show episodes
 
How would a value investor like Warren Buffett look at today's crazy markets? What stocks would he buy? And what would he say about today's much-loved or much-hated companies? Featured in Financial Times, Fortune, Barron's, Business Insider, MarketWatch, and many others, Vitaliy Katsenelson's often contrarian articles on value investing, classical music, and life in general have already generated something of a cult following. You can now listen to his articles (old and new) read aloud by a ...
 
The Mobile Home Park Investors Podcast is the world’s first podcast dedicated to mobile home park investing. This weekly podcast explains the intricacies of this unique real estate niche and details why an investor would want to own a mobile home park, either directly or through a real estate fund. Current manufactured housing community owners will find this podcast helpful in improving their mobile home park’s operations and profitability. The Podcast is hosted by Jefferson Lilly and Brad J ...
 
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show series
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors Submit your audio clips: younginvetorspodcast@gmail.com We did it! Today we release the 100th episode of The Young Investors Podcast. Thank you to everyone out there listening on a weekly basis. Without you, we wo…
 
Dominique Crenn is the owner of Atelier Crenn restaurant in San Francisco, and is the only female 3 Michelin Star Chef in the US. Her recent memoir - Rebel Chef: In Search for What Matters - she shares her fascinating life story from French orphanage to the pinnacle of culinary art. In this interview we discussed Dominique's journey: influence of h…
 
If you believe the global economy is doing great and stocks are cheap, this podcast is not for you. But if you believe that stocks are expensive, and that a global economic time bomb is ticking because of unprecedented intervention by governments and central banks, then listen away. Although this podcast was "written" in 2016, its major points, esp…
 
In this episode, you'll learn: Why you would like your counterpart to say “No” and not “Yes” when you negotiate with them Why you need agreement from your counterparty three times to close a business deal How to use loss aversion to your advantage in negotiations How to use the Ackerman model in negotiations Ask the Investors: Should I include shor…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors Submit your audio clips: younginvetorspodcast@gmail.com In this week's episode, we discuss the recent Robinhood breach affecting 2,000 customers, as well as Google's new antitrust lawsuit and Q3 earnings from Tesl…
 
Vitaliy recently read Make Time, written by Jake Knapp and John Zeratsky, two ex-Google engineers. The book made him look at technology companies and time from a slightly different perspective. In an age when attention is currency, time becomes extremely valuable. In this podcast, Vitaliy shares how he updated his time management practices after re…
 
In this episode, you'll learn: What is the intrinsic value of Charles Schwab The importance of networking effects in wealth management Why the two most important metrics in wealth management is AUM growth and NIM How to value a financial service company What the expectation is for inflation, and the impact for Charles Schwab Ask the Investors: When…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors Submit your audio clips: younginvetorspodcast@gmail.com In this week's episode, we discuss a crazy quarter from Tesla, Apple's iPhone unveil event and the upcoming U.S. election! The Young Investors Podcast explor…
 
During the past several years, the Federal Reserve neatly groomed, manicured and then finely polished investment slopes for all asset classes by lowering interest rates to unprecedented levels. But ubiquitously rising valuations cover up a lot of mistakes and often a lack of skill. In this podcast, Vitaliy explores the ways that the market has been…
 
In this episode, you'll learn: The relationship between the velocity of money and liquidity Why we’re not living in a time of uncertainties, but actually living with certainty more than ever Why Ray Dalio’s idea of predicting cycles is not valid Why passive investing has Ponzi scheme traits when the money stops flowing in Why Paul Volker was a terr…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss Trump's Covid diagnosis and other election news, as well as the share issuing for Corporate Travel Management's latest acquisition. The Young Investors Podcast explores the ideas…
 
Part 2 of 2. It was a pleasure for Vitaliy to talk to Andrew Sather and Dave Ahern on the Investing for Beginners podcast. In part two of a two part series, they take a deep dive into Uber as a value investment, the competitive threat from Tesla and self-driving cars, and the capital expenditure required to justify Tesla's valuation. Enjoy! Vitaliy…
 
Part 1 of 2. It was a pleasure for Vitaliy to talk to Andrew Sather and Dave Ahern on the Investing for Beginners podcast. In part one of a two part series, they discuss how Coronavirus has impacted IMA's investing, the USD as reserve currency, IMA's investment in defense stocks, and the role that macroeconomics plays in investing today. Enjoy!…
 
In this episode, you'll learn: What is the intrinsic value of Fairfax Financial Holdings? What is the intrinsic value of Fairfax Africa? How to analyze and value an insurance company How to analyze and value an investment holding company Ask The Investors: Should I invest in preferred shares? BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Preston an…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss the Presidential Debate (lol what a joke), Google closing loopholes in the play store, Corporate Travel Management buys up big, and a Chinese teapot makes one man very rich. The …
 
