Capital Call: with The Millegan Brothers
Capital Call: with The Millegan Brothers
Podcast Description
Down to the wire - this is the Capital Call.
The Millegan Brothers, Co-founders and Managing Partners of the Woodworth Contrarian Fund, bring you the Capital Call - where they explore investments, finance, current events, and the contrarian mindset. We're broadcasting the Capital Call for all the underdogs, hard workers, and big dreamers who have the audacity to think against the grain.
DEEP ROOTS. STUBBORN GROWTH. OREGON BASED.
www.Woodworth.Fund | CapitalCall.Stream
Podcast Insights
Content Themes
The podcast centers on topics related to finance, economic policies, and global trade dynamics. Specific episodes explore themes such as the implications of OPEC's actions on oil prices, the economics of tariffs, and the impact of technological advancements on industries, like in episodes discussing synthetic meat and the trade implications of manufacturing shifts.
Down to the wire – this is the Capital Call.
The Millegan Brothers, Co-founders and Managing Partners of the Woodworth Contrarian Fund, bring you the Capital Call – where they explore investments, finance, current events, and the contrarian mindset. We’re broadcasting the Capital Call for all the underdogs, hard workers, and big dreamers who have the audacity to think against the grain.
DEEP ROOTS. STUBBORN GROWTH. OREGON BASED.
www.Woodworth.Fund | CapitalCall.Stream
NOTHING discussed in this podcast (by the hosts or guests) is financial/tax/legal advice. Investments incur risk.
Capital Call #16: Chip Tariffs at 100%? Hold My Foundry.
After the July jobs miss and giant BLS revisions, we dig into how fast-moving tariffs are warping prices, margins, and small-biz decisions—and why narrow leadership isn’t “the market.” We debate politicians trading, timing tops (don’t), and when technicals help vs. hurt.
Stocks: FreightCar America (RAIL), railcar demand, and why micro/mid liquidity cuts both ways. Tariff watch now includes talk of 100% chip levies and sector-by-sector fallout (pharma, glass, autos). “This Day in Economic History” runs from Britain’s 1914 bank holiday and Bradbury notes to Agnew’s scandal, Barry Bonds’ 756th, Napoleon & the Bank of France, and the 2007 quant quake. 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 Monday mornings at 2 AM Eastern / 5 AM Pacific.
DEEP ROOTS. STUBBORN GROWTH. OREGON BASED.
Episode Breakdown:
(00:00) “Tariff Podcast” & the Venezuelan bolívar bit
(00:06) July jobs miss & the big BLS revisions
(00:12) Tariff whiplash, data revisions, and trust in stats
(00:14) MAG-7 vs “the market” (breadth & exemptions)
(00:17) Politicians trading, “is that insider info?”
(00:21) Don’t time tops/bottoms: our 3–5 yr playbook
(00:23) Technicals vs fundamentals (and when charts mislead)
(00:24) Narrow leadership: ex-Mag7 the market’s flat
(00:25) Tariffs hit small biz supply chains (import reality check)
(00:29) PPI watch & talk of 100% chip tariffs
(00:29:48) Stock segment: FreightCar America (RAIL) & rail demand
(00:33:20) Micro/mid liquidity, risk, and “buying dips” the sane way
(00:34:10) Recession chatter: alcohol, glass, and defensives
(00:35:40) Pharma tariffs, domestic capacity (AZN, MRNA)
(00:41:12) This Day in Economic History: 1914 bank holiday → 2007 quant quake
Topics include:
tariffs, BLS revisions, PPI, Magnificent Seven breadth, insider trading ethics, long-horizon investing, FreightCar America (RAIL), rail demand, pharma capacity, 1914 bank holiday, Agnew probe, Barry Bonds 756, 2007 quant meltdown, This Day in Economic History.
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: [email protected]
Capital Call #16 with Quinn Millegan & Drew Millegan, managers of the Woodworth Contrarian Fund.
Post market close 8/7/25 – Coming straight to you (almost) every Monday morning at 2 AM PT / 5 AM ET.
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