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 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 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

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

Vitaliy Katsenelson is the CEO and Chief Investment Officer of IMA and the author of three books. His most recent book is “Soul in the Game: The Art of a Meaningful Life.” Vitaliy was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. In this interview, Vitaliy contrasts his experience growing up in the Soviet Union with his experience in the United States, and how different his mindset was in each place. He also discusses how Stoic philosophy has been very helpful. He discusses how his essay about Tchaikovsky aims to help others who may be struggling with creativity. Listen in for a vibrant discussion on intention, communication, and vulnerability.   https://bit.ly/TLP-355   Key Takeaways   [1:53] Vitaliy's bio. (See at the end of the show notes.) [2:22] Vitaliy loves investing, writing, classical music, and spending time with his family, Vitaliy's father is a fantastic artist and Vitaliy has a small gallery of his work. [3:49] How Vitaliy sees the differences between Murmansk, Russia, and Denver, Colorado. Denver has lots of sunshine. In the winter, Murmansk has a few minutes of sunshine a day. When Vitaliy lived there, it was Soviet Russia. Freedom of speech and the free market did not exist in Russia. All businesses were owned by the government. Here we have an abundance of food and a lack of scarcity. [6:56] Vitaliy shares thoughts on how Russians and Americans communicate. He read How to Win Friends and Influence People when he was 18 in Russia. He hated the book and felt it was teaching him how to be fake. He read it again 20 years later and was shocked by how brilliant it is. He is re-reading it with his 17-year-old daughter and she loves it. She has an American mindset. [8:06] When Vitaliy came to the U.S. he found that  Americans are very indirect and smile all the time, contrasted with Russians who are sometimes painfully direct. Vitaly was fired from his first American job. The man firing him was smiling at him, which was a confusing signal. Vitaly fine-tuned himself to a balance between directness and indirectness. He tries not to criticize people so his message is clearly received. [9:10] If Vitaliy has a criticism, he first tries to make sure to tell the person positive things.  Then he structures the criticism as constructive feedback. He learned that from Dale Carnegie and living in the U.S. for 30 years. Vitaliy says if he had continued to communicate in the Soviet Russian style, he could not have achieved anything in the U.S. [10:43] Vitaliy's intentionality comes from the conscious choice to be mindful. To have a work/life balance you just have to be mindful about having the balance. Vitaliy knew he wanted to be a good father to his children. He made a mindful choice to spend more time with his children. He chooses to drive his children to school before going to work on a busy day. [12:38] Vitaliy has a value to be a good father. To live up to the value he has to be mindful about being with his children. If he just went on autopilot, he would just default to the easiest things to do which for him is working 10-hour and 12-hour days. To be mindful, he stops after eight hours. When he gets home and has dinner with his kids, he's not looking at his phone. He's present with them, giving them attention. [14:26] To live a meaningful life, figure out exactly what you value and spend your time according to your values. [15:32] Vitaliy sees value in simplicity. [16:50] As Vitaliy was working on the last chapter of his book, he put it on pause to study and write on Stoicism. He studied Epictetus, Marcus Aurelius, and Seneca. Epictetus taught a framework that some things are up to you and some things aren't. What is up to you are your values and how you behave. Everything else is external and is not up to you. Don't try to control what is out of your control. [19:03] Vitaliy's 17-year-old daughter just got her first job at a coffee shop. She finds a co-worker annoying. Vitaliy asked her if she expected every co-worker to be perfect. It's not up to you how other people are. Vitaliy finds this framework to be simple and elegant; if you embrace the Stoic philosophy it will reduce the volatility and negativity in your life. [20:27] When he learned Stoic philosophy, Vtaliy realized he had made choices in the past unconsciously that were aligned with Stoic philosophy. Adopting Stoic philosophy intentionally has changed his life. He wrote that section of the book as much for himself as for the reader. [21:51] Every three to four months, Vitaliy sends his clients a 30-page letter in a story-telling format. As an experiment, once he sent the letter in a condensed format of brief bullet points. Eighty percent of his clients preferred the long letter. It was easier for them to read in stories than in bullet points. [23:33] You want to be very careful on the receiving side of storytelling and people who are terrific speakers. They appeal to your emotions. Stoics break down the message to its bare bones, to the bullet points. There is a conflict between Stoics and Sophists. Vitaliy acknowledges he is a Sophist in storytelling. At the same time, his values are Stoic. Sophists hijack the message and they may not have good values. [24:56] When Vitaliy encounters terrific communicators, he is very cautious to make sure the way they communicate does not impact his decision-making. [26:17] Music is an incredibly important part of Vitaliy's life. He has written essays on the music that was important to him