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The Contrarian Investor Podcast

Jun 26, 2019

The market has begun to price in the likelihood of a US-China trade deal. But this would not be the end of China's problems with its biggest trading partner, says renowned short-seller (and China bear) Jim Chanos in this short clip.

Jun 17, 2019

Shares of timeshare companies have not done particularly well lately. That is understandable considering the options investors have elsewhere as well as the state of the economic cycle in the U.S. But this week's guest, Michael Kahan of North Peak Capital Management, likes one particular stock in the sector -- and...

Jun 12, 2019

Retail is dead. Brick and mortars shopping has been replaced by E-commerce. Amazon is triumphant, the victor over all goods that can reasonably be bought and sold. The experience of in-person shopping, whether for clothes or food or electronics or anything else, is going the way of the horse and buggy. 

This is the...

Jun 7, 2019

Renowned short-seller Jim Chanos spoke at the Connecticut Hedge Fund Association's quarterly meeting on June 6. This is a recording of his speech.

In his 45-minute address, Chanos discussed Tesla, China, kidney dialysis companies, and a host of other topics.

Note: The acoustics leave a little bit to be desired.


Jun 4, 2019

The general assumption that management and governance of public companies are efficient, is false. So says Henry D. Wolfe in his recently-released book, "Governance Arbitrage: Blowing up the public company governance model to maximize long-term shareholder value."

The underlying thesis (3:00), what needs to...