Interview with Carson Block

Featuring Carson Block

Carson Block, Founder & Director of Research at Muddy Waters Capital, sits down for a fascinating interview on the researching and shorting of fraudulent businesses. In this in-depth hour, Carson shares the meticulous process required in researching a potentially fraudulent firm, financial engineering as a prevailing theme for shorting, and areas of the world that have his attention at the moment.

Published on
4 December, 2015
Topic
Investment Framework, Research, China
Duration
61 minutes
Asset class
Equities
Rating
19

Comments

  • PV

    Prakash V.

    6 6 2017 06:20

    0       0

    An absolutely fascinating interview once again. I would assume that this is Part One of many more to come. It is always good to have a grasp of a man's past to understand and extrapolate his path ahead. I, for one, enjoyed his thoughts and believe Grant's interview style should be a teaching aid for students wanting to get into this line of work.

  • JL

    Jim L.

    1 6 2017 23:27

    0       0

    Excellent stuff. A thoughtful, intelligent and very impressive man. Love his work. Seconded.. get him back!

  • DY

    Damian Y.

    11 4 2017 12:03

    0       0

    That was a great interview. Bring him back, great entertainment.

  • PB

    Pieter B.

    16 10 2016 13:13

    0       0

    Great interview guys! Thanks a lot.

  • AG

    Alexander G.

    15 3 2016 12:25

    1       0

    Finally got around watching this excellent piece, many thanks!
    Really puzzling how so many presumably smart people have been fooled by Valiant. "Do your homework" more important than ever.

  • TS

    Thomas S.

    13 1 2016 04:29

    2       0

    Maybe not an eloquent orator, but we need more guys like Carson Block! If he is going after financial engineering it is a long list

  • YM

    Yogesh M.

    28 12 2015 04:20

    1       0

    Wonder if Mr. Block would set his sights on the finances of the US Govt?

    Maybe people will take note of his reputation ;)

  • ss

    steve s.

    18 12 2015 08:22

    4       0

    one of the best interviews i've seen. their is no other place in the world where i can get acces to this type of insight. thx rv

  • TM

    Todd M.

    14 12 2015 03:07

    1       3

    What a frenetic rambler.

  • ET

    Erik T.

    11 12 2015 00:18

    4       0

    Outstanding. Thanks, Grant!

  • TW

    Thomas W.

    9 12 2015 03:17

    6       0

    "Like a Marx Brothers movie."

    Perfect. It's why we love ya Grant.

  • SJ

    Suzanne J.

    9 12 2015 02:31

    5       0

    Such a straight shooter! I have learned so much in this hour. Bring back Mr Block, please.

  • PD

    Philip D.

    7 12 2015 23:31

    1       0

    Hmm...how do you go about obtaining these externally audit reports of companies. Any source...Anyone?

  • PF

    Patrick F.

    7 12 2015 04:51

    7       0

    Best realvision video yet, please bring him back for parts 2, 3 and 4.

  • AE

    Alex E.

    6 12 2015 20:36

    0       0

    Wonder if Mr. Block would set his sights on Frontier Markets?

  • DP

    Daniel P.

    6 12 2015 18:34

    2       0

    Excellent interview, could have listened for another hour just on Orient Paper!

  • jd

    john d.

    5 12 2015 21:52

    13       0

    "China is to stock frauds what Silicone Valley is to technology"

  • GW

    Grant W.

    5 12 2015 19:40

    1       0

    Dan: I realized I'd made that mistake but Carson was on a roll so I let it go!!! :)

  • RM

    Richard M.

    5 12 2015 19:20

    3       0

    Wow, fascinating interview! Keep 'em coming!!!

  • GT

    Graham T.

    5 12 2015 18:15

    0       0

    140 0
    What else can I say

  • dm

    dan m.

    5 12 2015 08:49

    4       0

    Einhorn's presentation was on Allied Capital, not Annaly Capital (the mortgage REIT)

  • dm

    dan m.

    5 12 2015 08:18

    2       0

    FIGHT ON!

  • JW

    J W.

    5 12 2015 07:24

    3       0

    Brilliant-2 hours would not be enough. I love the in-depth interviews with people who have experience in non-us/uk markets.

  • KW

    K.C. W.

    5 12 2015 06:33

    5       1

    Carson you are a boss

  • JM

    Joseph M.

    5 12 2015 04:01

    0       0

    wish he talked about standard chartered tho....

  • JS

    John S.

    5 12 2015 00:19

    1       0

    Excellent!

  • MR

    MIGUEL R.

    4 12 2015 23:27

    3       0

    it'll be interesting to see who Carson targets next, there's proably many to choose from in this financial engineering / central bank manipulated ccontext

  • MZ

    Michael Z.

    4 12 2015 22:38

    8       0

    Solid interview. Lots of respect for him having the balls to describe his process by not dancing around the truth. Clearly he had them already given his niche. Ask him his his longs next time!

  • OM

    Owen M.

    4 12 2015 22:34

    6       0

    Thank you for appearing on RV TV Carson.

  • RW

    Rich W.

    4 12 2015 21:47

    3       0

    Carson is great at what he does and was a pleasure to meet. I had an opportunity to work with him in 2014 and it was a great experience. This man knows what he is talking about!

  • SL

    Stephen L.

    4 12 2015 20:07

    10       0

    "I left China because I wasn't sure I was safe"That sentence highlights this guys constant awareness of any form of risk that's needed for success in his line of work. Its a skill/burden not many have

  • DR

    De R.

    4 12 2015 19:29

    0       1

    Agree 100% the world is fucktup!

  • SS

    Sam S.

    4 12 2015 19:11

    3       0

    Now questioning my portfolio of investments and if I can trust management and their financial statements. Is this happening in the US Oil Markets? Eye opening!

  • LA

    Linda A.

    4 12 2015 17:41

    11       0

    Love Carson Block- Sino Forest. Such a smart man who does his homework. Auditors don't catch fraud, they verify the reasonable-ness of the numbers. Love Grant too- he is a great interviewer.

  • CB

    C B.

    4 12 2015 16:50

    7       0

    Fascinating interview. I wish there had been less review of the past and his background, more forwarding looking thoughts.

  • KD

    Kevin D.

    4 12 2015 16:28

    33       0

    Great interview! Loved hearing about his process, things he looks into. "How do mega caps grow? Not because CEO figures out something no one in company knows. Its financial engineering" - Bang