AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Debtwired!
Muddy Waters deep-dive short ideas explored with Carson Block
Feb 14, 2024
CEO of Muddy Waters, Carson Block, discusses short selling trades in credit, European real estate risks, and challenges in implementing short trades. Examples of trade ideas and manipulation of real estate valuations are explored, highlighting the difficulties of short selling in a market with reduced liquidity and legal risks.
16:20
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Actively short sellers like Muddy Waters focus on historical information to project potentially worse future outcomes.
- Real estate sector risks are linked to subjective valuations, susceptible to manipulation for financial gain.
Deep dives
Activist Short Sellers' Focus on Historical Information for Trade Selection
Actively short sellers like Muddy Waters focus on historical information that differs from the market's understanding or reveals misrepresentation by companies. The emphasis is on past data to project a potentially worse future outcome. An example provided was the Group Casino short trade in 2015, highlighting unnoticed leverage in the company's financials.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode