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PodMine

Jim Chanos

Matches in: Person
4 episodes
Dec 15, 2025• Monetary Matters with Jack Farley

The AI Data Center Short | Jim Chanos on Oracle, Data Centers Landlords, and GPU Merchants

Jim Chanos breaks down the risks in AI infrastructure investing, highlighting the commodity-like nature of data center hosting, the potential for massive GPU depreciation, and the concerning trend of unprofitable AI companies driving massive capital expenditures.

1:07:28
Nov 28, 2025• Monetary Matters with Jack Farley

Breaking Down Michael Burry’s Big Nvidia Short Thesis and Open AI’s Massive Loss Projections | Jack & Max

Jack and Max break down Michael Burry's short thesis on Nvidia, discuss HSBC's massive loss projections for OpenAI, and debate whether AI is a bubble or transformative technology that could significantly impact GDP and market valuations.

34:03
Nov 2, 2025• Monetary Matters with Jack Farley

More Credit Problems, Mag 7 AI CapEX Continues, and Money Market Stress | Jack & Max

Jack and Max discuss the Magnificent Seven's massive AI capital expenditures, credit market "cockroaches" like Broadcom Telecom fraud, and the Federal Reserve's potential balance sheet expansion, highlighting the ongoing AI investment boom and emerging market stresses.

57:26
Sep 11, 2025• Monetary Matters with Jack Farley

Why Bonds Still Suck | Aahan Menon of Prometheus Macro on Immigration’s Impact on Lower Job Numbers, Technology CapEx, Business Expansion, Manufacturing Green Shoots, and More

Aahan Menon discusses the current business cycle expansion, highlighting the significant role of technology spending and AI capital expenditures in driving economic growth, while also addressing concerns about labor market weakness and immigration's impact on employment. The episode provides a nuanced view of the economy, suggesting that while growth is moderate, the business cycle remains expansionary with potential opportunities in global equities and commodities.

1:18:00