Ep. 806: Vitaliy Katsenelson Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

Michael Covel

Investing, Business

4.6 • 730 Ratings

🗓️ 14 October 2019

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

My guest today is Vitaliy Katsenelson, CFA, the Chief Investment Officer at Investment Management Associates. While his primary focus is on discovering under-valued companies for his clients, he is also known for his uncommon common sense, which he has regularly expressed in articles in the Financial Times, Barron’s, Bloomberg Businessweek, the Christian Science Monitor, Institutional Investor, and the New York Post, among other outlets. He speaks frequently to investment groups around the world, and was most recently profiled in Barron’s. Previously, he was an adjunct faculty member at the University of Colorado Graduate School of Business, and he is also the author of Active Value Investing.

The topics are her books Active Value Investing and The Little Book of Sideways Markets: How to Make Money in Markets that Go Nowhere.

In this episode of Trend Following Radio we discuss:

The Subtle Art of Not Giving a Fuck by Mark Manson

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.
0:33.4	My guest today has that curiosity streak, likes to read, likes to bring new things across his plate.
0:42.4	I relate to that. I relate to that big time. You would know that to be true if you listen to this
0:48.6	podcast. My guest today is Vitaly Katzenelson. He is the author of active value investing.
0:56.9	He is the author of The Little Book of Sideways Markets.
1:01.0	His third book is underway in the process, the intellectual investor.
1:07.4	Since 1997, he has been with Investment Management Associates, IMA, out of Colorado.
1:14.3	He is currently the CEO.
1:17.2	I really enjoyed this conversation because we don't start off with investing.
1:22.8	We start off with a book that was a recent influence of Attalys.
1:28.4	From there, we jump into looking back over the last 10 years and putting some thoughts
1:35.4	together about what might happen next, not predictions.
1:40.8	Neither of us got that, but just food for thought.
1:45.4	Without further delay, let's jump right into my conversation today with Vatali, Katzenelson.
2:04.6	So I should start with Brad Rodder.
2:06.2	Brad connected us.
2:08.4	I appreciate that introduction.
2:10.9	I was not familiar with all of your work.
	...

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