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 then for years and years, we were short a significant amount of the portfolio in China, which we aren't anymore.

And that kept us in pretty good stead from 2010 to 2020 because of just how crazy that market is and how crazy that economy was.

based on real estate.

And that's now completely reversed and that trade has moved on.

But it's important to remember this doesn't always just happen here.

After 40 years, I will make one observation about that statement.

And that is, I tend to hear it right before the bulls are the ones that become insolvent.

So you have to be a little bit careful when people say, well, yeah, of course, prices are crazy, but so what?

They can get crazier.

And at that point, the bears have already taken their pain and they've left the field or reduced their risk or whatever.

And it's usually the unsophisticated investor who's on margin who's about to get killed.

But setting that aside,

It gets back to the point of portfolio construction and diversification.

And there's just lots of businesses you can analyze.

And Scott knows this better than me or you, Ed, that just make no sense, right?

The returns aren't there.

The returns will never be there.

A dream is being sold or...

The returns are below the cost of capital and they're using debt to finance it or what have you.

And the failure rate in business is quite high.

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