Vitaliy would be lying if he told you that over the last few years investing was not frustrating. Over that time, he's felt like he was driving the wrong way on a one-way growth highway. Albert Einstein defined insanity as “doing the same thing over and over again but expecting a different outcome.” Vitaliy can relate to this on some level. In this…
 
In this episode, you'll learn: Why Warren Buffett is buying Bank of America Which stocks Warren Buffett is selling right now Why Warren Buffett has bought into Japanese trading houses Which stocks Preston and Stig find interesting given the current market conditions Ask The Investors: What is the optimal asset allocation right now? BOOKS AND RESOUR…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss Tesla's Battery Day, the new (and confusing) TikTok deal with Oracle and Walmart, as well as Microsofts acquisition of Bethesda. The Young Investors Podcast explores the ideas of…
 
The definition of a cult is “misplaced or excessive admiration for a particular person or thing”; and while you can argue that admiration for Buffett is at times a bit excessive, it is hardly misplaced. There are tens of thousands of people (including Vitaliy) who’ll openly admit that Buffett’s popularization of Benjamin Graham’s teachings has had …
 
In this episode, you'll learn: Why the performance of gold miners are lagging the performance of the price of gold How to invest in gold miners The details of Warren Buffett’s investment in gold Why the fear of deflation keeps Chair of the Federal Reserve Jay Powell up at night BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Marin Katusa’s special of…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss Apple's September technology event, US Federal reserve policy updates, Tiger Air and more! The Young Investors Podcast explores the ideas of Value Investing, ideas that that were…
 
Lately, Vitaliy has been pondering whether and how to instill a love of classical music in his kids, a passion that was passed to Vitaliy from his own parents. Should he insist on piano lessons, or weekly listening sessions? Reflecting on his experience growing up, Vitaliy shares what is behind his love of classical, as well as a lesson on how to i…
 
In this episode, you'll learn: Where Ray Dalio predicts money to flow after COVID-19 is over How Peter Thiel thinks about how technology is changing education from the outside in How Sam Zell thinks about the commercial mortgage-backed securities, and whether there is an opportunity for investors. Eric Schmidt's thoughts about big tech monopolies a…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss the week in the markets, including updates on a coronavirus vaccine, as well as a cancer diagnostic startup funded by Jeff Bezos and Bill Gates. Also this week, Virgin Australia …
 
In this podcast, Vitaliy discusses his investment in Swedish bank Svenska Handelsbanken, and what makes their culture so unique. He then gives a short explanation on when book value works as a measure of intrinsic value, and why it often doesn't. Finally Vitaliy makes an announcement that should be of interest if you are a college student with a pa…
 
In this episode, you'll learn: How the low yield has changed the investment thesis for growth and value investors What is the optimal investing strategy dependent on your view on the COVID-19 vaccine What the dollar index is indicating for investors right now The difference and similarities of the US and European economies Whether the Euro and othe…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss Buffett's big new investment, the global recession, and of course, a little big of Tesla... The Young Investors Podcast explores the ideas of Value Investing, ideas that that wer…
 
In this podcast, Vitaliy describes the next adventure his son Jonah will have going to college from Hawaii, as well as the role that defense stocks play in IMA's portfolios today. You can read these articles online here: https://contrarianedge.com/jonah-doing-jonahs-thing/ and https://contrarianedge.com/defense-stocks/.…
 
In this episode, you'll learn: How to identify high-quality businesses and their moat How to make growth assumptions for your stock picks Why the vast majority of losses in the stock market come from picking the wrong business and not picking the wrong valuation on the right business. How is the COVID-19 crisis different and similar to other crises…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we have a special guest, Jason Hughes, on to discuss and explain the world of economics. The Young Investors Podcast explores the ideas of Value Investing, ideas that that were originally f…
 
In Part 2 of Vitaliy's interview with Aznaur Midov on the Accent Podcast, Aznaur and Vitaliy continue their discussion on investing and life. Vitaliy explains how time can slow down when investors face a loss and what to do about it, how investing is evolving, the difference between work and productivity, and a personal finance hack Vitaliy uses. V…
 
In November 2019, Vitaliy had the pleasure to sit down with Aznaur Midov, fellow Russian immigrant and host of the Accent Podcast, to talk about Vitaliy's story and lessons from 20 years of investing. In part 1 of a 2 part podcast, Vitaliy shares his thoughts on how value investing has evolved, the difference between value and "growth at a reasonab…
 
