Created by the Value Team at Schroders, the Value Perspective podcast takes a look at decision making in complex and uncertain environments.
Episodes
Monday Mar 07, 2022
Monday Mar 07, 2022
This week we're delighted to have Vitaliy Katsenselson on the podcast.
Vitaliy is an author and value investor who has also taught at the University of Colorado and has written articles for Barron’s, the FT, Forbes, Business Insider, and CNBC amongst others alongside his blog, Contrarian Edge and its accompanying podcast, The Intellectual Investor. He is also the CEO and CIO of Investment Management Associates in Colorado.
Juan and Vitaliy discuss the mental models that Vitaliy uses in his everyday practices including myopic circles and the David and Goliath premise which fans of Malcom Gladwell may be familiar with. They also discuss how to integrate and communicate decision making processes including how to make processes not feel like a chore and the importance of engaging with others so that they are involved in decision making processes and can help you to expose yourself to ‘randomness’.
By way of a bit of housekeeping, its worth to note that we recorded this episode in January 2022.
Check out Vitaliy's books 'Active Value Investing: Making Money in Range-Bound Markets' and 'The Little Book of Sideways Markets' here
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