Podcast appearances and mentions of vitaliy katsenelson

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 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

(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

In this conversation from the 13th #IndInvConf, moderated by Ajay Tyagi, CFA, Head of Equities at UTI Asset Management, Vitaliy Katsenelson, CFA, explores strategies for successfully navigating stagnant markets. He emphasizes the importance of active value investing and details methods to identify undervalued companies with robust fundamentals. Vitaliy discusses common investor pitfalls in sideways markets, shares practical tips for risk management, and highlights how active management can uncover profitable investment opportunities.Key Takeaways:• Dynamics of sideways markets and implications for investor strategies.• Importance of active management in leveraging undervalued opportunities.• Effective risk mitigation techniques to enhance returns in low-growth market conditions.• Real-world case studies showcasing successful active value investing practices.Tune in for strategic insights to thrive in challenging market conditions!DISCLAIMER :This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use.CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.*CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals._____________________________________________________________The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

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.

So, recently, Vitaliy Katsenelson, CFA, who is a writer and investor had a Substack post that really resonated with me.And by recently, I mean yesterday.Anyway, in it Vitaliy said that “Each Day Is a Separate Life.”You wake up and you are born. You go to sleep and that's the end of the day/life. You get it, right?This concept isn't new. It comes from Seneca, this ancient philosopher and thinker in the Roman Empire, 2,000 years ago, who was rather hyper focused on thinking about wealth even though he was one of the richest people of his time. And who knows? Seneca probably took it from someone else.Seneca was a thinker and a clerk and a politician and a writer. So, like a lot of us, he did a lot of things.What matters to us on the podcast today is what Vitaliy took away from Seneca's writings and that's the concept of time.He writes,“After reading Seneca, it is impossible not to want to retake control of the most important, irreplaceable gift you are given as a birthright – time. But how do you do this? I borrowed my practical solution from Seneca: ‘Begin at once to live and count each separate day as a separate life.' “‘Each separate day as a separate life.' What a brilliant idea. A life bookended by sunrise and sunset. A day is a perfect, meaningful measuring unit. I can look at each day and evaluate how I spent it. If I achieve mostly perfect days, then they'll spill into a perfect life. ”Every January most of us set New Year's resolutions. Though we don't think about it that way, we really treat each year as Seneca's separate life. Except that a year is so long that we forget about our New Year's resolutions by March. We writers (and other humans) waste a lot of time thinking about writing, procrastinating about writing, and doing things like cruising social media, that don't help us actually write.We only have a limited amount of time in each day. We waste a lot of it. “What man can you show me who places any value on his time, who reckons the worth of each day, who understands that he is dying daily? For we are mistaken when we look forward to death; the major portion of death has already passed. Whatever years lie behind us are in death's hands,” Seneca wrote. His advice according to Vitaliy, “Hold every hour in your grasp. Lay hold of today's task, and you will not need to depend so much upon tomorrow's. While we are postponing, life speeds by.” Think of each day that you write as a new life as a writer. If you spend that day, not writing, what does that mean? If this was your final day would you want to create? Would you want to share stories? Or would spend that last day arguing with other people in town about curb cuts and bad parking jobs?As Vitaliy writes, “The goal is not to change our activities but to change our state of mind as we carry out those activities. You don't want to stop thinking about or planning for tomorrow; instead, as you think about tomorrow, remember to appreciate today. Or as Seneca puts it, ‘Hurry up and live.'” Try it for a week maybe. Just one week commit to a couple of things:Live the day like it's your last Wake up in the morning thinking about what matters to you. Write something or create something on each day. It doesn't need to be finished. It doesn't need to be perfect.A lot of people ask me (Carrie) how I produce so much. How much? I've written over a million words for our daily newspaper this year. And that's just our newspaper, right? Well, secret number one is that I have a Shaun. But secret number two is that I expect to never have enough time to get all I want to get done out there.Prince was a little like this too, but um, much more genius.But try it for a hot second—or a week. It's the opposite of the slow it down and chill movement.Vitaliy mentions having a daily journal so that you can “examine our ‘separate life' at the end of each day.”He writes, '“Reviewing your day presents an opportunity to learn from your mistakes and correct them. For instance, today I debated politics with a friend for an hour. As I look at that hour, the time was completely wasted, and I won't get it back.”That journaling can really help you think about what matters and how you spend your time. It's a mindful moment. So, just think, maybe, about what you want your life (your days) to be about.DOG TIP FOR LIFERoutines can sometimes be the epitome of their lives. Make each day your best day. Get the cat food can. Take your walk. Look forward to all the things!RANDOM THOUGHT LINKLink to that AP articlePLACES TO SUBMIT THIS DECEMBER! THE DRABBLE HARVEST CONTEST[1 October 2024 through 31 December 2024]A "drabble" is defined as a short story containing exactly precisely no more and no fewer than 100 words. It has a title, which can be from 1 to 15 words-- but no more than 15. That's a drabble.You have to count each word. Hyphenated words, such as tete-a-tete, count as one word. Don't use your word count tool to count the words, because that tool will count an ellipsis ( . . . ) as three words, which really should not be counted at all. It will also count dashes ( - ) as words, which is wrong. So count each word by sight, not by tool.Our drabble contests have themes. For each contest, we will simply throw the theme out there. Whatever the theme inspires you to write, that's what you write.​The theme of this contest is:Hunting with the WolvesThis contest is open from 1 October 2024 through 31 December 2024. You have two months to write 100 words. Easy!Ah, but once you have written them, where do you send them? You send them to the contest editor, Terrie Leigh Relf, at tlrelf at gmail dot com. You'll have to combine that address--sorry, but we don't want her to be spammed. Send your submission in the body of the e-mail, please. If you want anything italicized, please indicate by * before and after the word[s] to be italicized.Pay for drabbles is 1 cent a word, which means one dollar per drabble. Pay for First Place is $5.00, and pay for Second Place is $2.00.SUBSTACK ITSELFAccording to Curiosity Never Killed The Writer, “Substack runs a monthly short story competition. Its mission is to “revive the art of the short story, support artists, and produce something wonderful.” Genre: Short story. Length: 6,000-10,000 words. Prize: $100 plus 50% of subscription revenue to be sent by Paypal, Zelle, or check. Deadline: December 31, 2024. Reprints are ok so long as you still have the rights to distribute.”SHOUT OUT!The music we've clipped and shortened in this podcast is awesome and is made available through the Creative Commons License. Here's a link to that and the artist's website. Who is this artist and what is this song? It's “Summer Spliff” by Broke For Free.WE HAVE EXTRA CONTENT ALL ABOUT LIVING HAPPY OVER HERE! It's pretty awesome. We have a podcast, LOVING THE STRANGE, which we stream biweekly live on Carrie's Facebook and Twitter and YouTube on Fridays. Her Facebook and Twitter handles are all carriejonesbooks or carriejonesbook. But she also has extra cool content focused on writing tips here. Carrie is reading one of her raw poems every once in awhile on CARRIE DOES POEMS. And there you go! Whew! That's a lot! Subscribe

