TIP287: Value Investing and Market Cycles w/ Vitaliy Katsenelson (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 15 March 2020

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today's show, we have value investing expert, Vitaliy Katsenelson, to talk about market cycles and investing with the fundamentals. 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? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Vitaliy Katsenelson, website Contrarian Edge. Listen to Vitaliy Katsenelson’s articles. Lawrence Cunningham’s book, The Essays of Warren Buffett – read reviews here. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Human Rights Foundation Unchained Vanta Shopify Onramp HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TI-P.
0:02.4	On today's show, we have VTally Katz and Nelson.
0:05.1	VTally is the chief investment officer at the Investment Management Associates.
0:09.2	He has written two books, one titled The Little Book of Sideways Markets
0:12.7	and the other titled Active Value Investing.
0:15.5	He's often featured on Bloomberg Business Week,
0:18.1	Barons, and the Financial Times.
0:20.0	I think it's very important to note that this conversation was recorded more than two weeks ago,
0:24.1	and as everyone knows, things in the markets have become quite crazy
0:27.3	with national shutdowns and unprecedented volatility.
0:31.0	With that said, many of the ideas that VTally talks about are relevant
0:34.4	for how to think about managing risk and preparing for many of the things that we've seen happen
0:38.8	since the recording took place.
0:40.6	So without further delay, here's our conversation with VTally Katz and Nelson.
0:48.8	You are listening to the Investors podcast,
0:51.7	where we study the financial markets and read the books that influence self-made billionaires the most.
0:57.2	We keep you informed and prepared for the unexpected.
1:09.3	Hey, everyone. Welcome to the Investors podcast.
1:11.6	I'm your host, Preston Pishin.
1:12.9	As always, I'm a company by my co-host, Stig Broderson.
1:16.0	And we're really excited to have our guest here, VTally Katz and Nelson.
1:20.3	VTally, welcome to the show.
	...

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