TDI Podcast: Carson Block Rocks! (#906)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 2 February 2025
⏱️ 66 minutes
🧾️ Download transcript
Summary
Big tech reporting – some interesting moves.
Inflation – PCE inline.
And our guest, Carson Block, Founder of Muddy Waters Research
NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)
Carson Block is the Chief Investment Officer of Muddy Waters Capital LLC, an activist investment firm. Muddy Waters conducts extensive due diligence based investment research on companies around the globe. Mr. Block is also the founder of Zer0es TV (www.zer0es.tv), an online channel dedicated to short selling related video content. Bloomberg Markets Magazine named Mr. Block as one of the “50 Most Influential in Global Finance” in 2011. The following year, Muddy Waters received the prestigious Boldness in Business Award from the Financial Times. In September 2015, Mr. Block was featured in the book, The Most Dangerous Trade: How Short Sellers Uncover Fraud, Keep Markets Honest, and Make and Lose Billions, by former Bloomberg writer Richard Teitelbaum. He is also featured in the 2018 documentary The China Hustle.
Mr. Block appears frequently as a commentator on Bloomberg Television, CNBC and the BBC. He has written op-eds in the Wall Street Journal, Financial Times, and New York Times on various topics related to improving corporate governance and market transparency. Prior to forming Muddy Waters, Mr. Block was an entrepreneur in China and worked as a lawyer in the Shanghai office of the U.S. law firm Jones Day. In 2007, he co-authored Doing Business in China for Dummies, a primer on doing business in China. He holds a B.S. in business from the University of Southern California and a J.D. from the Chicago-Kent College of Law, where he has also served as an adjunct professor.
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Stocks mentioned in this episode: (CVNA), (TSLA), (GLD), (VNM)
Transcript
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| 0:00.0 | This episode is sponsored by Interactive Brokers. |
| 0:03.0 | And here's a question for you. |
| 0:04.8 | Will the average U.S. temperature in January of 2025 be greater than 34 degrees Fahrenheit? |
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| 0:22.7 | economic shifts, or even political events. You pick yes or no, and if you're right, you get paid. |
| 0:28.5 | It's as simple as that. Now here's the kicker. When you start trading forecast contracts, |
| 0:34.0 | you'll get $3 to kick things off. So if you got a feeling about where the world's |
| 0:38.7 | heading, now is your chance to make it count. Trade on real world events and earn a dollar for every |
| 0:44.5 | contract if your prediction hits. Ready to put your predictions to the test? Well, check it out at |
| 0:50.2 | ibkr.com slash forecast and start earning from your predictions today. |
| 0:56.1 | Forecast contracts are not suitable for all investors. And of course, restrictions apply. |
| 1:02.4 | The disciplined investor is all about you, your money, and the markets. Sit back and get ready |
| 1:08.3 | for this edition of The Disciplined Investor Podcast. This edition of The Disciplined Investor podcast. |
| 1:12.7 | This episode of The Disciplined Investor is sponsored by Horowitz & Company. |
| 1:17.8 | If you're looking for a portfolio manager, look no further. |
| 1:21.3 | Horowitz & Company, from Seed Through Harvest, Cultivating Financial Success. |
| 1:31.9 | Thank you. through harvest, cultivating financial success. Markets get a gut punch as the Wild AI ride continues. |
| 1:35.5 | Big Tech reporting and some interesting moves there. |
| 1:38.3 | Inflation, well, PCE was in line. |
| 1:41.1 | That's good. |
| 1:42.0 | And our guest today is Carson Block from Muddy Waters. |
... |
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