The podcast features Barry Ritholtz interviewing Michelle Leder, an SEC filings specialist and founder of Footnoted, about corporate disclosures. They discuss the history and rules of SEC filings, different types of filings like 10-Qs and 8-Ks, and how companies may strategically disclose negative information. Leder shares examples of companies using tricks to bury bad news, the significance of metadata red flags like late filings, and instances where seemingly minor footnotes revealed major issues. The conversation also explores the increasing role of AI in corporate filings and how it can be used to analyze them.
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