Comments
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LMThat onion analogy at the end is probably the most important thing I’ve ever heard.
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EWWith the mobile app it would be helpful to have a way to play audio and close the screen
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DHIbid. Ethan at the top. Would love to be able to only listen as if a podcast while doing other things on my device.
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AGAh, I had completely forgotten about zaitech... a walk down memory lane. Remember when the traders on the floor of an investment bank in Europe had to come in at very early morning hours so they could trade Japanese stock option certificates, which were stripped off of corporate bonds and were selling like gold... Thanks for this great interview.
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PPGreat interview, Jim!
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TC"Our cost basis is half of where the stock is..." this is a hedge for investors? This is a very intelligent man but I feel most of the intelligence comes from structuring the fund to get paid from outperformance...
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JV2 old pros on their toes. great info on China, as usual. Informative. Enjoyed!
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RSWhat a great interview. The two Jims are always great to listen and learn from. With regards to China, does it not make sense to look at the amount of debt per company? in this case China has less debt per company when compared to the US by a fair amount. I could also look at this and say that a large portion of the companies in China are only in existence due to their debt driven business model and that a large shock to the system would bring down the number of companies in China to a level that would show debt per company far higher than that of the US. Just wondering if this is a stupid metric to look at that it still does not justify c.400% debt to GDP. Thanks!
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PDJim Grant has a particular skill while interviewing. Sometimes it may seem that he is interrupting the interviewee, but I believe it's his inherent skill in pulling it back to him (and his agenda); and the way he directs the interview (along with his wonderful humour) makes it look effortless and all too easy. Imagine what it would be like to have a 60 minute feature (topic??) with Jim Grant, Michael Green, and Grant Williams.
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KMReally wish I could listen to this, but after downloading the audio, the first 3 or 4 minutes keeps repeating in a loop.....
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BPTough guy, in a tough business to be in, dominated by fiat currency. He is not just a hedge, but serves as checks & balance function for the market, that sadly all indexers get a free ride on.
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PWjust fantastic ....great to learn from a master
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EOAny plans to make it possible to download the video to mobile device for offline viewing? This feature is now available on Netflix and would be super handy. Thx
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DDGreat interview! So much value. The onion analogy towards the end is good old fashioned Midwest wisdom. Unfortunately, most are too lazy to read boring 10-Ks and 10-Qs let alone footnotes when offered slick research reports from "name" wall street firms. Thank you Jim & Jim.
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GSThis is gold!!!
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ssThis Jim Grant guy is painfully boring.
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JVLoved the interview! Jim Grant's sense of humor is as dry as the desert and is perfectly matched with Jim Chanos's warm congeniality. And each with an IQ equivalent to Apple's share price! At Jim Grant's bi-annual investment conferences, he often chides his more macro-focused speakers to throw a bone of at least one specific investment idea to the audience. I suppose we got a nibble in this interview with the China residential housing theme, but it would have been nice to hear Jim Chanos lay out one really good, current short, and more important, his thinking/research process behind it starting with the core of the onion.
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PDThis was a great interview, as always with Mr. Grant. However Chanos appears to say his fund's average position is 2% and the max he will hold is 5%. This suggests that his people are tracking at least 50 positions, and that the results (as John Bogle suggests in such cases) are nothing more than a crap shoot. Identifying an Enron, or an overleveraged China is great. But it would not necessarily enable you to outperform if you only take a 2% position. Nor (as past performance is no guarantee of future results) is it clear how you'd be better off in future years holding Mr. Chanos's funds than if you buy the index, and protect it with 40% worth of some sort of put.
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LAOne of the best short sellers ever! What I love about Chanos is that he sees thru the BS & does his own thinking. He is the revealer of truth.
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MCTerrific interview. Short sellers have some intestinal fortitude
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VSI believe Jim C would add to his performance substantially, by hiring 3 technicians (who should not be to expensive these days), and when all 3 agree the top as arrived ,execute your shorts. Two cents from a man who has made a living doing this. Great interview .Thanks for the interesting comments.
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ZBWhat a wasted opportunity. It was an interview for a weekend magazine, not financial TV. Fire Jim!
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KBDiscussion of Overstock and 3rd party guarantor is b****cks.
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ABOh boy, that was good. Yeah heard some of it before but nice long form context.
