Summary: Vitaliy recently spoke with Andrew Horowitz at “The Disciplined Investor” podcast. Andrew graciously allowed to share Vitaliy’s part of the interview with the Intellectual Investor audience. They discussed this recession, why it’s not like any other previous one we’ve experienced, and why it’s the best thing that could’ve happened to IMA clients’ portfolios. They also talked about IMA’s game plan, its “microdosing” strategy, stocks they’re considering, and companies they think mig
