Picks and pans in biotech
Grant's Current Yield Podcast
Grant's Financial Publishing, INc.
4.6 • 693 Ratings
🗓️ 13 February 2020
⏱️ 20 minutes
🧾️ Download transcript
Summary
Joe Lawler, M.D., Ph.D. and fund manager, joins this week’s program. On the agenda: #Coronavirus and its potential impact, navigating the “haves and the have-nots.” Is this a golden age in drug discovery? Index investors: the parasites of #WallStreet, and, the scourge of “data curation.”
Tweet Us! @GrantsPub
Call Us: 212-809-7994
Email us: podcast@grantspub.com
Subscribe to Grant’s: www.grantspub.com/pod2020
Sign up for our Almost Daily Grants: www.grantspub.com/ADG
Transcript
Click on a timestamp to play from that location
| 0:00.0 | A welcome to current yield grant's interest rate observer of the air. |
| 0:07.6 | I am Jim Grant, and with me as always is Eric Whitehead. |
| 0:10.5 | He's at a control panel, I think, but we are separated today owing to a certain technological complication. |
| 0:16.4 | It reminds me a little bit of Iowa, but I think not so severe as Iowa. |
| 0:20.4 | Also on the line is the great Evan |
| 0:23.0 | Lorenz, Deputy Editor of Grants. And with us today is someone new, a guest. And he is Joe Lawler. |
| 0:29.6 | Hey, Joe, welcome. I'm going to give you a proper introduction as well as your educational |
| 0:34.3 | bona fides in a minute. But welcome, Joe. Thank you, Jim. It's a pleasure to |
| 0:37.9 | join you and Evan on the podcast today. Yeah, Joe is the progenitor of JFL partners. And I'm going to |
| 0:44.8 | guess Joe F. Lawler, that the initials have something to do with you. They do. When I was trying |
| 0:50.2 | to find the name of the fun, it seemed like all the good ones were taken. And I thought, |
| 1:00.9 | given our propensity to sort out snake oil, that I'd come up with a name like that. And when I looked up the Latin name for mongoose, which I thought might be a good way to go, it turned out to be |
| 1:05.3 | her pesties, which doesn't exactly roll off the tongue. And so JFL at the game. Yeah, I see your point. Anyway, the fund has now |
| 1:13.0 | passed its fifth birthday, so congratulations on that. But we are here today to talk about |
| 1:17.6 | medical related things having to do with investing. And I don't know about Joe, as I mentioned, |
| 1:23.5 | is actually as a physician. Now, I am married to a doctor, and Eric Whitehead is the husband of |
| 1:29.9 | registered nurse, and Eric Evan just went to the doctor this morning. So all of us, I think, |
| 1:33.8 | have some medical qualifications to this important question about epidemiology and the like. |
| 1:38.2 | But I'm going to ask you, Joe, as a particularly qualified physician, is it too late to get |
| 1:42.8 | long surgical masks? I think so. I think so. I think the, |
| 1:49.8 | with the coronavirus, it might be helpful to start with what we know. We know they've been with us for a very |
| 1:55.5 | long time. And when they cause human illness, it's usually gastrointestinal. And so more recently, we've seen examples of coronaviruses like SARS, the severe acute respiratory |
... |
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 2026.