The Joe Walker Podcast The Legendary, Fraud-Sniffing Short Seller - Marc Cohodes
03:02:20
Generalist Approach
- Be a generalist by connecting knowledge from different fields.
- Focus on source books for high-quality information, and develop a specialty.
Data Access Systems Loss
- Marc Cohodes's first big investment loss was in Data Access Systems, a fraudulent company.
- This experience taught him the importance of thorough due diligence to avoid frauds.
Short Selling Explained
- Short selling involves borrowing, selling, and repurchasing an asset.
- The goal is to profit from a price decline, exemplified by Cohodes's cow analogy.
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Introduction
00:00 • 2min
Is It Even Desirable to Be a Generalist?
02:16 • 2min
Podcasting
04:41 • 3min
What Is Short Selling and Why Do We Do What We Do?
07:25 • 2min
Mark's Theory on Short Selling and MyMedics
09:45 • 2min
Fessly, I'm 58 and I'll Be 58 in June.
12:03 • 3min
How I Got Hooked on a Data Access System
15:26 • 4min
How Do You Deal With Someone When They've Lost Money?
19:51 • 2min
Is This Fucked Up?
21:31 • 4min
Coin Drop - The Biggest Long Winner Ever
25:12 • 2min
Shorting Theory - Can I Borrow My Cows?
27:12 • 3min
What Are the Dangers of Short Selling?
30:34 • 4min
What Kind of Downside Versus Upside Could a Short Seller Expect?
34:39 • 5min
Would You Be a Great Fit for the SEC?
40:05 • 2min
I'll Never Fucking Forget It
41:35 • 6min
Is Your Sweet Spot a Fraud?
47:12 • 2min
Is Your Brand of Short Selling a Good Short?
49:22 • 5min
Tesla Is an Example of a FAD Slash Failure
53:58 • 2min
What's Your Inner Monologue When You're Short Selling?
55:30 • 4min
Longs and Shorts Can Have Good Longs and Shorts
59:54 • 3min
The Wig Indicator
01:03:20 • 2min
What Are Some Other Red Flags and Tells?
01:05:13 • 4min
Management With a History of Fraud or Failure
01:09:32 • 4min
Learnout and House Befraud
01:13:33 • 4min
How You Discovered Out and House Beer
01:17:51 • 2min
Learn Out in Paul House Be
01:19:41 • 5min
I'm Dead Right on Learnout
01:24:21 • 6min
How Does Your Average Day Look Like?
01:30:12 • 4min
My Doctors - I'm in Prison and I'll Be in Prison for a Long Time and It's a 'FK Mode'
01:34:08 • 3min
How Do You Know if You're Going to See Pete?
01:37:15 • 3min
Is There a Market for These Dark Arts?
01:40:26 • 3min
Can Canada Really Be Fucked in the Housing Market?
01:43:29 • 2min
The Westpac Stock Is at Its Lowest Now
01:45:07 • 3min
The Real Estate Investment Trust - Nova Star Financial
01:47:40 • 4min
The Jaguar Out of the Tree Reference
01:51:25 • 2min
Do You Know What the Fake Numbers Are?
01:53:00 • 3min
Nova Star - What Are You Going to Give Up On?
01:55:34 • 6min
The No-Stop Financial Story
02:01:31 • 2min
Copper River - What's Next?
02:03:25 • 2min
The Short Sell Ban on Finance Stocks Is a Big Misnomer
02:05:32 • 6min
The Markets Falling Apart but We're Making Now
02:11:09 • 2min
Is It Still Hurting?
02:13:11 • 3min
Your FK on MyMedics
02:16:19 • 2min
I Believe He Said You'd Bury Him in a Shoe Box
02:18:39 • 2min
The Fraud Is in the SGNA
02:20:25 • 4min
What Is Channel Stuffing?
02:24:15 • 4min
Is This a Scam? Is It a Crime? I Don't Know What to Do About It
02:28:02 • 2min
Is the FBI Trying to Get the Fuck Out of My House?
02:30:09 • 3min
The FBI Visit to Sonoma County California
02:32:45 • 2min
Are You a Fearless Person?
02:34:42 • 5min
Ken Griffey All Around Fraud
02:40:08 • 5min
Is It the Thrill of the Game or the Holding Bad People to Account?
02:45:18 • 2min
Is There a Certain Moral Dimension to What You're Doing?
02:47:28 • 2min
What Kind of CEO Does Something Like That and Emails It to Every Employee?
02:49:04 • 2min
I've Been in Serious Battles of the Will With Irwin Jacobs
02:51:25 • 3min
Young Short Sellers - What Is Thesis Creep?
02:54:52 • 5min
The Jolly Shagman Podcast - Mark Parker the Barker
02:59:45 • 3min
For thirty-seven years, Marc Cohodes has bet big money against bad companies. Due to his success, he is...
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