Jim Chanos Talks Short Bets, China Risks and "Dumb Money"
ฝัง
- เผยแพร่เมื่อ 13 ก.ย. 2023
- Famed short-seller and "Perma-Bear" Jim Chanos discusses his skepticism of Arm's valuation despite its successful first day of trading, the risks China poses to global economy and how to invest in the era of AI.
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Short China for 12 years now? What dumb money?
It's Jimmy!!!! This guy is like Gordo Chang, my only question for Jimmy is: Did you make money when the US Real Estate bubble blew up in 2008? Since he is an investment specialist he should have seen it correct?
hahahahaaa
Dont rub salt into his wound....that really hurts.
Chanos is great at talking about things already happened haha. He’s not very good at predicting future
He called the china real estate almost before anyone
His estimated 1.5 billion net worth says otherwise
ahaha hes right about everything tesla too, thats the whole point about being a short seller, predict collapse of companies with expected loses lover time until the company goes down.
Why does Bloomberg ask Chanos about risk of invasion of Taiwan ? How does/would he know ? The fact that he was negative about Chinese real estate 10 years ago doesn't make him China expert.
中國芯片一旦破局，日本.韓國半導體將毀滅，以前，全世界芯片有3500億美元左右的貿易，這3500億美元主要的芯片賣給了中國，中國的自給率只有5%，所以中國芯片每年的進口，成為了一大單，超過了石油，以前中國會遵從國際分工原則，花錢買芯片做產品，去給全世界提供又便宜，品質又好，能力又強的新產品，後來因為美國的製裁打壓，逼著中國自己必須要在這個領域要有所作為，今年預期，中國芯片的自給率可以達到25%，明年可以達到35%，中國已經開始建設了十個左右的芯片場，今年開始大規模量產，量跑起來後，明年就形成噴發狀態，最遲2025年能做到50%的自給率.是絕對沒問題的，拿著50%的量.就意味著不用花1500億美元去採購芯片了，那麼美國.韓國.日本.包括台灣，他們會失去什麼 ？失去了1500億美元的市場，如果中國做到了70%.他們會失去了2000億美元的市場，大家可以算算，世界上絕大多數的芯片貿易會受到多麼嚴重的打擊。
中國一旦規模化生產，以美國為首的芯片制裁聯盟， 勢必拋棄日本和韓國，包括台灣，美國不會讓自己的企業受到影響，華為這次發布新品，這是有深意的，請大家擦亮眼睛看看，中國人一般不出手，一旦出手必會抽刀斷水，到那時，美國連個還手的機會都沒有！
yup ..
英國牛津大學新聞學研究所公佈：《2023年度數位新聞產業報告》
（Digital News Report 2023）
研究了全球六大洲46個國家的數位媒體發展狀況~在台灣有2037名受訪者接受調查。
依照不信任度排序如下：三立~信任35%※Neither 35%※不信任30%※
民視~信任38%※Neither 35%※不信任27%※
自由時報~信任38%※Neither 36%※不信任26%※
風傳媒~信任34%※Neither 42%※不信任23%※…………（台灣前四名）
美國前地方官員揭秘抹黑中國的幕後黑手 ！
美國正在經濟領域對中國密集的開展認知戰，美國媒體近日再次搬出屢屢崩潰的”中國崩潰論”，抹黑中國經濟。美國前地方官員艾那·唐根也是CNN、彭博社等美媒的知名評論員。
有記者採訪 前美國地方官員.美媒評論員.艾那·唐根。
艾那·唐根說：有人通過《信息自由法》找到了一份100頁的文件.詳細描述了中情局和其他情報機構.是如何試圖拉攏美國和世界各地的記者，比如接近他們，請他們喝酒，並說我可以給你一個獨家新聞.但是你知道我們有一個事正在醞釀，你應該加進來，這些記者這麼做了.他們被收買了，不是所有人都這樣，但我的意思是.這是一貫的做法，到目前為止，美國擁有世界上最多的間諜預算，我想人們知道後會感到驚訝，今年美國國防部的撥款總額為1.77萬億美元，其中的8000億美元將用於美國陸軍航空隊和常規部隊，但有900億美元是用於間諜活動的，所以美國做的這一切純屬胡作非為。
He was negative about Chinese real estate 10 years ago? Gee... He was horribly wrong for 10 years then.
@@jerryzheng7114
根據韓國產業通商資源部的數據，8月韓國的芯片出口總額同比下降21%，至86億美元，為連續第13個月下降。
以前中國想買，韓國不賣，現在韓國想賣，中國不需要了。
Chanos IS the dumb money.
but have we made more than him?
@@nkristianschmidthe made up to $200 billion shorting Enron, getting lucky once. His fund is worth under $200 million today. He just closed the fund and gave that money back to his investors. That’s how brilliant Chanos is. A fool for shorting Tesla all these years. He’s a stubborn idiot, playing with other people’s money on a losing bet. 😢
@@andrerodriguez7603 Bill Gates, Einhorn and Burry also shorted. Of course, timing and duration matters.
@@nkristianschmidt you are correct, if they had all been long on Tesla, they all would have made money. Timing and duration. 👍🏻👍🏻
@@andrerodriguez7603 Just saying, he was not alone, but again, a short comes in many flavors. The woulda coulda indicates, NVDA is not a short. Similar ride.
How much $ did Chanos loose shorting Tesla. Cannot believe he's still around
more gains than losses
He has many short positions. One position can be 10% of AUM. Jim Chanos took significant loss on Tesla but they have made money on many other positions.
Good episode.
what about your GE short which has gone up 50% after you shorted it?
