CAPITAL CALL #5: EMPIRES DIE, CARTELS CHEAT, AND OREGON TAXES EVERYTHING
Brought to you by The Woodworth Contrarian Fund
What do falling oil prices, orbital battleships, and lab-grown mammoth meat have in common? Apparently, this episode. Brothers Drew and Quinn Millegan spiral through the economics of tariffs, why OPEC is the worst group project in history, and how the U.S. frackers might get kneecapped (again) by Saudi spite. We learn about Norway’s shockingly low-cost oil production, Russia planting flags on the Arctic seafloor, Greenland's prime real estate, and why you can't get your Temu order delivered. Then it’s on to teleportation ethics, hydrogen as a leaky disaster, and the future of synthetic meat.
And in this week’s “This Day in Economic History,” Quinn digs into a corporation so powerful it once ran courts, levied taxes, and governed land larger than most nations—until it stumbled, centuries later, into the arms of bankruptcy court just this year.
Welcome to the next episode of the Capital Call: with the Millegan Brothers, managing partners of the Woodworth Contrarian Fund with a new episode released every Monday morning at 2 AM Eastern / 5 AM Pacific.
DEEP ROOTS. STUBBORN GROWTH. OREGON BASED.
Episode Breakdown:
(00:00) Tequila and Tariffs: A Cinco de Mayo Kickoff
(01:35) S&P Rebounds, But Value’s Still Gone
(04:55) Temu Trouble & The End of De Minimis
(06:00) Apple’s Great Escape: From China to Vietnam
(07:45) OPEC’s Dysfunction and Oil’s Price War Rumors
(13:20) Frackers, Cheating Cartels, and the Cost of Crude
(18:00) Hydrogen, Oil, and the Renewable Transition Race
(23:30) Teleportation is Suicide (and Other Space Thoughts)
(32:00) Space Force Wants a Star Destroyer (Seriously)
(46:50) This Day in Economic History: A Corporate Empire Rises (and falls)
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 #5 with Quinn Millegan & Drew Millegan, managers of the Woodworth Contrarian Fund.
Post market close 5/2/25 - Coming straight to you every Monday morning at 2 AM PT / 5 AM ET
DEEP ROOTS. STUBBORN GROWTH. OREGON-BASED.
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Drew Millegan (left) & Quinn Millegan (right) in front of the Charging Bull in New York City.
About the Managers: Brothers Drew Millegan and Quinn Millegan manage the Woodworth Contrarian Stock & Bond Fund, a hedge fund based in McMinnville, Oregon. They grew up in the finance world, and specialize in contrarian investment strategies in the US Public and Private markets.
Something missing from your portfolio may be a diversification into the Woodworth Contrarian Fund for accredited investors. Now is a great time to diversify your portfolio with an investment into a multi-award-winning fund. An exposure to a value-based contrarian strategy is a unique opportunity for your long term capital that you’re seeking aggressive returns for. With eight years of the Woodworth Fund under management, the Millegan Brothers are trained stock-pickers and experienced venture capital investors with a proven track record. Give us a call today to discuss a liquid investment with independent administration and independently audited monthly statements and a personal relationship.
