Vitaliy Katsenelson
My thoughts on AI
Innovation disrupts, but it also creates new jobs and improves the standard of living of society. AI will displace many jobs, but it will also empower people with new productivity tools.
How To Invest Your First $100 in Under 2 Minutes
A lot of people have asked me how to invest your first $100 over the years. Here is my answer in under 2 minutes.
The Power of Constraints
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.
How Stoicism Can Change Your Thinking – Conversations with Vitaliy – Ep 13
How stoic philosophy changed the way I think about life. 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets...
Tax Loss Harvesting
With a few exceptions, which I’ll address at the end, tax-loss selling makes no logical sense. Let me give you an example.
Don’t Let History Repeat Itself
I always wondered what I would have done if I were a Jew living in Germany on November 9th, 1938. Kristallnacht, the night when Germans attacked Jews across the country. Would I run? Would I fight? Would it make a difference?
What happens in China may not stay in China – Ep 206
To understand what will happen in China and its impact on the global economy, we simply need to invert what happened over the last two decades. 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual...
10 Lessons in Investing Mastery
People ask me what I learned from Warren Buffett or Charlie Munger. I hope their wisdom passes down to you as well with this 10 lessons in investing mastery.
Israel is Not Hamas’ Final Solution
Hamas, with sadistic creativity that made the Nazis look like amateurs, in just a few hours slaughtered 1,500 Jewish civilians. The Nazis tried hard to hide their atrocities. Not Hamas.
The 5 Investing Books Everyone Should Read – Conversations with Vitaliy – Ep 12
There are 5 investing books that I think everyone should read. - Lawrence Cunningham - Nassim Nicholas Taleb - Nassim Nicholas Taleb - James Montier - Pat Dorsey 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly...
The Rise and Fall of Russia
I was born in Russia, raised in Russia, but my shame for Russia is unrelenting.
Never Run Out of Ideas
People often ask me how I come up with ideas for investing. Here is my answer.
Charlie Munger’s Rules For a Good Life
I learned a lot from the great Charlie Munger, here are 5 Charlie Munger's rules for a good life that stick out to me.
Our investments in oil and natural gas stocks – Ep 205
I am about to discuss a topic that, for reasons that are unclear to me, has been politicized: oil and gas. I am writing this as a pragmatic analyst who looks at two factors: supply and demand. After all, I am not hired by you (IMA clients) to come up...
What happens in China may not stay in China
To understand what will happen in China and its impact on the global economy, we simply need to invert what happened over the last two decades.
The 5 Value Investing Mistakes to Avoid
There are many mistakes value investors make all the time. Here are 5 that you should avoid if you could.
Learn, Adapt, Conquer
I have learned a lot from my successes and failures in my long career. Here is what I learned.
What You Should Look For When Hiring Someone – Conversations with Vitaliy – Ep 11
Here is what you should look for when hiring someone. 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active...
Think Like a Writer
In a conversation with a friend of mine who was thinking about starting to write, I described a concept called "the writer's brain." I thought I would explore how to think like a writer in this episode.
My Thoughts on the Economy – Ep 204
I just finished a fifteen-page seasonal letter to IMA clients. It discusses the economy and the positioning of our stock portfolio, as well as China, fossil fuels, AI, and unions. I will share excerpts from it over the next few weeks, starting today...
