Jim Chanos

Jim Chanos, founder of Chanos & Co. and a legendary short seller, dives into the current state of the market and the lessons learned from volatility. He discusses the overlooked strategies of short selling, especially during downturns. The conversation touches on AI's impact on data centers, the challenges of monetizing AI technologies, and the shifting dynamics in private equity. Chanos also critiques Elon Musk's lofty claims amid economic pressures and warns about the risks of inflated corporate profits as inflation rises.

Jim Chanos, a Wall Street legend known for his skeptical investment strategies, shares his insights on the fragile state of US data center REITs. He critiques traditional data centers, discussing the impact of hyperscalers and cash burn issues. Chanos also highlights the rising interest costs and ongoing financial difficulties faced by these REITs, contrasting their challenges with the rapid growth of hyperscalers. Furthermore, he emphasizes the importance of a contrarian mindset in investment, particularly for short sellers navigating a changing market.

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.

Jim Chanos, a legendary short seller and co-founder of Chanos & Co., shares his sharp insights on the tech and crypto sectors. He discusses how fraudulent practices often emerge during economic booms, only to be revealed in downturns, akin to the dot-com bubble. Chanos emphasizes the risks tied to stock-based compensation and its cyclical nature. He also touches on the tactics of financial scammers and the importance of regulatory responses, shedding light on the complex interplay between traditional finance and the crypto world.

Jim Chanos, a legendary short-seller known for his keen market insights, discusses the shifting dynamics of the U.S. economy and its global repercussions. He highlights the looming risks of another market bubble while shedding light on rising economic inequality. Chanos reveals why he believes we're in a "Golden Age of Fraud," illustrating how misinformation erodes trust in both markets and democracy. The conversation also draws parallels to the economic turmoil of the 1970s, emphasizing the role of social media in this new era of skepticism.

Today’s guests are Jim Chanos, famed short-seller and founder of Kynikos Associates, and Bethany McLean, contributing editor at Vanity Fair and the author of multiple books, including The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron.In today’s episode, Jim & Bethany cover all aspects of fraud. They share where we are in both the financial cycle and the fraud cycle, why we continue to see frauds since they first connected about Enron over 20 years ago, and the thin line between a visionary and a fraudster. We discuss the anti-short seller rhetoric that pops up every few months, the impact of social media on the rise and fall of companies, and the impact of stock-based compensation and adjusted earnings. As we wind down, Jim shares his concerns about the commercial real estate sector, and Bethany gives a preview of her book releasing this October. -----Follow Meb on Twitter, LinkedIn and YouTubeFor detailed show notes, click hereTo learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com-----Today’s episode is sponsored by Farmland LP. Farmland LP is one of the largest investment funds in the US focused on converting chemical-based conventional farmland to organic, sustainably-managed farmland using a value-add commercial real estate strategy in the agriculture sector. Since 2009, they have built a 15,000-acre portfolio representing over $200M in AUM.Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In a thought-provoking discussion, Jim Chanos, founder of Kynikos Associates and a renowned short-seller, shares his insights on the art of short selling and the psychology behind it. He critiques corporate fraud and the complexities of market valuations, particularly in light of government influences. The conversation dives into the financial realities of companies like Tesla and Uber, contrasting public perception with actual performance. Chanos also explores the evolving landscape of electric vehicle competition and the challenges of misinformation in today's markets.

Tech experts Sam Altman, Michael Burry, and Jim Chanos join the podcast to discuss OpenAI, SpaceX, and Nvidia earnings. They explore SpaceX's potential as one of the largest companies in the world, OpenAI's challenges and valuation, and the future of Sam Altman. The hosts also delve into the rise in corporate buybacks and the performance of the stock market.

Jim Chanos, founder of Chanos & Company, dives into the potential fallout from a 10% tariff on China’s economy. He discusses the complexities of Trumponomics and its impact on market uncertainty, shedding light on the interplay between politics and business. Chanos also analyzes U.S.-China trade relations and the vulnerabilities of China’s export-driven economy. Furthermore, he reflects on the evolving dynamics of short selling amid speculative tech investments, emphasizing the need for caution with emerging technologies.

Legendary short seller Jim Chanos sat down with Luigi and Bethany to discuss the relationship between short sellers and our information environment, the fallout from the 'meme stock' craze, the effects of the Federal Reserve's interest rate policies, and how short selling can contribute to market efficiency and resilience.