{"id":55110,"date":"2022-01-30T19:02:31","date_gmt":"2022-01-31T00:02:31","guid":{"rendered":"https:\/\/thedisciplinedinvestor.com\/blog\/?p=55110"},"modified":"2022-01-30T19:02:31","modified_gmt":"2022-01-31T00:02:31","slug":"tdi-podcast-shallow-hal-investing-751","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2022\/01\/30\/tdi-podcast-shallow-hal-investing-751\/","title":{"rendered":"TDI Podcast: Shallow Hal Investing (#751)"},"content":{"rendered":"<p>Vitaliy Katsenelson is this week&#8217;s guest.<\/p>\n<p>The good news is that January is just about ova&#8217; ! What will February bring?<\/p>\n<p>Wednesday was FOMC day \u2013 So what did they actually say, how is this turning into an epic policy mistake?<\/p>\n<h3 style=\"text-align: center;\"><a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-54929 size-medium\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2021\/10\/ApplePodcasts-300x100.png\" alt=\"TDI Podcast on Apple Podcasts\" width=\"300\" height=\"100\" srcset=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2021\/10\/ApplePodcasts-300x100.png 300w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2021\/10\/ApplePodcasts-610x204.png 610w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2021\/10\/ApplePodcasts.png 677w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><!--more--><\/h3>\n<hr \/>\n<p style=\"text-align: center;\"><strong>SeedInvest<\/strong> &#8211; The curated equity crowdfunding platform, helping entrepreneurs raise the capital they need from Seed stage to Series D by harnessing the awesome power of the crowd.<\/p>\n<p style=\"text-align: center;\"><strong>Learn More At\u00a0<a href=\"https:\/\/info.seedinvest.com\/investor\" target=\"_blank\" rel=\"noopener\">https:\/\/info.seedinvest.com\/investor<\/a><\/strong><\/p>\n<p><a href=\"https:\/\/info.seedinvest.com\/investor\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-55089\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2022\/01\/Seed_logo.png\" alt=\"\" width=\"400\" height=\"90\" srcset=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2022\/01\/Seed_logo.png 400w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2022\/01\/Seed_logo-300x68.png 300w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><\/a><\/p>\n<hr \/>\n<p><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2016\/08\/Katsenelson.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft\" title=\"Katsenelson\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2016\/08\/Katsenelson.jpg\" alt=\"\" width=\"120\" height=\"90\" \/><\/a>Born and raised in Murmansk, Russia (the home for Russia\u2018s northern navy fleet, think Tom Clancy\u2018s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother.<\/p>\n<p>His professional career is easily described in one sentence: He invests, He educates, he writes, and he could not dream of doing anything else.<\/p>\n<p>He is Chief Investment Officer at <strong><a href=\"http:\/\/imausa.com\/\" target=\"_blank\" rel=\"noopener\">Investment Management Associates, Inc (IMA)<\/a><\/strong>, a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his \u00a0CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first, he taught an undergraduate class at the University of Colorado at Denver and later a <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2016\/08\/Sideways-200-284.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-36872\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2016\/08\/Sideways-200-284.png\" alt=\"Sideways-200-284\" width=\"106\" height=\"150\" \/><\/a>graduate investment class at the same university that he designed based on his day job.<\/p>\n<p>He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has written articles for the Financial Times, Barron\u2018s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on.<\/p>\n<p>He was profiled in Barron\u2018s, and has been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows.<\/p>\n<p style=\"text-align: center;\"><a title=\"Contrarian Edge\" href=\"http:\/\/contrarianedge.com\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-25393\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2016\/08\/VK-Contrarian.jpg\" alt=\"VK Contrarian\" width=\"500\" height=\"66\" \/><\/a><\/p>\n<p style=\"text-align: left;\">Vitaliy has authored the <a href=\"https:\/\/www.amazon.com\/gp\/product\/0470932937?ie=UTF8&amp;tag=contrarianedg-20&amp;linkCode=xm2&amp;camp=1789&amp;creativeASIN=0470932937\" target=\"_blank\" rel=\"noopener\">Little Book of Sideways Markets<\/a> (Wiley, 2010) and <a href=\"https:\/\/www.amazon.com\/Active-Value-Investing-Range-Bound-Markets\/dp\/0470053151\/ref=pd_bxgy_14_img_2?ie=UTF8&amp;psc=1&amp;refRID=XC2XSTVCSDGRG8HMK2M7\" target=\"_blank\" rel=\"noopener\">Active Value Investing<\/a> (Wiley, 2007).<\/p>\n<p style=\"text-align: center;\"><a class=\"twitter-follow-button\" href=\"https:\/\/twitter.com\/vitaliyk\" data-size=\"large\" data-show-count=\"false\">Follow @vitaliyk<\/a><script async=\"\" src=\"\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/2021\/12\/16\/hc-client-update-webinar-december-2021\/\">DECEMBER 2021 &#8211; WEBINAR REPLAY<\/a><\/strong><\/p>\n<p style=\"text-align: center;\"><a class=\"twitter-follow-button\" href=\"https:\/\/twitter.com\/andrewhorowitz\" data-size=\"large\" data-show-count=\"false\">Follow @andrewhorowitz<\/a><br \/>\n<script src=\"\/\/platform.twitter.com\/widgets.js\" async=\"\" charset=\"utf-8\"><\/script><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Looking for style diversification?<\/strong> More information on the <strong><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/tdi-strategy\/\">TDI Managed Growth Strategy<\/a> <\/strong>&#8211; https:\/\/thedisciplinedinvestor.com\/blog\/tdi-strategy\/<\/p>\n<p style=\"text-align: center;\"><strong><a href=\"https:\/\/envestology.com\/\">eNVESTOLOGY<\/a> Info<\/strong> &#8211; https:\/\/envestology.com\/<\/p>\n<p style=\"text-align: center;\"><strong>Friday Pre-Market Run-Down Webinar <a href=\"https:\/\/www.triggercharts.com\/webinar-pre-market-rundown-fridays\/\">Registration <\/a><\/strong>&#8211; https:\/\/www.triggercharts.com\/webinar-pre-market-rundown-fridays\/<\/p>\n<hr \/>\n<p style=\"text-align: center;\">Stocks mentioned in this episode: (KO), (DOCU), (MA), (ARKK), (IBM), (AMC)<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_7066\"><a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode751.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('7066','https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode751.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=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode751.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=55110-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode751.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode751.mp3\">Download<\/a> (Duration: 1:01:53 &#8212; 56.9MB)<\/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>Vitaliy Katsenelson is this week&#8217;s guest. The good news is that January is just about ova&#8217; ! What will February bring? Wednesday was FOMC day \u2013 So what did they actually say, how is this turning into an epic policy mistake?<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_7067\"><a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode751.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('7067','https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode751.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=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode751.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=55110-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode751.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode751.mp3\">Download<\/a> (Duration: 1:01:53 &#8212; 56.9MB)<\/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":55116,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[9,296],"tags":[482,297],"class_list":["post-55110","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcasts","category-shownotes","tag-podcasts","tag-show-notes","et-has-post-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/55110","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=55110"}],"version-history":[{"count":4,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/55110\/revisions"}],"predecessor-version":[{"id":55117,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/55110\/revisions\/55117"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media\/55116"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=55110"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=55110"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=55110"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}