Podcast appearances and mentions of vitaliy katsenelson

No one enjoys being wrong. But I do enjoy having been wrong. This means I am now less wrong, now than I was before. This means I have learned something.--Chase sits down with book in hand to discuss some of the great insights in Soul in the Game: The Art of a Meaningful Life by Vitaliy Katsenelson. Consider this your audio CliffsNotes with anecdotes from the author and from Chase's experiences with stoicism, challenging your own market theses, and why we should treat everything in our life as if it's on borrowed time. Timestamps:(00:01) – Intro(01:44) – Put curiosity above conviction and humility above pride (03:47) – No one enjoys being wrong, but…do enjoy having been wrong (05:58) – The rules of an intellectually honest debate (07:56) – Acknowledge our assumptions, acknowledge our own biases. Address the argument, don't attack the person(10:56) – Pain is a perfect tuner(14:16) – Time discovers truth (15:55) – Accept that our control only lies within (21:45) – Negative visualization helps you realize all the great things in your life are borrowed, not owned (24:00) – Outro Referenced in the Show:Soul in the Game by Vitaliy KatsenelsonThink Again by Adam Grant Chase's favorite Daniel Kahneman book: Thinking, Fast and SlowBrothers Karamazov: by Fyodor DostoevskyThe Intelligent Investor: Ben Graham Stoic Books: The Wisdom of the Stoics Boxed Set & Discipline Is Destiny: The Powerof Self-ControlPinecone Macro Research aims to provide unique, well researched analysis of the global markets using a macro framework. Find us here: www.pineconemacro.com Follow us and the show on Twitter: @PineconeMacro & @TaylorMadeMacroSubscribe on Substack: https://substack.com/@pineconemacroresearch--Bulwark Capital Management: https://bulwarkcapitalmgmt.com/Disclaimer: --The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3240: Vitaliy Katsenelson explores the frustrating disconnect between stock fundamentals and short-term market behavior, offering reassurance to investors whose portfolios lag despite owning high-quality businesses. Through historical perspective and grounded investment wisdom, he reminds readers why discipline and patience often matter more than immediate performance. Read along with the original article(s) here: https://contrarianedge.com/the-market-right-now-doesnt-care-how-fantastic-your-stocks-are/ Quotes to ponder: "The market doesn't care about your carefully constructed portfolio or how fantastic your stocks are." "The true test of an investor is not how they behave when everything is going up, but how they behave when nothing is working." "Markets are not always rational in the short run, but they are a weighing machine in the long run." Episode references: Benjamin Graham - "The Intelligent Investor": https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661 Howard Marks Memo - "You Can't Predict. You Can Prepare.": https://www.oaktreecapital.com/insights/memo/you-cant-predict-you-can-prepare Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3240: Vitaliy Katsenelson explores the frustrating disconnect between stock fundamentals and short-term market behavior, offering reassurance to investors whose portfolios lag despite owning high-quality businesses. Through historical perspective and grounded investment wisdom, he reminds readers why discipline and patience often matter more than immediate performance. Read along with the original article(s) here: https://contrarianedge.com/the-market-right-now-doesnt-care-how-fantastic-your-stocks-are/ Quotes to ponder: "The market doesn't care about your carefully constructed portfolio or how fantastic your stocks are." "The true test of an investor is not how they behave when everything is going up, but how they behave when nothing is working." "Markets are not always rational in the short run, but they are a weighing machine in the long run." Episode references: Benjamin Graham - "The Intelligent Investor": https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661 Howard Marks Memo - "You Can't Predict. You Can Prepare.": https://www.oaktreecapital.com/insights/memo/you-cant-predict-you-can-prepare Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3240: Vitaliy Katsenelson explores the frustrating disconnect between stock fundamentals and short-term market behavior, offering reassurance to investors whose portfolios lag despite owning high-quality businesses. Through historical perspective and grounded investment wisdom, he reminds readers why discipline and patience often matter more than immediate performance. Read along with the original article(s) here: https://contrarianedge.com/the-market-right-now-doesnt-care-how-fantastic-your-stocks-are/ Quotes to ponder: "The market doesn't care about your carefully constructed