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Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor
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Wednesday Mar 13, 2024
Wednesday Mar 13, 2024
March 13, 2024 - On today’s podcast we welcome special guest Carson Block of Muddy Waters. Carson is an activist short seller who conducts in-depth fundamental short analysis focused on business fraud, accounting fraud, and fundamental problems. On the show, we discuss:
- His fortuitous path to short selling as a profession
- Sino Forest and the short that put him on the map
- The thesis behind his bearish view on Fairfax Financial
- His approach to risk management
- And more
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