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.
Trend
recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
And paying money and paying money for it and and getting emails and you have mail.
Yeah, I mean I I I I'm a little surprised at how intense the selling has been so quickly.
But look, I mean I I I I agree with with uh Cliff Asnes, who's done a great job talking about this.
This is volatility laundering.
And and the idea that that these funds don't have the same risks as equity funds have is to me preposterous.
You you're buying businesses on leverage.
And and we're now seeing
seeing that is it's becoming increasingly hard for for these deals to uh for them to bring these deals public or get exits.
And again on the margin you're seeing a little bit of odd behavior uh in some of the private equity funds in trying to entice their investors to stick around.
We'll have to see.
I mean up until now, for the last 15 years, getting back to uh the beginning of our conversation
Yeah.
Sell-offs have been relatively short and sharp.
So if you held off on marking your portfolio down, you generally were rewarded by not having to take the mark, right?
The markets kept going.
And the nightmare scenario for private equity and and arguably private credit will be a long
uh period of of lackluster or no equity returns with uh with with higher interest rates.
there was a story I think on Bloomberg uh just just yesterday or the day before where uh one of the funds was uh asking investors if they wanted to sell their their uh LP investment in one of the funds or transfer it, they had to get permission from the GP.
In order to get permission, they had to agree to put money into the next fund.
And and and that that story caught my eye.
Showing 101–120 of 320 · page 6 of 16
← Previous
Next →