Welcome back to The Mike Alkin Show…
On today’s episode, I sit down with James Kumpel, CIO of the Atlas Health Fund.
Jim spent 20 years as a sell-side analyst – specializing in the healthcare sector – for a major investment bank before founding Atlas.
Today, Jim cuts through the noise to tell us his favorite investment opportunities on the long and short side of “Obamacare” – opportunities you won’t hear about anywhere else…
And be sure to stick around for the educational segment [48:40], where I break down the current market environment… the effects of the Fed’s 10-year “experiment” with easy money… and how to prepare your portfolio for what’s ahead.