CAPITAL CALL #8: BOND YIELDS, NUCLEAR POWER, & THE FUTURAMA FINANCE PLAN
Brought to you by The Woodworth Contrarian Fund
Tariffs are back, baby — this time with a 50% side of Europe and a 25% sprinkle on your smartphone. We break down what that means for your iPhone payments (spoiler: don’t). We also talk about Nippon Steel’s love letter to U.S. Steel, Tesla getting lapped by BYD, and why Deckers somehow still sells Uggs. Drew nerds out over Japanese bond yields and explains how hedge funds pick up nickels in front of steamrollers. Quinn reads a Garfield calendar, and we resurrect John D. Rockefeller to talk dimes, dirty ledgers, and daddy issues. Plus: the White House speeds up nuclear permitting, and we ask the real question—should you bank with Big Apple Bank for the next thousand years like Fry from Futurama?
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 (except when there’s a market holiday like Memorial Day).
DEEP ROOTS. STUBBORN GROWTH. OREGON BASED.
Episode Breakdown:
(0:26) Intro & Market Recap
(0:57) Tariffs on Smartphones & Steel Drama
(5:24) US Manufacturing & McMinnville Steel
(7:29) Texas Stock Exchange & Trading Culture
(11:14) Moderna, Value Picks & Market Sentiment
(13:43) Boeing, Tesla & BYD vs. US Innovation
(17:00) Wages, Jobs & the Role of Manufacturing
(22:23) Japan Bonds, Stagflation Fears
(30:35) Nuclear Policy Shake-Up & SMRs
(37:15) Rockefeller Deep Dive & This Day in Econ History
(44:23) Hedge Fund Trades & Steamroller Risks
(51:33) Rockefeller’s Legacy, Dimes & Compound Interest
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 #8 with Quinn Millegan & Drew Millegan, managers of the Woodworth Contrarian Fund.
Post market close 5/23/25 - Coming straight to you every Monday morning at 2 AM PT / 5 AM ET (except when there’s a market holiday like Memorial Day)
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
Best Value-Based Fund '22 | Best Contrarian Managers '22, ‘23, ‘24 | Best Opportunistic High Yield Hedge Fund ‘24
Contrarian Value-Based Hedge Fund of the Year for ‘22/23 & ‘23/’24
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.