portfolio or how fantastic your stocks are." "The true test of an investor is not how they behave when everything is going up, but how they behave when nothing is working." "Markets are not always rational in the short run, but they are a weighing machine in the long run." Episode references: Benjamin Graham - "The Intelligent Investor": https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661 Howard Marks Memo - "You Can't Predict. You Can Prepare.": https://www.oaktreecapital.com/insights/memo/you-cant-predict-you-can-prepare Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3200: Vitaliy Katsenelson challenges the simplistic notion that value investing is about buying only the cheapest stocks. Drawing on insights from Ben Graham, Charlie Munger, and Warren Buffett, he reveals that true value lies not just in low prices but in the blend of quality, growth, and sound judgment proving that a Motel 6 mindset won't build a Berkshire Hathaway-sized portfolio. Read along with the original article(s) here: https://contrarianedge.com/values-value-investing/ Quotes to ponder: "I thought value investors were supposed to like cheap stuff." "A $36-a-night room at Motel 6 by the airport, overrun by cockroaches and bedbugs and with questionable plumbing, may be statistically cheap, but it's not a bargain." "Charlie is not a ‘sidekick'! Charlie changed Buffett's investment philosophy. Sidekicks don't do that." Episode references: The Intelligent Investor: https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3200: Vitaliy Katsenelson challenges the simplistic notion that value investing is about buying only the cheapest stocks. Drawing on insights from Ben Graham, Charlie Munger, and Warren Buffett, he reveals that true value lies not just in low prices but in the blend of quality, growth, and sound judgment proving that a Motel 6 mindset won't build a Berkshire Hathaway-sized portfolio. Read along with the original article(s) here: https://contrarianedge.com/values-value-investing/ Quotes to ponder: "I thought value investors were supposed to like cheap stuff." "A $36-a-night room at Motel 6 by the airport, overrun by cockroaches and bedbugs and with questionable plumbing, may be statistically cheap, but it's not a bargain." "Charlie is not a ‘sidekick'! Charlie changed Buffett's investment philosophy. Sidekicks don't do that." Episode references: The Intelligent Investor: https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3200: Vitaliy Katsenelson challenges the simplistic notion that value investing is about buying only the cheapest stocks. Drawing on insights from Ben Graham, Charlie Munger, and Warren Buffett, he reveals that true value lies not just in low prices but in the blend of quality, growth, and sound judgment proving that a Motel 6 mindset won't build a Berkshire Hathaway-sized portfolio. Read along with the original article(s) here: https://contrarianedge.com/values-value-investing/ Quotes to ponder: "I thought value investors were supposed to like cheap stuff." "A $36-a-night room at Motel 6 by the airport, overrun by cockroaches and bedbugs and with questionable plumbing, may be statistically cheap, but it's not a bargain." "Charlie is not a ‘sidekick'! Charlie changed Buffett's investment philosophy. Sidekicks don't do that." Episode references: The Intelligent Investor: https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3168: Vitaliy Katsenelson uses a personal skiing mishap to illustrate how bull markets, much like groomed ski slopes, can hide underlying weaknesses in investment strategies. He urges investors to reexamine their portfolios, focus on fundamentals like earnings growth and valuations, and prepare for inevitable market downturns by adopting a disciplined, skill-based approach to investing. Read along with the original article(s) here: https://contrarianedge.com/downhill-racing-meets-value-investing/ Quotes to ponder: "Speed covers up a lot of mistakes and lack of skill." "Bull markets don't last forever, and this one is not an exception." "We must all reexamine and future-proof our investment process." Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3168: Vitaliy Katsenelson uses a personal skiing mishap to illustrate how bull markets, much like groomed ski slopes, can hide underlying weaknesses in investment strategies. He urges investors to reexamine their portfolios, focus on fundamentals like earnings growth and valuations, and prepare for inevitable market downturns by adopting a disciplined, skill-based approach to investing. Read along with the original article(s) here: https://contrarianedge.com/downhill-racing-meets-value-investing/ Quotes to ponder: "Speed covers up a lot of mistakes and lack of skill." "Bull markets don't last forever, and this one is not an exception." "We must all reexamine and future-proof our investment process." Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3168: Vitaliy Katsenelson uses a personal skiing mishap to illustrate how bull markets, much like groomed ski slopes, can hide underlying weaknesses in investment strategies. He urges investors to reexamine their portfolios, focus on fundamentals like earnings growth and valuations, and prepare for inevitable market downturns by adopting a disciplined, skill-based approach to investing. Read along with the original article(s) here: https://contrarianedge.com/downhill-racing-meets-value-investing/ Quotes to ponder: "Speed covers up a lot of mistakes and lack of skill." "Bull markets don't last forever, and this one is not an exception." "We must all reexamine and future-proof our investment process." Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's Stansberry Investor Hour, Dan and Corey welcome Vitaliy Katsenelson back to the show. Vitaliy is the CEO and chief investment officer of Investment Management Associates. He's also an author, award-winning writer, and founder of "The Intellectual Investor" newsletter and podcast.  Vitaliy kicks off the show by discussing the difficulty in writing books and how he has evolved as an investor over the years. He explains that through continuous trial and error, he has learned not to dumpster-dive for bad stocks just because they're cheap. He emphasizes the value of good management, knowing your own strengths, and allowing yourself to say no to investments that aren't in your circle of competence. Vitaliy also gives his thoughts on Warren Buffett's retirement and Berkshire Hathaway's stock today. (1:40) Next, Vitaliy shares his experience running portfolios and how his strategy differs from Buffett's. This leads to a conversation about what could happen to Berkshire after Buffett passes and what made Vitaliy decide "I don't want to be like Buffett." He gives his nuanced take on learning from legendary businessmen and other historical figures without agreeing with them on everything. Similarly, the U.S. trading with countries it disagrees with (like Russia) is important. Vitaliy discusses his own experience growing up in the Soviet Union and being "brainwashed" to hate Americans. And he talks more about finding a good work-life balance, no matter your career. (21:19) Then, Vitaliy dives into the psychology behind decision-making and willpower. He quotes one of his favorite sayings as a reminder to investors: "Knowing and not doing is not knowing." After that, Vitaliy shares why he believes Uber Technologies still has a lot of upside today. He notes that the stock isn't cheap, but it is undervalued. And he breaks down his reasoning for wanting to hold the stock long term, including its potential to incorporate Waymo or other self-driving cars on its app. (39:26)

On this week's Stansberry Investor Hour, Dan and Corey welcome Vitaliy Katsenelson back to the show. Vitaliy is the CEO and chief investment officer of Investment Management Associates. He's also an author, award-winning writer, and founder of "The Intellectual Investor" newsletter and podcast.  Vitaliy kicks off the show by discussing the difficulty in writing books and how he has evolved as an investor over the years. He explains that through continuous trial and error, he has learned not to dumpster-dive for bad stocks just because they're cheap. He emphasizes the value of good management, knowing your own strengths, and allowing yourself to say no to investments that aren't in your circle of competence. Vitaliy also gives his thoughts on Warren Buffett's retirement and Berkshire Hathaway's stock today. (1:40) Next, Vitaliy shares his experience running portfolios and how his strategy differs from Buffett's. This leads to a conversation about what could happen to Berkshire after Buffett passes and what made Vitaliy decide "I don't want to be like Buffett." He gives his nuanced take on learning from legendary businessmen and other historical figures without agreeing with them on everything. Similarly, the U.S. trading with countries it disagrees with (like Russia) is important. Vitaliy discusses his own experience growing up in the Soviet Union and being "brainwashed" to hate Americans. And he talks more about finding a good work-life balance, no matter your career. (21:19) Then, Vitaliy dives into the psychology behind decision-making and willpower. He quotes one of his favorite sayings as a reminder to investors: "Knowing and not doing is not knowing." After that, Vitaliy shares why he believes Uber Technologies still has a lot of upside today. He notes that the stock isn't cheap, but it is undervalued. And he breaks down his reasoning for wanting to hold the stock long term, including its potential to incorporate Waymo or other self-driving cars on its app. (39:26)

