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 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
with business models that just inherently are unprofitable or will never be profitable or about to be unprofitable, and then combine it with the right passive indices on the other side.
So a SpaceX, the hedge against the SpaceX is different versus the hedge against the WD-40.
So it works on the asset side of the balance sheet too.
We were cowboys from 1985 to 1995.
We ran much more concentrated, ran on margin, and made a fortune from 85 to 1991, and then gave a lot of it back from 91 to 95.
And we had a client who was a fantastic client of ours for 20 years.
They came to us and said, well, why don't you just run this hedge for us?
And don't use margin and be less than 100% invested and we'll...
We'll take the long side of the portfolio and we'll judge you accordingly, i.e.
on an alpha basis.
And that changed our business model overnight.
And so really for the last 30 years, we have been running portfolios that are much less concentrated than people think.
If you go onto Twitter, people would think that I'm only short Tesla and like three other stocks.
And of course, I like to write about it.
Tesla and three other stocks, but we are short 40 names in various levels, well below 100% invested and hedged.
So we're much more conventional in that respect than I think people think and you thought.
Well, again, we've written about a number of them on public forums, on some of them that I just find highly questionable, like the Neoclouds and Mr. Musk's two companies.
Both Tesla and SpaceX are in that.
Tesla and SpaceX, yes.
I prefer my CEOs to have a more, shall we say, strengthened relationship with the truth.
Showing 241–260 of 353 · page 13 of 18
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