In this month’s episode of The Short of it, the Muddy Waters team dissects the epic implosion of Archegos Capital Management. They specifically dive into the artificially manufactured short-squeeze that happened to GSX, a Chinese online learning company which many short-sellers believe is the biggest fraud since Wirecard. Carson and Freddy give their critique of Bill Hwang, the former protégé of Julian Robertson of Tiger Management, whose character was scorned by insider trading, but externally preached to be a devout Christian. They also discuss several details surrounding the microstructure of Cathie Wood’s ETFs that perhaps suggest the end of the cycle.
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