In this episode, you'll learn: Whether we will see a return of the liquidity crisis in the USD Whether we have another currency that can replace the USD as the global reserve currency Whether the world will continue to exponentially expand the global aggregated monetary baseline Why some companies are putting bitcoin on their balance sheet Ask the …
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we go through the 13F filings which show us the trades made by big guru investors over the past 3 months. We look at the stock market moves from Warren Buffett, Charlie Munger, Seth Klarman…
 
Vitaliy hated every minute he spent working on this podcast, because he got close to a line he doesn't like to cross – the politics line. It was particularly painful because it made him think more about the negative changes that are happening to the country he loves. But as investors, we have to think about how changes in the world impact our portf…
 
Eicca Toppinen is the founding member of the multi-platinum metal band Apocalyptica, which has a cult following around the world. Its first album, Plays Metallica by Four Cellos was released in 1996 and turned the heavy metal music upside down due to the band unique sound - the new music style is now called Symphonic Metal. In this interview we cov…
 
In this episode, you'll learn: What is the intrinsic value of Alphabet Inc. What is the intrinsic value of Berkshire Hathaway What is the intrinsic value of E-Trade What is the intrinsic value of Brookfield Property REIT How Warren Buffett’s made his greatest trade ever Ask The Investors: How can a stock price increase after it has been diluted? BO…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss a recent law change that means Uber drivers are now Uber employees, plus we talk Disney earnings and more! The Young Investors Podcast explores the ideas of Value Investing, idea…
 
Vitaliy was recently asked by the CFA Institute to give a talk in London. But this offer was even more interesting than usual: it was a joint presentation with Guy Spier. Guy is a tremendous value investor who happens to be a good friend of Vitaliy. He was born in South Africa, spent his childhood in Iran and Israel, received an MBA from Harvard, a…
 
In this episode, you'll learn: How has COVID-19 changed the commercial real estate market Why you can have the right idea, but the wrong execution in the current market conditions How to find value in megatrends in commercial estate in 2020 and beyond Why commercial real estate fits into a value investor’s portfolio in volatile markets BOOKS AND RE…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss news out of the Fed, plus we go through Q2 earnings for Apple, Facebook, Google, and Ford! The Young Investors Podcast explores the ideas of Value Investing, ideas that that were…
 
Vitaliy was recently going through a new client’s portfolio and found it full of the likes of Coca-Cola and Campbell Soup - pseudo-bond substitutes. Each one is a stable and mature company. Your mother-in-law would be proud if you worked for any one of them. But their days of growth are in the rearview mirror. In this podcast, Vitaliy explains a ke…
 
Given the amount of information about COVID (often contradicting), I thought it would be a good idea to have a discussion with an expert to make sense of it. I interviewed Dr. Robert Wachter, Chair of the Department of Medicine at UCSF, whose team has been working on COVID response from the very beginning. We covered everything from How COVID affec…
 
In this episode, you'll learn: Why should you have trend following in a diversified portfolio? Why trend following and value investing complement each other well How to follow a rule-based strategy and when you should change your rules Why the best trend following sector is commodities Why trend following is interesting at this point in time of the…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss the current economic climate in Australia, plus we go through Q2 earnings for Boeing, Starbucks and Visa! The Young Investors Podcast explores the ideas of Value Investing, ideas…
 
Santa Fe and Vitaliy's family go way back to the early 90s. It all started with his father, Naum, and his stepmother. Naum had his paintings exhibited in a gallery on Santa Fe’s famous Canyon Road. A few times a year, the Katsenelsons would load up paintings in a minivan and drive them to Santa Fe. Now, Vitaliy takes his kids there every year, in w…
 
In this episode, you'll learn: The main advantage of centralized currencies Why the risk of inflation is more likely to come from the Treasury than from the Federal Reserve Why growth stocks typically perform better in a low inflation environment and value stocks perform better in a high inflation environment Where to find value in international eq…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss Q2 2020 earnings from Tesla and Netflix, as well as an all important Chipotlane Update!! The Young Investors Podcast explores the ideas of Value Investing, ideas that that were o…
 
Tesla’s market cap just crossed $300 billion. It’s the largest car maker in the world, even larger than Toyota, which produced almost nine million cars in 2019 and had a market cap of $200 billion. In this podcast, Vitaliy hypothesizes that Tesla's market cap has traveled through a wormhole from the future to the present, and why $300 billion is a …
 
In this episode, you'll learn: How to invest in frontier markets from A-Z Why frontier market investing should have a place in any well-diversified portfolio How to assess the political and currency risk of a country How to do boots-on-the-ground-research and understanding lollapalooza effects Why Uzbekistan is the most interesting frontier market …
 
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