Wave of Speculation with Legendary Short Seller Jim Chanos

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 27 June 2025

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami host special guest Jim Chanos on the RiskReversal Podcast. The discussion centers around market speculation, particularly in short selling and the recent trends observed in major indices. Jim comments on the speculative nature of the market post-2021 elections and the cycles of retail trading enthusiasm. They also discuss the complexities of corporate earnings, the potential overvaluation of tech stocks, the implications of AI and crypto booms, and the state of the S&P 500. Specific examples include the speculative highs of companies like CoreWeave, Circle, and Coinbase, and their market valuation volatility. Towards the end, they delve into Tesla's fluctuating market position and the broader economic impact of autonomous driving technology and regulatory adjustments. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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1:04.2	Welcome to the Risk Reversal Podcast. I'm Dan Nathan. That's Guy Adon. We am. We have a very special guest with us today.
1:12.8	He's not only a friend of the pod.
1:14.2	He was one of the first podcast guests we have going back to 2021.
1:17.8	He's a great friend of ours.
1:19.5	And we're welcoming back Jim Chanos of Channis and Co.
1:23.9	Thanks, Jim, for being here.
1:25.2	Thanks for having me.
1:25.9	Well, so hold on a second.
1:27.1	Whoa, did I miss something?
1:27.9	No, no, no, you didn't admit.
1:28.6	Well, maybe the most important.
1:30.2	What did they say when you bury the lead?
	...

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