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 · last 12 months

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 generally, those stocks, they're not going to double on you overnight.

And generally, they've been what we call pretty good alpha shorts, right?

They've been flat for years as the market has gone up.

Then you have the hopes and dreams stocks, right?

And for the hopes and dream stocks, you need the market to help you out, right?

You need the stock market to go down and retail investors to actually lose money.

And that's when the hopes and dream stocks go down 90%.

You know, WD-40 is not going down 90%.

But the hopes and dream stocks really are the ones that...

you know, have the most risk and should therefore be sized accordingly in your portfolio at smaller positions or via puts or, you know, variety of different ways you can express your view, um, without taking, um, inherently unlimited risk, uh, that you have on, on a classic short position.

So there's, there's, there's a few ways we figured out how to do that after 40 years, but, um,

But look, you can't avoid it.

Those types of names are the ones that excite retail people.

I would take you back just a few years when we were short similar kinds of things, like Peloton and Beyond Meat.

And it wasn't so long ago that those stocks were up 10x before they dropped 95x.

So it's an exciting game and maddening.

Well, again, we beta adjust our portfolio, number one.

So really highly volatile situations like a SpaceX or whatever,

will be very small positions relative to a core position that might be much greater.

That's number one.

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