Ep. 1050: Vitaliy Katsenelson Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

Michael Covel

Investing, Business

4.6 • 730 Ratings

🗓️ 14 February 2022

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

My guest today is Vitaliy Katsenelson, a respected value investor, Vitaliy was dubbed “The New Benjamin Graham” by Forbes. He shares his often contrarian views on investing in Barron’s, Financial Times, Forbes, Christian Science Monitor and other premier financial publications. He has published “The Little Book of Sideways Markets” and “Active Value Investing.”

The topic is global macro views.

In this episode of Trend Following Radio we discuss:

Great Recession
COVID-19 and Human Behavior
Face Masks During the COVID-19 Pandemic
The Russia-Ukraine Crisis
China and United States
The Russian Government
Censorship on the Internet
Shelves are Empty
Cryptocurrency and NFT’s

Jump in!

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I’m MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I’m proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show.

To start? I’d like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/

You can watch a free video here: https://www.trendfollowing.com/video/

Can’t get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast

My social media platforms:
Twitter: @covel
Facebook: @trendfollowing
LinkedIn: @covel
Instagram: @mikecovel

Hope you enjoy my never-ending podcast conversation!

Transcript

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0:00.0	This is trend following radio where great thinking comes alive.
0:10.9	Nobel Prize winners, legendary traders, bestselling authors, and the pros that know what drive us irrational human beings.
0:21.2	I am your host, Michael Covel.
0:24.0	Not filtered, raw, honest.
0:27.4	That's my passion.
0:33.1	A return guest today.
0:36.0	Battali Katzen Nelson.
0:41.0	Out of the good state of Colorado, I do believe.
0:45.3	A value guy, not a trend following guy, but a value guy.
0:55.0	Now, the interesting thing is, a lot of value guys actually have a very similar perspective to trend following guys.
0:57.5	It's just a different strategy.
1:04.3	Because I seriously doubt anyone listening really wants to heap a bunch of negative whatever onto Warren Buffett, who was a value guy.
1:08.4	Now, don't get me wrong, I've taken my pot shots at Buffett over inconsistencies and all that kind of fun stuff over the years. But the bottom line, a hell of a lot of success. Petali and I cover some territories today. I take him all around places he probably wasn't expecting, but he's a sharp mind. He quit wit.
1:29.4	And we had fun. That's the key, right? Can we take you on a little bit of a journey for about an
1:34.6	hour and give you some insights? Give a different perspective. We tried. We tried. I hope we
1:42.1	succeeded. Without any further delay or setup, let's jump
1:45.9	right into my conversation today with Vitaly Katzen-Nelson.
2:00.5	We're lucky in the sense that we're talking right now late January because we were talking
2:06.1	about talking in December.
2:08.4	And it's much more interesting now.
2:10.2	But once we got past the holidays in the U.S., the proverbial, you know what, is it the fan,
2:15.2	hasn't it?
	...

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