Value Investing & How to Have “Soul in the Game" | Vitaliy Katsenelson

Hidden Forces

Demetri Kofinas

Government, Business

4.8 • 1.6K Ratings

🗓️ 4 July 2022

⏱️ 85 minutes

🔗️ Recording | iTunes | RSS

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Summary

In Episode 256 of Hidden Forces, Demetri Kofinas speaks with the CEO of Investment Management Associates, Vitaliy Katsenelson. Vitaliy is a well-known value investor and author of several books on investing and life. His latest, “Soul in the Game,” is a philosophical exploration of the sources of life’s meaning told through a collection of day-to-day observations and insights about Vitaliy’s early childhood in Russia, his experiences as a parent, and his love of classical music, and most importantly of art, which features prominently in their discussion.

This conversation combines two of the objectives that Demetri laid out in the introduction to a recent episode he published on the subject of courage and self-actualization, namely his desire to take a more holistic approach to exploring and analyzing the macro challenges that we are all facing as a community, but which affect each and every one of us as individuals. Vitaliy has made that very easy to do, because he writes so prolifically about both of these things, whether it is the principals of value investing, his thoughts on the macro economy, markets, stagflation, or the path of interest rates, as well as how to cultivate objectivity, the benefits of introducing randomness into your life, and learning how to separate the things that you can’t control from the things you can.

You can access the full episode, transcript, and intelligence report to this week’s conversation by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application.

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Episode Recorded on 06/28/2022

Transcript

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0:00.0	What's up everybody? My name is Dmitri Kaffinas and you're listening to Hidden Forces,
0:06.3	a podcast that inspires investors, entrepreneurs and everyday citizens to challenge consensus
0:13.4	narratives and to learn how to think critically about the systems of power shaping our world.
0:19.1	My guest in this week's episode, which was originally made available to premium subscribers only,
0:24.4	his value investor, author and CEO of Investment Management Associates, Vitaly Katzenelsen.
0:30.8	Vitaly has written two books on investing in a third his latest on something totally different
0:36.8	or at least on something that is far more universal, which if I had to summarize it,
0:41.9	constitutes a philosophical exploration of the sources of life's meaning, told through a collection
0:48.2	of day-to-day observations and insights about Vitaly's early childhood in Russia, his experiences
0:54.0	as a parent and his love of classical music and most importantly of art, which features
0:59.6	prominently in our discussion about not only life, but also investing. This conversation
1:05.3	combines two of the objectives that I laid out in the introduction to a recent episode I
1:10.3	published on the subject of courage and self-actualization, which is my desire to take a more holistic
1:15.8	approach to exploring and analyzing the macro challenges that we are all facing as a community,
1:22.0	which affect each and every one of us as individuals. Vitaly has made that very easy to do
1:28.9	because he writes so prolifically about both of these things and we talk about so much in this
1:34.4	conversation from his principles on value investing to his thoughts on the macroeconomy,
1:39.5	markets, stagflation, the path of interest rates, as well as how to cultivate objectivity,
1:45.2	the benefits of introducing randomness into your life, and learning how to separate the things
1:49.7	you can't control from the things you can. It's a fascinating conversation and one that I hope
1:55.8	will give you insights that you can use in every area of your life as you work your way through
2:01.1	the challenges and opportunities that lie ahead for all of us. Since some of this episode deals
	...

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