meta_pixel
Tapesearch Logo
Log in
Optimal Finance Daily - Financial Independence and Money Advice

3168: Downhill Racing Meets Value Investing by Vitaliy Katsenelson of Contrarian Edge on Stock Market Investments

Optimal Finance Daily - Financial Independence and Money Advice

Optimal Living Daily LLC

Investing, Business, Education, Self-improvement

4.41.3K Ratings

🗓️ 6 June 2025

⏱️ 10 minutes

🧾️ Download transcript

Summary

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3168: Vitaliy Katsenelson uses a personal skiing mishap to illustrate how bull markets, much like groomed ski slopes, can hide underlying weaknesses in investment strategies. He urges investors to reexamine their portfolios, focus on fundamentals like earnings growth and valuations, and prepare for inevitable market downturns by adopting a disciplined, skill-based approach to investing. Read along with the original article(s) here: https://contrarianedge.com/downhill-racing-meets-value-investing/ Quotes to ponder: "Speed covers up a lot of mistakes and lack of skill." "Bull markets don’t last forever, and this one is not an exception." "We must all reexamine and future-proof our investment process." Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

This message is brought to you by Apple Card. Apply for Apple Card today and start earning up to 3% daily cash back on everyday purchases. And that daily cash can even grow automatically when you open a high yield savings account through Apple Card. What are you waiting for? Visit Apple.co slash card calculator today to see how much daily cash you can earn.

0:24.6

Subject to credit approval. Savings available to Apple Card owners, subject to eligibility.

0:30.4

Savings and Apple Card by Goldman Sachs Bank USA. Member FDIC, Terms and more more at apple card.com.

0:38.8

Hi, this is Ava from Vanta.

0:41.6

In today's digital world, compliance regulations are changing constantly,

0:46.1

and earning customer trust has never mattered more.

0:49.0

Vanta helps companies get compliant fast and stay secure,

0:52.5

with the most advanced AI automation and continuous monitoring

0:55.6

out there. So whether you're a startup going for your first stock two or ISO-27,001,

1:00.5

where a growing enterprise managing vendor risk, Banta makes it quick, easy, and scalable.

1:05.5

And I'm not to say that because I work here. Get started today at banta.com.

1:10.3

This is Optimal Finance Daily. Downhill Racing meets

1:14.7

value investing by Vitaly Kassanelson of contrarianedge.com. I'm a skier. When someone says this,

1:24.3

you assume he or she is good. Well, I thought I was good. I was not Lindsay Vaughn,

1:30.9

but I had the technique down. I'd be the fastest person going down the mountain, always waiting

1:36.6

for my friends at the bottom. Then at the beginning of last season, I went skiing with my kids

1:42.5

at Vale. It had snowed non-stop for a few days.

1:46.6

Vale is a very large resort, and the mountain crew could not keep up with the snow. So I found

1:52.7

myself skiing on unusually ungroomed slopes in powder more than knee-deep. Suddenly,

2:00.4

something changed. I could not ski. I could barely make turns.

2:04.6

I was falling multiple times per run. My kids, including my nine-year-old daughter, Hannah,

2:11.6

were now waiting for me as I dug myself out of pile after pile of snow. My technique, along with my confidence, was gone.

...

Transcript will be available on the free plan in 19 days. Upgrade to see the full transcript now.

Disclaimer: The podcast and artwork embedded on this page are from Optimal Living Daily LLC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Optimal Living Daily LLC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.