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
Yeah.
And and and that's that's really at the end of the day, your shorts are financing your long portfolio.
If your shorts don't go up or go down, uh it enables you to to to uh have a a a long portfolio.
Yeah.
Well again, the lines are going up, but but it was all a matter of of if you're selling insurance as as I was and advise people to do now.
The idea was was is the insurance working?
And the insurance was working really for even post global financial crisis for for quite a while.
And then starting about twenty eighteen, twenty nineteen, and right into the GameStop episode.
The short side has not been too bad.
I mean uh Bloomberg has a has an index, the the the most shorted basket, which you can take a look at if you're a Bloomberg subscriber.
Thank
My pleasure.
And uh and it has it has done relatively well relative to the market since uh since early twenty twenty one.
So the the AI bet is an uncertain bet.
We don't know uh what the returns on this massive investment is going to be yet.
Um and even the the Mag Seven will tell you we're it's uncertain.
We think it's going to be uh worth the the the risk, but it's an uncertain payout.
And I'll leave that up to to people who are much more well versed in technology than I am.
Our view was that the old legacy data centers that were built to basically handle the cloud, not AI, um, were in trouble and and were a bad business to begin with and have gotten only worse.
And that that was that was the bet.
Showing 21–40 of 320 · page 2 of 16
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