The Intellectual Investor

My New Daughter

You can also listen to a narration of this article iTunes & online.

Oct 8 • Vitaliy Katsenelson

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Your Sophist Filter: On CEOs, Cynics, and the Voice in Your Head

A note before you read this.

Oct 1 • Vitaliy Katsenelson

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September 2026

You Are Responsible for What You Have Tamed

You can also listen to a narration of this article on iTunes & online.

Sep 22 • Vitaliy Katsenelson

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Depressing Reasons Why I Am Bullish On Gold (Part 2)

Last Thursday I shared the first half of a letter I wrote to IMA clients.

Sep 17 • Vitaliy Katsenelson

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Narrative Change (Part 1)

I sent this letter to IMA clients earlier this week.

Sep 10 • Vitaliy Katsenelson

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August 2026

Chess Nights at Red Robin

You can also listen to a narration of this article on iTunes & online.

Aug 13 • Vitaliy Katsenelson

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Today’s Market = 1999 Capex + 2008 Credit

You can also listen to a narration of this article on iTunes & online.

Aug 6 • Vitaliy Katsenelson

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July 2026

You Don’t Need to Be an Expert to Hire One. You Need a Tunaman.

You can also listen to a narration of this article on iTunes & online.

Jul 30 • Vitaliy Katsenelson

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Most People Don’t Want to Write. They Want to Have Written.

You can also listen to a narration of this article on iTunes & online.

Jul 23 • Vitaliy Katsenelson

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You are not as smart as you think you are – Update 2026

You can also listen to a narration of this article on iTunes & online.

Jul 16 • Vitaliy Katsenelson

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June 2026

Guy and I

My dear friend Guy Spier did an almost hour-long interview with CNBC’s Becky Quick.

Jun 26 • Vitaliy Katsenelson

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Fiddler on the Roof and Value Investing

You can also listen to a narration of this article on iTunes & online.

Jun 18 • Vitaliy Katsenelson

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