{"id":16197,"date":"2011-10-30T21:41:34","date_gmt":"2011-10-31T01:41:34","guid":{"rendered":"http:\/\/www.thedisciplinedinvestor.com\/blog\/?p=16197"},"modified":"2016-09-20T20:54:38","modified_gmt":"2016-09-21T00:54:38","slug":"tdi-podcast-katsenelson-on-the-positive-side-of-europe-episode-236","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2011\/10\/30\/tdi-podcast-katsenelson-on-the-positive-side-of-europe-episode-236\/","title":{"rendered":"TDI Podcast: Katsenelson on The Positive Side of Europe (Episode #236)"},"content":{"rendered":"<p>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<a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\"><img decoding=\"async\" class=\"size-medium wp-image-257 alignright\" title=\"iTunes Subscribe\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2011\/10\/itunes_subscribe3-5.png\" alt=\"\" \/><\/a> <a href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/2011\/07\/24\/tdi-episode-222-chinas-ponzi-scheme-and-under-10-stocks-curzio-and-katsenelson\/\">conversation<\/a>, Vitaliy was really sour on China &#8211; and he was right. The recent economic and earnings reports are shaping up to prove the analysts wrong &#8211; but will Europe&#8217;s financial crisis continue to dampen investor&#8217;s appetites? Listen in to this episode to find out&#8230; <!--more--><\/p>\n<p style=\"text-align: center;\"><strong><a href=\"http:\/\/ad.doubleclick.net\/clk;243117703;65808005;z\">Hold your meetings online for just $49\/mo.<br \/>\nTry GoToMeeting FREE for 30 days.<\/a><\/strong><\/p>\n<p style=\"text-align: center;\">___<\/p>\n<p style=\"text-align: center;\"><strong><span style=\"color: #888888;\"><a href=\"#podcast\" target=\"_self\"><span style=\"color: #000000;\">LISTEN TO PODCAST NOW<\/span><\/a> | <span style=\"color: #000000;\">LISTEN<\/span> <span style=\"color: #000000;\">@<\/span> <a title=\"Zune Subscribe\" href=\"zune:\/\/subscribe\/?The%20Disciplined%20Investor=http:\/\/feeds.thedisciplinedinvestor.com\/tdicasts\" target=\"_blank\">ZUNE<\/a> &#8211;<span style=\"color: #000000;\"> @<\/span> <a title=\"iTunes Subscribe\" href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\">iTUNES<\/a><\/span><\/strong><\/p>\n<p style=\"text-align: center;\">___<\/p>\n<p><strong>Vitaliy Katsenelson<\/strong> is the Chief Investment Officer at <a href=\"http:\/\/www.imausa.com\/\">Investment Management Associates, Inc<\/a> (IMA), a value investment firm based in Denver, <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2011\/10\/Katsenelson.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-14231 alignleft\" style=\"margin: 5px;\" title=\"Katsenelson\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2011\/10\/Katsenelson.jpg\" alt=\"\" width=\"120\" height=\"90\" \/><\/a>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.<\/p>\n<p>Vitaley has authored the <a href=\"http:\/\/activevalueinvesting.com\/\">Little Book of Sideways Markets<\/a> (Wiley, 2010) and <a href=\"http:\/\/activevalueinvesting.com\/\">Active Value Investing<\/a> (Wiley, 2007).<br \/>\n<strong><br \/>\n<\/strong><\/p>\n<p style=\"text-align: center;\"><a class=\"twitter-follow-button\" href=\"https:\/\/twitter.com\/andrewhorowitz\" data-show-count=\"false\">Follow @andrewhorowitz<\/a><script type=\"text\/javascript\" src=\"\/\/platform.twitter.com\/widgets.js\"><\/script><\/p>\n<p style=\"text-align: center;\">___<\/p>\n<p style=\"text-align: center;\">Looking to invest in The Disciplined Investor Managed Growth Strategy?<br \/>\nClick below for the virtual tour&#8230;.<\/p>\n<p style=\"text-align: center;\"><a href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/mailbox\/tdi-investment-fund\/\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2011\/10\/TDIMG-5.jpg\" alt=\"\" width=\"212\" height=\"318\" \/><\/a><\/p>\n<p><a id=\"podcast\" name=\"podcast\"><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_5076\"><a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode236.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('5076','http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode236.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode236.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=16197-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode236.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode236.mp3\">Download<\/a> (Duration: 1:02:24 &#8212; 34.4MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>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 &#8211; and he was right. The recent economic and earnings reports are shaping up to prove the analysts wrong &#8211; but will Europe&#8217;s [&hellip;]<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_5077\"><a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode236.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('5077','http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode236.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode236.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=16197-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode236.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode236.mp3\">Download<\/a> (Duration: 1:02:24 &#8212; 34.4MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[5,186,224,12,9,296],"tags":[355,483,482,297],"class_list":["post-16197","post","type-post","status-publish","format-standard","hentry","category-economy","category-marketmash","category-long-ideas","category-markets","category-podcasts","category-shownotes","tag-financial-crisis","tag-markets","tag-podcasts","tag-show-notes","et-doesnt-have-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/16197","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=16197"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/16197\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=16197"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=16197"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=16197"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}