Home » Articles » The Intellectual Investor Podcast » Random Thoughts on the Russian War in Ukraine (Hint: It’s Not Going Well for Russia) – Ep 170

Random Thoughts on the Russian War in Ukraine (Hint: It’s Not Going Well for Russia) – Ep 170

December 1, 2022

comments

AUTHOR:

Vitaliy Katsenelson

Vitaliy shares a collection of random thoughts on the Russian invasion of Ukraine. While they don't add up to a coherent podcast with a beginning, middle, and end, they do point to an overall pattern: the war is not going well for Putin. Vitaliy...

Vitaliy shares a collection of random thoughts on the Russian invasion of Ukraine. While they don’t add up to a coherent podcast with a beginning, middle, and end, they do point to an overall pattern: the war is not going well for Putin. Vitaliy shares his reasoning why.

Vitaliy’s Article Almanac 2021: https://investor.fm/vitaliys-article-almanac/

War in Ukraine article links: https://investor.fm/tag/war-in-ukraine/

You can read this article online here: https://investor.fm/random-thoughts-on-the-russian-war-in-ukraine-hint-its-not-going-well-for-russia/

New to investing?

Explore these valuable guides to get started.

Value Investing
Student
Curriculum

The 6
Commandments
of Value
Investing

Letter to
a Young
Investor

October 1, 2026

Your Sophist Filter: On CEOs, Cynics, and the Voice in Your Head – Ep 304

A great speaker can bend logic with emotions and exert undue influence on your decision making. The better someone speaks, the more discriminating your Sophist filter needs to be.

September 24, 2026

My New Daughter – Ep 303

On Jonah and Molly's wedding

September 17, 2026

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.

September 9, 2026

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.

Random Thoughts on the Russian War in Ukraine (Hint: It’s Not Going Well for Russia) – Ep 170

New to investing?

Value Investing Student Curriculum

The 6 Commandmentsof ValueInvesting

Letter toa YoungInvestor

Related Articles