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 that I think is still the $64 trillion question before the market, because we haven't seen a lot of that yet.

We might, and hopefully we will, but that will remain to be seen.

soon.

Human nature is still human nature and this is the shiny new object and people are still enamored with it and the boards of directors haven't yet started to ask difficult questions because companies are still making their earnings estimates and generally being rewarded or not completely trashed for it.

But as I say, if the trends continue that we clearly see

over the past two years, it's going to be hard to keep justifying growing your capital spending 40%, 50% a year if your operating income is only growing 10% a year.

That will get noticed, and it will get noticed by the market.

And it might be already noticed by the market.

The hyperscalers are underperforming.

You know, the big buyers of compute have underperformed in the past sort of three, four months.

So who knows?

Yeah, I mean, I would agree with you.

You know, there's still these

buckets of speculative capital that keeps sloshing around to keep looking for the hot new area so we we give up on hyperscalers we buy neoclouds and if we give up on neoclouds we buy chip companies and memory companies and and if yeah we hire of those we buy something we buy apple which is hitting a new high who's not spending any money um so

It's as old as stock markets, right?

I mean, people just keep looking for the hottest area.

But I would think that

If overall the AI spend begins to get pulled back because of lower returns, I think the whole ecosystem, much like the whole ecosystem, really prospered in 2024 and 2025.

Everything went up.

Now we're starting to see some discernment.

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