Carson Block

Carson Block, founder of Muddy Waters Research and a prominent short-seller, discusses the future of investing in a shifting global landscape. He shares insights on why China is becoming uninvestable and why Vietnam and India are emerging as robust investment opportunities. Block also reflects on the challenges faced by activist short sellers, particularly in the UK market, and explores the potential of going against well-known tech giants. His expert perspective combines market dynamics with personal anecdotes, offering a compelling look at current investment strategies.

Carson Block, a prominent activist short seller, discusses his strategies for exposing fraudulent companies and driving down stock prices. The podcast explores the world of short sellers and the challenges they face. It also explains the concept of short selling and the impact it has on the market. The chapter highlights the risks and rewards of being an activist short seller, including the satisfaction of holding companies accountable and the controversy surrounding their work.

Carson Block discusses legal vs. intellectual fraud, the GameStop short squeeze, and challenges faced by activist short sellers. They delve into the impact of unethical behavior on market integrity, analyze the GameStop saga, and explore market plumbing in high volatility situations. Block also shares insights from investigating American Tower in 2013 and the strategic implications of short activism.

Carson Block, founder of Muddy Waters Research, discusses the short selling environment, ESG grift, AI stocks, US & China relations, and tech companies with sky high valuations in the public market. The podcast explores the benefits of Range and StartEngine for managing money and startup investments, the challenges and risks of short selling, the problems with the ESG movement and subsidy abuse, potential scams in the AI sector, and the fate of hot private companies with declining valuations.

Carson Block, Founder and CEO of Muddy Waters, specializes in short activism and is known for his in-depth investigations into troubled companies. In this engaging discussion, he highlights the evolving landscape of short selling post-COVID, the challenges faced amidst bullish market trends, and the role of AI in identifying potential short candidates. Block reflects on the need for resilience in a speculative market, the ethical dilemmas of financial practices, and opportunities in emerging sectors like Vietnam's resources, painting a complex picture of today's investment climate.

Carson Block, Founder and CIO of Muddy Waters Capital, shares insights from his journey in activist short selling and the challenges of managing a hedge fund. He discusses the complexities of fundraising, the importance of investor relationships, and navigating regulatory hurdles. Block also explores new investment strategies in emerging markets like Vietnam, particularly in light of shifting global dynamics post-COVID. Plus, he highlights the critical role of cybersecurity in maintaining investor trust and firm integrity.

Carson Block, Founder and CIO of Muddy Waters Capital, shares his insights on Elon Musk, praising his remarkable ability to innovate amid adversity. Block discusses the volatility of Tesla's stock but acknowledges Musk's knack for creative solutions. He dives into the complex environment of investing in China, stressing the significant risks involved. Additionally, Block warns about the speculative nature of AI investments and the looming risks in trading. His expertise in short selling and mental health also adds depth to the discussion.

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.

Carson Block discusses the risks associated with Blackstone Mortgage Trust and the potential impact on the company's dividend and loan book due to a 'perfect macro storm'. He highlights that 73% of the CLO borrowers aren't covering interest expenses, and 27% can't pay the risk free rate. Block predicts a liquidity crisis due to expiring rate swaps and challenges in refinancing loans. Blackstone Mortgage Trust is facing potential liquidity problems and deterioration of assets.

Experienced short seller Carson Block shares insights on shorting credit, discusses techniques to uncover fraud, and reflects on past successes and setbacks. The podcast explores the differences between shorting credit and equity, challenges in evaluating credit risk, and manipulation tactics used by companies to appear less leveraged. Additionally, there is a fun comparison between short sellers and the New York Jets' challenges.