The Intellectual Investor

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How would a value investor like Warren Buffett look at today's crazy markets? What stocks would he buy? And what would he say about today's much-loved or much-hated companies? Featured in Financial Times, Fortune, Barron's, Business Insider, MarketWatch, and many others, Vitaliy Katsenelson's often contrarian articles on value investing, classical music, and life in general have already generated something of a cult following. You can now listen to his articles (old and new) read aloud by a professional narrator. Enjoy!

Vitaliy Katsenelson


    • Apr 22, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 18m AVG DURATION
    • 526 EPISODES

    4.7 from 125 ratings Listeners of The Intellectual Investor that love the show mention: value investing, gambling, wisdom, perfect, listen, great, vitaliy.


    Ivy Insights

    The Intellectual Investor podcast is an incredible resource for anyone looking to gain a better understanding of value investing and other inspiring subjects. I stumbled upon this podcast by chance, and I feel incredibly fortunate to have found it. Hosted by Vitaliy Katsenelson, this podcast offers a solid foundation in value investing, making it accessible for investors of all experience levels.

    One of the best aspects of The Intellectual Investor podcast is the wealth of knowledge that Vitaliy shares throughout each episode. He approaches investing with intelligence and grounded values, offering a perfect balance between personal experiences and rational thought. His interviews with guests are particularly engaging and insightful, providing listeners with different perspectives on various investment strategies.

    Another great aspect of this podcast is its ability to provide a fresh perspective even to those who are already familiar with Vitaliy's work. Listeners can expect to learn new information and gain deeper insights into his notes and books, even if they have previously read them. Each episode is packed with valuable content that leaves you wanting more.

    One potential weakness of The Intellectual Investor podcast could be the specific focus on value investing. While this is undoubtedly valuable for those interested in this particular investment strategy, it may not cater as much to individuals who are looking for broader investment advice or strategies outside of value investing. However, given the expertise and depth provided by Vitaliy in this area, it is still worth exploring for anyone wanting to dive deep into value investing.

    In conclusion, The Intellectual Investor podcast is an absolute gem for individuals interested in gaining knowledge about value investing. It offers a solid foundation in this investment strategy while also delving into other inspiring subjects. Vitaliy's intelligence and grounded values shine through each episode, making it an incredibly valuable resource for investors at all levels of experience. Whether you're just starting out or are a seasoned investor, this podcast will leave you feeling inspired and armed with practical insights for your own investment journey.



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    Latest episodes from The Intellectual Investor

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

    Play Episode Listen Later Apr 22, 2025


    The Paranoid Russian Jew Approach to Investing – Ep 250

    Play Episode Listen Later Apr 11, 2025


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

    Play Episode Listen Later Mar 20, 2025


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

    Play Episode Listen Later Mar 7, 2025


    The Hidden Advantages of Investing from NOT New York City – Ep 247

    Play Episode Listen Later Feb 27, 2025


    DeepSeek Breaks the AI Paradigm – Ep 246

    Play Episode Listen Later Feb 20, 2025


    Escaping Stock Market Double Hell – Ep 245

    Play Episode Listen Later Feb 13, 2025


    Embracing Stock Market Stoicism – Ep 244

    Play Episode Listen Later Feb 6, 2025


    Thoughts from Consumer Electronics Show – Ep 243

    Play Episode Listen Later Jan 30, 2025


    Q&A Series: Money Habits for Kids and the Power of Writing – Ep 242

    Play Episode Listen Later Dec 19, 2024


    Managing a Million: What Would I Do Differently? – Ep 241

    Play Episode Listen Later Dec 12, 2024


    The Impact of Higher Interest Rates on the Economy – AI Edition – Ep 240

    Play Episode Listen Later Dec 5, 2024


    Navigating Market Cycles: From Bulls to Nvidia – AI Edition – Ep 239

    Play Episode Listen Later Nov 26, 2024


    A Balanced Life: My Approach – Ep 238

    Play Episode Listen Later Nov 21, 2024


    Choosing an Investment Manager: Beyond Warren and Charlie – Ep 237

    Play Episode Listen Later Nov 14, 2024


    If you were obliged to invest all your investable assets with one person and you couldn't choose Warren or Charlie, whom would you pick?  

