{"id":353062,"date":"2026-07-07T11:18:32","date_gmt":"2026-07-07T11:18:32","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/guy-and-i-ep-294-the-intellectual-investor\/"},"modified":"2026-07-07T11:18:32","modified_gmt":"2026-07-07T11:18:32","slug":"guy-and-i-ep-294-the-intellectual-investor","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=353062","title":{"rendered":"Guy and I &#8211; Ep 294 &#8211; The Intellectual Investor"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div itemprop=\"text\">\n\t\t\t<audio class=\"wp-audio-shortcode\" id=\"audio-51727-1\" preload=\"none\" style=\"width: 100%;\" controls=\"controls\"><source type=\"audio\/mpeg\" src=\"https:\/\/traffic.libsyn.com\/secure\/intellectualinvestor\/294_Guy_and_I.mp3?_=1\"\/><a href=\"https:\/\/traffic.libsyn.com\/secure\/intellectualinvestor\/294_Guy_and_I.mp3\">https:\/\/traffic.libsyn.com\/secure\/intellectualinvestor\/294_Guy_and_I.mp3<\/a><\/audio><\/p>\n<p>My dear friend Guy Spier did an almost hour-long interview with CNBC\u2019s Becky Quick. It is an interview I wish had never happened, or, if it did, for a different reason. Guy has been diagnosed with glioblastoma (GBM), one of the deadliest cancers. In January, Guy returned money to his investors, closed his fund, and wrote a must-read letter.<\/p>\n<p>I first heard of Guy at Charlie Munger\u2019s Daily Journal meeting, when a friend pointed to his silhouette and whispered his name with a deference that made me take note. Our friendship actually began a few years later in Trani, Italy, where my brother Alex met Guy first, both of them skipping the Value Investing Seminar to wander the streets. One of the first things Guy said to me was that he envied the relationship I had with Alex. Who starts a conversation like that? Guy does. He operates on a different wavelength.<\/p>\n<p>In this piece I write about what I learned watching Guy in action: his inaugural VALUEx conference in Zurich, our CFA European Tour through Frankfurt and London, Bizet\u2019s Pearl Fishers at the Zurich Opera House with his wife Lori, and the small moments that made me want to be more like him. I also share what Guy\u2019s letter did to my son Jonah, who interned at Aquamarine and stayed in Guy\u2019s home, and what Guy\u2019s diagnosis has clarified for me about kindness, borrowed time, and the obituaries we are all already living.<\/p>\n<p>The full piece, along with links to Guy\u2019s letter and the Becky Quick interview, is at investor.fm.<\/p>\n<p>_________________________________________________________<\/p>\n<p>\ud83d\udd17 LINKS MENTIONED:<br \/>Guy\u2019s interview with Becky Quick<br \/><a href=\"https:\/\/www.youtube.com\/watch?v=TbQhb04P97o&amp;t=1s\">https:\/\/www.youtube.com\/watch?v=TbQhb04P97o&amp;t=1s<\/a><\/p>\n<p>Guy\u2019s letter to his investors<br \/><a href=\"https:\/\/aqfd.docsend.com\/view\/nip42bjerdisg63z\">https:\/\/aqfd.docsend.com\/view\/nip42bjerdisg63z<\/a><\/p>\n<p>The pianist Maria Jo\u00e3o Pires performing<br \/><a href=\"https:\/\/www.youtube.com\/watch?v=300t2DS3VdQ\">https:\/\/www.youtube.com\/watch?v=300t2DS3VdQ<\/a><\/p>\n<p>Photos<br \/><a href=\"https:\/\/investor.fm\/guy-and-i\/#photos\">https:\/\/investor.fm\/guy-and-i\/#photos<\/a><\/p>\n<p>_________________________________________________________<\/p>\n<p>\ud83d\udce9 Join 100,000+ readers on Vitaliy\u2019s FREE weekly newsletter: <a href=\"https:\/\/investor.fm\/sign-up\/\">https:\/\/investor.fm\/sign-up\/<\/a><\/p>\n<p>\ud83d\udcda Vitaliy\u2019s books:<br \/>Soul in the Game \u2013 <a href=\"https:\/\/amzn.to\/43CF73v\">https:\/\/amzn.to\/43CF73v<\/a><br \/>The Little Book of Sideways Markets \u2013 <a class=\"ytAttributedStringLink