Good interview here with Wall Street legend Jim Chanos. In the interview he discusses his background on Wall Street, how he got into short selling, his process for short selling, the psychology behind his approach and the asymmetries of the long and short side.
The middle portion of the interview on China is a must see. Chanos makes some really fascinating points on his short China thesis. He also dives into his short China thesis, how he got into this short theme and why he continues to believe the Chinese economy is due for a sizable decline.
The last portion of the interview discusses some of the global macro risks and how he’s been approaching some of the various influential policies and trends (via Market Folly):
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.
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