TDI Podcast: Katsenelson on The Positive Side of Europe (Episode #236)

Guest: Vitaliy Katsenelson have some interesting thoughts on the state of economics in Europe and how to invest with a Value style. During our last conversation, Vitaliy was really sour on China – and he was right. The recent economic and earnings reports are shaping up to prove the analysts wrong – but will Europe’s financial crisis continue to dampen investor’s appetites? Listen in to this episode to find out…

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Vitaliy Katsenelson is the Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude, but who cares) from the University of Colorado at Denver, and finished his CFA designation, he wanted to keep learning. At first , he figured the best way to learn is to teach. Initially he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on my day job.

Vitaley has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007).


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