CAPITAL CALL #3: BACK WHEN MUSSOLINI’S BROKERS BEAT EACH OTHER INSTEAD OF THE MARKET
Brought to you by The Woodworth Contrarian Fund
Elon’s busy building the Roman Empire in his nursery, Jerome's deadlifting instead of cutting rates, and brokers in 1925 Italy responded to regulation by going full WWE. Markets are wild - but they always have been.
Plus: the ill-fated Jones Act, Chinese shipping, RuneScape-driven economics, Peter Navarro's alter-ego as a sack of bricks, and Quinn breaks the market with his metaphor.
Welcome to the next episode of the Capital Call: with the Millegan Brothers, managing partners of the Woodworth Contrarian Fund.
DEEP ROOTS. STUBBORN GROWTH. OREGON BASED.
Episode Breakdown:
(00:00) New Intro (Shoutout Noah McGraw) & Good Friday Vibes
(00:42) Elon vs. Navarro: Tesla, Twitter, and Trump
(02:55) Volatility and the Death of Fundamentals
(06:00) Gaming Economics: Diablo, WoW, and RuneScape
(10:18) Tariff Panic and the Market’s Fragile Confidence
(14:58) Railcars, Trade Loopholes, and Undervalued Winners
(18:52) The Jones Act and U.S. Shipping Dysfunction
(24:18) Powell’s Personality, Fed Independence, and Rate Drama
(30:45) Fed Politics, Firing Powell, and Hawk vs. Dove
(36:18) Interest Rates, Yield Curves, and Recession Signals
(47:48) Population Decline, Elon’s Baby Crusade, and Demographic Economics
(56:08) Mussolini’s Broker Riot: Margin Calls and Market Chaos
(1:03:40) Final Thoughts & Capital Call Sign-Off
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 #3 with Quinn Millegan & Drew Millegan, managers of the Woodworth Contrarian Fund.
April 18th 2025 Post-market-close
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.
