Skip to main content

Fred Lane

Founder and CEO of Lane Generational LLC, an investment management firm; frequent CNBC and Fox Business market commentator.

Oct 24, 2025

17:30
So the customer is going to be reporting.
17:33
And literally, well, from a reporting perspective, it's, it's all there.
17:36
And of course we do 10 99s at the end of the year, we can do tax harvesting as needed for clients, i.e. offset gains with some losses were available.
17:45
Um, In the ideal situation, we never have losses.
17:48
So people have gains and they complain about that, but that's the way the tax system works.
17:53
But basically people come to us and we're typically, not always, we're typically manage a good portion of their assets.
18:04
You're fairly typical, Larry, in a way.

16 MINS LATER

33:40
Maybe I misread it, but I think it said that none have a profit and some are selling for 100 times revenues or something.
9:38
Let's just talk about the big picture here about the country, geopolitical.
9:42
Let me just make one comment, and that is I just want to clarify.
9:45
Lane Generational is an investment management firm, and we manage less than $125 million of assets.
9:53
We primarily serve individuals, a couple of family offices, and Our account sizes are as small as 500,000 in some cases, even a little less in some cases, and some much bigger.
10:06
We are not a financial planning firm per se, and we don't buy other people's investment prowess.
10:16
We don't use other mutual funds.
10:18
We occasionally will use ETFs to pursue certain themes occasionally.

16 MINS LATER

26:49
And maybe that Barbie doll was made in China, right? Absolutely.

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.