Feb 17 2025 36 mins 72
Founded in 2010 by Carson Block, Muddy Waters Research is best known for its short-selling, predominantly in the mid-cap space.
In this episode of IC Interviews, Block joins Dave Baxter to discuss what it would take for him to bet against the Magnificent Seven, the UK activist investing landscape, opportunities in Vietnam and India, and why China is uninvestable.
This episode was recorded on 5 February.
Timestamps
00:31 State of short selling
9:04 What could change the market
16:30 Going against the Magnificent 7
18:16 Opportunities in UK sectors
21:28 Saba Capital
23:18 Vietnam fund
27:15 China
30:48 India
33:03 How short and long differ
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