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

Investors' Chronicle

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