Debtwired!

Muddy Waters deep-dive short ideas explored with Carson Block


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On the Debtwired! Podcast, Carson Block, CEO of Muddy Waters, joins Debtwire Europe’s Head of High Yield Adam Samoon to discuss short selling trades in credit.

Muddy Waters has exposed accounting issues and fraud at many global companies. This podcast examines what operational characteristics provide fundamentals for good short trades and monitors examples of trades that have been implemented.

A number of bonds in the European real estate sector have had large price drops in recent years. Real estate risks are considered alongside current short trade ideas across other geographies and sectors.

Lastly, the podcast explores if short selling has become harder to implement due to the new paradigm of reduced secondary liquidity and CDS orphanage event risks.

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Debtwired!By ION Analytics

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