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Best Valueinvesting podcasts we could find (updated April 2020)
Best Valueinvesting podcasts we could find
Updated April 2020
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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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While in Venice, Vitaliy, his brother, and son visited a glass factory and watched a glassblowing demonstration. The glass artist took a ball of molten glass, stuck large forceps into it, and magic happened – he pulled a horse’s head, body, legs and tail out of it. A few strokes with a metal blade and they had seen the "birth" of a beautiful glass …
 
IN THIS EPISODE, YOU'LL LEARN: The most important takeaways from Warren Buffett’s most recent letter to shareholders An overview of the five major segments of Berkshire Hathway What is the moat of Berkshire Hathaway after Warren Buffett and Charlie Munger Should Berkshire Hathaway be used as a substitute for cash or a bond in your portfolio? Ask Th…
 
Thanks to Six Park for sponsoring this episode. To learn more, visit their website: www.sixpark.com.au In this week's episode, we discuss the continued panic in the markets LIVE with Sydney Swans hall of famer Ted Richards! Ted has an extensive background in behavioural finance, and teaches us the psychological approach to making better investment …
 
Vitaliy recently spoke with Andrew Horowitz at “The Disciplined Investor” podcast. Andrew graciously allowed to share Vitaliy's part of the interview with the Intellectual Investor audience. The discussion centers around this recession and why it’s not like any other previous one we’ve experienced. It also covered about why it’s the best thing that…
 
In this podcast, Vitaliy shares a recent (brief) letter he wrote to clients about how he and his firm are responding to Coronavirus and the recent selloff in the stock market. After touching on the day to day at IMA, Vitaliy elaborates on how he is taking advantage of volatility to buy great businesses at wonderful prices. He hopes you enjoy it! Yo…
 
In this episode, you'll learn: How Preston and Stig were positioned before the stock market crashed How Preston and Stig are positioning themselves today Why Preston thinks we’re heading into global hyperinflation Why Stig thinks that now is a good time to add to your compounders in the stock market What the FED and the ECB are doing right now Ask …
 
Thanks to Sharesight for sponsoring this episode! For 2 Months FREE of Sharesight Portfolio Tracking check out http://bit.ly/sharesight-younginvestors In this week's episode, we discuss the continued panic in the markets as well as answer some of your questions including ETFs, Currency Exchange and more! The Young Investors Podcast explores the ide…
 
Vitaliy wrote the following in early February after his trip to Europe (as part of the Jet Lag Series), which started in Switzerland and concluded in Italy (Venice to be exact). Yes, the part of Italy that today is devastated by coronavirus. He missed the virus by only two weeks. In that short amount of time we have transitioned into a different wo…
 
As Vitaliy was writing a recent article, he got an email from a client saying, “Your move, boss.” This prompted him to expand on what exactly his "move" would be, given the recent stock market turmoil. In short, it is just another day at IMA. After touching on some slightly positive virus news and the oil price war, Vitaliy shares a quote from two …
 
In this episode, you'll learn: Why value investors don’t understand how Warren Buffett does factor in macroeconomics events The biggest misperception of dividend investing How to measure value in growth How to invest in companies with predictable earnings Ask The Investors: How to make a living in investing when your holding period is forever? BOOK…
 
Thanks to Sharesight for sponsoring this episode! For 2 Months FREE of Sharesight Portfolio Tracking check out http://bit.ly/sharesight-younginvestors In this week's episode, we discuss the panic in the markets throughout the week, a key mistake we see some beginners making when buying falling companies + more. The Young Investors Podcast explores …
 
Vitaliy is back from his trip to Switzerland and Italy. This trip was extra special for him, because he and his brother Alex were joined by his son Jonah. Every day on the trip Vitaliy wrote in his journal, but was always constrained on time. After returning to Denver, Vitaliy took advantage of his jet lag to expand on his journal entries, and wrot…
 
In this episode, you'll learn: What the Intrinsic value is of ExxonMobil and Etsy Why Exxonmobil’s plan for 2025 may indicate a 16% annualized return for you as a stock investor If ExxonMobil’s 7% dividend is sustainable Why Preston thinks that Bitcoin could go to $20,000 by the end of 2020 and $200,000 by the end of 2021 Ask The Investors: How do …
 
Thanks to Sharesight for sponsoring this episode! For 2 Months FREE of Sharesight Portfolio Tracking check out https://www.sharesight.com/younginvestors/ In this week's episode, we discuss the market's continued erratic behaviour, as well as some extreme stock fluctuations and we even chat about James Bond... The Young Investors Podcast explores th…
 
Vitaliy wrote the following letter to IMA clients about coronavirus. Since news broke a few weeks ago, he's received many emails from readers asking for his thoughts on the virus. Rather than write another article on it, Vitaliy has decided to share the full letter to clients here in this podcast. You can read this article online at: https://contra…
 
