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EssentialThe Essential Conversation

So You Think You Want to Be a Short Seller?

Featuring Quinton Mathews

Aug 04, 2020 • 55 minutes

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Essential

The Essential Conversation

So You Think You Want to Be a Short Seller?

Quinton Mathews argues that although your own activist short seller reports can be profitable and fulfilling work, the path is filled with pitfalls.

Featuring Quinton Mathews

Aug 04, 2020 • 55 minutes

With valuations stretched, economic turmoil affecting cash flows for huge swaths of the global economy, and high-profile frauds like Wirecard and Luckin Coffee making headlines, it seems like high time to dig in and find the next big short. Quinton Mathews, founding member of boutique investment advisory firm QKM, would say otherwise. In this interview with Real Vision's Max Wiethe, Mathews argues that although researching, publishing, and trading based on your own activist short seller reports can be profitable and fulfilling work, the path is filled with pitfalls like lawsuits and regulator investigations that might not have factored into the P&L you envisioned. He walks viewers through his own journey learning the hard way about the unforeseen costs of short selling, the larger problems within the financial system related to regulation and enforcement, and the epiphanies he has had about shorting at different points in the economic cycle. As well, Mathews puts forward the high-minded goal of starting a dialogue with corporations, regulators, and activist short sellers to improve the system for all market participants. Filmed on July 22, 2020. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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