0:42: 🇨🇳 The risks posed by China have expanded from financial to political and national security realms, potentially impacting the country's economic model.
3:28: ! The Chinese stock market has been a poor place for Western investors to park their money for the past 20 years and is likely to continue to be so.
7:11: 📈 The era of AI has created both opportunities and challenges for businesses, with the potential to disrupt many industries.
10:27: 📉 The speaker discusses the issue of companies manipulating their earnings and misleading investors.
13:30: 📉 Tesla is a hope and dream stock trading at a high multiple, similar to Cisco in 1999.
Recap by Tammy AI
"Ha Ha- "Executive Enrichment Schemes"
Start up guy in Silicon Valley
Yup, that was my CEO who got fired and voted 4th worst CEO in Silicon Valley
Well executed interview all sides
The value of wisdom. Thanks Jim.
The guy’s an idiot.
Jim chanos
Level headed i like this guy 👂👂👂👂👂
Hahaha... Like minded people think alike.... Congratulation!
Chinese economy has long been BRI driven since 1993 (not 2013) in case JC still didn't know
Alot of companies play both sides of the trade. The key thing that matters is the timing of the trade.
This guy is such a fool, got lucky once and made up to 6 billion on shorting Enron. Than lost it all shorting Tesla, all the way down to under 200 million. Had to close down his fund, and give back under 200 hundred million to his investors. I feel sorry for all the investors that put in their money for retirement. If Chanos had just invested 1 billion of his fund long on Tesla back in 2018. His fund would be worth over 200 billion today. What a stubborn idiot.
"No need go after the OG" Seems like Chanos clearly learned a lesson here. Never understood why he shorted other electric car makes than Tesla.
Love this dude. 13 years.....says it like DUH😂😂😂😂😂😂
Does anyone still listen to Jim Chanos?!
short China does not mean short everything China; it means short specific companies in China, or specific sectors when indirectly shorting; since that is cyclical and specific, it can make a killing
What about tesla suppliers?
In new investment trend, public trading companies must disclose their *China Risk Exposure index.*
In the meantime, the latest 14B BABA language model outperforms its larger counterparts. China sells more cans than anyone else, and if everything we use isn't produced in China, our already high inflation would skyrocket.
Well, truth is not always welcomed. Thats why guys like Chanos still has his place even with such a bad track record
Thank you, appreciate.
Better than an MBA class
Thank you Michael
Perjorative “perma bear” banner is pretty confusing
Hope and dream stock I Liked That.
Smart man
Hahaha.... more people like Jim Chanos in US. Love it. This will help US to collapse faster and quicker. Stock market frankly sucks. It is still speculation. Trust me.
agreed.
if you are investor, need to open your own eyes
and
look around and see WHICH ECONOMY is gaining ground
and
which economy is collapse due to lack of law and order.
We know how printing money does to your economy.
In the meantime, the latest 14B BABA language model outperforms its larger counterparts. China sells more cans than anyone else, and if everything we use isn't produced in China, our already high inflation would skyrocket.
good stuff, agree on Tesla and Cisco comparison. I look at Tesla to see if the bubble is still bubbling. Hopefully it wont crash 90% like Cisco when the unbubbling finally happens, 80% would be reasonable.
Ohh did he just mention bed bath and beyond 😂😂😂😂 I'm buying more
short them Jim, good thinking
Casino economy better than China's BRI based economy?
Why he is shorts in a company explains where NVIDIA is at P/E 170 but he’s not short on that company? interesting. It’s already down 10% from it’s year high
China property market is like all developing countries.
It’s people are moving from rural to urban.
The demand for urban properties are almost insatiable.
The “ imminent collapsed of China “ is way overdone .
There will be property malaise in some smaller cities in China as Covid affects everyone.
Everywhere in Asia is actually the same.
Look at the sales of LV, Starbucks etc in China.
Up up and away.
china built housing for somewhere between 2 and 3 billion people, which is now standing empty
I would say dumb money is shorting Tesla to the tune of pissing away 200 billion dollars.
👍
Chanos short China n long USA 😱
he still big short Tesla 🤡
What is uninvestible is not China, it is the US banking sector.
china is definitely uninvestible - literally, for the most part
😊😊
Isnt this the guy thats been shorting tesla for ever to the tune massive losses... his fund has gone down every year... thats the guy bloomberg chooses to go on air with an opinion interview? 😂
🌈🐻
Professor Chanos!! 2024!!
!3 years? Chanos needs to update his thinking on China. Chanos is so arrogant, he doesn't see his shorts as the dumb money.
It seems one sided in terms of economic development in all fields.
Shouldn’t the 🇺🇸 United States proves to the global are sustainable enough to overcome it own problems till this date.
United States in global stage are collapsing.
Dirtiest tactics game is over and never be recalled.
That’s the fact .
Needless to say BRIC +plus is strengthening all which had been globally tested.
🤞🤞🤞
Dumb money is betting against testla. Haha
Chanos losing his pants making wrong calls.
😅I hope he looses all his money 💰, on the Tesla shut....Because it will only go up from here...
Sell Canadian banks
Good job fixing audio
CCP restored it
Maybe dialogue was tweaked to fit narrative
😊
Jk
Propaganda
This guy love losing money on shorting tesla
US defense budget 3% of GDP, China is 4% of its GDP, 😂
Sadly Jim Chano still don’t know his own strength and weakness. He’s good at picking fraudulent players and he made billions from it; he’s not good at company valuation and he lost billions on this.
He does not have a clue on China.
Chanos is dump, period.
Tesla....