Broadening the aperture of how you look at life - Ep 210 - The Intellectual Investor

Broadening the aperture of how you look at life – Ep 210

The interview took place in April 2023 at Temple Sinai here in Denver. The discussion focused on my book . The living characters of the book are from my family, so having them in the audience was a bit surreal. 📩 Join 81,000+ people and...

The interview took place in April 2023 at Temple Sinai here in Denver. The discussion focused on my book Soul in the Game: The Art of a Meaningful Life. The living characters of the book are from my family, so having them in the audience was a bit surreal.

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🐦 Twitter – https://twitter.com/vitaliyk

WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

Depressing Reasons Why I Am Bullish On Gold (Part 2) – Ep 302

Here is what changed my mind. Not something about gold, but many things about the dollar. The US dollar is the world's reserve currency. It has had a well-deserved place since WWII, and that rested on three things: the largest, steadiest, most diverse economy; a politically stable democracy; the best military.

Narrative Change (Part 1) – Ep 301

Narrative change is a reversal of mass behavior. Economics and stock market valuation are governed by soft laws, but the reality bent by human behavior can disagree with these soft laws for much longer than rational actors would expect, or stay solvent. The change, going from euphoria to despair, is a change in narrative.

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Related Articles

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Value Investing
Student
Curriculum

The 6
Commandments
of Value
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Letter to
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