Dec 18, 2019
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...
Dec 5, 2019
Nicholas Shaxson, author of The Finance Curse, joins the podcast to discuss his thesis, that the financial sector is at the root of many problems facing economies and society, and where to look for possible solutions.