Watching The Investment Process of Jim Chanos and his China Short | Exploring Markets

Watching The Investment Process of Jim Chanos and his China Short

Jim Chanos is a world-famous short seller and investor. So how does he think?

The following video is from 2013. But it's one of the rare looks into how Chanos makes investing decisions. Below you will find a 30-minute explanation about his short on China. Including what he looks for and the things that pop-out most. At the core, it would appear that Chanos looks for two things.

The first is balance – is the equation balanced or is something wrong? The second is inconsistencies – are the fundamentals diverging from the narrative and could that mean fraud?