Episodes
Friday Nov 04, 2022
Friday Nov 04, 2022
In the latest podcast, the Muddy Waters trio is joined by a special guest, Andrew Left of Citron Research. The group discusses Kanye's recent run-in with the Jewish community. Andrew then shifts the conversation towards more pleasant memories of Raging Bull and how Jordan Belfort just barely missed the heydays of the Dot-Com bubble. The looming question for everyone is; should we stop evaluating performance and simply look at the PM's hair quality? Bill Ackman and Jeff Ubben - great hair. Steve Cohen, Stan Druckenmiller and Jim Simons - shit hair. Then again, maybe it's not the hair and all we need to search for is the infamous 'Post-Chin.' Chin implants or not, Andrew shares his recollection of his announcement to abandon activist short selling, which Freddy points out, might have come at the absolute worst time in all of history. As everyone reflects on the challenges of this business, it's been great visiting with Andrew for nothing other than the laughs. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Thursday Oct 20, 2022
Thursday Oct 20, 2022
The crew is back and unbeknownst to Carson, Krista has taken over running not only the show but the entire Muddy Waters operation. It might just be the newfound popularity on Instagram, but Krista is beaming with confidence and accepts Freddy's challenge to trial a new snake wine. Are there any ethical issues with blowing up your dead grandma? There just might be another business opportunity with that. Despite Chamath's lack of accountability with his own performance, he seemingly draws the line with anal beads. And it's that mention of anal beads that has Carson recalling a colorful Twitter interaction, which Freddy believes can be turned into a new segment on Zer0es. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Thursday Oct 20, 2022
Thursday Oct 20, 2022
Robin is back, and the crew reveals their stand-in for his frequent absences. Carson celebrates Krista's creativity and Freddy appreciates just how accurate the blow-up resembles his look, at least above the waist... With geopolitical tensions rising, Carson lays out the intellectual dishonesty of a recent foreign affairs panel. And in that same vein, Freddy raises the concern level surrounding Putin's failure in Ukraine, political opponents falling out of windows, his increasing isolation both internally and abroad, and the potential for it all to spiral into something far more draconian. Fake Rabbis, 4-minute planks, drunk teachers, and Chamath fucking shit up. It all pales in comparison to Elon's new venture of digging tunnels, a technology that's only been around since 1843 with the completion of the Thames Tunnel in London. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Friday Sep 16, 2022
Friday Sep 16, 2022
Batman & Robin take a back seat to another rock star by the name of the Acid Capitalist. In this week's podcast, the crew is joined by Hugh Hendry who's channeling his sixth sense. What has Hugh seeing dead people? In his words, the missiles of financial destruction have been launched, and we don't mean Freddy's ICBM. Krista finally reveals what she's been doing on the weekends, and her penchant for shrooms in the dessert takes Freddy by complete surprise. Hugh then provides his thoughts on China, which triggers Carson and Freddy's memory of an old scheme run by officials of the Ministry of Railways. As Hugh recounts his time as a macro manager, he lays out his belief for why the strategy has been so underwhelming over the past 15 years. And of course, no war story is complete without a full recount of Hugh sitting on a geyser in those final moments of the Global Financial Crisis. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Friday Sep 02, 2022
Friday Sep 02, 2022
Robin has returned from Vietnam and it's clear that Bruce Wayne and Krista are thrilled to have him back. Brimming with optimism from his trip to Ho Chi Minh City, Freddy suggests a new twist to investing by proposing his idea for Fraud Tank. Do Americans have it all wrong with their work schedules? Carson and Freddy share their experiences of the typical week for an expat in Hong Kong and Shanghai. And with news of the new audit deal, Krista is wondering if Chinese scams will become a thing of the past. Carson isn't convinced and questions whether the SEC will even be granted access to those results. The crew wraps up by breaking down the Bed, Bath & Beyond saga and when we consider relative P&Ls, we may have to come to grips with the reality that gingers are now taking over the world of finance. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Friday Aug 05, 2022
Friday Aug 05, 2022
