Ep. 942: Vitaliy Katsenelson Interview with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
Michael Covel
4.6 • 732 Ratings
🗓️ 31 January 2021
⏱️ 41 minutes
🧾️ 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 his book Tesla, Elon Musk and the EV Revolution: An in-depth analysis of what's in store for the company, the man, and the industry by a value investor and newly-minted Tesla owner.
In this episode of Trend Following Radio we discuss:
- Auto Industry
- Jay Leno's Garage
- Auto Stocks
- Tesla and Elon Musk
- Electric Car
- Artificial Intelligence
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, not filtered, raw, honest. |
| 0:27.4 | That's my passion. |
| 0:33.2 | I return guests today, Vitaly Katzen Nelson, value guy, value investor, a guy with a contrarian edge. |
| 0:44.3 | He's got a new book, Y' out, dives into a topic that it seems like the whole world is in love with right now. |
| 0:51.9 | I've never driven one. |
| 0:54.0 | This would be the Tesla, the Tesla from Mr. Elon Musk. |
| 0:59.4 | So today, it's the deep dive into the Tesla. Vitaly's the owner of one. So he's got a little bit of |
| 1:04.8 | experience to share with us all. The big question becomes, will every car company in the world disappear? |
| 1:15.4 | And will Elon Musk own it all? |
| 1:18.5 | I'm a trend following guy. |
| 1:20.6 | So I got no freaking clue. |
| 1:23.5 | But right now, the trend, the trend says yes, Musk will own it all. |
| 1:31.5 | Without any further delay, let's jump right into a little bit of a chat with a Tally Katzen |
| 1:36.1 | Nelson about Elon Musk and Tesla. |
| 1:40.0 | Music You know, if you would have polled retail America, small businesses, malls, etc., even the |
| 1:59.4 | Walmarts and the Costco's 15 years ago, maybe even 10 years |
| 2:03.4 | ago, maybe even less, if you would have said one company is going to come along and dominate you |
| 2:08.5 | all and put you all potentially out of business, small business, retail, malls, Amazon, |
| 2:14.1 | you would have said there's no way this is going to happen. So as I'm thinking about our conversation today, in the last year, I have watched a significant |
| 2:22.1 | number of Jay Leno garage episodes, whatever he calls it, Jay Leno's garage. |
... |
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