ytAttributedStringLinkCallToActionColor\" tabindex=\"0\" href=\"https:\/\/www.youtube.com\/redirect?event=video_description&amp;redir_token=QUFFLUhqbVFMOU9mZGprd2laWDZMZUcxcTkyNkFmenN2UXxBQ3Jtc0tuNXlVdWNsSHdzSFlDNHBiemVNOEN1LUx3am1SLWxueklGb2JRV216ZUtzMDkwZld3bm1uZFZ6cm50eHkwTVdGX0l2ZmdDdTk4LVB1SmY2UVdHRFZGbm9McTh6MGFnOXliZTFoczFkeW5OcUoyaEZSYw&amp;q=https%3A%2F%2Famzn.to%2F3QWTlqZ&amp;v=pl7JL2mwFnw\" target=\"_blank\" rel=\"nofollow noopener\">https:\/\/amzn.to\/3QWTlqZ<\/a><br \/>Active Value Investing \u2013 <a href=\"https:\/\/amzn.to\/3u8zn3A\">https:\/\/amzn.to\/3u8zn3A<\/a><\/p>\n<p>\ud83c\udf10 Follow Vitaliy:<br \/>X\/Twitter \u2013 <a href=\"https:\/\/x.com\/vitaliyk\">https:\/\/x.com\/vitaliyk<\/a><br \/>LinkedIn \u2013 <a href=\"https:\/\/www.linkedin.com\/in\/katsenelson\/\" rel=\"nofollow\">https:\/\/www.linkedin.com\/in\/katsenelson\/<\/a><br \/>Instagram \u2013 <a href=\"https:\/\/www.instagram.com\/vitaliyk\/\" rel=\"nofollow\">https:\/\/www.instagram.com\/vitaliyk\/<\/a><br \/>Website \u2013 <a class=\"ytAttributedStringLink ytAttributedStringLinkCallToActionColor\" tabindex=\"0\" href=\"https:\/\/www.youtube.com\/redirect?event=video_description&amp;redir_token=QUFFLUhqbDlNTWsxYUE3ZFh0MTE4NGczT1YyN0FrWXdLQXxBQ3Jtc0tud05IdkNkcGprTzRLOUpuaTVydHJMUkdSdHNCOFF5VjhvS2VQRHl5UHo2emEtMjBVTU82VHVLeUkta00zY3dKSXZiemJ3NWM5MkhNTW5mQlFnbjgyOEF2bnNxbzRkd0RMMGtPaG9aNkdmR08wUndHQQ&amp;q=https%3A%2F%2Finvestor.fm%2F&amp;v=pl7JL2mwFnw\" target=\"_blank\" rel=\"nofollow noopener\">https:\/\/investor.fm\/<\/a><\/p>\n<p>_________________________________________________________<\/p>\n<p>WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) and an award-winning writer. Forbes Magazine called him \u201cThe New Benjamin Graham.\u201d His work has appeared in the Financial Times, The Wall Street Journal, Barron\u2019s, Fortune, Institutional Investor, and Foreign Policy. He is the author of three books, including Soul in the Game: The Art of a Meaningful Life. _________________________________________________________<\/p>\n<p>Please read the following important disclosure: <a href=\"https:\/\/investor.fm\/disclosure\/\">https:\/\/investor.fm\/disclosure\/<\/a><\/p>\n<p>View IMA\u2019s regulatory filings \u2014 including ADV Part 2A &amp; 2B, Form CRS, firm brochure, conflicts of interest disclosures, sample quarterly letters, and privacy policy \u2014 at imausa.com.<\/p>\n<\/p><\/div>\n<p><script async src=\"\/\/www.instagram.com\/embed.js\"><\/script><br \/>\n<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>https:\/\/traffic.libsyn.com\/secure\/intellectualinvestor\/294_Guy_and_I.mp3 My dear friend Guy Spier did an almost hour-long interview with CNBC\u2019s Becky Quick. It is an interview I wish had never happened, or, if it did, for a different reason. Guy has been diagnosed with glioblastoma (GBM), one of the deadliest cancers. In January, Guy returned money to his investors, closed his fund, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[19441,20644,13177],"dealstore":[],"offerexpiration":[],"class_list":["post-353062","post","type-post","status-publish","format-standard","hentry","category-investing","tag-guy","tag-intellectual","tag-investor"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Guy and I - Ep 294 - The Intellectual Investor - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=353062\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Guy and I - Ep 294 - The Intellectual Investor - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"https:\/\/traffic.libsyn.com\/secure\/intellectualinvestor\/294_Guy_and_I.mp3 My dear friend Guy Spier did an almost hour-long interview with CNBC\u2019s Becky Quick. 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