Jim Chanos
speaker
320 appearances
1 recordings
1 series
first heard Apr 2025
last heard Apr 2025
Jim Chanos’s voice in public audio — every appearance, attributed to the second.
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Appearances
Screenshots trying to see was that fifty or five percent?
Was that fit?
I like what?
Yeah.
Yeah.
Yeah.
I think Walmart's warning this morning was was in maybe um instructional in that they went out of their way to say that they were pulling their profit guidance, I believe, but but
told people that their revenue growth guidance was still intact for this year, which seems to me to imply that they're not going to pass on these tariffs since they get so much of their stuff from China, right?
They're gonna eat it.
They're g they're gonna eat it.
And and and because otherwise they would say, well, we're gonna hike prices fifteen, twenty percent and our revenue is gonna be up fifteen to twenty percent.
They didn't say that.
They they said three to four percent, but margins uh
You know, we don't know on margins yet.
I think the that's the bigger risk, not inflation.
I look, I mean he he's tied himself to the administration in a way that is is frankly kind of to me um amazing and shocking at the same time.
So he is tied tied now politically, you know, in a way that he he never was.
That's number one.
But to me, Tesla is is beyond Elon Musk.
Tesla is a is a real sort of benchmark stock for me.
Showing 181–200 of 320 · page 10 of 16
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