This week, Quinn and Drew tackle trade wars, why tariffs age worse than milk, the hidden stupidity behind sales taxes, and the booming business of shipping empty containers across oceans. They dig into SpaceX's money machine, explain why manufacturing didn’t really "die," and marvel at a new $20K EV truck that's basically a grown-up Lego set.
Plus: the guy who missed the Titanic because he hated fancy typewriters, Greece’s 1930s currency chaos, and why we're all secretly working for the IRS.
Welcome to the next episode of the Capital Call: with the Millegan Brothers, managing partners of the Woodworth Contrarian Fund. After testing various times, for consistency, starting next week you will see a new episode released every Monday morning at 2 AM Eastern / 5 AM Pacific.
DEEP ROOTS. STUBBORN GROWTH. OREGON BASED.
Episode Breakdown:
(00:00:00) - Welcome Back: Celsius, Consistency, and the Surprise Ending
(00:01:05) - Keynes, LBJ, and Why Politics Was Always Crazy
(00:03:08) - Tariffs Gone Wild: 3,000% Solar Panels and the Buyer’s Strike
(00:06:12) - Corporate Earnings Dodgeball: United Airlines and Contingency Everything
(00:08:24) - Manufacturing Isn't Dead: Why the U.S. Is Still a Giant
(00:10:47) - Is the U.S. a Tax Haven in Disguise? (Yes, Sort Of.)
(00:13:40) - Portland Taxes vs. Common Sense: A Cautionary Tale
(00:19:00) - China’s Growth Ponzi, Collapsing Ports, and What Comes Next
(00:35:34) - Slate EV: A $20K Truck to Save the Car Market?
(00:48:45) - This Day in Economic History: Greece Defaults, America Gets Named, and a Titanic Near-Miss
Quinn Millegan: www.linkedin.com/in/quinnmillegan
Drew Millegan: www.linkedin.com/in/drew-millegan
The Millegan Memo (monthly newsletter): www.woodworth.fund/news/tag/The+Millegan+Memo
Woodworth Contrarian Fund: www.Woodworth.Fund
Capital Call: CapitalCall.Stream
Inquiries: info@woodworth.fund
Capital Call #4 with Quinn Millegan & Drew Millegan, managers of the Woodworth Contrarian Fund.
Post market close 4/25/25 - Coming straight to you every Monday morning at 2 AM PT / 5 AM ET
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