    Q&A Series: On Parenting and Personal Growth – Ep 236

    Play Episode Listen Later Nov 7, 2024


    Challenging Investment Rules and Key Investor Traits – Ep 235

    Play Episode Listen Later Oct 31, 2024


    The Infinite Game in Telecom – Ep 234

    Play Episode Listen Later Oct 1, 2024


    The Hidden Risk in “Religion” Stocks – Ep 233

    Play Episode Listen Later Sep 26, 2024


    A basic property of religion is that the believer takes a leap of faith: to believe without expecting proof.   Read the article here:   

    The Best and Worst Investment Decisions I've Made – Ep 232

    Play Episode Listen Later Sep 19, 2024


    I'm going to share stories about my best and worst investment decisions. But don't worry, this isn't just a brag-and-cringe session about making or losing money.   Read the article here:  

    Trump's call for a bitcoin strategic reserve is a very bad idea – Ep 231

    Play Episode Listen Later Sep 12, 2024


    At the end of July, Donald Trump went full Bitcoin. He wants the US to become a “Bitcoin superpower”; he promised to build a Bitcoin strategic reserve.  

    Unpacking Buffett's Investment Philosophy: A Personal Perspective – Ep 230

    Play Episode Listen Later Sep 5, 2024


    How does our investment approach stack up against Warren Buffett's? Answering this question gives me a chance to dissect Buffett's famous investment principles and compare them to our own strategy.  

    The Eclectic Value Investor – Ep 229

    Play Episode Listen Later Aug 22, 2024


    How do I describe myself as an investor? This question provides an opportunity to delve into what I mean by being an “eclectic value investor with a slight touch of dogmatism.” It's a comprehensive look at our investment philosophy and approach.... The post The Eclectic Value Investor – Ep 229 appeared first on The Intellectual Investor.

    The AI Revolution – Ep 228

    Play Episode Listen Later Aug 15, 2024


    The discussion of AI quickly falls into a domain bordering on Sci-Fi. My thoughts here are only marginally shaped by scientific facts. If you look at technological progress over the centuries through the lens of productivity, the improvement was tiny,... The post The AI Revolution – Ep 228 appeared first on The Intellectual Investor.

    The EV Industry Landscape – Ep 227

    Play Episode Listen Later Aug 8, 2024


    Understanding Today’s Economic Landscape – Ep 226

    Play Episode Listen Later Aug 6, 2024


    Lessons from History’s Technology Booms – Ep 225

    Play Episode Listen Later Aug 1, 2024


    There's a quote often attributed to Albert Einstein: "Insanity is doing the same thing over and over again and expecting different results." As an investor, especially if you manage someone else's capital, you have to be slightly insane. During... The post Lessons from History’s Technology Booms – Ep 225 appeared first on The Intellectual Investor.

    Science Fiction Stock Analysis – Conversations with Vitaliy – Ep 48

    Play Episode Listen Later Jul 30, 2024


    The Magnificent 7 and the Dangers of Market Hype – Ep 224

    Play Episode Listen Later Jul 25, 2024


    Despite the S&P 500 showing gains in the mid-teens, the average stock on the market is either up slightly or flat for the year. Most of the gains in the index came from the Magnificent 7 stocks, which constitute 35% of the index!  The... The post The Magnificent 7 and the Dangers of Market Hype – Ep 224 appeared first on The Intellectual Investor.

    What Makes for a Great Investor? – Conversations with Vitaliy – Ep 47

    Play Episode Listen Later Jul 23, 2024


    The Right Way To Think – Conversations with Vitaliy – Ep 46

    Play Episode Listen Later Jul 9, 2024


    Benefits of Travel- Conversations with Vitaliy – Ep 45

    Play Episode Listen Later Jul 2, 2024


    The Slippery Slope Of Student Loan Forgiveness – Edition 2024 – Ep 223

    Play Episode Listen Later Jun 13, 2024


    My daughter Hannah was just accepted to University of Denver. She might take out student loans. Why wouldn't she?

