The Intellectual Investor
The Intellectual Investor
US and China: In the Foothills of Cold War (Updated) - Ep 138
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US and China: In the Foothills of Cold War (Updated) - Ep 138

Vitaliy updates listeners on his views about the US and China, and includes his previous article going over the risks posed by tensions between the two nations.

He also discusses and shares an update on IMA's investment in defense stocks, in light of the current geopolitical climate.

John Cena apologizing: https://www.scmp.com/video/china/3135092/hollywood-star-john-cena-apologises-china-calling-taiwan-country Defense Stocks article: https://contrarianedge.com/defense-stocks/

You can read this article online at: https://contrarianedge.com/us-and-china-in-the-foothills-of-cold-war/

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The Intellectual Investor
The Intellectual Investor
How would a value investor like Warren Buffett look at today's crazy markets? What stocks would he buy? And what would he say about today's much-loved or much-hated companies?
Featured in Financial Times, Fortune, Barron's, Business Insider, MarketWatch, and many others, Vitaliy Katsenelson's often contrarian articles on value investing, classical music, and life in general have already generated something of a cult following.
You can now listen to his articles (old and new) read aloud by a professional narrator. Enjoy!