Carson Block is the founder of Muddy Waters Research, one of the defining activist short-selling firms of the last decade and a half. Since 2010, Muddy Waters has published forensic research exposing accounting fraud at publicly traded companies across China, Europe, and the US and has beenright enough times that 11 companies have been delisted as a result.
In this episode of Summation, Carson and Auren discuss:
why outright fraud is only 20-25% of Muddy Waters' focus
the Wirecard saga
why high-trust countries like Germany are a paradise for criminals
how the thing that killed Enron is still completely legal
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