In a recent interview with Bloomberg, legendary short-seller Jim Chanos delivered a sobering assessment of today’s financial markets, warning investors about unchecked speculation, political volatility, and the hidden dangers of disruptive technologies like AI. Known for his skepticism, Chanos cautioned that the current environment resembles past bubbles—where promises overshadow reality—and … Read More
Jim Chanos on AI, Revenue Multiples, and the Next Big Disruption
In this interview with Bloomberg, Jim Chanos discusses the risks of investing in disruptive technologies like AI, emphasizing that such technologies can themselves be disrupted by newer innovations. He highlights the example of DeepSeek, which suggests AI could be developed with lower capital expenditure and fewer chips, challenging existing models. … Read More
Jim Chanos & Carson Block: Short Sellers Are Born Not Made
Here’s a great interview with two legendary short-sellers, Jim Chanos and Carson Block on Real Vision which provides some great insights into the art and history of short selling and whether it’s time to consider short selling in the commercial real estate market. Chanos believes that due to the behavioral … Read More
Jim Chanos: “Being Short With A Good Short Seller Who’s Producing Nominally Minor Positive Returns In A Bull Market Enables You To Be More Long”
One of our favorite Jim Chanos interviews is one he did with FT Alphachatterbox in which he explained how short selling provides ‘long-side’ investors with an insurance policy saying: “Being short with a good short seller who’s producing nominally minor positive returns in a bull market enables you to be … Read More