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
And then think of all the VC infrastructure and other sort of ecosystem around technology that exists today to take advantage of these fabulous investment opportunities that really didn't exist as much in 1996 or 1997.
So I would say that there's one other indicator, however, that I think has been foolproof in
in trying to figure out whether you're closer to a beginning or an end, and that is equity issuance.
And equity issuance really didn't start picking up until late 98, 99 in the dot-com boom, and then crescendoed in the first quarter of 2000.
We haven't had a lot of equity issuance.
We had a blip in 2021.
At one point post GameStop, SPACs were raising about $2.5 to $3 billion a night, which at the time was equivalent to the U.S.
savings rate.
And of course, we know how that ended.
It didn't last long.
and gave retail investors some indigestion in late 21 and 22.
2026 is an entirely different animal, as SpaceX would indicate.
We are now seeing massive equity issuance.
and we're going to probably you know unless things really cool off a lot faster here we're going to see probably record amounts of equity issuance in 2026 and so i've always joked that wall street has a printing press as well as the fed it just takes a while to get it going
And Wall Street's printing press is now going full bore in this year.
So I think that there's a fair amount of indicators that are telling us we're closer to a 99-type moment than a 97 moment, but who knows?
And by the way, so I do my investment conference every year, and we used to have it in Miami in February.
And in February 2000,
We met and we were about 10 days away from the peak.
We didn't know it.
Showing 81–100 of 353 · page 5 of 18
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