May 28, 2019
What advice would Vitaliy give to a young, aspiring value investor today? The same advice he'd give his younger self as he was just graduating college. Hear Vitaliy say what he wishes he'd heard when he first began his career as an investor.
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May 21, 2019
Market forecasting is like weather forecasting: It has a short shelf life and is therefore of little use. But there is a place for macro forecasting in investing. Listen to Vitaliy explain what that place is.
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May 14, 2019
It's the 21st century, but money managers still follow an office culture straight out of Henry Ford's early-1900s assembly line days. Is this hurting how money managers choose stocks? And how could they do better? Listen to Vitaliy discuss these questions.
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May 7, 2019
Vitaliy has long considered himself more American than Russian, so why does he feel that it's the Russian composers (like Rachmaninoff and Tchaikovsky) that speak to his soul? Vitaliy explores this question - and Rachmaninoff's Piano Concerto Number 4 in this episode.
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