172: Heroes or Villains? The Shrinking World of Shorting - With Carson Block, Founder of Muddy Waters
Money Maze Podcast
Money Maze Podcast
4.8 • 216 Ratings
🗓️ 24 April 2025
⏱️ 67 minutes
🧾️ Download transcript
Summary
Does that analogy apply to the world of shorting? And even if you are considered one of the best in the business, can you stay afloat with a rising tide of bullishness and asset inflation?
To discuss what’s changed and where might the opportunities lie, we welcome back Carson Block, who first appeared in September 2021. He discusses sourcing ideas and the warning signs and characteristics of companies they typically like to short along with examples of companies that meet their criteria.
He discusses if AI can assist in screening for pattern recognition in potential candidates. He then reflects on the resilience needed to survive bull markets and hostile adversaries, and just as short-sellers leave the field, what may lie ahead! Recorded January 2025.
The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG.
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Transcript
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| 0:00.0 | Welcome to the MoneyMays podcast. |
| 0:04.8 | If this is your first time joining us, I'm the host, Simon Brewer, |
| 0:08.4 | and in this show, we talk to proving leaders and thinkers from the worlds of business, investing and beyond. |
| 0:14.4 | Money talks and money moves. |
| 0:17.2 | What direction would you choose? |
| 0:19.6 | It's the money made here to pay the way. To stay up to our money maze, |
| 0:21.6 | To stay up to date with every episode, please do sign up to our newsletter via |
| 0:28.5 | MoneyMayspodcast.com. |
| 0:30.4 | Episodes are also published on our YouTube channel and we're active on all major social media |
| 0:35.3 | platforms. |
| 0:36.4 | Thank you for listening. |
| 0:38.9 | Economic theory suggests that when competition decreases, remaining firms have more market power, |
| 0:45.4 | which can lead to increased opportunities to expand, innovate or capture a larger market share. |
| 0:50.5 | Does that analogy apply to the world of shorting? And even if you are considered one of the best in the business, can you stay afloat with a rising tide of bullishness and asset inflation? Are you heroes or villains, fraud busters or manipulators? And when your firm's website reads, we peel back the layers, often built up by seemingly respected but sycophantic law firms, auditors and |
| 1:12.3 | venal managements, it's clear sitting on the fence isn't your priority. So to understand more about |
| 1:17.9 | the world of shorting, where the challenges and opportunities may lie, we're delighted to welcome |
| 1:22.5 | back a guest who first appeared in September 2021. Founder and CEO of Muddy Waters, Carson Block, a very warm |
| 1:30.1 | welcome back to the Moneyways podcast. Thanks, Simon. Really happy to be back here. It's been too long. |
| 1:35.8 | Okay. Well, I know you are flying through California and you've kindly given up some time today, |
| 1:41.6 | which is really appreciated. And so I think that we'll jump right in |
| 1:45.3 | to your firm, because for those who haven't listened to it, who hopefully are going to go back |
| 1:50.1 | and listen to that original episode, can you just recap on the purpose? |
... |
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