Jim Chanos: The Bears Are Out Of Hibernation

RiskReversal Pod

RiskReversal Media

Business News, News, Investing, Business

4.7 • 836 Ratings

🗓️ 6 February 2026

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dan Nathan and Guy Adami welcome Jim Chanos, founder of Chanos and Co, to discuss a wide range of investment and market topics. They delve deep into Chanos' investment strategies, including his focus on short selling and hedging, as well as his views on the AI CapEx and its potential impacts on various industries. Jim also provides insights into specific companies like MicroStrategy and CoreWeave and highlights the implications of excessive reliance on subprime loans in companies like Carvana. The discussion expands to macroeconomic issues, such as the Chinese economy and its trade relationships with the U.S., and the speculative nature of current market conditions. The episode concludes with a look at retail investment behavior and the potential risks in the crypto market. Articles Referenced - Credit Market’s Reality Check Follows Decade of Loose Lending (Bloomberg) - The American and Chinese Economies Are Hurtling Toward a Messy Divorce (WSJ) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	Balance your trading strategy by adding futures. CME group helps you manage risk and capture opportunities in all market environments.
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0:19.7	Plug into valuable educational materials and trading tools and see what adding futures can do for you at cMEgroup.com slash on the tape.
0:31.3	IConnections is the largest membership only platform for the alternative investment industry.
0:35.4	Bringing together thousands of fund managers and allocators in one powerful hub.
0:38.3	IConnections re-images how the industry connects through its digital offerings and premier in-person events,
0:43.3	empowering allocators and managers to meet, build relationships and do business anytime, anywhere.
0:48.3	To explore more about IConnections, its events and gain access to the members-only platform, visit iConnections.io.
0:57.9	Welcome to the Risk Reversal podcast.
0:59.3	I am Dan Nathan.
1:01.1	That's Guy Dami, Guy.
1:02.9	I'm so excited.
1:05.4	Sometimes the stars line up.
1:09.2	The moon aligns with Jupiter and Mars,
1:11.6	and you have a situation like we're about to have. By the way, so this is where you usually say, holy shit.
1:16.6	We have...
1:17.6	I don't want to be predictable, but if you will, I'll go back and say, no.
1:21.6	Holy shit.
1:22.6	All right. Holy shit. We have Jim Chanos.
1:25.6	He is the founder of Chanos and Co. He is not only friend of the pod, but he's a great friend of ours. Jim, thanks for being here.
1:34.6	Thanks for having me. It's quite the intro. I know now I can't live up to that.
	...

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