at any year of his life. Vitaly gets up every day at 4:30 or 5:00 and writes for two hours while listening to classical music in his headphones. Those two hours every day are very special to Vitaliy. Listening to classical music while he writes has helped his creativity tremendously. [28:07] Vitaliy's kids made him appreciate chess. It's one of the few games he likes playing with them. His daughter invited him to play after watching The Queen's Gambit. After a game, they review the moves, trying to find the solution for the best move possible at any point. It makes an intellectually honest discussion. Jan notes it's like a military after-action review (AAR). Both become better players. [30:34] Writing music is a very creative activity. When you listen to classical music, think about how difficult it was for the composer to write it. Tchaikovsky left behind many letters to his brother and his friends. His letters describe how he struggled to compose his music. Vitaliy's book came about because he had been writing an essay about one of Tchaikovsky's pieces of music. [31:45] Vitaliy read Tchaikovsky's letters and realized that the suffering the composer went through was so similar to the suffering Vitaliy goes through as a writer. He wrote an essay comparing the struggles of Tchaikovsky to the struggles a creative writer goes through. [32:11] When Vitaliy finished the essay, he realized other struggling writers could be helped by reading it. Over the years, he had written many essays that could help others. So he put them together in a book. [32:45] When you study the lives of composers, you listen to music very differently. You feel the pain they felt as they were writing. You realize that you will have some very difficult times creating, and as long as you love writing, pain is just part of the journey. The lives of the composers made Vitaliy appreciate classical music so much more. There is an incredible amount of hard work, pain, and struggle in creativity. [34:52] Vitaliy finds that parenting and leadership have parallels. But leadership mistakes don't haunt you for the rest of your life! Vitality exposes his kids to new things all the time. They watch YouTube videos on various subjects. He introduces them to new books all the time. They discuss different topics and he doesn't talk down to them. He is interested to know what they think. [35:56] As a parent and as a leader, it's important to be vulnerable. You admit that you don't have all the answers. When you communicate, spend most of the time in the scientist mode. Whatever you're looking at is a theory. You are trying to discover truth. [36:59] When you make a mistake you admit it. Then your employees will be more comfortable admitting they made mistakes as well. [37:45] Vitaliy shares a link where you can hear his podcasts and read his articles.  [38:23] Closing quote: Remember, “Do not act as if you had 10,000 years to throw away. Death stands at your elbow. Be good for something while you live and it is in your power.” — Marcus Aurelius   Quotable Quotes “If you insult a person first and then you give them a message, that message will never arrive.” “My daughter and I are reading [How to Win Friends and Influence People] together … and she loves the book!” “Being around your kids while you are reading Financial Times on your iPhone is not being around your kids. Attention is a currency of time. So it's when I give them that attention, when I'm present, that's very, very important.” “There is so much value in simplicity.”  “If you waste your energy trying to control things that are not up to you, you're going to have one miserable life. You're going to have this emotional rollercoaster of being upset.” “I would argue that if you embraced Stoic philosophy, what it does, it would just reduce the volatility; it would reduce negativity in your life. And by reducing negativity, it's going to make your life calmer; more peaceful.” “Listening to classical music when I write has helped my creativity tremendously. Studies were done on the subject. And they … showed that when you listen to music, … it forces your left brain and right brain to work at the same time. It basically increases your creativity.” “I have found that there are a lot of parallels between being a parent and being a leader … [but] I guess if you screw up as a leader those mistakes don't haunt you for the rest of your life.” “When you study the lives of composers, … you're going to start listening to music very differently. You're going to feel the pain Tchaikovsky felt when he was writing. … You're going to appreciate as a creator that at times you're going to have a very difficult time creating.”   Resources Mentioned Theleadershippodcast.com Sponsored by: Darley.com Rafti Advisors. LLC Self-Reliant Leadership. LLC Vitaliy Katsenelson Investment Management Associates Soul In the Game: The Art of a Meaningful Life The Intellectual Investor podcast Vitaliy Katsenelson Vitaliy Katsenelson on Contrarian Edge Murmansk How to Win Friends and Influence People, by Dale Carnegie Warren Buffet Stoicism Epictetus Marcus Aurelius Seneca Ryan Holiday Sophists The Queen's Gambit After Action Review Tchaikovsky   Vitaliy Katsenelson Vitaliy Katsenelson is CEO and Chief Investment Officer of IMA and the author of Soul in the Game: The Art of a Meaningful Life. Vitaliy was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. He's an award-winning writer with two books on investing and countless articles in publications such as The Financial Times and Barron's. Vitaliy lives in Denver with his wife and three kids where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and his first non-investing book.    

