The Investment Office E12: Surviving as a Short Seller, w/ Carson Block, CEO of Muddy Waters Capital

Wendy is joined by Carson Block, founder of Muddy Waters Capital, an activist, research-oriented hedge fund best known for its short positions. Carson shares his journey from operating a self-storage business in China to running an investment firm whose research has contributed to at least 11 public company delistings. He discusses: His framework for identifying short opportunities Where many short sellers make mistakes Why he continues to publish his research publicly How he approaches risk management Why he's worried about AI --- Learn more about Muddy Waters at https://muddywatersresearch.com/ Learn more about Ivy Invest at ⁠⁠⁠⁠⁠⁠https://ivyinvest.co⁠⁠⁠⁠⁠⁠. Subscribe to Wendy's newsletter, Ask a CIO: ⁠⁠⁠⁠⁠⁠https://askacio.ivyinvest.co⁠⁠

The Investment Office E13: You Think You Own SpaceX, But ...
▶︎

The Investment Office E13: You Think You Own SpaceX, But ...

Why Boaz Weinstein Champions Closed-End Fund Arbitrage Strategy
▶︎

Why Boaz Weinstein Champions Closed-End Fund Arbitrage Strategy

AI Frenzy Could Repeat Pre-Crash Wall Street 'Bubble' | Andrew Ross Sorkin
▶︎

AI Frenzy Could Repeat Pre-Crash Wall Street 'Bubble' | Andrew Ross Sorkin

Gappy Paleologo | Money Stuff: The Podcast
▶︎

Gappy Paleologo | Money Stuff: The Podcast

The New Face of America: Inside the Second Great Depression
▶︎

The New Face of America: Inside the Second Great Depression

"This Is Bigger Than the Dot-Com Bubble": Jim Chanos's Brutal Warning Before the SpaceX IPO
▶︎

"This Is Bigger Than the Dot-Com Bubble": Jim Chanos's Brutal Warning Before the SpaceX IPO

Lessons from David Swensen: Equity Bias, Alignment of Interest & Why Boring is Beautiful
▶︎

Lessons from David Swensen: Equity Bias, Alignment of Interest & Why Boring is Beautiful

Billion-Dollar PE Firm on Complexity, Alpha, and Corporate Carve-Outs
▶︎

Billion-Dollar PE Firm on Complexity, Alpha, and Corporate Carve-Outs

Inside the Mind of Anthropic CEO Dario Amodei | The Circuit | Extended Interview
▶︎

Inside the Mind of Anthropic CEO Dario Amodei | The Circuit | Extended Interview

Once I Understood This About Investing, My Life Changed.
▶︎

Once I Understood This About Investing, My Life Changed.

Michael Bloomberg - Founder of Bloomberg L.P. & Former NYC Mayor | Podcast | In Good Company
▶︎

Michael Bloomberg - Founder of Bloomberg L.P. & Former NYC Mayor | Podcast | In Good Company

Dr. William Bernstein and John Rekenthaler in Conversation
▶︎

Dr. William Bernstein and John Rekenthaler in Conversation

Legendary Trader Paul Tudor Jones on AI Risk, Bubbles and Buffett
▶︎

Legendary Trader Paul Tudor Jones on AI Risk, Bubbles and Buffett

This Hated Corner of the Stock Market Is Yielding Big Returns | Merryn Talks Money
▶︎

This Hated Corner of the Stock Market Is Yielding Big Returns | Merryn Talks Money

David Einhorn: Market Structures Are Broken | Masters in Business
▶︎

David Einhorn: Market Structures Are Broken | Masters in Business

Special Guest Bill Ackman on Markets, AI and Concentrated Investing
▶︎

Special Guest Bill Ackman on Markets, AI and Concentrated Investing

Jeremy Grantham on why this market will fall by 50% but nobody will warn you
▶︎

Jeremy Grantham on why this market will fall by 50% but nobody will warn you

The Investment Office E15: To DCA or Not to DCA — That Is the Question
▶︎

The Investment Office E15: To DCA or Not to DCA — That Is the Question

Rick Rule Called Gold Price Crash; Reveals Shocking Move After The Storm
▶︎

Rick Rule Called Gold Price Crash; Reveals Shocking Move After The Storm

Why central bankers face an inflation reckoning
▶︎

Why central bankers face an inflation reckoning