Shorting Through the Cycle
From White Monkey to Project Shitadel Freddy Brick has been with Muddy Waters since 2014, but he got there in a fairly roundabout way. He graduated into the 2009 European job market. At one point, he was down to a final-round interview at Bank of America, only to find himself competing with candidates flying in…
P.E. Yew…
Last year in Anatomy of a Private Equity Train Smash we made a bold call – that private equity would be the worst asset class of the next 10 years. Today we build on that view with the 2024 year-end data plus new insights on the state pension fund industry from Equable. But it’s not all bad…
October 5, 2025, Vol. 244
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