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The Intellectual Investor – Value Investing by Vitaliy Katsenelson

The Intellectual Investor – Value Investing by Vitaliy Katsenelson

De: Vitaliy Katsenelson
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Value Investing, Life & Philosophy and Classical Music Explained by Vitaliy KatsenelsonVitaliy Katsenelson © 2024 Economía Finanzas Personales
Episodios
  • Q&A: The Antifragile Investor: Balancing Geopolitics, Identity, and the Cost of Growth – Episode 287

    Q&A: The Antifragile Investor: Balancing Geopolitics, Identity, and the Cost of Growth – Episode 287
    Apr 16 2026

    There is an unspoken conflict between Americans and Europeans. Europeans accuse Americans of being stuck in the rat race. Americans look at Europeans, see them sipping their espressos for two hours a day and reading newspapers, and call them lazy.

    The post Q&A: The Antifragile Investor: Balancing Geopolitics, Identity, and the Cost of Growth – Episode 287 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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  • Uber and Self-Driving Cars: The Utilization Problem Nobody Talks About – Ep 286

    Uber and Self-Driving Cars: The Utilization Problem Nobody Talks About – Ep 286
    Apr 9 2026

    I took a Waymo with my colleague Cyrus. We were genuinely impressed. It was a seamless experience. Uber is dead, long live Waymo? Not So Fast.

    The post Uber and Self-Driving Cars: The Utilization Problem Nobody Talks About – Ep 286 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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  • What AI, Tariffs, and Global Uncertainty Mean for Your Portfolio – Ep 285

    What AI, Tariffs, and Global Uncertainty Mean for Your Portfolio – Ep 285
    Apr 2 2026

    The future feels less predictable because the range of possible outcomes has expanded. Here is my best attempt to think through that reality with humility, and why you should let me do the worrying for both of us.

    The post What AI, Tariffs, and Global Uncertainty Mean for Your Portfolio – Ep 285 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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