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Grant’s Current Yield Podcast

Market Neutral Returns

Grant’s Current Yield Podcast

Grant's Financial Publishing, INc.

Investing, Business, Stockmarkets, Financeexpertjimgrantoninvestment, Realestatefederalreserve, News, Business News

4.6693 Ratings

🗓️ 28 February 2023

⏱️ 43 minutes

🧾️ Download transcript

Summary

With special guest, Jeremy Mindich, co-founder and managing partner of Scopia Capital Management. 

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to Current Mield.

0:07.9

This is Grant's interest rate observer of the air, and I am Jim Grant.

0:12.2

And with me, as always, is the great deputy editor of Grant, Evan Lorenz.

0:18.7

And as per usual, Henry French is at the control panel. And today,

0:24.1

sitting to my right, Derek Gilles-A-Cross from Evan and to Henry's left is Jeremy Mindich.

0:33.2

Great to be here. Yeah, founding, I'm going to call you a partner.

0:38.9

That works.

0:39.8

Scopia Capia. Yeah.

0:40.2

You know, I have, I began the day with three inflation shocks.

0:47.0

I bought the usual quartet of newspapers today.

0:50.0

It wasn't 1250.

0:51.0

It was 1350.

0:51.9

I remember a time when you plunk down 25 cents and silver and you got yourself, the Wall

0:57.6

Street Journal, New York Times, The Post, and the Daily News.

0:59.9

Okay, that was the first.

1:01.5

Second was, I got my teeth cleaned.

1:04.1

What do you think?

1:04.5

Worth it, right?

1:05.1

Yeah, really good.

1:05.9

Yeah, except it was $325 today rather than the prior $275 for cleaning and a glimpse in my mouth.

1:16.7

That's a privilege the dentist gets.

1:18.4

So that's up 18%.

...

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