    Crash Course in Failure – Conversations with Vitaliy – Ep 43

    Play Episode Listen Later Jun 11, 2024


    30 Years in America – Edition 2024 – Ep 222

    Play Episode Listen Later Jun 6, 2024


    This week, I am going to share with you two essays that I wrote a few years ago. I want you to see this country through the eyes of an immigrant. If you were born here, you have only seen prosperity, making it more likely for you to take what you have... The post 30 Years in America – Edition 2024 – Ep 222 appeared first on The Intellectual Investor.

    The Right Way To Think – Conversations with Vitaliy – Ep 42

    Play Episode Listen Later Jun 4, 2024


    Rediscovering the Essence of the Berkshire Hathaway Annual Meeting – Ep 221

    Play Episode Listen Later May 31, 2024


    When in the past I described my trip to the Berkshire Hathaway annual meeting to others, I often found that I contradicted myself. I said I was going to see Warren Buffett and Charlie Munger speak, and then I said that their presentation was the least... The post Rediscovering the Essence of the Berkshire Hathaway Annual Meeting – Ep 221 appeared first on The Intellectual Investor.

    What If You Had To Do It Over Again? – Conversations with Vitaliy – Ep 41

    Play Episode Listen Later May 28, 2024


    You Are Missing This Skill – Conversations with Vitaliy – Ep 40

    Play Episode Listen Later May 21, 2024


    You Can’t Be Good at Investing Without Knowing This – Conversations with Vitaliy – Ep 39

    Play Episode Listen Later May 14, 2024


    Dad, You Are Not Growing! (Embracing Vulnerability) – Ep 220

    Play Episode Listen Later May 9, 2024


    Read the full article here: https://investor.fm/dad-you-are-not-growing-embracing-vulnerability/

    Take Control of Your Life – Conversations with Vitaliy – Ep 38

    Play Episode Listen Later May 7, 2024


    Stand For Something in Life – Conversations with Vitaliy – Ep 37

    Play Episode Listen Later Apr 30, 2024


    I took a stand when I spoke about Israel, here is why I did it. Here are all my articles about Israel:

    Hedging The Portfolio With Weapons Of Mass Destruction – Ep 219

    Play Episode Listen Later Apr 25, 2024


    Read my full article about AI here:

    Skin in the Game vs Soul in the Game – Conversations with Vitaliy – Ep 36

    Play Episode Listen Later Apr 23, 2024


    If you want to learn more about Soul in the Game, you can a copy of my book here:

    Cable Stocks Keep Getting Punched In The Mouth – Ep 218

    Play Episode Listen Later Apr 18, 2024


    Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio. Read my full article about AI here:

    How will AI Change Investing? – Conversations with Vitaliy – Ep 35

    Play Episode Listen Later Apr 16, 2024


    AI is changing the way we live our life, and investing is no different. Here is how AI will change investing in my eyes. Read my full article about AI here:

    No Shortcuts To Greatness: The Path To Successful Investing – Ep 217

    Play Episode Listen Later Apr 12, 2024


    One of my principles in life is to have a net positive impact on the people I touch. If every single stock I discussed only went straight up, I wouldn't have to worry about it. But this is not how life works.

    Construct the Optimal Portfolio – Conversations with Vitaliy – Ep 34

    Play Episode Listen Later Apr 9, 2024


    A reader of mine recently asked me how I would construct the optimal portfolio. Here is how I would do it. 

    Investing In A New Era Of Global Tensions – Ep 216

    Play Episode Listen Later Apr 4, 2024


    You don't have to worry about the market and its crazy valuations. That's your neighbor's problem, not yours. In building your portfolio, we are aiming for resilience.

    4 Mental Models To Change Your Thinking – Conversations with Vitaliy – Ep 33

    Play Episode Listen Later Apr 2, 2024


    Here are 4 Mental Models That Will Change Your Life:

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