In this episode, you'll learn: Why hard work is not enough to be successful, and what you can do about it Know how others see you, so you can redirect them how they should see you How to turn your weaknesses into assets What you can learn from starting with $5 in capital BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Laura Huang’s book, Edge – Read …
 
In this week's episode we discuss the recent market correction, the weakening Australian dollar and Warren Buffett's latest shareholder letter. The Young Investors Podcast explores the ideas of Value Investing, ideas that that were originally formed by successful investors such as Ben Graham, Warren Buffett and Charlie Munger. The show is run by tw…
 
Vitaliy has a confession to make. Someday, he wants his company to be called Katsenelson & Kids. That doesn't have to be the official name, but he does want to work with his kids, whom he wants to become value investors. He knows he is supposed to want them to become doctors or physicists, but he doesn't. Maybe if you "go Freud" on Vitaliy, you'll …
 
In this episode, you'll learn: What states like Wyoming are doing to attract Bitcoin companies into the state How the definition of legal tender impacts the legal treatment of Bitcoin Can/would the US shut down Crypto exchanges Can/would the US government ban cryptocurrencies What are the new laws Secretary Mnuchin is talking about BOOKS AND RESOUR…
 
Thanks to HyperCharts for sponsoring this episode! Free 1 month trial of HyperCharts Premium? Use the code YIP https://hypercharts.co/premium In this week's episode, we discuss the health of the S&P 500, the economic impact of the coronavirus here in Australia, and guess what? Even more companies have been underpaying their staff! The Young Investo…
 
Vitaliy was supposed to give a presentation at a conference in Omaha, a day before the Berkshire Hathaway annual meeting. He was more nervous than usual. There were maybe two hundred attendees in the venue. A few minutes into his presentation, the lights went out. In this podcast, Vitaliy shares how this moment shaped his view of public speaking, p…
 
In this episode, you'll learn: Which trends that are important to follow in 2020 and beyond in commercial real estate What the impact is of student debt on real estate in the decades to come Why investors should consider purchasing multifamily assets and conservatively leverage the investment with cheap 10-year fixed-rate debt. How to understand th…
 
Thanks to HyperCharts for sponsoring this episode! Free 1 month trial of HyperCharts Premium? Use the code YIP https://hypercharts.co/premium In this week's episode, we discuss Warren Buffett Principles, Samsung S20 unveil, Tesla and more! The Young Investors Podcast explores the ideas of Value Investing, ideas that that were originally formed by s…
 
On today’s show we talk to Erik Townsend about the potential impact of the Novel Coronavirus (COVID-19) on the global economy. IN THIS EPISODE, YOU'LL LEARN: What is the impact to the supply chain What are some of the key figures we know today The reflexive impact of fear on spending The impact on Airlines Asymptomatic transmission impacts What's t…
 
When should you not buy commodity stocks? When you feel like you must own them. Vitaliy remembers when investors felt they must own oil stocks, when oil prices shot past $100 per barrel and everyone was convinced they were going to $200. Today oil stocks are universally hated, and arguably for the right reasons – the future is knocking on our door,…
 
In this episode, you'll learn: What is the intrinsic value of Mastercard? How Apple has validated that Mastercard is the payment method of the future. Why Fintech is not disrupting Mastercard but accelerating its growth The risks of investing in Mastercard How to understand networking effects in business Ask the Investors: How many stocks should a …
 
Thanks to HyperCharts for sponsoring this episode! Free 1 month trial of HyperCharts Premium? Use the code YIP https://hypercharts.co/premium In this week's episode, we discuss Disney and Google earnings, Tesla news and much more! The Young Investors Podcast explores the ideas of Value Investing, ideas that that were originally formed by successful…
 
We think of Vincent Bollore as the John Malone of Europe – his strength is in identifying undervalued assets, taking control of them, and unlocking value. Bollore owns 25% of Vivendi, the prime asset of which is Universal Music Group (UMG), the largest music label in the world. Vivendi owns around 30% of the music created in the Western hemisphere.…
 
In this episode, you'll learn: An in-depth analysis of the stock market crashes in 1907, 1929, 1987, 2008, and 2010 The similarities between the FED’s monetary policy in 1929 and today How the stock market could decline by 22.6% in a single day in 1987 How the incentives for homeowners and investment bankers in 2008 destroyed the stock market Why t…
 
Thanks to HyperCharts for sponsoring this episode! Free 1 month trial of HyperCharts Premium? Use the code YIP https://hypercharts.co/premium In this week's episode, we discuss Facebook and Tesla earnings, CoronaVirus, the 2020 Election and much more! The Young Investors Podcast explores the ideas of Value Investing, ideas that that were originally…
 
IN THIS EPISODE, YOU'LL LEARN: How the FED will react to a sell-off in the stock market How much countries’ balance sheets can grow Why the FED is committed to financing US deficits Why inflation is a misunderstood concept If there is a risk for the US to go into hyperinflation BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Preston and Stig’s previo…
 
