Jim Chanos

speaker

353 appearances 1 recordings 1 series first heard Jul 2026 last heard 31 Jul

Jim Chanos’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Prof G Markets · Jim Chanos: We’re In The Golden Age Of Fraud · 31 Jul 2026 podcast

And I think that'll continue if the ROIICs continue to drop.

We're seeing in the stock market, there's a lot of bifurcation going on.

I mean, we're having a very good year on the short side.

And I think the S&P is within a stone's throw of its all-time high.

And the equal-weighted S&P is at all-time highs.

And yet under the surface, there are a lot of stocks that are down 20%, 30%, 40%.

So it has started already.

By the way, just to go back to the parallel, that started in late 99.

I would point out that for every stock that kept going, doubling, as I indicated, my friend's stock did, you know, at the end of the parabola, there were stocks that were starting to break down starting in mid 99.

and not following generally the... I think Amazon peaked in the fall of 99, or summer of 99.

So this has happened before, and yet you can still see indices and certain sectors continue to race to all-time highs.

But as I indicated earlier,

you know, before the broader problem is, is that the rest of the market ain't so cheap.

So, um, sloshing around, uh, is, is, is moving, you know, companies around.

I, I, I haven't looked at Apple recently, you know, Scott, maybe Scott knows is Apple back at 40 times earnings, 50 times, I mean, something, something like that.

Non-growing earnings, I think.

It defines what you said.

To tell you how bifurcated I am, I have both in the portfolio.

How's that?

So I have some companies that are just simply overpriced by any kind of traditional corporate finance metric by 100%.

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