CAPITAL CALL #6: SPOILER: THIS EPISODE INCLUDES BEER. JUST… NOT THE WAY YOU HOPE.
Brought to you by The Woodworth Contrarian Fund
This week on Capital Call: with The Millegan Brothers, we cover light topics like international trade breakdowns, militarized drone swarms, 110-hour workweeks that literally kill, and Warren Buffett casually handing off the keys to a $1 trillion empire. Also: Netflix finds a way to make more money when you're broke, Disney opens a theme park somewhere dry and oil-rich, and Portland might get a baseball team if Salt Lake forgets to show up.
Oh - and in our "This Day in Economic History" segment, we unpack a short squeeze so brutal it nearly broke the market and left one unlucky investor... extremely overcooked. Stay tuned. Stay liquid.
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:
(00:25) Congrats to Logan & Nova / $454 Million Spain blackout
(02:00) India-Pakistan tensions and weak UK-US trade deal
(03:45) Tariff chaos and July 8th deadline prediction
(06:10) Corruption, Starlink, and national champions
(09:00) Trade philosophy, war readiness, and drone supremacy
(14:10) Netflix, Skype’s death, and Disney’s new theme park
(18:00) Why Hollywood plays it safe (nostalgia vs. innovation)
(22:30) American equity vs. European debt culture
(24:00) 110-hour work weeks and banker burnout
(29:00) Buffett succession and Berkshire's Japan plays
(34:00) Taxi medallions, unions, and economic gatekeeping
(39:45) Free markets, licensing bottlenecks, and longshoremen
(43:00) Portland baseball dreams vs. Salt Lake City
(44:10) This Day in Economic History – 2020 unemployment spike
(45:08) The 1901 Northern Pacific short squeeze
(57:26) Lessons from shorts, beer vats, and market risk
(59:45) Wrap-up and dark humor outro
More on the Northern Pacific short squeeze: https://novelinvestor.com/the-biggest-short-squeeze-of-the-last-century
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 #6 with Quinn Millegan & Drew Millegan, managers of the Woodworth Contrarian Fund.
Post market close 5/9/25 - Coming straight to you every Monday morning at 2 AM PT / 5 AM ET
DEEP ROOTS. STUBBORN GROWTH. OREGON-BASED.
Now is a great time to diversify your portfolio with an investment into an award-winning fund. Call us or visit our website to inquire on an investment today in the Woodworth Contrarian Fund as an accredited investor.
(800) 651-1996 - info@woodworth.fund - www.Woodworth.Fund
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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.
