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 and so if you can't cash out.

Um and so yeah, it's it's it I think it's gonna be problematic for a number of funds.

I mean, I'm sure there'll be plenty that'll do fine.

But the days of saying, Well, I'm gonna earn you know, fourteen, fifteen percent with very little volatility, so this is a free lunch, I think are over.

I don't know.

I I mean I I you'd have to get into the the the the sort of weeds of every s specific fund.

But I mean if they've been holding cash for years and years and years, they certainly weren't earning that fourteen and fifteen percent investors were hoping for.

So I I I don't know I I don't know how the w the accounting works on that.

But I'm sure look, there there is some unused capacity in the private equity world.

But on the other hand, uh, that doesn't get you your returns.

You know, buying companies and and adding value to them is where the returns are.

So if there were funds and firms holding dry powder and asset prices get marked down a lot, that should be a good thing for them.

Well it also depends, uh, Tracy, uh how you define dry powder.

A lot of firms define dry powder as the ability to capital call on their on their limiteds.

It's not actually cash sitting in a bank account.

Yeah.

And I think that will become much more problematic in a in a downturn.

Yeah, I mean uh the the transmission mechanism via tariffs will happen pretty quickly, I think.

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