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

But the guys who were building the routers, you know, had expense levels that were predicated on the boom lasting longer and growing further than it actually did.

So this mismatch in earnings is substantial right now.

It's in the hundreds of billions of dollars a year.

And this is the real reason that corporate profits are growing way above trend.

I mean, I think the economy, we agree, is doing fine, which means corporate profits maybe should be growing eight or nine.

but they're growing somewhere like 28 or 29.

So you get an idea of really just how much of the profitability is going to the chip companies and to the infrastructure companies for this buildup.

So then the question becomes, and Scott's a better judge of this than I am, is what is the ultimate ROI on all this spend?

And can we take the tokenized economy,

and turn it into real productivity gains for Bank America and Coca-Cola and 3M and my company and Riverside and what have you.

And that, I think, is a little bit more nebulous right now in terms of what companies are seeing relative to their spend.

Well, first of all, I would argue, Scott, that tell me anything in the corporate world or the technology world that hasn't gotten faster since 1997.

So in terms of the ability of investors to sort of react to things, in my experience, has been time compressed dramatically in the last 30 years.

So these things get sort of figured out much quicker than they did back when I was shorting iOmega and scouring the Yahoo message boards to figure out whether it was overvalued or not.

So that's number one.

Number two, we're not...

so close to the ignition point as we think.

I mean, chat GPT was fall of 2022.

So we're now entering the fifth year of this.

It's not the Netscape moment of 1996, I don't believe.

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