The Intellectual Investor Podcast
1) Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5) – Ep 264
📩 Join 94,000+ readers on my FREE weekly email newsletter: Reader get-together sign up here: https://forms.monday.com/forms/8ba7f1e57a4eb7f9cdc44171bb78cab5?r=use1 Client letter Part 1,2,3 & ...Show More
2) Why We Bought Aker BP: A Technology-First Oil Company (Part 4) – Ep 263
📩 Join 94,000+ readers on my FREE weekly email newsletter: Client letter Part 1,2 & 3: Read this article before you buy a stock: https://investor.fm/the-client-who-changed-how-i-invest/ 📚...Show More
3) Charlie Kirk and the Cost of Courage – Ep 262
📩 Join 94,000+ readers on my FREE weekly email newsletter: My conversation with Charlie Kirk: My unfiltered thoughts on everything else, you’ll find them here: https://x.com/vitaliyk 📚 Get my ...Show More
4) Skin in the Game, Steam in the Ground (Part 3) – Ep 261
📩 Join 94,000+ readers on my FREE weekly email newsletter: Client letter Part 1 & 2: The Intellectual Investor Conference: 📚 Get my books: Soul in the Game - The Little Book of Sideways ...Show More
5) Inside Baseball: How We Build Portfolios (Part 2) – Ep 260
📩 Join 94,000+ readers on my FREE weekly email newsletter: You can also read this article in this link: https://investor.fm/inside-baseball-how-we-build-portfolios-part-2/ 📚 Get my books: Soul ...Show More
6) Skating on Thin Ice: Discipline, Doubt, and the Long Game (Part 1) – Ep 259
📩 Join 94,000+ readers on my FREE weekly email newsletter: You can also read the article in this link: https://investor.fm/skating-on-thin-ice-discipline-doubt-and-the-long-game-part-1/ 📚 Get m...Show More
7) The Baltics, Europe’s Pragmatic Rising Stars – Ep 258
📩 Join 94,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is...Show More
8) Warren Buffett and the Berkshire Hathaway Paradox – Ep 257
📩 Join 94,000+ readers on my FREE weekly email newsletter: Q&A Breakfast on May 1, 2026 sign up link: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Val...Show More
9) Redefine “value” in this era of the US stock market – Ep 256
📩 Join 94,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is...Show More
10) A Brief Rant on Tesla & Musk – Ep 255
📩 Join 94,000+ readers on my FREE weekly email newsletter: Current thoughts on Tesla - Tesla, Elon Musk and the EV Revolution - https://investor.fm/tesla-elon-musk-and-the-ev-revolution/ 📚 Get...Show More