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

Vitaliy Katsenelson is the CEO of IMA, award-winning writer, author of Active Value Investing, The Little Book of Sideways Markets,  his latest book, Soul in the Game: The Art of a Meaningful Life, and a student of life. Support QTR My near-daily blog, Fringe Finance. Get 40% off a subscription: https://quoththeraven.substack.com/subscribe?coupon=fa90a2a2&utm_content= Contribute a donation to the podcast via Patreon: https://www.patreon.com/QTRResearch Follow me on YouTube, and Twitter Please show love to those who support the QTR Podcast:  JM Bullion - where QTR buys gold & silver - email laura@jmbullion.com  - Twitter: @JMBullion George Gammon - Rebel Capitalist Pro - Twitter: @GeorgeGammon $10 in free bitcoin with Swan when you sign up using my link. Longest Running Supporters   Max Mulvihill - Since 2/2018  Mark Heywood - Since 3/2018 Kyle Thomas - Since 4/2018  Chris Bede - Since 5/2018  Dariusz Kordonski - Since 5/2018  Chris Gerrard - Since 5/2018 Shear Luck - Since 5/2018   Founding Members Of My "FRINGE FINANCE" Column Kashumba - Since 8/2021 Randy Carder - Since 8/2021 T Gaggiotti - Since 8/2021 Jamie - Since 8/2021 A Farmer - Since 9/2021 Harvest Moon Research - Since 9/2021 John H. H. - Since 11/2021 Mark Hutchinson - Since 11/2021 Joseph K. H. - Since 10/2021 A Farmer - Since 9/2021 Tsniezyk - Since 9/2021 Chris - Since 12/2021 All podcast content is subject to this disclaimer.    Chris is not an investment adviser. Listeners should always speak to their personal financial advisers. Please leave me alone.

