4.6 • 693 Ratings
🗓️ 6 June 2023
⏱️ 34 minutes
🧾️ Download transcript
With special guest Martin Fridson, CIO of Lehmann Livian Fridson Advisors.
Click on a timestamp to play from that location
0:00.0 | Well, this is Grant's interest rate observer of the air. |
0:09.6 | I am Jim Grant with me, as always, is the great deputy editor of Grants, Evan Lorenz, |
0:15.2 | and Henry French is twisting the dials. |
0:18.1 | And today with us is also Martin Fridson, Marty Fridson, who is, I think, up to book number eight. |
0:25.9 | Well, the next one I do will be eight, yeah. |
0:27.9 | Not counting yet, it did. |
0:30.9 | Okay. |
0:31.6 | But this is picking top stocks is number seven, is it? |
0:34.7 | Yeah. |
0:35.3 | And is it, as with children, one loves them all equally, |
0:38.9 | or do you have a favorite among your canon? Well, I think about that more. I don't want to, |
0:43.4 | I don't want an answer right now. Oh, okay. Just think about it for a second. Evan, we went to press |
0:47.6 | last night if memory serves, right? Yeah, vaguely. Yeah, another little miracle in the can, correct? |
0:53.4 | Always surprised when it happens. |
0:54.6 | I know. |
0:55.1 | And one of the things we wrote about was apparently it's a hot stock called Navidia, |
0:59.9 | and maybe Marty Fritson has a thought on this, but what our thinking has been, |
1:04.4 | I credit and thank our associate James Robertson Jr. I was going to say recall. |
1:11.4 | He wasn't even born in 2001, for Pete's sake. |
1:15.7 | But our young and gimlet-eyed associate James Robertson surfaced this great comment that some of you may recall from the sad, introspective aftermath of the dot-com bubble of the late 90s and early aughts. |
1:31.4 | And Scott McNeely is the author of this comment. |
1:34.1 | He's a CEO and co-founder of Sun Microsystems. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Grant's Financial Publishing, INc., and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Grant's Financial Publishing, INc. and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.