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.
The Millegan brothers are back and caffeinated—because nothing says “financial insight” like Celsius-fueled rants about Japanese mini trucks and tariff math that would make an IRS auditor throw their 10-key out the window. We cover everything from Powell’s hostage tour of the Fed building to why Kohl’s is apparently the new GameStop (but with real estate and fewer Reddit jokes).
We unpack why small caps are lagging, how inventories are running on borrowed time, and why tariffs are just taxes in a trench coat. Helen of Troy (HELE) makes a surprise appearance as a boring beauty brand with surprisingly sharp moves—and an undervaluation that shampoo alone can’t explain. Plus: dividends get dissected, bankruptcies are booming, and we deliver a short-selling masterclass that ends with… “please stop shorting companies that own $8 billion in property.”
We close with This Day in Economic History, featuring the First Bank of the United States, an early case of Reconstruction-era financial flexing, and a presidential radio debut that changed economic messaging forever—along with a handful of oddly specific surprises we didn’t see coming either.
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) Intro, Car Trouble, and Classic Cars
(02:08) Summer Markets & 'Sell in May' Seasonality
(05:05) Index Rundown & Small Cap Rebounds
(06:38) Trump vs Powell at the Fed Building
(09:10) Tariffs, Japan Deal & Trade Deficit Myths
(12:12) Importing Kei Trucks & Registration Loopholes
(15:00) Consumer Sentiment and Political Bias in Markets
(17:00) Dollar Weakness and Manufacturing Implications
(19:08) Tariff Inventory Burnoff and Price Hikes
(21:34) Record Bankruptcies and Stock Market ≠ Economy
(24:00) Helen of Troy, Dividends, and Insider Ownership
(27:06) Kohl’s Meme-ification and Short Squeeze Mechanics
(33:40) Market Efficiency vs. Mispricing Opportunities
(38:00) Kraft Heinz Breakup & Food Sector Competition
(44:56) This Day in Economic History
Topics include:
tariffs, trade deficits, Powell vs Trump, Fed independence, small cap stocks, Russell 2000, meme stocks, Kohl’s short squeeze, dividend investing, dollar weakness, inflation, supply chains, Helen of Troy, Japanese Kei trucks, Kraft Heinz breakup, rail mergers, antitrust law, economic indicators, market inefficiency, 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 #15 with Quinn Millegan & Drew Millegan, managers of the Woodworth Contrarian Fund.
Post market close 7/24/25 – Coming straight to you (almost) every Monday morning at 2 AM PT / 5 AM ET.
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