Welcome to the 24th episode of The One Percent Show with Vishal Khandelwal. This show is an open-ended exploration into the minds of the wisest people around to help us learn to think, invest, and live each day a little, even if as little as one percent, better.
I talk to Vitaliy Katsenelson, value investor and CEO of Investment Management Associates. He is also the author of Soul in the Game: The Art of a Meaningful Life. In this episode, we cover
2:21 What being a ‘student of life’ means
4:26 Biggest lessons from life
5:38 Importance of being kind
8:13 Evolution as a value investor
12:38 Play games that you can win
15:14 If you love what you do, you won’t have to work a day in your life
18:24 Favourite mental models for decision making
23:25 Having an open mind solves most of our problems
30:02 Meditation –} Mindfulness –} Better decision making
34:44 Separating event from reaction with a reflection
37:38 Disconnect analysis from action in investing
39:27 Lessons from Stoicism
46:38 Meditations on the idea of death
56:16 Biggest lessons in being a parent + Lessons to his kids
1:02:19 Investing lessons from Ben Graham
1:06:52 Practicing ‘thoughtful arrogance’ in investing
1:10:45 Importance of focusing on the investing process
1:15:06 Change your environment to change your investment performance
1:21:45 Lessons from investing mistakes
1:27:03 Advice for young money managers and investors
1:27:34 Advice for the younger generation in being students of life
1:32:17 Favourite podcasts
1:33:48 Lessons from the Covid pandemic
1:37:45 Single best piece of advice ever received
1:39:41 Single worst piece of advice ever received
1:41:13 Investors who have influenced the most
1:42:09 Best books recommendation
1:44:06 Definition of a life well lived
Watch
Listen
Also Listen On – Google Podcasts | Apple Podcasts | Spotify | AmazonIf you liked this podcast, please share with others or just email them the link to this post.
With respect,
Vishal