Jim Chanos on Shorting $MSTR, Bitcoin Treasuries & Emerging Animal Spirits

Dan Nathan and Guy Adami host legendary short seller ⁠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 Jim on Twitter: https://x.com/RealJimChanos

Timecodes
0:00 - Intro
3:45 - Market Breadth
7:45 - IPO Froth
11:15 - AI Monopolies
17:45 - Dollar Tailwinds
19:25 - MSTR & Bitcoin
32:30 - Stablecoins & Fees
35:30 - EQIX
43:35 - TSLA

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