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.

Financial expert and raconteur Vitaliy Katsenelson gives his approach to the scarcity mindset, personal finance advice that changed his life, key strategies for making a budget, why people argue about money, geofencing as a diet tool, and a Stoic take on social media.    Guest Bio: Vitaliy Katsenelson was born in Murmansk, USSR, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007, and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He's written for publications including Financial Times, Barron's, Institutional Investor and Foreign Policy. His articles are also published on his website, ContrarianEdge, and in audio format on his Intellectual Investor Podcast. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book, and first noninvesting book.   Awake and Aware Jan 13-15 2023: The Awake and Aware Physician conference sponsored by Wild Health. Jan 13-15 Sedona Arizona. Use the code CONSCIOUSPHYSICIAN for 15% off (that's 15% off the whole package – lodging, meals, the course).   Interested in one-on-one coaching? Learn more at roborman.com To support the show - visit our Patreon site and help keep the wind in the sails.  For full show notes visit our podcast page   We Discuss The value of a scarcity mindset; Personal finance advice that changed a financial expert's life; Loose vs strict budgeting; Finishing books vs stopping early; Why people argue about money; Geofencing as a diet strategy; Habit vs. identity vs. willpower; How a Stoic philosopher might view social media.

So many guests, such great insights. What a wonderful to hear some of the best of Frank Curzio, Vitaliy Katsenelson, Thomas Thornton, Steve Leeb, Jason Raznick, Michael Covel, Dr. Richard Smith and many many more. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (SPY), (QQQ)

Text Hawk to 66866 to become part of "Mindful Monday." Receive a carefully curated email from me each Monday morning to help you start your week off right... Full show notes at www.LearningLeader.com Twitter/IG: @RyanHawk12    https://twitter.com/RyanHawk12 VItaliy Katsenelson was born in Murmansk, USSR, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007, and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” “I guess I was born in Russia but made for America." The two ways to look at life. Like an airport… Where you rush to get through it. Or an art museum. Where you take time to enjoy your surroundings. I think we should treat more days like they're an art museum. “When you love what you do, your work stops being work and becomes a craft. And no matter what it is, you do it with pride, love, and care.” "In our relationships, we should set a goal, not for someone to love us, but to behave according to our values (to be worth loving) and to be a good, caring partner. We cannot control whether people will love us, but we can control our actions and our behavior." "I'm perpetually in beta. This in beta attitude is liberating, as it gives you the chance to constantly improve yourself; to learn and grow. This doesn't mean you need to be buried in self-help books. You just need to have this in beta attitude." "The best way to guard ourselves against our ego is by thinking of ourselves as evergreen students." Albert Einstein said, "As our circle of knowledge expands, so does the circumference of darkness surrounding it." We should welcome the circumference of darkness wholeheartedly. How Zeno, the founder of Stoicism approached his students: "He did not claim to be a physician-- he saw himself as a patient describing the progress of his treatment to fellow patients in the hospital beds beside him." When Vitaliy's mother died (he was young), it made him appreciate his dad much more. I think we'd all be better off if we made the most of the time we have with the people we love and never take them for granted. What Vitaliy learned from Warren Buffett? He was not a present dad. It's important to be in your kids lives. It's a gift to get to drive your kids to school. Sit side by side with your children and talk (car rides, sit at the bar at restaurants, go on walks) Vitaliy plays chess and he loses a lot... "Losing is part of tuition." Seneca said, "Time discovers truth." Attention is the currency of time. "Writing is the most important thing that happened to me." Spend two hours a day organizing your thoughts. Writing helps you do that... "Create a connection between the unconscious and conscious mind."