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CMEnjoyed this interview a lot, really interesting hearing a short seller's perspective. After Jim Chanos mentioned avoiding "confirmation bias", I hoping, hoping, hoping! Jim Grant was going ask the follow up question - How do you avoid confirmation bias?!! Inquiring minds want to know!! :)
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usGood Stuff, Wish I can afford Jim's subscription. :)
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DKInteresting view on blockchain that I haven't heard before.
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EFFantastic interview, totally won over by Jim Grant. Really hope a second series gets commissioned. Only comment I would have is I would love to have heard a bit more opinion on where JC thinks this goes, i.e. a bit more forward commentary. Would also love to have heard current thinking on Tesla in a bit more detail. Also, I could easily listen to 90 minutes of this. I know that’ll go counter to my previous feedback, but the Friday pieces are proving to be top notch. Lastly, I do wonder if RV could incorporate some subscriber questions into the mix. Could prove really engaging and useful on a number of levels. I’d love to know what others are thinking and upvote / downvotes could filter for the RV crowd. Just a thought.
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JWAll long since covered in prior interviews with Chanos is the public domain. Great interview on Wealth Track this weekend on bind strategies for a rising rate environment with two great analysts.
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LCLove Jim and Chanos and learned was fascinated by how Chanos thinks . Noted the differences between him and Marc Cohodes in their approach to Tesla. 👍
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RRLet me guess, jim talks about Tesla in this video. Havent watched it yet :)
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TRI can't believe how much I appreciate Real Vision. This Friday Jim Grant Series is nothing short of spectacular!
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OMTerrific interview 👌👍
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GBGreat value add. That's why I subscribe to Real Vision. Tx.
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JVBrilliant and wise and wonderful. Thank you to Jim and Jim for your erudition and generosity.
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T~This was just outright fun, Jim Grant has some great friends. Oh, and they seem to know a thing or two about money as well.
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SPThis interview only, by itself, is worth annual admission. WhoeverTF junked this was too much toking/joking. The confirmation of how painful the right at the wrong time position can be, even for the most savvy, is gold. Agreed, potential top all time.
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AGTop all time interview contender
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HFThis is top quality stuff. Kudos to RVTV for getting this series together. I am so glad that RV is again outdo themselves in producing quality content.
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TBI like this series... wasn't sure at first, but they add a different and welcome colour to the RVTV palette. More of these please.
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sswhere is Michael Green ? how about another interview with Luke Gromen for geo- economic/politics master class !?
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GGI think the hidden gold came in the last 2 minutes with the discussion of the layers of the onion and working your way out instead of the way in and through all the influences of mainstream media. I think a lot of people would look at that "California electric car company" differently if they took the time. Investment research seems to be a lost art and as Jim suggests that is where the contrarian opinions are born instead of joining the rest of the heard. I have always been a big fan of his for his humble yet very intelligent demeanor. Great interview!
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ASExcellent. Jim Grant does a very good job and Chanos is measured, but subtly revealing. This series and Jim Grant's guests are a winner.....
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ASExcellent. Jim Grant does a very good job and Chanos is measured, but subtly revealing. This series and Jim Grant's guests are a winner.....
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AAReally useful - would like another hour!
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KBThis interview should have been much longer, Chanos and Jim are great
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rrBrilliant - Jim's questions with Jim's answers, both so lucid. Then add in the constant wit and cleverness. Soon enough it's serious high value fun.
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MGYes Jim Grant. Now that sir is a quality well balanced interview. Well done and thank you both.
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PBExcellent conversation! Thanks a lot!
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JGI really, really enjoy this series. Scary for a rookie sometimes but most informative.
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ATFantastic interview! Interesting learning about the Chanos process to short selling.
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RMJust fantastic! I am really enjoying this Jim Grant series, it was a superb idea and its implementation is just great! Again, just another example of how RVTV has broken the mold and has brought forth ground breaking content. It almost brings to mind the very early days of RVTV when you had the hour long Master Classes with Mark Hart, Kyle Bass, etc., that just blew everybody away as we had never experienced anything like that before. I cannot tell you how valuable this education has been for me. And I cannot thank you enough, other than to say - thank you!
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TJHighly informative, educational and thought provoking. Another priceless market discussion.
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js"Yeah you care." LOL
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PUI just need to read the names and give this a thumbs up! Haven't even viewed it yet. If you know the players you know we have quality video.