EPISODE · Jun 23, 2025 · 55 MIN
Can David Deming Fix Interest Rates and Self-Driving Cars in One Episode?
from Capital Call: with The Millegan Brothers · host Woodworth Contrarian Fund / The Millegan Brothers
David Deming, Pegasus Equestrian Director, joins the Millegan Brothers to discuss why the market’s at all-time highs despite war drums in Iran, sticky tariffs, and the Fed doing literally nothing. We unpack why interest rates aren’t going down anytime soon, how Turkey accidentally became a macroeconomics horror story, and whether oil at $130 is still just a vibe check away.Also on deck: Google might be the cheapest trillion-dollar company in the Mag7, Waymo is quietly eating Tesla’s RoboTaxi lunch, and Quinn dismantles the Rothschild-Waterloo myth like it’s a bad Reddit conspiracy. Plus: Garfield’s billion-dollar lasagna empire and the USDA once paying farmers to burn cotton on purpose. Markets are weird — but at least the Baja Blast was cold.REGISTER FOR OUR "CONTRARIAN & VALUE INVESTING" WEBINAR ON FRIDAY JUNE 27TH @ 12 PM ET / 9 AM PT HERE:https://cornell.zoom.us/meeting/register/zAb14tFnTOeUIn4XnDzENg#/registrationTopics include: oil markets, tariffs, investing, economic history, Federal Reserve, market trends, technology, geopolitical impacts, Pegasus Equestrian, stock market, economic insightsWelcome 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:(00:26) David Deming Joins the Show(03:45) The Fed Holds Rates: Why It Matters Less Than It Should(08:01) Middle East Tensions and Oil Prices(12:10) Turkey’s Economic Weirdness(16:18) BRICS Isn’t a Real Thing (Sorry)(18:53) Waymo vs. Tesla: The RoboTaxi Face-Off(24:05) Alphabet’s Valuation & YouTube’s Hidden Growth(45:15) This Day in Economic History: Cotton Fires, Garfield Merch & Rothschild Myths(54:19) Wrap-Up and Farewell with David DemingSpecial Guest, David Deming: https://www.linkedin.com/in/david-demingQuinn Millegan: www.linkedin.com/in/quinnmilleganDrew Millegan: www.linkedin.com/in/drew-milleganThe Millegan Memo (monthly newsletter): www.woodworth.fund/news/tag/The+Millegan+MemoWoodworth Contrarian Fund: www.Woodworth.FundCapital Call: CapitalCall.StreamInquiries: [email protected] Call #12 with Quinn Millegan & Drew Millegan, managers of the Woodworth Contrarian Fund.Post market close 6/19/25 - Coming straight to you every Monday morning at 2 AM PT / 5 AM ET.
What this episode covers
David Deming, Pegasus Equestrian Director, joins the Millegan Brothers to discuss why the market’s at all-time highs despite war drums in Iran, sticky tariffs, and the Fed doing literally nothing. We unpack why interest rates aren’t going down anytime soon, how Turkey accidentally became a macroeconomics horror story, and whether oil at $130 is still just a vibe check away.Also on deck: Google might be the cheapest trillion-dollar company in the Mag7, Waymo is quietly eating Tesla’s RoboTaxi lunch, and Quinn dismantles the Rothschild-Waterloo myth like it’s a bad Reddit conspiracy. Plus: Garfield’s billion-dollar lasagna empire and the USDA once paying farmers to burn cotton on purpose. Markets are weird — but at least the Baja Blast was cold.REGISTER FOR OUR "CONTRARIAN & VALUE INVESTING" WEBINAR ON FRIDAY JUNE 27TH @ 12 PM ET / 9 AM PT HERE:https://cornell.zoom.us/meeting/register/zAb14tFnTOeUIn4XnDzENg#/registrationTopics include: oil markets, tariffs, investing, economic history, Federal Reserve, market trends, technology, geopolitical impacts, Pegasus Equestrian, stock market, economic insightsWelcome 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:(00:26) David Deming Joins the Show(03:45) The Fed Holds Rates: Why It Matters Less Than It Should(08:01) Middle East Tensions and Oil Prices(12:10) Turkey’s Economic Weirdness(16:18) BRICS Isn’t a Real Thing (Sorry)(18:53) Waymo vs. Tesla: The RoboTaxi Face-Off(24:05) Alphabet’s Valuation & YouTube’s Hidden Growth(45:15) This Day in Economic History: Cotton Fires, Garfield Merch & Rothschild Myths(54:19) Wrap-Up and Farewell with David DemingSpecial Guest, David Deming: https://www.linkedin.com/in/david-demingQuinn Millegan: www.linkedin.com/in/quinnmilleganDrew Millegan: www.linkedin.com/in/drew-milleganThe Millegan Memo (monthly newsletter): www.woodworth.fund/news/tag/The+Millegan+MemoWoodworth Contrarian Fund: www.Woodworth.FundCapital Call: CapitalCall.StreamInquiries: [email protected] Call #12 with Quinn Millegan & Drew Millegan, managers of the Woodworth Contrarian Fund.Post market close 6/19/25 - Coming straight to you every Monday morning at 2 AM PT / 5 AM ET.
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Can David Deming Fix Interest Rates and Self-Driving Cars in One Episode?
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