The Intellectual Investor

Vitaliy Katsenelson is a value investor, author, and CEO of Investment Management Associates, and his podcast is unlike anything else in the investing space. The show covers three subjects that might seem unrelated until Vitaliy connects them: value investing principles, life philosophy, and classical music. It sounds eccentric, and it is, but that's exactly why it works. Episodes arrive biweekly and typically run 20 to 40 minutes. The investing content covers Vitaliy's approach to stock analysis, his "Six Commandments of Value Investing," and practical frameworks for thinking about risk, patience, and emotional discipline. But he's equally comfortable discussing imposter syndrome, the law of unintended consequences, or why a particular Shostakovich symphony matters. The Q&A episodes where he answers listener questions are particularly revealing about his thinking process. Vitaliy immigrated from Soviet Russia as a teenager and built his investment career from scratch in the United States. That personal history informs everything on the show: the emphasis on thinking independently, the skepticism toward consensus narratives, and the genuine appreciation for intellectual curiosity as a competitive advantage in markets. With 250 episodes and a 4.8-star rating from 126 reviews, the audience is clearly devoted. Some listeners have noted that the personal content isn't always what they signed up for, but most reviews praise the blend as refreshing. For value investors who believe that being a better thinker makes you a better investor, Vitaliy's podcast is a rare find that treats investing as part of a complete intellectual life rather than an isolated technical discipline.