Vitaliy’s Interview with the Value Perspective Podcast

Vitaliy recently had the pleasure to be a guest on the Value Perspective Podcast by Schroders. In this wide ranging conversation, Vitaliy talks about how he discovers mental models, the risks of linear thinking, and shares an embarrassing story about...

Vitaliy recently had the pleasure to be a guest on the Value Perspective Podcast by Schroders.

In this wide ranging conversation, Vitaliy talks about how he discovers mental models, the risks of linear thinking, and shares an embarrassing story about his time in Italy. Enjoy! You can listen to original interview here: https://www.schroders.com/en/uk/the-value-perspective/blog/all-blogs/podcast-transcript–vitaliy-katsenelson/

You can read the transcript of this interview in this link: https://contrarianedge.com/mental-models-for-investing-an-interview-with-the-value-perspective/

Enjoyed this read?

Share it with someone who’d love it too!

New to investing?

Explore these valuable guides to get started.

Related Articles

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

Stock XYZ has declined 25%. What do you think? Is your thesis broken? What you observe in stock price volatility is mostly noise. A good chunk of buyers and sellers don’t know much about what they are trading other than the ticker.

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

Last year I came out of the BRK annual meeting thinking that Greg Abel was not the right person to run Berkshire Hathaway. Abel lacked Buffett's charisma, warmth, and humor. Greg Abel was not Buffett, and he definitely was not Munger. I was wrong.
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

The Iran war exposes a quiet rewriting of the rules that made the US exceptional. Why we own oil, why we hate owning gold, and why crypto still isn't for client accounts.

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

At IMA, we deal with prospective clients who have a short-term time horizon very differently. We do what I call "reverse marketing." I write articles, people read them, and when they get interested in our services, they download our brochure and reach out to us.