The Intellectual Investor – Value Investing by Vitaliy Katsenelson

Hosted by Vitaliy Katsenelson · 1 decoded episode · newest Oct 15, 2026

Value Investing, Life & Philosophy and Classical Music Explained by Vitaliy Katsenelson

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Episodes 1

Oct 15, 2026 · 10 minPandemic excess offers a warning for AI investorsThe episode frames today’s AI investment boom through the pandemic’s familiar cycle of enthusiasm, rapid adoption, excess capacity, and disappointment.