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Kyle Grieve chats with Vitaliy Katsenelson about why we should align ourselves with what we love doing, how stoicism has helped Vitaliy deal with the volatility of negative emotions in the market and life, Vitaliy's four favorite stoic tools, how to engineer our environments to improve our decision making and decrease costly mistakes, how we can utilize specific modes of communication to foster the learning process, why we should concern ourselves more with the truth and less on being right, how the markets have developed in the last decade pertaining to sideways markets, and a whole lot more! IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:04 - What soul in the game is and why it's so important to understand it if you want to truly excel at investing and other passions. 07:36 - Why meditation is such a powerful tool to help improve stress. 13:40 - How Vitaliy prioritizes areas of his life to ensure he's spending the right amount of time on high-priority areas. 19:13 - How stoicism has helped Vitaliy remove the volatility of negative emotion in the market and life. 20:13 - How investors can utilize the dichotomy of control to navigate volatile markets better. 20:13 - Simple negative visualizations to use on individual stocks and your portfolio to improve decision-making. 36:43 - Why toxic environments can influence us to live by other people's values. 40:30 - Why specific tasks should be delegated so you are focused only on creating value. 48:16 - Why our modes of communication can limit or expedite our abilities to improve and learn. 48:25 - The importance of discovering the truth for successful investing. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Buy Soul In The Game here. Buy The Little Book Of Sideways markets here. Read Vitaliy's articles here. Check out Vitaliy's fund, IMA, here. Learn more about the Berkshire Summit by clicking here or emailing Clay at clay@theinvestorspodcast.com. Follow Kyle on Twitter and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Wise NetSuite Fidelity CI Financial TurboTax Linkedin Marketing Solutions Fundrise NDTCO Vacasa NerdWallet Babbel Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

This is my fireside chat with the CFA Society in Richmond, Virginia. We discussed the power of writing, stoicism in investing, and becoming the best investor you can be. 

Embark on an intellectual journey with me, Michael Gayed, as I sit down with the astute Vitaliy Katsenelson, a value investor who brings a refreshing twist to traditional investing wisdom. Together, we dissect the true essence of value investing, where Vitaliy's unique perspective—shaped by his move from Russia in 1991 and honed through years of experience—blurs the lines between value and growth. His disciplined approach to treating stocks as whole companies and his commitment to a margin of safety resonates throughout our discussion, particularly as he shares his strategy behind managing his investment in Uber.As the conversation steers into the realm of the oil industry, prepare to scrutinize the factors influencing oil demand and the steady advancement of electric vehicles. I shed light on why the road to a post-combustion engine world might be longer than anticipated, considering the current state of charging infrastructure and the influence of ESG trends on the investment landscape. Listen closely for insights on identifying oil companies that excel in managing the cyclical nature of the market—those with the combination of low production costs and strategic leadership that spells success.In the finale of our episode, Vitaliy and I navigate the broader scopes of the energy transition and the art of marketing within the investment sector. You'll hear candid reflections on the intersection of our personal philosophies and professional practices, and how authenticity has played an unexpected role in business growth. Our discussion traverses the political and practical challenges of green energy adoption, spotlighting nuclear power's potential in the energy mix. For a blend of personal anecdotes, industry expertise, and the untold narratives behind investment decisions, tune in for a deep dive into the minds that see beyond the numbers. And for those who prefer the spoken word, my musings on investing are now available on the Intellectual Investor, the "lazy man's podcast.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

So many guests, such great insights - another year down and so much more ahead. Listen to  some of the "Best Of" guests -  Frank Curzio, Vitaliy Katsenelson, Thomas Thornton, Steve Leeb, Jason Raznick, Michael Covel, Dr. Richard Smith and many many more during these episodes.   Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (SPY), (QQQ)

Vitaliy Katsenelson is an investor and writer.In this conversation, we spoke about creativity, finding your craft, parenting, how nature shapes us, and much more. Website: https://investor.fm Book: https://www.amazon.com/Soul-Game-Art-Meaningful-Life/dp/0857199072

