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.
Tag: hedge funds
Featuring hedge fund manager Michael Kahan of North Peak Capital
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 US.
This week’s guest, Michael Kahan of North Peak Capital Management, likes one particular stock in the sector. Content: The value proposition (2:33), the stock (3:15), drivers of revenue growth during recessions (6:00), more on the hedge fund (16:30), entry points (19:35).
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.
Special thanks to the Connecticut Hedge Fund Association.