Vitaliy Katsenelson
The Power of Constraints – Conversations with Vitaliy – Ep 27
Our society looks at abundance only from a positive perspective; however, it also has a very dark side. If scarcity is a disease that inflicts people in socialist countries, overabundance is a sickness prevalent in capitalist ones. 📩 Join...
Construct the Optimal Portfolio
In this video, we delve into the impact of macroeconomic analysis on stock picking, addressing a question from a reader about its influence and providing specific examples.
Skin in The Game vs Soul in The Game
I am often asked what the difference between skin in the game and soul in the game is. Here I explain the difference.
Antisemitism and Wokeness Threaten the Future of Israel and America – Part 3 & 4 – Ep 213
Today, you will listen to parts 3&4 of my Israel essay. 🚨 If you prefer to read the full essay, here it is: https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/ 📩 Join 84,000+ readers on my weekly...
Antisemitism and Wokeness Threaten the Future of Israel and America – Part 1 & 2 – Ep 212
Today, you will listen to parts 1&2 of my Israel essay. Tomorrow you will hear parts 3&4. 🚨 If you prefer to read the full essay, here it is: https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/ ...
10 Lessons in Investing Mastery – Conversations with Vitaliy – Ep 26
📩 Join 84,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS 🌍 My website/blog - 🔗 Business Website - 🐦...
You Can’t Be a Great Investor Without These
In order to become a great investor, you need to have these 3 P's, patience, passion, and process . Let me know what you think.
How will AI change investing?
AI will radically change how we think about the world, and investing is no different. Here is how I see AI impacting the world.
Are You In Control? – Conversations with Vitaliy – Ep 25
This is the concept that got me into stoicism. Dichotomy of Control. 📩 Join 82,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - ...
You Can’t Be Good at Investing Without Knowing This
Knowing when to sell in investing is critical. Learn how I do it, by watching this. You can't be good at investing without knowing this.
4 Mental Models To Change Your Thinking
Here are four mental models I use you can apply to any part of your life.
The Rise and Fall of Russia – Conversations with Vitaliy – Ep 24
📩 Join 82,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS 🌍 My website/blog - 🔗 Business Website - 🐦...
Putting a Charge Back into the EV Market
Over the last few months, electric car sales seem to have gone from hot to cold. Are electric cars a fad, like beanie babies, pet rocks, or fidget spinners?
Never Run Out of Ideas – Conversations with Vitaliy – Ep 23
📩 Join 82,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS 🌍 My website/blog - 🔗 Business Website - 🐦...
CFA Richmond Fireside Chat with Vitaliy Katsenelson – Ep 211
This is my fireside chat with the CFA Society in Richmond, Virginia. We discussed the power of writing, stoicism in investing, and becoming the best investor you can be. 📩 Join 82,000+ readers on my weekly email newsletter: 📚 GET MY...
The 5 Value Investing Mistakes to Avoid – Conversations with Vitaliy – Ep 22
Here are the 5 value investing mistakes to avoid. 📩 Join 82,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS 🌍...
How To Invest For Beginners (3 Steps)
Getting started in investing can be daunting and confusing. Here are the 3 steps I would take if I were an investing beginner:
Antisemitism and Wokeness Threaten the Future of Israel and America
My goal with this essay on antisemitism and wokeness is to bring an important issue to the surface for those who were oblivious to it and to possibly change the minds of those whose minds are still changeable.
You Are Missing This Skill
The question I get asked a lot is "How much do you read?" and my answer is quite simple. I read 4-5 hours a day, but here I share my full process.
Charlie Munger’s Rules For a Good Life – Conversations with Vitaliy – Ep 21
📩 Join 82,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS 🌍 My website/blog - 🔗 Business Website - 🐦...
Article Almanac 2023
A few years ago, the IMA team started a new tradition. At the end of the year, we gather all of the essays I had written throughout the year, organize them by topic, sprinkle in some art, nip and tuck them into a single PDF, and voila, we have an almanac.
