How to short AI with Carson Block

如何做空 AI

Money Talks from The Economist

2026-10-01

29 分钟
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Carson Block is not the only investor asking whether the AI rally can last. But the famed short-seller has a distinctive theory of how it will unravel. In this special live show, he explains how he is betting against the AI boom. Guests and hosts: • Carson Block, CEO of Muddy Waters Research • Alice Fulwood, co-host of “Money Talks” • Mike Bird, co-host of “Money Talks” Topics covered: • AI • Short selling • Muddy Waters Research Transcripts of our podcasts are available via economist.com/podcasts.
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  • The Economist.

  • Last week, we did something we have not done before.

  • We recorded Money Talks live.

  • We did it in Manhattan in front of an audience

  • who had some really great questions.

  • It was a fascinating conversation,

  • and we wanted to share it with you.

  • We will be back in the studio next week.

  • So, until then, here it is.

  • Enjoy the show.

  • Hello everyone.

  • You're listening to Money Talks live in New York.

  • I'm Alice Fulwood.

  • I'm Mike Bird.

  • And we're very excited to be here.

  • Mike, for today's show, we are going to be interviewing Carson Block.

  • He is famed short seller, the founder of Muddy Waters.

  • It's always fun to talk to short sellers

  • because they're markets innate contrarians.

  • They always have an interesting perspective.