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3139: Vitaliy Katsenelson argues that obsessively monitoring your portfolio can lead to emotional decision-making and worse investment outcomes. Instead, he urges investors to zoom out, think long term, and treat investing more like watching paint dry, boring, but ultimately rewarding. Read along with the original article(s) here: https://contrarianedge.com/want-to-be-a-better-investor-stop-staring-at-your-portfolio/ Quotes to ponder: "Most of the mistakes I've made as an investor happened when I got too close to the action." "Stocks are not pieces of paper that wiggle up and down on a computer screen. They are partial ownerships of businesses." "Watching your portfolio too closely is like watching paint dry, it makes time slow down and tempts you to act when you shouldn't." Episode references: Fooled by Randomness: https://www.amazon.com/Fooled-Randomness-Hidden-Chance-Markets/dp/0812975219 Meditations: https://www.amazon.com/Meditations-New-Translation-Marcus-Aurelius/dp/0812968255 The Intelligent Investor: https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3139: Vitaliy Katsenelson argues that obsessively monitoring your portfolio can lead to emotional decision-making and worse investment outcomes. Instead, he urges investors to zoom out, think long term, and treat investing more like watching paint dry, boring, but ultimately rewarding. Read along with the original article(s) here: https://contrarianedge.com/want-to-be-a-better-investor-stop-staring-at-your-portfolio/ Quotes to ponder: "Most of the mistakes I've made as an investor happened when I got too close to the action." "Stocks are not pieces of paper that wiggle up and down on a computer screen. They are partial ownerships of businesses." "Watching your portfolio too closely is like watching paint dry, it makes time slow down and tempts you to act when you shouldn't." Episode references: Fooled by Randomness: https://www.amazon.com/Fooled-Randomness-Hidden-Chance-Markets/dp/0812975219 Meditations: https://www.amazon.com/Meditations-New-Translation-Marcus-Aurelius/dp/0812968255 The Intelligent Investor: https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3139: Vitaliy Katsenelson argues that obsessively monitoring your portfolio can lead to emotional decision-making and worse investment outcomes. Instead, he urges investors to zoom out, think long term, and treat investing more like watching paint dry, boring, but ultimately rewarding. Read along with the original article(s) here: https://contrarianedge.com/want-to-be-a-better-investor-stop-staring-at-your-portfolio/ Quotes to ponder: "Most of the mistakes I've made as an investor happened when I got too close to the action." "Stocks are not pieces of paper that wiggle up and down on a computer screen. They are partial ownerships of businesses." "Watching your portfolio too closely is like watching paint dry, it makes time slow down and tempts you to act when you shouldn't." Episode references: Fooled by Randomness: https://www.amazon.com/Fooled-Randomness-Hidden-Chance-Markets/dp/0812975219 Meditations: https://www.amazon.com/Meditations-New-Translation-Marcus-Aurelius/dp/0812968255 The Intelligent Investor: https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3106: Vitaliy Katsenelson reflects on what he calls his single greatest achievement - not a professional accolade, but raising children who are kind, curious, and emotionally resilient. Through touching stories and hard-earned lessons, he reveals how parenting shaped his values and challenged his ego, offering a deeply human look at what truly matters. Read along with the original article(s) here: https://contrarianedge.com/my-single-greatest-achievement/ Quotes to ponder: "My kids are my single greatest achievement. They are kind, smart, curious, and caring people." "Kids are not a project you can complete or a problem you can solve - they are human beings you help shape." "Being a parent made me realize how little control I have over the world and how much influence I have over what kind of father I choose to be." Episode references: How to Talk So Kids Will Listen & Listen So Kids Will Talk: https://www.amazon.com/How-Talk-Kids-Will-Listen/dp/0743525086 Raising An Emotionally Intelligent Child: https://www.amazon.com/Raising-Emotionally-Intelligent-Child-Heart/dp/0684838656 The Road Less Traveled: https://www.amazon.com/Road-Less-Traveled-Timeless-Traditional/dp/0743243153 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3106: Vitaliy Katsenelson reflects on what he calls his single greatest achievement - not a professional accolade, but raising children who are kind, curious, and emotionally resilient. Through touching stories and hard-earned lessons, he reveals how