Can you increase your IQ in just 15 minutes a day? How easy is it to transform your brain to become more creative, intelligent and productive? With AI positioned to take over our jobs and our hobbies, we have to pause and consider the true purpose of writing, art and music. And I'm honored that joining us here today is Vitaliy Katsenelson, an award-winning writer, the CEO of Investment Management Associates, and author of a number of books, including his latest, “Soul in the Game”. Vitaliy is a brilliant writer, multifaceted intellectual and an incredible person, so I hope you enjoy this conversation. We're chatting about: How to boost IQ in as little as 15 minutes a day while transforming your brain into a writer's brain The dark side of over-abundance and the value of self-imposed constraints Why fewer choices often lead to more happiness Why an investment guy is telling us how unimportant money is How art trains us to be mindful and look for beauty in the world around us And tons more… Read the show notes: https://fatburningman.com/vitaliy-katsenelson-how-to-boost-iq-and-transform-your-brain/  Go to Investor.fm to read Vitaliy's articles, subscribe to The Intellectual Investor podcast, get books and much more. Join The Wild Guild and get freebies on Patreon: https://www.patreon.com/abeljames  Watch on YouTube: https://www.youtube.com/fatburningman  Like the show on Facebook: http://www.facebook.com/fatburningman  Follow on Twitter: http://www.twitter.com/fatburnman  Click here for your free Fat-Burning Kit: http://fatburningman.com/bonus 

Can you increase your IQ in just 15 minutes a day? I'm honored that joining us here today is Vitaliy Katsenelson an award-winning writer of a number of books, including his latest “Soul in the Game”.

Can you increase your IQ in just 15 minutes a day? How easy is it to transform your brain to become more creative, intelligent and productive? With AI positioned to take over our jobs and our hobbies, we have to pause and consider the true purpose of writing, art and music. And I'm honored that joining us here today is Vitaliy Katsenelson, an award-winning writer, the CEO of Investment Management Associates, and author of a number of books, including his latest, “Soul in the Game”. Vitaliy is a brilliant writer, multifaceted intellectual and an incredible person, so I hope you enjoy this conversation. We're chatting about: How to boost IQ in as little as 15 minutes a day while transforming your brain into a writer's brain The dark side of over-abundance and the value of self-imposed constraints Why fewer choices often lead to more happiness Why an investment guy is telling us how unimportant money is How art trains us to be mindful and look for beauty in the world around us And tons more… Read the show notes: https://fatburningman.com/vitaliy-katsenelson-how-to-boost-iq-and-transform-your-brain/  Go to Investor.fm to read Vitaliy's articles, subscribe to The Intellectual Investor podcast, get books and much more. Join The Wild Guild and get freebies on Patreon: https://www.patreon.com/abeljames  Watch on YouTube: https://www.youtube.com/fatburningman  Like the show on Facebook: http://www.facebook.com/fatburningman  Follow on Twitter: http://www.twitter.com/fatburnman  Click here for your free Fat-Burning Kit: http://fatburningman.com/bonus 

Can you increase your IQ in just 15 minutes a day? How easy is it to transform your brain to become more creative, intelligent and productive? With AI positioned to take over our jobs and our hobbies, we have to pause and consider the true purpose of writing, art and music. And I'm honored that joining us here today is Vitaliy Katsenelson, an award-winning writer, the CEO of Investment Management Associates, and author of a number of books, including his latest, “Soul in the Game”. Vitaliy is a brilliant writer, multifaceted intellectual and an incredible person, so I hope you enjoy this conversation. We're chatting about: How to boost IQ in as little as 15 minutes a day while transforming your brain into a writer's brain The dark side of over-abundance and the value of self-imposed constraints Why fewer choices often lead to more happiness Why an investment guy is telling us how unimportant money is How art trains us to be mindful and look for beauty in the world around us And tons more… Read the show notes: https://fatburningman.com/vitaliy-katsenelson-how-to-boost-iq-and-transform-your-brain/  Go to Investor.fm to read Vitaliy's articles, subscribe to The Intellectual Investor podcast, get books and much more. Join The Wild Guild and get freebies on Patreon: https://www.patreon.com/abeljames  Watch on YouTube: https://www.youtube.com/fatburningman  Like the show on Facebook: http://www.facebook.com/fatburningman  Follow on Twitter: http://www.twitter.com/fatburnman  Click here for your free Fat-Burning Kit: http://fatburningman.com/bonus 

Can you increase your IQ in just 15 minutes a day? I'm honored that joining us here today is Vitaliy Katsenelson an award-winning writer of a number of books, including his latest “Soul in the Game”.

