Vitaliy Katsenelson
PersonVitaliy Katsenelson is a value investor, author, and financial writer who serves as CEO of IMA, an investment firm. He is known for his books Active Value Investing, The Little Book of Sideways Markets, and Soul in the Game, as well as his writing on investing and markets.
Email alert
Email me when Vitaliy Katsenelson comes up on a podcast
One email a week at most, with the new episodes that mention Vitaliy Katsenelson. Free, no account needed, unsubscribe in one click.
What Vitaliy Katsenelson has said on podcasts
22 statements
- on AI-related public equitiesNegativeOct 15, 2026· The Intellectual Investor – Value Investing by Vitaliy Katsenelson
AI stocks will experience a future hangover.
“The AI hangover is coming.”
Open the episode · The AI Hangover Is Coming. The Pandemic Already Showed Us How It Ends. – Ep 305Listen at 0:40
- on AI-related public equitiesNegativeOct 15, 2026· The Intellectual Investor – Value Investing by Vitaliy Katsenelson
The pandemic previewed how the AI stock cycle will end.
“The pandemic already showed us how it ends.”
Open the episode · The AI Hangover Is Coming. The Pandemic Already Showed Us How It Ends. – Ep 305Listen at 0:43
Peloton’s stock fell from $160 to single digits.
“The stock fell from $160 to single digits.”
Open the episode · The AI Hangover Is Coming. The Pandemic Already Showed Us How It Ends. – Ep 305Listen at 3:11
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.