parenting shaped his values and challenged his ego, offering a deeply human look at what truly matters. Read along with the original article(s) here: https://contrarianedge.com/my-single-greatest-achievement/ Quotes to ponder: "My kids are my single greatest achievement. They are kind, smart, curious, and caring people." "Kids are not a project you can complete or a problem you can solve - they are human beings you help shape." "Being a parent made me realize how little control I have over the world and how much influence I have over what kind of father I choose to be." Episode references: How to Talk So Kids Will Listen & Listen So Kids Will Talk: https://www.amazon.com/How-Talk-Kids-Will-Listen/dp/0743525086 Raising An Emotionally Intelligent Child: https://www.amazon.com/Raising-Emotionally-Intelligent-Child-Heart/dp/0684838656 The Road Less Traveled: https://www.amazon.com/Road-Less-Traveled-Timeless-Traditional/dp/0743243153 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2550: Vitaliy Katsenelson reflects on the evolving meaning of fatherhood, blending vulnerability and insight as he shares life lessons learned through parenting. With heartfelt anecdotes and quiet wisdom, he explores how becoming a father reshaped his identity, values, and daily priorities in unexpected and profound ways. Read along with the original article(s) here: https://contrarianedge.com/being-a-father/ Quotes to ponder: "Fatherhood sneaks up on you. One day you are a free man, and the next you are waking up at 3 am to change a diaper." "I did not know how to be a father. I just tried to be present, to love, to learn." "Having kids rewires your priorities. It makes you more patient, more forgiving, more human." Episode references: Anna Karenina: https://www.gutenberg.org/ebooks/1399 The Power of Now: https://www.amazon.com/Power-Now-Guide-Spiritual-Enlightenment/dp/1577314808 The Little Prince: https://www.amazon.com/Little-Prince-Antoine-Saint-Exup%C3%A9ry/dp/0156012197 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2550: Vitaliy Katsenelson reflects on the evolving meaning of fatherhood, blending vulnerability and insight as he shares life lessons learned through parenting. With heartfelt anecdotes and quiet wisdom, he explores how becoming a father reshaped his identity, values, and daily priorities in unexpected and profound ways. Read along with the original article(s) here: https://contrarianedge.com/being-a-father/ Quotes to ponder: "Fatherhood sneaks up on you. One day you are a free man, and the next you are waking up at 3 am to change a diaper." "I did not know how to be a father. I just tried to be present, to love, to learn." "Having kids rewires your priorities. It makes you more patient, more forgiving, more human." Episode references: Anna Karenina: https://www.gutenberg.org/ebooks/1399 The Power of Now: https://www.amazon.com/Power-Now-Guide-Spiritual-Enlightenment/dp/1577314808 The Little Prince: https://www.amazon.com/Little-Prince-Antoine-Saint-Exup%C3%A9ry/dp/0156012197 Learn more about your ad choices. Visit megaphone.fm/adchoices

(0:00) Intro(1:15) About the podcast sponsor: The American College of Governance Counsel(2:02) Start of interview(2:45) Emily's origin story(8:27) Her start in venture capital through DFJ with Tim Draper in 2000.(11:56) About the history and evolution of VC(13:42) Investing thesis (founding principle) at her firm Threshold Ventures.(19:21) The venture mechanics of Threshold Ventures. "One of our SLAs is we'd like to be the founder's first call."(21:30) On navigating boardroom dynamics in venture-backed boards. "Building trust is critical" (26:20) On dealing with conflicts of interests at the board level in the VC context. "Decisions with an investors' hat vs board member hat"(31:35) Mention of the VC-Backed Board Academy in SF on May 14, 2025, and NYC on Oct 28, 2025.(32:31) The role of independent directors in VC-backed companies. "I love bringing in independent directors early."(38:09) On board observers. "I always try to think about [board roles] in a two-year cycle"(42:44) The state of diversity in VC. Discussion about All Raise (founded in 2018).(48:12) Navigating the AI Landscape "it's a different world"(55:10) Books that have greatly influenced her life:The Soul in the Game by Vitaliy Katsenelson (2022)(55:43) Her mentors: Heidi Roizen (E6, E108 and E116)(57:07) Quotes that she thinks of often or lives her life by. "Happiness = Reality - Expectation"(57:56) An unusual habit or an absurd thing that she loves. (58:31) The living person she most admires.Emily Melton is a co-founder of Threshold Ventures. She is looking for entrepreneurs who are genuinely excited about being agents of change and have an almost irrational drive to make things better. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