Vitaliy Katsenelson breaks down dieting by percentages of time and place. Episode 2238: The 8% by Vitaliy Katsenelson of Contrarian Edge on Unique Nutrition Advice & Diet Techniques Vitaliy Katsenelson is the CEO and Chief Investment Officer at Investment Management Associates. He has written two books on investing, which were published by John Wiley & Sons and have translated into eight languages. The original post is located here: https://contrarianedge.com/the-8/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalHealthDailyDietNutritionFitness Learn more about your ad choices. Visit megaphone.fm/adchoices

Vitaliy Katsenelson of Contrarian Edge cautions stock investors to not watch TV. Episode 2394: Why Stock Investors Shouldn't Watch TV by Vitaliy Katsenelson of Contrarian Edge on Investment Strategies Vitaliy Katsenelson is the CEO and Chief Investment Officer at Investment Management Associates. He has written two books on investing, which were published by John Wiley & Sons and have translated into eight languages. The original post is located here: https://contrarianedge.com/why-stock-investors-shouldnt-watch-business-tv/  Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Want to avoid junk food? Don't just try not to eat it; redefine yourself as "a person who doesn't eat junk food." That's just one of the pieces of advice from Vitaliy Katsenelson, who has distinguished himself as both one of America's top investors and one of its finest thinkers. Vitaliy joins Charlie to discuss stoicism, investing strategy, "thoughtful arrogance," the value of cold water, and more in a wide-ranging conversation.Support the show: http://www.charliekirk.com/supportSee omnystudio.com/listener for privacy information.

Welcome to another incredible episode where we delve into the profound wisdom of our distinguished guest, Vitaliy Katsenelson, an established investment expert with years of experience navigating the unpredictable seas of the stock market. As a prolific writer and a firm believer in the power of the written word, Vitaliy shares how his passion for writing not only organizes his thoughts but also serves as his superpower.   Discover the key importance of mindset, philosophy, and maintaining a level-headed approach in the volatile world of investing. Vitaliy emphasizes that success is not merely the result of a high IQ; in fact, emotional intelligence plays a vital role. This episode is all about understanding and managing the extremes, and avoiding getting swept away by the market's rollercoaster of emotions.   Also, find out more about Vitaliy's latest book, "Soul in the Game: The Art of a Meaningful Life," where he delves deeper into creativity and writing. Even though the book is not about investing, the lessons it shares are universally applicable and transformative.   Don't miss out on this illuminating conversation with Vitaliy Katsenelson, filled with enriching insights and life-changing advice for entrepreneurs and investors alike. It's all about growth together!   Chapter Stamps:   [00:13:16] Introduction of Vitaliy Katsenelson [00:13:36] Vitaliy's Journey into Investing [00:14:02] The Realization of Midas Stage in Investing [00:15:26] The Importance of Mindset in Investing [00:15:55] Behavior and Emotions in Investing [00:16:15] Vitaliy's Superpower: Writing [00:17:20] The Meditative Aspect of Writing [00:17:34] Introduction of Vitaliy's Book: Soul in the Game, the Art of a Meaningful Life [00:18:03] Closing Remarks and Appreciation [00:18:28] End of Interview   Pullout Quotes:   "Success in investing comes not necessarily from your IQ, but from your EQ. It's a behavior."   "The stock market is a very humbling, it humbles everybody."   "When you go and get into investing, you need to have the right philosophy. Investment philosophy. You need to have a good process."   "My superpower is actually writing. It helps me to organize my thoughts and it's like focus thinking two hours a day."   "When you write, I find it's very meditative. It calms me down."   "Writing is a source of my superpower."   "I just wrote a book, 'Soul in the Game, the Art of a Meaningful Life.' That book has nothing to do with investing, but I do talk about creativity and writing."   "Maintaining a level head is incredibly difficult and the way to get there is through a well-defined process."   Socials:   Website: https://investor.fm/ Linkedin: https://www.linkedin.com/in/katsenelson/ Facebook: https://www.facebook.com/VitaliyNKatsenelson     ----more---- Notice to the Super Entrepreneurs community: Before we part, remember to join our Private Facebook group, 'Mindset for Business Success.' Here we share mindset wisdom to elevate your life and business, ready for a transformative journey? This group is your key to unlocking potential and achieving business growth. Don't miss out on this incredible free resource. Join us in 'Mindset for Business Success' today! Join Now!!   ----more---- Disclaimer: Please be aware that the opinions and perspectives conveyed in this podcast are solely those of our guests and do not necessarily represent the views, ideologies, or principles of Super Entrepreneurs Podcast, its associated entities, or any organizations they represent or are affiliated with. We provide a platform for discussion and exploration, and the content of each episode is understood to be independent expressions from our guests, rather than a reflection of the beliefs held by the podcast or its hosts.

