Zeroes Finance - ZERO F***S GIVEN

Zer0es TV

Inside the minds of short sellers.

  1. 11/15/2024

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

    This week, the Zero F***s 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. From Chamath's quest to "Make America Healthy Again" to North Korean soldiers discovering premium internet content for the first time, we’ve got the headlines you didn’t know you needed. It hasn't been long since Trump’s re-election, but he's already out here drafting his cabinet for the sequel administration — let’s just say it’s already shaping up to be a circus act. Oh, and Spirit Airlines somehow outdid itself by becoming the literal target of a sky-high drive-by shooting. Just another day in the aviation hell that is a Spirit Airlines flight. Meanwhile, Freddy reacts to two Brazilian influencers who prove that vanity is, in fact, buoyant (except when it’s not). Plus, our financial hot take: Why MicroStrategy’s new ETF is leverage inception on steroids — and a sign we’ve officially entered 2024 chaos mode. All that and more! TIMESTAMPS: 00:00 - Intro 00:58 - Trump 2.0 05:39 - The Fate of Gary Gensler 09:33 - Trump’s Treasure Hunt 15:24 - Chamath Goes Full RFK Mode 20:44 - North Korea’s Hardened Soldiers 24:50 - Naur Social Media For Australia 27:47 - Influencer Tragedy In Brazil 32:48 - Cohoes Gets Served 37:13 - Spirit Flight From Hell 40:38 - Microstrategy Goes Big 44:04: Outro and Episode Disclaimer

    44 min
  2. 10/11/2024

    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 f***s with his jiggly puff dance at a recent Trump rally. Zuckerberg, on the other hand, is just trying way too hard and it’s apparently caused him to forget the true fate of Julius Caesar. As promised, we have a special announcement here at ZFG and it comes by way of our very first sponsor. South Korea has finally announced that it will abandon the ban on short selling, but not until March of 2025. And just when short sellers thought they were given some breathing room, Spain proves that retardation – or corruption – runs through the highest levels of its market regulators. Speaking of corruption, NYC Mayor Eric Adams has been caught with his hand in the proverbial cookie jar. And after a long hiatus of Freddy’s corner of terrible business ideas, we get real-time footage of a new idea that arguably lands at the top of the list.   Disclaimer Unless the context indicates otherwise, the terms “Muddy Waters”, “we”, “us”, “our” and similar terms refer to Muddy Waters Asia LLC and its respective affiliates, including Muddy Waters Capital LLC. The information provided in this podcast is being furnished for informational purposes only, and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, including any securities issued by any investment vehicle managed by Muddy Waters.  References to the “Vietnam Fund” or the “New World Order Fund” refer to the Muddy Waters New World Order Fund LP (the “Fund”), which is a private fund being offered pursuant to Rule 506(c) of the Securities Act of 1933. The information presented is subject to a more complete description and does not contain all of the information necessary to make an investment decision in the Fund, including but not limited to, the risk factors, fees, and the investment strategies of the Fund.  Any offering will only be made pursuant to additional documents, including the relevant offering memorandum, a copy of the limited partnership agreement, memorandum and articles of association, or similar organizational documents of the Fund and a subscription agreement, all of which must be read in their entirety.  No offer to purchase interests will be made or accepted prior to receipt by an offeree of these documents, the completion of all appropriate documentation, and the meeting of eligibility (and such other) requirements as may be determined by Muddy Waters.  U.S. persons must, among other requirements, be “accredited investors” and “qualified purchasers,” as defined in the applicable securities laws, before they can invest in the Fund. Please see www.muddywatersasia.com for more information.

    36 min
  3. 08/09/2024

    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?

    1h 24m

Ratings & Reviews

5
out of 5
6 Ratings

About

Inside the minds of short sellers.