Lukasz Tomicki's guest appearances

Lukasz Tomicki

The Investing City Podcast

The Contrarian Investor Podcast

Tobias Carlisle

Jamie Catherwood

Simon Erickson

James Altucher

Doug McMillon

Chetan Puttagunta

David Hunter

Ted Seides

Jim Chanos

Dan Rasmussen

Brent Beshore

Alex Rubalcava

Daniel Crosby

Tommy Griffith

David Kim

OwlTail

This podcast episode was recorded on Tuesday, March 22, 2022, and released to premium subscribers --without ads or announcements -- that same day. Become a premium subscriber through our substack or supercast to take advantage of this and a host of other benefits. Lukasz Tomicki of LRT Capital rejoins the podcast to argue his (highly contrarian) case that inflation is due to slow and to provide stock picks that allow investors to take advantage of current dislocations in markets. Content Highlights  Inflation will peak around mid-year and return to historic norms shortly thereafter (2:43); Russia's invasion of Ukraine and its impact on supply chains have certainly contributed to higher prices for commodities, but markets will adapt (7:01); Another contrarian take: The Fed will successfully manage a soft landing (8:55); "Russia is basically a gas station with nuclear weapons." The U.S. and Europe can deal without Russian imports so this shouldn't be a point of concern (14:20); Stocks of two Brazilian companies that have been beaten down but have started to rebound... (20:05); A company that has been directly impacted by Russia's invasion of Ukraine is an IT consulting firm with a large presence in Ukraine whose stock has predictably been beaten up but could offer huge returns (31:38); The most likely outcome in Ukraine is for the military situation to grind to a stalemate (35:55); A final idea: Buy the Polish stock market through the iShares MSCI Poland Capped ETF (EPOL) (39:50).  More Information on the Guest  Website: LRTcapital.com; Twitter: @Tomicki.  Not intended as investment advice.

This podcast episode was recorded on Tuesday, March 22, 2022, and released to premium subscribers --without ads or announcements -- that same day. Become a premium subscriber through our <a href="https://contrarianpod.substack.com/subscribe" rel="noopener nofollow" target="_blank">substack</a> or <a href="https://contrarian.supercast.com/" rel="noopener nofollow" target="_blank">supercast</a> to take advantage of this and a host of other benefits. Lukasz Tomicki of LRT Capital rejoins the podcast to argue his (highly contrarian) case that inflation is due to slow and to provide stock picks that allow investors to take advantage of current dislocations in markets. Content Highlights <ul> <li>Inflation will peak around mid-year and return to historic norms shortly thereafter (2:43);</li> <li>Russia's invasion of Ukraine and its impact on supply chains have certainly contributed to higher prices for commodities, but markets will adapt (7:01);</li> <li>Another contrarian take: The Fed will successfully manage a soft landing (8:55);</li> <li>"Russia is basically a gas station with nuclear weapons." The U.S. and Europe can deal without Russian imports so this shouldn't be a point of concern (14:20);</li> <li>Stocks of two Brazilian companies that have been beaten down but have started to rebound... (20:05);</li> <li>A company that has been directly impacted by Russia's invasion of Ukraine is an IT consulting firm with a large presence in Ukraine whose stock has predictably been beaten up but could offer huge returns (31:38);</li> <li>The most likely outcome in Ukraine is for the military situation to grind to a stalemate (35:55);</li> <li>A final idea: Buy the Polish stock market through the iShares MSCI Poland Capped ETF (EPOL) (39:50).</li> </ul> More Information on the Guest <ul> <li>Website: <a href="https://www.lrtcapital.com/" rel="nofollow" target="_blank">LRTcapital.com</a>;</li> <li>Twitter: <a href="https://twitter.com/tomicki" rel="nofollow" target="_blank">@Tomicki</a>.</li> </ul> Not intended as investment advice.

Stock Picks to Play the Coming Inflation Slowdown: Lukasz Tomicki

You can find more information of Lukasz [HERE]. In this conversation we cover: • tons of different value chains• from cars to restaurants and a bunch of industries in between• Lukasz's focus on company's with moatsThank you so much for listening, we really appreciate you.If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!You can find more information and contentby going to these places:Premium ResearchWebsite: https://www.investingcity.orgYouTube: Investing CityTwitter: investing_cityOr feel free to email us at service@investingcity.orgAgain, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

You can find more information of Lukasz [HERE]. In this conversation we cover: • tons of different value chains • from cars to restaurants and a bunch of industries in between • Lukasz's focus on company's with moats Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: <a href="https://www.investingcity.org" rel="nofollow" target="_blank">https://www.investingcity.org</a> YouTube: Investing City Twitter: investing_city Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

Ep. 56 - Lukasz Tomicki: Value Chain Analysis

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.

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 <a href="https://www.lrtcapital.com/" rel="noopener nofollow" target="_blank">firm's website</a>.