Peter Borish on Economic Cycles, the Case for Active Investment Management
The Contrarian Investor Podcast
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)....
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