I watched it, and there were some good points by both sides. Chano's arguments made sense in a perfectly efficient market, over a long time horizon. They were principled I would say. Rochard argues there are issues with the current bond market and enough forward looking aspect to stock valuations that the elevated mNAV is justified.

I haven't made up my own mind entirely, but it's an interesting thought experiment and the debate is worth the watch. The arguments are all made in the best faith and with the intention of learning, which is a refreshing departure from most of these things. Kudos to both.

I'm curious to watch this, but honestly Jim Chanos should just retire. He seems like a nice guy but he continues to get things so so wrong. His attempts to bring down Tesla by repeatedly going on mainstream TV between 2013-20 with his latest short arguments and fear-mongering ("Porsche are coming") boiled my blood. He got burned badly from being on the wrong side of that trade and had to close his fund as a result. I wish he would learn his lesson. -Tom

I saw this yesterday. I may listen to it if it shows up on my fountain feed. My podcast backlog is like 20 right now

Listened to this today. Pretty good.

Literally got told by co-worker today to watch this.

For some reason, I thought it got cancelled??