Zeroes Finance - ZERO FUCKS GIVEN9 Aug 2024

The Slippery Slope of the Government’s Allegations Against Andrew Left

In a thrilling return of our Short Story format, Carson Block of Muddy Waters Capital sits down with Edwin Dorsey, Author of The Bear Cave. In this episode, Carson and Edwin break down the charges and allegations underlying the Government’s complaint against activist short seller Andrew Left. Edwin begins by questioning the Government theories of Andrew’s trades in the stock of General Electric (GE). He then goes on to give an example of another prominent hedge fund manager, Dan Loeb of Third Point LLC, and his activities surrounding Herbalife (HLF) in 2013. As Carson shares, there are a myriad of factors that go into a sophisticated investor’s trading activities, only one of which is the investor’s own price objective. Carson then explains why this case is paramount for the future of the sell-side industry, their use of price targets, and all the garbage that goes into Wall Street’s infamous valuation models. Can the SEC really conjure up a new rule that could require Andrew, and possibly other short sellers, to hold positions for five days after publishing a report? Carson analyzes this possibility under the First Amendment explaining why he doesn’t believe any court would grant such an unconstitutional proposal. Will this episode have long-lasting impacts for the behavior of short activists? And what might it mean for the spirit versus the letter of the law as it pertains to investors, corporations, and regulators?

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Wildfires, Trump’s Land Grabs, and Zuck’s "Manly" Era

This week, California’s wildfires spark a deeper dive into the state’s ongoing crisis: mismanagement, a questionable climate agenda that’s burning billions without results, and, of course, Gavin Newso...

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Can Whitney Tilson Fix NYC? Former Hedge Fund Manager Joins NYC Mayoral Race

In our exclusive interview, Whitney Tilson, former hedge fund manager turned first-time political candidate, shares his perspective on the challenges facing New York City and the bold solutions he bel...

8 Jan 20251h 4min

ZFG Episode 54: A New NTE Market... the Only Fitting End to 2024

Luigi Mangione is finally in custody but that hasn’t stopped health insurers from dialing back recently proposed changes to its anesthesia coverage. Hunter Biden has officially been pardoned by his ol...

19 Dec 202432min

2024 Election Fallout: Trump’s Picks & Spirit Airlines Shoot Out

This week, the Zero Fucks Given crew is back! Carson is rubbing his perfect election predictions in everyone’s face while we recap the news stories you may have missed while doom scrolling online. Fro...

15 Nov 202444min

Tech Bros Gone Wild & A Special ZFG Announcement

The God complex amongst Tech Billionaires has reached a boiling point. To be fair, Elon has taken a page out of the Zer0es playbook and clearly gave zero fucks with his jiggly puff dance at a recent T...

11 Okt 202435min

Trump’s Nussy & The Junk Olympics

In this episode of ZFG, Carson and the team our reactions to the presidential debate, how a PhD student's cat fooled Google Scholar, Palantir CEO's odd announcement of their S&P 500 inclusion, the s...

17 Sep 202434min

The RNC’s Grindr Super Bowl

When it comes to the woke agenda, few understand that the Republican Party is the true support system behind the LGBTQ community. Some might say that Freddy is just trying to rag on the US political p...

26 Juli 202431min