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

And so, you know, when you start to see

that and and now we're starting to see time series uh of fund performance that is starting to become more lackluster, right?

Uh t rolling ten year returns on private equity are beginning to converge with that of the regular equity market.

Well, I think spreads matter more.

Okay.

And so and we've seen ex we've seen a widening out of credit spreads.

So I think that one of the reasons people think the Fed is going to ease is because of that, right?

Weakness, not not because of low inflation.

And so you're seeing a a a r a relatively very quick increase in credit spreads over the past two weeks.

I mean, it's really moved.

Um so I don't think that that that's the pan.

That uh people are expecting, at least not yet, uh even with the FedEase, um, because junk credit is uh is is rates are going up.

something I read something today about the basis trade.

Uh you better better practice your writing of uh of a of a heartfelt apology letter to your LPs because the IRRs you've been telling them uh that the fund has been getting prior to its wind up are gonna turn out to be way overstated to the actual returns.

So it look, it's it's problematic.

I mean investors are gonna get back stakes in private companies that they might not want.

Yeah.

Um there's like distributions and kinds.

Yeah, exactly.

And and

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