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). Background on Tomicki (13:48). Handicapping the 2020 US presidential election (20:50). The outlook for growth in…