You are – What you think about (Recession, Economy, Stock Market) – Ep 192

I’ve been asked by many readers and some clients for my thoughts on the economy and recession.  As I am typing this, I’m thinking about how much ink I should be spilling on writing about the recession and how much time we, as investors,...

I’ve been asked by many readers and some clients for my thoughts on the economy and recession. 

As I am typing this, I’m thinking about how much ink I should be spilling on writing about the recession and how much time we, as investors, should be allocating to thinking and worrying about it.

Firstly, our ability to predict it is very limited – the economy is a complex system and thus incredibly difficult to forecast. Don’t believe me? The Federal Reserve employs a few hundred PhDs who stare at economic data 24/7 and they have yet to get it right, even once.

Secondly, recessions are not a death sentence to the economy but a natural, transitory phase.

📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/

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

📚 GET MY BOOKS

Soul in the Game – https://tinyurl.com/yzh486ep

The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2

Active Value Investing – https://tinyurl.com/ywfczy8u

MY KEY LINKS

🌍 My website/blog – https://contrarianedge.com/

🔗 Business Website – https://imausa.com/

🐦 Twitter – https://twitter.com/vitaliyk

📸 Instagram – https://www.instagram.com/vitaliyk/

WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.

Please read the following important disclosure: https://contrarianedge.com/disclosure/

Enjoyed this read?

Share it with someone who’d love it too!

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

Related Articles

Tariffs, Debt, and a Recession by Design – Ep 251

📩 Join 94,000+ readers on my FREE weekly email newsletter:   📚 Get my books: Soul in the Game -  The Little Book of Sideways Markets -   Active Value Investing -    WHO AM I: Vitaliy Katsenelson is the CEO of...

The Paranoid Russian Jew Approach to Investing – Ep 250

📩 Join 94,000+ readers on my FREE weekly email newsletter:   📚 Get my books: Soul in the Game -  The Little Book of Sideways Markets -   Active Value Investing -    WHO AM I: Vitaliy Katsenelson is the CEO of...

It Is Not the Cards You are Dealt; But is How You Play Them – Ep 249

📩 Join 94,000+ readers on my FREE weekly email newsletter:   📚 Get my books: Soul in the Game -  The Little Book of Sideways Markets -   Active Value Investing -    WHO AM I: Vitaliy Katsenelson is the CEO of...

Q&A Series: Diversification and Position Sizing in Investing – Ep 248

📩 Join 94,000+ readers on my FREE weekly email newsletter:   📚 Get my books: Soul in the Game -  The Little Book of Sideways Markets -   Active Value Investing -    WHO AM I: Vitaliy Katsenelson is the CEO of...