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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Odd Lots · Jim Chanos on Who's Getting Caught Swimming Naked · 12 Apr 2025 podcast

It's not

Material.

But when you start to see this stuff on on the margin, where the companies are increasingly round-tripping with uh with their customers or financing their customers or buying in their inventory via distributors, you begin to wonder you know, if if it's just on the margin, that's fine.

But as we all know, on the margin is everything, right?

If you miss your earnings by

A couple of pennies, you can your stock can be devastated.

And if they're doing deals like this to basically, you know, make sure they make or beat numbers, you know, then we have the old we we have the old 19, 98, 99, 2000 dynamic at work where companies are stretching to make uh numbers.

That has not been the case up until now, right?

Through 2023, 2024.

Demand's been amazing, blowout numbers.

Yeah.

But

It's something to keep an eye on.

So the shift.

Aggressive moves with your customers and your distributors

Yeah that uh is suddenly.

But this would

Yeah, I look I on the margin.

Again, uh on the margin.

I think these numbers uh are not material.

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