Being A Father – Ep 16

📩 Join 94,000+ readers on my FREE weekly email newsletter:   📚 Get my books: Soul in the Game -  The Little Book of Sideways Markets -   Active Value Investing -    WHO AM I: Vitaliy Katsenelson is the CEO of...

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

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.

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.