Party like it’s 1999: this is how the stock market feels to Vitaliy today. No, there are no dot-coms, though temporarily we had dot-cannabis and dot-fake-beef bubbles which got popped. Growth stocks are incredibly expensive. Value stocks have underperformed for the last ten years. The last time this underperformance was this extreme was 1999. In th…
 
IN THIS EPISODE, YOU'LL LEARN: Why you can’t truly be a passive investor Why the stock market is a better inflation hedge than gold What are the differences and similarities between financial markets and the economy If the US government running out of money Ask The Investors: Should I invest in a leveraged ETF if I think the stock market will go up…
 
The Roman philosopher Seneca wasn’t talking about the stock market when he wrote that “Time discovers truth,” but he could have been. In the long run a stock price will reflect a company’s (true) intrinsic value. In the short run the pricing is basically random. In this podcast, Vitaliy looks at two historical examples of how the market got stock m…
 
IN THIS EPISODE, YOU'LL LEARN: What is the intrinsic value of Disney Why return on invested capital is so important to understand and to use How to understand earnings calls Ask The Investors: How do I start managing money for other people? BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Listen to The Investor’s Podcast’s new podcast, The Good Life J…
 
When Vitaliy got into his mid-forties, he landed in his own version of a mid-life crisis. Instead of getting a 20-year-old girlfriend or a red convertible, he started paying attention to his health. He was surprised to discover it was somewhat less-than-perfect. Vitaliy shares how he addressed this issue, including by tapping into the power of his …
 
IN THIS EPISODE, YOU'LL LEARN: Why was the euro created How is the euro similar and different than the US dollar Which countries benefit most from the Euro Why it’s inevitable that central bank money will become digital How will the Euro perform compared to the US dollar in the next recession BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Thomas May…
 
Socially responsible investing. Awesome! What’s not to love – your capital doesn’t just enrich your life, it also flows only to companies that do social good. The best features of capitalism and socialism wrapped into one nice tidy package. This sounds great, just as socialism was music to Russian ears a hundred years ago. Vitaliy explores the comp…
 
In this episode, you'll learn: What is the intrinsic value of Biogen, GrafTech, Allstate, and i3 Verticals If Mohnish Pabrai’s newest stock pick GrafTech is a good investment Why you would want to buy a put option and not write the put option when you short a stock How to value a pharmaceutical company Understanding the cycles in the insurance indu…
 
While Vitaliy loves to travel, he hates traveling alone. During a recent trip to San Francisco, Vitaliy and his daughter Hannah took in the sites and sounds of that great city. Hannah and Vitaliy got some amazing memories from this short trip, and Hannah learned an important lesson about personal finance and charity. You can read this article onlin…
 
In this episode, you'll learn: Why the interest rates globally are headed even lower than today Why the US dollar will appreciate What the future relationship between interest rates and gold will be Why the traditional dollar and gold relationship is no longer valid BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Marin Katusa’s special offer on his e…
 
Thanks to HyperCharts for sponsoring this episode! Free 1 month trial of HyperCharts Premium? Use the code YIP https://hypercharts.co/premium In this week's episode, we discuss the year that was 2019. We look back at the major stories of the year and go through your questions. The Young Investors Podcast explores the ideas of Value Investing, ideas…
 
Vitaliy has been asked a lot about Bitcoin lately. But he hasn't said much about it publicly, because he finds himself in an uncomfortable position: agreeing with most mainstream financial media. For Vitaliy, the truth is simple and clear: Bitcoin is a bubble. You can read this article online at: https://contrarianedge.com/bitcoin-millennials-fake-…
 
In this episode, you'll learn: How Jim Simons’ fund has performed 66% annually since 1988 How to make money when you’re only right 51% of the time Why there are fewer inefficiencies in the market than value investors think Ask The Investors: What is the difference between index funds and ETFs and what is the better investment? BOOKS AND RESOURCES M…
 
Part 2. Vitaliy and Tony Greer of TG Macro continue their conversation for Real Vision. In this episode, Vitaliy discusses the investment puzzle presented by Tesla, whether or not he owns the stock, the automotive industry, America's bright future, and more. You can also listen to complete interview here: https://www.realvision.com/market-risk-and-…
 
In this episode, you'll learn: Which major industries will be disrupted most over the next 10 years and how Why we have an abundance problem rather than a scarcity problem Why 89% of all genetic diseases can be cured permanently very soon How long will it take before AI is much better at writing novels better than humans, and how AI can already mak…
 
In this week's episode, we have the pleasure of talking with Galileo Russell of HyperChange! You guessed it... in this episode we're talking all things Tesla, including their Cybertruck, their innovation, their profitability, and their future. The Young Investors Podcast explores the ideas of Value Investing, ideas that that were originally formed …
 
Part 1. In early November, Vitaliy sat down with Tony Greer of TG Macro for an interview to be featured on Real Vision, a widely respected financial thought leadership network. They discuss how Vitaliy constructs an all-terrain portfolio for IMA clients, and the role that the macroeconomy plays in investing. You can also listen to complete intervie…
 
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