After a month in sunny California, Carson is back in the studio while Freddy has jumped across the Atlantic. In a pleasant turn of events, Freddy is finally allowed to sit in his family's fancy dining room. Despite the blistering heat in Austin, TX, Carson shows his appreciation for the diversity and peacefulness of living in a blue city within a red state. Krista marvels at Carson's trimmed down look which unfortunately comes on the heels of a stressful vacation. Was Nancy Pelosi's Taiwan trip reckless in poking the bear? All this geopolitical tension has Freddy back to researching an ICBM which, to no surprise, is still highly illegal. AMTD Digital (HKD) is the latest in a long line of Chinese IPO scams and the ongoing saga has Freddy teasing an upcoming discussion on the Zer0es platform. And Carson wraps up this week's episode by providing an update on the firm's latest short reports. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wednesday Jul 20, 2022
Wednesday Jul 20, 2022
In this week's episode, Freddy is back from sabbatical, but Carson is dialing in from sunny California. Given his new trucker look, there are serious questions as to whether Freddy really contracted Covid while he was away, or if it was just a mistaken case of Monkeypox. Krista fills us in on a new breed of door-knocking snakes in Texas and its hunt for her dog has her shopping for AR-15s. Elon Musk is back in the news and, after pissing off Democrats, he's now drawn the ire of The Donald. Does Musk's ultimate trump card involve Melania? And now that Muddy Waters has published a new short report in the ESG space, Freddy and Carson reveal the firm's ESG plan to save the whales.Watch ‘Zer0 F**ks Given’ on Zer0es TV or listen on Spotify and Apply Music to stay up to date on all the short selling and market developments that matter most.Find out more by visiting the home of short-selling: www.zer0es.tv Learn more about your ad choices. Visit podcastchoices.com/adchoices
Monday Jul 04, 2022
Monday Jul 04, 2022
With his business ideas falling apart at the seams, Freddy has taken a page out of Elon Musk's playbook and gone MIA this week. In his absence, Soren Aandahl of Blue Orca Capital joins Carson to discuss this week's most pressing issues. Soren shares his childhood memories of a Japanese orphanage where kids used to pluck his hair for further examination. Martin Shkreli is finally out from behind bars, and he's wasted no time in offering up his equity analysis. Did Bill Hwang really break any securities laws leading up to and during the implosion of Archegos? Soren and Carson debate the merits of the DOJ's arguments and whether Bill's actions were really any different from the Reddit crowd.Watch ‘Zer0 F**ks Given’ on Zer0es TV or listen on Spotify and Apply Music to stay up to date on all the short selling and market developments that matter most.Find out more by visiting the home of short-selling: www.zer0es.tv Learn more about your ad choices. Visit podcastchoices.com/adchoices
Friday Jun 17, 2022
Friday Jun 17, 2022
The gang is back and Carson is pulling out all the stops to convince Krista to stay on as a fixture at Zer0 Fucks Given. The incels have infested Austin, TX for a crypto conference, where a Dogecoin-wrapped McLaren and scantily clad crypto hoes draw similarities to the hooker scene at Vegas self-storage conferences. Carson recalls his time in the Shanghai storage business, how he exacted his revenge on the Chinese VCs, and why he considers himself the Fidel Castro of China's venture capital industry. The crew marvels at the schadenfreude moment coming to crypto on the heels of Ponzi schemes imploding within yield farming. And Freddy takes a Porsche for a spin around a racetrack, which seems to have given him some misplaced confidence in making a bet about Carson. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Friday Jun 03, 2022
Friday Jun 03, 2022
Carson is back from Vietnam and the crew has a big announcement! Fail and Set Sail Pale Ale is officially here, and Freddy is thrilled with the final product. Krista DeLuca makes another appearance in this week's episode and she details the convoluted process it took to smuggle their refreshments into Texas. Summer intern season is finally here and Freddy is pleased that this year's class is actually willing to do what is asked of them. Carson gives a quick recap of his trip to Vietnam and is excited with the firm's planned expansion into Saigon. Freddy and Carson go back-and-forth on the quality of Chinese cars which then delves into Carson's memory of a peasant street brawl. Luckily, Freddy is wearing shoes this week but is back to pitching his failing business ideas. Krista offers to lend a hand in Freddy's short selling musical and Carson caps it off with a rant on the overpopulation of angry incels in the metaverse. Learn more about your ad choices. Visit podcastchoices.com/adchoices