On The Tape with Danny Moses

The ‘Short’ Game with Jim Chanos & 2025 Masters Preview with Ned Michaels

68 snips
Apr 9, 2025
Jim Chanos, a trailblazing short seller from Chanos & Company and Yale professor, discusses market pitfalls and the importance of forensic accounting while sharing his experiences with notorious fraud cases like Enron. He emphasizes how narratives influence investor perceptions today. Later, former golfer and broadcaster Ned Michaels offers a sneak peek into the 2025 Masters, analyzing key players and the unique atmosphere of Augusta, blending sports insights with captivating personal anecdotes.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Market Risk Assessment

  • Predicting market levels is inherently difficult.
  • Focus on identifying periods of elevated risk, which can significantly damage long positions.
INSIGHT

Short Selling and Regulation

  • Short selling relies on fundamentals, not SEC enforcement.
  • The current political climate signals fewer "cops on the beat," worrying for market integrity.
ANECDOTE

Tesla's SolarCity Acquisition

  • The Tesla acquisition of SolarCity was a major tell.
  • Musk bought the failing company to avoid a margin call.
Get the Snipd Podcast app to discover more snips from this episode
Get the app