ARK Enters The Bear Cave w/ Edwin Dorsey

<p>The Value Hive Podcast is brought to you by TIKR. Join the free beta today at <a href="https://tikr.com/hive" rel="ugc noopener noreferrer" target="_blank">TIKR.com/hive</a><a href="https://tikr.com/hive" rel="ugc noopener noreferrer" target="_blank">.</a> They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.</p> <p>This week I chat with Edwin Dorsey, founder, and author of <em>The Bear Cave. The Bear Cave</em> is a short-focused newsletter dedicated to finding interesting companies doing sketchy things. Edwin began his obsession with the stock market in the second grade. As we discuss in the podcast, Edwin was <strong>born </strong>to be a short seller.&nbsp;</p> <p>Our chat covers a few key topics around short-selling, including:&nbsp;</p> <ul> <li>What Makes A Great Short Idea (Hint: it's not "astronomical valuation")</li> <li>The Importance of Shorting in Capital Markets</li> <li>ETF Mechanics &amp; The Impact of Front-Running Redemptions</li> </ul> <p>The bulk of the podcast focuses on the current ARK ETF dynamics and the potential of a severe redemption event. Edwin does a fantastic job describing the inner mechanics of ETFs and why the same "rails" that drove ARK up the AUM ladder could bring them down in the blink of an eye.&nbsp;</p> <p>Here's the timestamp:&nbsp;</p> <ul> <li>[1:20] Is A Short Seller Born or Made?&nbsp;</li> <li>[4:10] What Makes A Great Short Idea?&nbsp;</li> <li>[8:00] Root Insurance $ROOT</li> <li>[17:05] Interning at SEC Enforcement Division</li> <li>[20:23] ARK Enters The Bear Cave</li> <li>[35:12] What Makes 2021 Different Than The 2020 Flash Crash?&nbsp;</li> <li>[44:57] Vuzix Corp $VUZI</li> <li>[58:04] Future of Bear Cave Newsletter</li> <li>[61:00] Closing Questions</li> </ul> <p>If you like what you heard and you want to learn more about Edwin, check out these resources:&nbsp;</p> <ul> <li><a