The Intellectual Investor Podcast - The Intellectual Investor - Value Investing by Vitaliy Katsenelson

Skip to content

Articles
Podcast
About
Books
Resources
Contact
Conference
Investment Services

The Intellectual Investor Podcast by Vitaliy Katsenelson

Listen on:

Today’s Market = 1999 Capex + 2008 Credit – Ep 298

Anthropic’s revenue has grown nearly 10x a year, three years running. Its losses are accelerating with it. And

Today’s Market = 1999 Capex + 2008 Credit – Ep 298

Search Episodes

Episode play icon

Today’s Market = 1999 Capex + 2008 Credit – Ep 298

Today’s Market = 1999 Capex + 2008 Credit – Ep 298

July 31, 2026

Episode play icon

You Don’t Need to Be an Expert to Hire One. You Need a Tunaman. – Ep 297

You Don’t Need to Be an Expert to Hire One. You Need a Tunaman. – Ep 297

July 23, 2026

Episode play icon

Most People Don’t Want to Write. They Want to Have Written. – Ep 296

Most People Don’t Want to Write. They Want to Have Written. – Ep 296

July 16, 2026

Episode play icon

You are not as smart as you think you are – Ep 295

You are not as smart as you think you are – Ep 295

July 10, 2026

Episode play icon

Guy and I – Ep 294

Guy and I – Ep 294

June 16, 2026

Episode play icon

This Is Your Captain Speaking – Buckle Up – Ep 293

This Is Your Captain Speaking – Buckle Up – Ep 293

June 9, 2026

Episode play icon

Fiddler on the Roof and Value Investing – Ep 292

Fiddler on the Roof and Value Investing – Ep 292

June 5, 2026

Episode play icon

What to Do When a Stock Drops 25% – Ep 291

What to Do When a Stock Drops 25% – Ep 291

May 28, 2026

Episode play icon

Greg Abel Takes Over Berkshire Hathaway: My Thoughts After Omaha 2026 – Ep 290

Greg Abel Takes Over Berkshire Hathaway: My Thoughts After Omaha 2026 – Ep 290

May 21, 2026

Episode play icon

What the Iran War Reveals About the Dollar, Gold, and the End of US Exceptionalism – Ep 289

What the Iran War Reveals About the Dollar, Gold, and the End of US Exceptionalism – Ep 289

May 14, 2026

Episode play icon

Q&A Series: On Firing Clients, Sizing Positions, and Ignoring Book Value – Ep 288

Q&A Series: On Firing Clients, Sizing Positions, and Ignoring Book Value – Ep 288

April 23, 2026

Episode play icon

Q&A: The Antifragile Investor: Balancing Geopolitics, Identity, and the Cost of Growth – Episode 287

Q&A: The Antifragile Investor: Balancing Geopolitics, Identity, and the Cost of Growth – Episode 287

April 16, 2026

Search Results placeholder

View IMA's regulatory filings which includes ADV Part 2A & 2B, form CRS, firm's brochure, our conflicts of interest disclosures,
samples of our quarterly letter, and privacy policy by following this link. © 2026 - All Right Reserved.

Privacy Choices

|

Search for:

We value your privacy

We use cookies to enhance your browsing experience, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies.

Strictly Necessary
Required for the website to function. Cannot be disabled.
Analytics
Helps us understand how visitors interact with the site.
Advertising
Used to track visitors across websites for advertising purposes.