• Vietnam and India will benefit from China’s fall: Carson Block of Muddy Waters Resrearch

  • Feb 18 2025
  • Durée: 36 min
  • Podcast

Vietnam and India will benefit from China’s fall: Carson Block of Muddy Waters Resrearch

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  • Résumé

  • 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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