In a big bull market, people will overlook a lot. They'll suspend their disbelief. They'll buy into fantastical, unrealistic stories about the future. But when the momentum turns sharply the other way, all of this reverses. Then, as the cliché goes, you see who's been "swimming naked." So what have we learned from the recent market volatility? On this episode, we speak with legendary short-seller Jim Chanos, now the founder of Chanos & Co. We talk about cloud stocks and datacenters, AI, private equity, the Trump tariffs, and the strong evidence that Elon Musk isn't serious about tackling spending.

Read more: Everything You Need to Know About the Basis Trade Spooking Markets
Jim Chanos Says Biggest Risk for Markets Is DeepSeek-Like Event

Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots

In a big bull market, people will overlook a lot. They'll suspend their disbelief. They'll buy into fantastical, unrealistic stories about the future. But when the momentum turns sharply the other way, all of this reverses. Then, as the clich&eacute; goes, you see who's been "swimming naked." So what have we learned from the recent market volatility? On this episode, we speak with legendary short-seller Jim Chanos, now the founder of Chanos &amp; Co. We talk about cloud stocks and datacenters, AI, private equity, the Trump tariffs, and the strong evidence that Elon Musk isn't serious about tackling spending.
Read more: <a href="https://www.bloomberg.com/news/newsletters/2025-04-09/everything-you-need-to-know-about-the-basis-trade-spooking-markets?srnd=undefined?utm_medium=referral&amp;utm_source=podcast&amp;utm_campaign=odd_lots&amp;utm_content=article">Everything You Need to Know About the Basis Trade Spooking Markets</a> <a href="https://www.bloomberg.com/news/articles/2025-02-05/jim-chanos-says-biggest-risk-for-markets-is-deepseek-like-event?utm_medium=referral&amp;utm_source=podcast&amp;utm_campaign=odd_lots&amp;utm_content=article">Jim Chanos Says Biggest Risk for Markets Is DeepSeek-Like Event</a> Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox &mdash; now delivered every weekday &mdash; plus unlimited access to the site and app. Subscribe at <a href="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast" data-destination="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast">bloomberg.com/subscriptions/oddlots</a>

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Tuesday and Thursday for interviews with the most interesting minds in finance, economics and markets.

Odd Lots

On Bloomberg’s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday and Thursday. 

On Bloomberg’s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday and Thursday.

Jim Chanos on Who's Getting Caught Swimming Naked

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1b44157c-6c68-4833-aa92-b2bc00d0cebe/transcript

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