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.
Carson Block of Muddy Waters Capital makes the case that Hannon Armstrong (HASI) is a value-destructive REIT in pursuit of the ESG wave.
In this Short Story, Carson interviews the author of The Revolution That Wasn’t, Spencer Jakab. In this conversation, Jakab provides his analysis of the players involved, the factors that contributed to the frenzy, and how the belief that retail was “sticking it to Wall Street” has failed miserably.
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