If you have 5 minutes this week, listen to this recap of my conversation with Vitaliy with a BONUS look behind the scenes and my thoughts about what I learned. Also, it's super important! I'll be in Omaha in a few weeks, if you want to say hello, send me a quick email bogumil AT talkingbillions.co (not com) or if you just want to say hello, use the same email. Curious to hear from you! Lastly, if you like this 5-minute recap format, let me know, I might do it now and then with longer episodes!Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

[Limited 1 on 1 Zoom calls with the host: email me at bogumil@talkingbillions.co, no com]Episode OverviewIn this illuminating conversation, Vitaliy Katsenelson shares his remarkable journey from Soviet Russia to becoming a respected value investor in the United States. Through personal anecdotes and philosophical reflections, Vitaliy explores the delicate interplay between life's most precious currencies: time, money, and purpose.Key ThemesFrom Scarcity to AbundanceVitaliy's formative years in Soviet Russia shaped his unique perspective on scarcity and abundanceThe stark contrast between socialist principles and capitalist realities informed his investment philosophyCultural transitions between European and American work ethics revealed deeper truths about value creationFinding Alignment: The Soul in the GameThe concept of 'Soul in the Game' emerges as a north star for meaningful livingAuthentic writing requires vulnerability and self-confidence—a mirror to authentic investingPersonal alignment between values and vocation creates fulfillment beyond financial metricsThe courage to pursue alignment often means embracing discomfort and uncertaintyThe Philosophy of Time and MoneyTime stands as our most irreplaceable asset—money should ultimately purchase time, not thingsWealth without purpose becomes an empty pursuitMaterial detachment liberates decision-making in both life and investingStoicism provides a framework for focusing on what we can control amid market volatilityThe Human Element in BusinessPeople remain the crucial factor in business success—relationships over transactionsHiring decisions should evaluate character alongside competenceManagement analysis deserves equal attention to financial analysisSubtle cues often reveal more about company culture than formal presentationsNavigating Complexity and ChangeInvesting requires continuous learning and intellectual curiosityDisruption demands adaptability in investment strategiesValue investing must evolve to consider future growth opportunitiesThe nonlinear nature of investing mirrors the nonlinear journey of life itselfRedefining SuccessSuccess transcends financial metrics to encompass relationships and independenceParenthood brings both profound joy and inevitable pain—similar to market cyclesQuality of work matters more than quantity—depth over breadthCreative pursuits like music enhance problem-solving and pattern recognitionReflections for ListenersHow might you find greater alignment between your values and your work?Where are you trading time for money when you could be doing the opposite?What attachments might be limiting your freedom and decision-making?How can you incorporate more reflection and creative thinking into your professional life?Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1503: Vitaliy Katsenelson shares how seemingly small moments in life can unexpectedly shape your ability to give great speeches. Through the lens of personal anecdotes and experiences, he highlights the power of preparation, genuine emotion, and simplicity in delivering memorable speeches that resonate deeply with an audience. Read along with the original article(s) here: https://contrarianedge.com/little-moments-give-great-speech/ Quotes to ponder: "A good speech doesn't have to be long, but it has to be memorable." "The key to a great speech is not just in what you say, but how you make people feel." "It is not the quantity of preparation that matters but the quality." Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1503: Vitaliy Katsenelson shares how seemingly small moments in life can unexpectedly shape your ability to give great speeches. Through the lens of personal anecdotes and experiences, he highlights the power of preparation, genuine emotion, and simplicity in delivering memorable speeches that resonate deeply with an audience. Read along with the original article(s) here: https://contrarianedge.com/little-moments-give-great-speech/ Quotes to ponder: "A good speech doesn't have to be long, but it has to be memorable." "The key to a great speech is not just in what you say, but how you make people feel." "It is not the quantity of preparation that matters but the quality." Learn more about your ad choices. Visit megaphone.fm/adchoices