Hopefully I'll find the video a little later

I hate Chanos, but he is a smart guy.. I think it's one of those bully things, I want to push the kid with glasses into the snow... or something.

But, he was pointing out "People fall in love with the girl that they came with. For every government project, instead of 3 or 4 bidders on the projects, there will be 12. There is a tremendous amount of over-capacity in the materials and infrastructure markets."