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

The Intellectual Investor Podcast by Vitaliy Katsenelson

Narrative change is a reversal of mass behavior. Economics and stock market valuation are governed by soft laws,

Narrative Change (Part 1) – Ep 301

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Narrative Change (Part 1) – Ep 301

Narrative Change (Part 1) – Ep 301

September 9, 2026

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You Are Responsible for What You Have Tamed – Ep 300

You Are Responsible for What You Have Tamed – Ep 300

August 21, 2026

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Chess Nights at Red Robin – Ep 299

Chess Nights at Red Robin – Ep 299

August 6, 2026

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

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

July 31, 2026

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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

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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

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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

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Guy and I – Ep 294

Guy and I – Ep 294

June 16, 2026

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This Is Your Captain Speaking – Buckle Up – Ep 293

This Is Your Captain Speaking – Buckle Up – Ep 293

June 9, 2026

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Fiddler on the Roof and Value Investing – Ep 292

Fiddler on the Roof and Value Investing – Ep 292

June 5, 2026

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

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

May 28, 2026

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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

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