 In this episode I speak with Vitaliy Katsenelson, CEO of IMA USA, financial writer, value investor, author of two financial books and his recent book, "Soul in the Game," and whose wakeup call was wanting to write a more personal book that he could give to his three children to pass on what he has learned from life. http://investor.fm

On this week's Stansberry Investor Hour, Dan and Corey are joined by frequent guest Vitaliy Katsenelson. He's the CEO and chief investment officer at portfolio-management company Investment Management Associates, or IMA. In his fourth appearance on the Investor Hour podcast, Vitaliy returns to discuss his approach to being a constraint investor and discovering undervalued companies for all his clients. But first, Dan and Corey talk about the recent Federal Reserve meeting, the implications of the central bank's words and actions, and where they think the Fed will go from here. Dan and Corey both believe that in the near term, the market is telling us that we're coming to the end of the rate-hike cycle but "people just aren't buying it" yet. Since the stock market has been doing well these past couple of weeks, Dan thinks the Fed probably won't start cutting rates anytime soon. And because the unemployment rate is still near a record low, Dan and Corey argue that it's the only logical place to look when making a case for rate cuts. Vitaliy then joins the conversation to share the origin of his vacation-style conference, VALUEx Vail... the screening process for attendees... and what Dan should expect while attending this week in Vail, Colorado. Afterward, they discuss the importance of constraints in life and how that relates to investing. Dan says... "People are really creative when they are backed into a corner and they have a lot of constraints on them." Watch Here

Vitaliy Katsenelson of Contrarian Edge asks if value investing is dead. Episode 2346: Is Value Investing Dead by Vitaliy Katsenelson of Contrarian Edge on Growth Stocks & FANG Vitaliy Katsenelson is the CEO and Chief Investment Officer at Investment Management Associates. He has written two books on investing, which were published by John Wiley & Sons and have translated into eight languages. The original post is located here: https://contrarianedge.com/is-value-investing-dead/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Clay Finck chats with Vitaliy Katsenelson about what Vitaliy looks for in the companies he invests in, how he thinks about the discount rate in his valuation process, and more.Vitaliy is the CEO of Investment Management Associates and is the author of the Little Book of Sideways Markets.IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro03:03 - How Covid-19 has changed the game of value investing.18:44 - How Vitaliy ensures that managements incentives are aligned with that of the shareholders.21:22 - Why buying great companies might not be a good investing strategy.30:53 - Whether Vitaliy believes that 100% stocks can give investors a well-balanced portfolio.38:34 - What Vitaliy thinks about China's rise as a global powerhouse and how it might affect the financial markets.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESVitaliy Katsenelson's website Contrarian Edge.Vitaliy's book, The Little Book of Sideways Markets.Listen to Vitaliy's articles here.Related episode: Listen to MI125: Investing Like Warren Buffett w/ Jake Taylor, or watch the video.Get a FREE audiobook from Audible.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.What does happen when money and big feelings mix? Tune in to find out on the new podcast, Open Money, presented by Servus Credit Union.Instead of trying to time the market or pick single stocks, automate your investments and invest in a variety of companies with Betterment.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Apply for the Employee Retention Credit easily, no matter how busy you are, with Innovation Refunds.Partner with a specialized agency focused on making insurance as easy as possible for real estate investors. Take advantage of monthly reporting, monthly billing, and coverage for all phases of occupancy with National Real Estate Insurance Group.Support our free podcast by supporting our sponsors.Connect with Vitaliy: Website | LinkedIn | Twitter Connect with Clay: TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.