Tag Archive

During his recent interview with Meb Faber, Jim Chanos explained why it’s so difficult to value U.S companies. Here’s an excerpt from the interview: Chanos: I have a bigger concern as it relates to our discussion about the 50 times earnings for Enron or 50 times revenues for Beyond Meat, … Read More

Included in his Yale Class Syllabus, Jim Chanos discusses some lessons from the Enron Scandal. Here’s an excerpt from the syllabus: Bethany McLean, then a Fortune writer, broke the Enron scandal in 2001. She quotes one employee explaining how the accounting and auditing process worked at Enron: “Say you have … Read More

During his recent interview with RiskReversal Media, Jim Chanos discussed the bigger credit event that’s coming for regional banks. Here’s an excerpt from the interview: Chanos: With the proviso that never underestimate the ability of the government to screw things up. I mean our view is that this is not … Read More

In his recent interview with New Economic Thinking, Jim Chanos discussed the egregious fraud that is occurring right in front of our faces. Here’s an excerpt from the interview: Chanos: The most prominent is right in front of our faces by the aggressive use of proforma reporting metrics by corporate … Read More

During his recent interview with The Market, Jim Chanos explained why this reminds him of October 2000. Here’s an excerpt from the interview: Chanos: Sentiment still seems pretty frothy to me. We have stocks doubling again in the month of January, retail volume in the NYSE as a percentage of … Read More

During his recent interview at the iConnections Global Alts Conference, Jim Chanos discussed a major problem is ‘positioning’ now matters more to investors than fundamentals. Here’s an excerpt from the interview: Chanos: Well we were talking before this panel in the Green Room about how the fact that nobody looks … Read More

During his recent interview with Srivatsan Prakash, Jim Chanos explained how Enron and FTX shared the same ‘Black Box’ characteristics. Here’s an excerpt from the interview: Chanos: Well I would say that SBF was probably the anti-Jeff Skilling in terms of he was everything personally that Jeff Skilling wasn’t. Jeff … Read More

During his recent interview with Simplify, Jim Chanos explained why there are lots of businesses out there with unsustainable business models. Here’s an excerpt from the interview: Chanos: What most investors haven’t seen, and I saw the tail end of it having come into the market in 1980 is, and … Read More

In his recent interview with CNBC, Jim Chanos explains why Julian Robertson was the portfolio manager’s portfolio manager. Here’s an excerpt from the interview: Chanos: I had the pleasure to run money, run short accounts in the ’90s for not only George Soros and Michael Steinhardt but Julian Robertson, and … Read More

In his recent interview on the Odd Lots Podcast, Jim Chanos discussed ongoing investor speculation is shocking. Here’s an excerpt from the interview: Chanos: What I’ve been kind of surprised at, and this sort of again to use the it’s never exactly the same, but to use the 2000 analog, … Read More

In his recent interview with RiskReversal Media, Jim Chanos explains why the greatest defense attorney and the harshest prosecutor of any company is its stock price! Here’s an excerpt from the interview: That’s one of the things I teach in my history of financial fraud case is that again and … Read More

In his latest interview with Really American, Jim Chanos says short sellers are the financial detectives of financial markets. Here’s an excerpt from the interview: There’s one more important point as it relates to short selling in the financial markets. I do think is really important and this is the … Read More

In his latest interview on LiveWire, Jim Chanos discusses the ‘legal fraud’ that is undertaken by companies to mislead investors. Here’s an excerpt from the interview: So I teach a course on the history of financial fraud at the two institutions over my shoulder. And one of the lessons… one … Read More

In this interview with the Institute For New Economic Thinking, Jim Chanos discusses all things China, Evergrande, and China’s doomed leverage prosperity model. Here’s an excerpt from the interview: Chanos: What distinguishes China and what makes it so unique from my perspective, putting on the financial historian’s hat, is that … Read More

In his recent interview with Bloomberg, short-seller Jim Chanos discusses why right now people are doing dumb things with their money. Here’s an excerpt from the interview: Chanos: It’s one of the more odd bullish arguments I hear in that yes people can believe nonsense for a long time and … Read More

In his latest interview with Hedgeye Investing Summit, renowned short seller Jim Chanos discusses why the world of short selling has gotten sillier and sillier saying: Chanos: For a lot of us short-sellers in the last 10 years, exhaustion is setting in. Things have gotten, in our corner of the world, … Read More

Here’s a great recent interview with Jim Chanos on the Masters in Business Podcast. During the interview Jim spoke about a number of topics including how to maintain short positions in the teeth of a raging bull market. Here’s an excerpt from the interview: RITHOLTZ: Let’s talk a little bit … Read More

Here’s a recent interview with James Chanos in which he discusses the two major areas of fraud that investors should be wary of right now. Here’s an excerpt from that Interview: I think two areas are really areas to watch out for. The first is the fraud, I think the … Read More

In his recent interview with Jim O’Shaughnessy and Jamie Catherwood on the Infinite Loops podcast, Jim Chanos discussed one of the models his firm uses to identify fraudulent companies. It’s a model developed by Marianne Jennings, a Professor of Legal and Ethical Studies in Business at Arizona State University, which … Read More

James Chanos is well known for his specialization in short-selling. One of the best known examples was his prediction on the fall of Enron Corp, before it filled for bankruptcy in 2001. In order to understand how he made his prediction here is an excerpt from a prepared statement that … Read More