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Trading Spaces 7/29/22: Market Wrap With Jim Chanos of Kynikos Associates and Deirdre Bosa of CNBC

RiskReversal Pod

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Is the Semi Conductor Bill Really Bad Policy?

It's going to help lots of guys below their pricing umbrella, because there's an income test on the ev credit. It just continues a trend of silicon valley kind of holding up the taxpayer. These companies did not need our assistance. And if they don't think it's in their best interest to stop building fabs in the far east, in tiwan or korea, you know, then why does taxpayer money have to topush hem over the line? They should know that themselves. J sa, doesn't that make the case why, why yields are never really going to go out meaningfully ever? Again? No, it's the opposite. We're going to spend money we

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