What happens in China may not stay in China - Ep 206 - The Intellectual Investor

What happens in China may not stay in China – Ep 206

To understand what will happen in China and its impact on the global economy, we simply need to invert what happened over the last two decades. 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual...

To understand what will happen in China and its impact on the global economy, we simply need to invert what happened over the last two decades.

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🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/

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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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of Value
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a Young
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Related Articles

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

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Value Investing
Student
Curriculum

The 6
Commandments
of Value
Investing

Letter to
a Young
Investor