Vitaliy Katsenelson
The Impact of Higher Interest Rates on the Economy – AI Edition – Ep 240
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.
Navigating Market Cycles: From Bulls to Nvidia – AI Edition – Ep 239
I asked AI to transform my essays into a radio show-style conversation. In this episode, topic is stock market math, sideways markets, the role of P/E in market cycles, impact of interest rates on P/E, economic analysis, Magnificent Seven stocks, NVIDIA, and a lot more.
Navigating Market Cycles: From Bulls to Nvidia – AI Edition
I asked AI to transform my essays into a radio show-style conversation. In this episode, topic is stock market math, sideways markets, the role of P/E in market cycles, impact of interest rates on P/E, economic analysis, Magnificent Seven stocks, NVIDIA, and a lot more.
A Balanced Life: My Approach – Ep 238
How do you balance your life between being an investor, running a firm, writing and other aspects of your life such as your family?
Managing a Million: What Would I Do Differently?
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?
Choosing an Investment Manager: Beyond Warren and Charlie – Ep 237
If you were obliged to invest all your assets with one person and you couldn’t choose Warren or Charlie, whom would you pick?
A Balanced Life: My Approach
How do you balance your life between being an investor, running a firm, writing and other important aspects of your life such as your family?
Q&A Series: On Parenting and Personal Growth – Ep 236
I wanted to share excerpts from a Q&A session I held in Omaha. This excerpt focuses on parenting and personal growth.
Challenging Investment Rules and Key Investor Traits – Ep 235
What’s a famous investment rule I don’t agree with? Which key characteristics should a good investor have?
Choosing an Investment Manager: Beyond Warren and Charlie
If you were obliged to invest all your investable assets with one person and you couldn’t choose Warren or Charlie, whom would you pick?
Q&A Series: On Parenting and Personal Growth
I wanted to share excerpts from a Q&A session I held with readers in Omaha. This excerpt focuses on parenting and personal growth.
Challenging Investment Rules and Key Investor Traits
What’s a famous investment rule I don’t agree with? Which key characteristics should a good investor have?
The Infinite Game in Telecom – Ep 234
CHTR, just like Comcast, showed only a very slight decline in broadband customers in the quarter.
The Infinite Game in Telecom
CHTR, just like Comcast, showed only a very slight decline in broadband customers in the quarter. Most of the decline came from the US government removing subsidies for rural customers.
The Hidden Risk in “Religion” Stocks – Ep 233
A basic property of religion is that the believer takes a leap of faith: to believe without expecting proof.
The Best and Worst Investment Decisions I’ve Made – Ep 232
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.
The Hidden Risk in “Religion” Stocks
A basic property of religion is that the believer takes a leap of faith: to believe without expecting proof.
Trump’s call for a bitcoin strategic reserve is a very bad idea – Ep 231
Donald Trump went full Bitcoin. He wants the US to become a “Bitcoin superpower”; he promised to build a Bitcoin strategic reserve.
The Best and Worst Investment Decisions I’ve Made
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.
Unpacking Buffett’s Investment Philosophy: A Personal Perspective – Ep 230
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.
Trump’s call for a bitcoin strategic reserve is a very bad idea
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.
