Carson Block is the founder of Muddy Waters Research. In this conversation we talk about the short selling environment, ESG grift, AI stocks, US & China relations, and what exactly is happening with tech companies with sky high valuations in private market & have come out in the public market.
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Pomp writes a daily letter to over 250,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at [ Ссылка ]
TIMESTAMPS:
0:00 - Intro
0:30 - Reappreance of short selling
9:13 - Coming up with ideas
17:08 - ESG grif
24:10 - US China relationship
34:35 - Artificial intelligence
36:52 - Opportunity to short selling
42:28 - Long investing
46:10 - Muddy Waters
52:00 - WeWork, BuzzFeed & tech companies drawing down
55:15 - Closing statements
1:00:30 - Elon Musk
1:06:45 - Find online
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