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.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

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

So the same dollar

is basically contributing to profits in a far greater extent than it does in a more normalized economy, where it would be recognized as revenue by one company and expense by another.

And that's what we're seeing.

And that's why S&P profits have taken off in the last two years.

It's because of this mismatch.

Well, all three of those were present in 1999 and 2000.

As I said, the companies that were taking on the most debt and obligations to build out their networks were, by and large, the largest, most creditworthy companies in the United States.

And so that happened then.

And it's really an important point to make.

However, there was also a mismatch.

S&P earnings grew 30%.

from mid-98 to mid-2000.

So they're growing even faster today.

But then, as I said, there was a collapse.

We had a mild corporate recession.

I think GDP dropped 1%, and corporate profits dropped 40%.

And they dropped because order books collapsed.

People realized they didn't need 10,000 routers.

They needed 2,000.

So they canceled their order books.

Showing 41–60 of 353 · page 3 of 18