not all of those decisions will work out for the better.

Q&A Series: Diversification and Position Sizing in Investing

Q&A Series: Diversification and Position Sizing in Investing

Today's excerpts from Q&A session I held in Omaha focuses on crucial investment strategies: diversification and position sizing in investing.

The Hidden Advantages of Investing from NOT New York City – Ep 247

What are the hidden advantages of living away from “noisy” investing centers like New York? 

The Hidden Advantages of Investing from NOT New York City

The Hidden Advantages of Investing from NOT New York City

What are the hidden advantages of living away from “noisy” investing centers like New York? 

DeepSeek Breaks the AI Paradigm – Ep 246

DeepSeek Breaks the AI Paradigm – Ep 246

I’ve received emails from readers asking my thoughts on DeepSeek. I need to start with two warnings. First, the usual one: I’m a generalist value investor, not a technology specialist, so my knowledge of AI models is superficial. Second, and more unusually, we don’t have all the facts yet.

Escaping Stock Market Double Hell – Ep 245

Escaping Stock Market Double Hell – Ep 245

Over the last few years, our portfolio has skewed more international. Today, if you only invest in the US, you're experiencing two stock market hells.

Money Managers Are Not Factory Workers

One of the biggest hazards of being a professional money manager is that you are expected to behave in a certain way.

Embracing Stock Market Stoicism – Ep 244

2024 brought me back to a core Stoic principle that I hold close to my heart: the dichotomy of control. We can apply it in investing.

The Super Bowl Is a Tradition

The Super Bowl Is a Tradition

The beauty and embarrassment of writing is that your past essays can be easily unearthed and brought to the present. ...

Thoughts from Consumer Electronics Show – Ep 243

My son Jonah and I were at CES (the Consumer Electronics Show) in Las Vegas. I wanted to attend CES to shake myself out of my comfort zone.

DeepSeek Breaks the AI Paradigm

I’ve received emails from readers asking my thoughts on DeepSeek. I need to start with two warnings. First, the usual one: I’m a generalist value investor, not a technology specialist, so my knowledge of AI models is superficial. Second, and more unusually, we don’t have all the facts yet.

Escaping Stock Market Double Hell

Over the last few years, our portfolio has skewed more international. Today, if you only invest in the US, you're experiencing two stock market hells.

Embracing Stock Market Stoicism

2024 brought me back to a core Stoic principle that I hold close to my heart: the dichotomy of control. We can apply it in investing.

Thoughts from the Consumer Electronics Show

My son Jonah and I were at CES (the Consumer Electronics Show) in Las Vegas. I wanted to attend CES to shake myself out of my comfort zone.

Q&A Series: Money Habits for Kids and the Power of Writing – Ep 242

In this Q&A excerpt, we'll explore teaching money habits to young people and how writing has improved my investment approach.

Managing a Million: What Would I Do Differently? – Ep 241

Warren Buffett has stated multiple times that if he could manage a very small amount of money today, he would be able to return more than 50% per year to shareholders. If you managed a million dollars of only your own money, would you do it differently? 

Q&A Series: Money Habits for Kids and the Power of Writing

Q&A Series: Money Habits for Kids and the Power of Writing

In this Q&A excerpt, we'll explore teaching money habits to young people and how writing has improved my investment approach.

The Impact of Higher Interest Rates on the Economy - AI Edition

The Impact of Higher Interest Rates on the Economy – AI Edition

I asked AI to educate and entertain my readers with a radio show-style dialogue based on my essay - The Impact of Higher Interest Rates on the Economy.

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