Healthcare, Russian Natural Gas and Other Ideas for Investing in 2020, With Lukasz Tomicki of LRT Capital

Lukasz Tomicki of LRT Capital Management joins the podcast to discuss his investing strategy and ideas for 2020. Contents: The case for Russian natural gas companies (3:05) and healthcare stocks (5:28). What's to like about UnitedHealth (9:24). Background on Tomicki (13:48). Handicapping the 2020 US presidential election (20:50). The outlook for growth in the US (23:01). Austin, Tex.-based LRT Capital is a long-biased, concentrated equity fund started by Tomicki in 2012. For more on LRT Capital, visit the firm's website.

Om Podcasten

The Contrarian Investor podcast gives voice to those who challenge a prevailing narrative in financial markets. Each episode features an interview with a hedge fund manager, investor, economist or other market participant. The goal is to educate all listeners with an interest in asset allocation and ultimately to provide actionable ideas to the institutional investor community.