First came the fake tweet. Then the denial. Then the real news. In between? Trillions moved, short sellers panicked, and the market posted one of its most dramatic rebounds since the Second World War. We walk through the tariff mess, what it means for inflation and reshoring, and whether the market just got gaslit by its own optimism. Also on deck: why warrants beat options, how fiat currency really works, and why Drew is bullish on boat anchors—again.
DEEP ROOTS. STUBBORN GROWTH. OREGON BASED.
Episode Breakdown:
(00:00) Intro & Bearer Bonds
(01:38) Tariff Whiplash & Rumor Rally
(05:05) Insider Trading Signals
(07:18) Global Trade Gets Weird
(20:17) Currency Power & The Balboa
(28:04) Short Selling & GameStop PTSD
(40:14) Warrants vs. Options
(42:11) Liquidity & Value in 2025
(44:03) Oregon Capital Deserts
(51:41) Shipping Chaos & Starbulk
(53:13) Fiat, Boat Anchors & Economics
(1:04:00) Earnings & Tariff Mispricing
(1:07:30) Closing & Contrarian Edge
Brought to you by The Millegan Brothers & The Woodworth Contrarian Fund.
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
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