Vitaliy Katsenelson of Contrarian Edge reflects on his single greatest achievement Episode 2043: My Single Greatest Achievement by Vitaliy Katsenelson 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/my-single-greatest-achievement/   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

Vitaliy Katsenelson of Contrarian Edge shares why you need to stop staring at your portfolio to be a better investor. Episode 2002: Want to Be a Better Investor? Stop Staring at Your Portfolio by Vitaliy Katsenelson 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/want-to-be-a-better-investor-stop-staring-at-your-portfolio/  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

Disney announces a (selective) price hike to one of its core streaming services. (0:22) Jason Moser discusses: - The strategy of encouraging people to sign up for a bundle of Disney services - Bob Iger, Bob Chapek, and their ongoing soap opera - A listener's question about Cerence and the opportunity shares present today (12:50) Tim Beyers talks with Vitaliy Katsenelson, CEO of Investment Management Associates, about his new book "Soul In The Game" and how philosophers from more than 2,000 years ago can make you a better investor today. Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445! Stocks mentioned: DIS, CRNC, MSFT Host: Chris Hill Guests: Jason Moser, Tim Beyers, Vitaliy Katsenelson Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

In Episode 256 of Hidden Forces, Demetri Kofinas speaks with the CEO of Investment Management Associates, Vitaliy Katsenelson. Vitaliy is a well-known value investor and author of several books on investing and life. His latest, “Soul in the Game,” is a philosophical exploration of the sources of life's meaning told through a collection of day-to-day observations and insights about Vitaliy's early childhood in Russia, his experiences as a parent, and his love of classical music, and most importantly of art, which features prominently in their discussion. This conversation combines two of the objectives that Demetri laid out in the introduction to a recent episode he published on the subject of courage and self-actualization, namely his desire to take a more holistic approach to exploring and analyzing the macro challenges that we are all facing as a community, but which affect each and every one of us as individuals. Vitaliy has made that very easy to do, because he writes so prolifically about both of these things, whether it is the principals of value investing, his thoughts on the macro economy, markets, stagflation, or the path of interest rates, as well as how to cultivate objectivity, the benefits of introducing randomness into your life, and learning how to separate the things that you can't control from the things you can. You can access the full episode, transcript, and intelligence report to this week's conversation by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application. If you enjoyed listening to today's episode of Hidden Forces you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 06/28/2022

IN THIS EPISODE, YOU'LL LEARN:02:03 - How Vitaliy is thinking through today's market.21:06 - When active value investing is too active.31:50 - How to develop better habits.40:24 - What Vitaliy has learned from Stoicism.55:59 - How honing your art and craft is essential for investing and other areas of life.59:48 - What we can learn from classical composers as well as painters such as Van Gogh.01:08:34 - The equation for a meaningful life.And a whole lot more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES:Soul in the Game Book.Vitaliy Katsenelson Twitter.Contrarian Edge Website.IMA's Website.Between Races Poem. Trey Lockerbie Twitter.Related Episode: Value Investing And Market Cycles w/ Vitaliy Katsenelson.Related Episode: Discovering Value Investments w/ Vitaliy Katsenelson.Check out our favorite Apps and Services.New to the show? Check out our We Study Billionaires Starter Packs.Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Use Keeper Security's enterprise password management platform to enforce strong passwords and to make it easy for your teams to securely share credentials.Break into the multifamily investing space or level up your investing game. Learn these at the Multifamily Investor Nation Convention. Visit mfincon.com for details and tickets. Use promo code TIP to get $200 off your tickets.Every 28 seconds an entrepreneur makes their first sale on Shopify. Access powerful tools to help you find customers, drive sales, and manage your day-to-day. Start a FREE fourteen-day trial right now!Try out Rhoback's performance polos, q-zips, or hoodies and bring a new meaning to the word comfortable. Use the code STUDY and get 20% off your first order.Depend on RBC Wealth Management's investment expertise to build a plan that helps you strengthen your financial security no matter where you are in life.Meet every business challenge -- from point of sale to eCommerce, staff management, business operations, costumer solutions, and so much more by using Square's customized and connected tools.Personalize your plans in improving your metabolism, reducing stress, improving sleep, and optimizing your health with InsideTracker. Use discount code TIP to get 20% off the entire InsideTracker store.Send, spend and receive money around the world easily with Wise.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.Get a FREE Wealth Protection Kit and learn how thousands are protecting their retirement savings and adding $10,000 (or more) in free Silver with Goldco.Help protect your family's financial future with TD Term Life Insurance.Gain the skills you need to move your career a level up when you enroll in a Swinburne Online Business Degree. Search Swinburne Online today.Get the most from your bitcoin while holding your own keys with Unchained Capital. Begin the concierge onboarding process on their site. At the checkout, get $50 off with the promo code FUNDAMENTALS.Instantly elevate your ketone levels with just one dose with Ketone-IQ, a drinkable ketone technology created by H.V.M.N and the US Military. The first 50 people to use the code ALPHA will get 20% off.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.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!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.