Oct 27, 2020

If you believe the global economy is doing great and stocks are cheap, this podcast is not for you. But if you believe that stocks are expensive, and that a global economic time bomb is ticking because of unprecedented intervention by governments and central banks, then listen away. Although this podcast was "written"...

Oct 20, 2020

Vitaliy recently read Make Time, written by Jake Knapp and John Zeratsky, two ex-Google engineers. The book made him look at technology companies and time from a slightly different perspective. In an age when attention is currency, time becomes extremely valuable. In this podcast, Vitaliy shares how he updated his time...

Oct 13, 2020

During the past several years, the Federal Reserve neatly groomed, manicured and then finely polished investment slopes for all asset classes by lowering interest rates to unprecedented levels. But ubiquitously rising valuations cover up a lot of mistakes and often a lack of skill. In this podcast, Vitaliy explores the...

Oct 8, 2020

Part 2 of 2. It was a pleasure for Vitaliy to talk to Andrew Sather and Dave Ahern on the Investing for Beginners podcast. In part two of a two part series, they take a deep dive into Uber as a value investment, the competitive threat from Tesla and self-driving cars, and the capital expenditure required to...

Oct 6, 2020

Part 1 of 2. It was a pleasure for Vitaliy to talk to Andrew Sather and Dave Ahern on the Investing for Beginners podcast. In part one of a two part series, they discuss how Coronavirus has impacted IMA's investing, the USD as reserve currency, IMA's investment in defense stocks, and the role that macroeconomics plays...