Kuppy is joined by the guy who went after Chinese ShitCos before it was fashionable, spurring a new era in independent short-selling research.
With the markets rolling over and entering a “cleansing” stage, i.e., zeroing the Ponzi sector, we thought it would be a great time to speak with THE expert.
We are lucky to have Carson Block of Muddy Waters joining us to chat about all things short selling, fraud, and Ponzi. This one was a lot of fun and Carson did not pull any punches!
Join us for this exciting episode of the KEDM Happy Hour, where Roderick dives deep into the world of finance, investment strategies, and market insights. As day one subscribers of KEDM, they share their experiences and thoughts on various investment themes, including value investing, stock-specific research, and the importance of management teams in driving company performance.
Join us for an insightful episode as we dive into the world of finance with Derek, the founder of Gator Capital, a boutique investment advisory firm specializing in the financial services sector. With over 17 years of experience, Derek shares his journey from working at Fannie Mae to running a successful investment firm.
Join us in this episode as we dive into a lively discussion about the current state of global markets, the impact of geopolitical events, and the fascinating world of finance. Our guest, known as "Le Shrub," shares his unique journey from hedge fund CIO to social media influencer, and how he transformed his insights into a popular Substack.
Join us for another exciting episode of KEDM Happy Hour! In this episode, our hosts dive deep into the tumultuous year of 2024 and share their thoughts on the upcoming opportunities in 2025. They discuss market trends, the impact of AI, and the dynamics of various sectors including emerging markets, privatizations, and energy.