Quoth the Raven

Carson Block of Muddy Waters Capital joins me to talk about the state of U.S. listed China based frauds, being targeted by business intelligence firms, why he thinks the trade war is a good thing, why our economy is "fueled by bubbles",  why he has a small put position in Tesla that he sees as a "massive dysfunction in the market", and why most cable news is "fucking garbage".  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch  THANK YOU TO ALL OF MY KIND PATRONS Please show love to those who support the QTR Podcast.  Biggest Patron Donors    Quantamize - visit for free trial- Twitter: @QuantalyticsRes Scott Coursey – author of “Debt Slave Economics” – view/buy here Chris Boas  Ken R  Chris Bede - Twitter: @cbede  Russ Valenti - Twitter: @russellvalenti    Longest Running Supporters   Max Mulvihill - Since 2/2018  Kyle Thomas - Since 4/2018  Chris Bede - Since 5/2018  Dariusz Kordonski - Since 5/2018  Chris Gerrard - Since 5/2018    All podcast content is subject to this disclaimer.  Chris is not an investment adviser. Listeners should always speak to their personal financial advisers.   THIS IS NOT INVESTMENT ADVICE - OPINION ONLY AND FOR JOURNALISTIC AND DISCUSSION PURPOSES  Disclosures: Carson is short TSLA Visit quoththeravenresearch.com for more on QTR 

Montana Skeptic joins me to offer up his latest take on the world of being short Tesla. QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch  THANK YOU TO ALL OF MY KIND PATRONS Please show love to those who support the QTR Podcast.  Biggest Patron Donors    Quantamize - visit for free trial- Twitter: @QuantalyticsRes Scott Coursey – author of “Debt Slave Economics” – view/buy here Chris Boas  Ken R  Chris Bede - Twitter: @cbede  Russ Valenti - Twitter: @russellvalenti    Longest Running Supporters   Max Mulvihill - Since 2/2018  Kyle Thomas - Since 4/2018  Chris Bede - Since 5/2018  Dariusz Kordonski - Since 5/2018  Chris Gerrard - Since 5/2018    All podcast content is subject to this disclaimer.  Chris is not an investment adviser. Listeners should always speak to their personal financial advisers.   THIS IS NOT INVESTMENT ADVICE - OPINION ONLY AND FOR JOURNALISTIC AND DISCUSSION PURPOSES  Disclosures: MS is short TSLA Visit quoththeravenresearch.com for more on QTR 

With Apple's stock performance becoming mainstream news, I thought back on my own history with the company. I had been a loyal Apple user since the late 80's and eventually went to work for the company in the early 2000's. While there, we launched the original iPhone and I bore firsthand witness to a key pivot for the company that would turn it into the $1 Trillion company it is today. Given the stock's pullback and the iPhone appearing to reach saturation, I wanted to recall, on a podcast, my history with the company and talk about some of the signs I saw as an employee as Apple grew from a magical turnaround story based on innovation into the corporate beast it is today.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch  THANK YOU TO ALL OF MY KIND PATRONS Please show love to those who support the QTR Podcast.  Biggest Patron Donors    Quantamize - visit for free trial- Twitter: @QuantalyticsRes Scott Coursey – author of “Debt Slave Economics” – view/buy here Chris Boas  Ken R  Chris Bede - Twitter: @cbede  Russ Valenti - Twitter: @russellvalenti    Longest Running Supporters   Max Mulvihill - Since 2/2018  Kyle Thomas - Since 4/2018  Chris Bede - Since 5/2018  Dariusz Kordonski - Since 5/2018  Chris Gerrard - Since 5/2018    All podcast content is subject to this disclaimer.  Chris is not an investment adviser. Listeners should always speak to their personal financial advisers.   THIS IS NOT INVESTMENT ADVICE - OPINION ONLY AND FOR JOURNALISTIC AND DISCUSSION PURPOSES  Disclosures: No position Visit quoththeravenresearch.com for more on QTR 

Tesla’s Q4 2018 delivery numbers missed estimates – and also raised more questions than answers. I bring Mark Spiegel back onto the podcast to talk all things Tesla with a little bit of banter about macro, the Yen and gold. QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch  THANK YOU TO ALL OF MY KIND PATRONS Please show love to those who support the QTR Podcast.  Biggest Patron Donors    Quantamize - visit for free trial- Twitter: @QuantalyticsRes Scott Coursey – author of “Debt Slave Economics” – view/buy here Chris Boas  Ken R  Chris Bede - Twitter: @cbede  Russ Valenti - Twitter: @russellvalenti    Longest Running Supporters   Max Mulvihill - Since 2/2018  Kyle Thomas - Since 4/2018  Chris Bede - Since 5/2018  Dariusz Kordonski - Since 5/2018  Chris Gerrard - Since 5/2018    All podcast content is subject to this disclaimer.  Chris is not an investment adviser. Listeners should always speak to their personal financial advisers.   THIS IS NOT INVESTMENT ADVICE - OPINION ONLY AND FOR JOURNALISTIC AND DISCUSSION PURPOSES  Disclosures: Long gold, short Tesla, Mark is short Tesla, short the Yen Visit quoththeravenresearch.com for more on QTR 

Nobody was thinking about the markets on Sunday night until Steve Mnuchin decided to make a huge deal about them by calling the heads of banks and setting a meeting with the plunge protection team - on Christmas Eve. On this podcast, I rant about how fucked everything is. Happy holidays. QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch  THANK YOU TO ALL OF MY KIND PATRONS - Please show love to those who support the QTR Podcast.  Biggest Patron Donors    1. QUANTAMIZE - visit for free trial - Twitter: @QuantalyticsRes 2. Chris Boas  3. Ken R  4. Chris Bede - Twitter: @cbede  5. Russ Valenti - Twitter: @russellvalenti    Longest Running Supporters   1. MAX MULVIHILL - Since 2/2018  2. Kyle Thomas - Since 4/2018  3. Chris Bede - Since 5/2018  4. Dariusz Kordonski - Since 5/2018  5. Chris Gerrard - Since 5/2018    All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/... Chris is not an investment adviser. Listeners should always speak to their personal financial advisers.   THIS IS NOT INVESTMENT ADVICE - OPINION ONLY AND FOR JOURNALISTIC AND DISCUSSION PURPOSES  Disclosures: Long gold Visit quoththeravenresearch.com for more on QTR 

Christmas is cancelled. Not really, but by watching the financial media, you might think so. On this podcast, I talk about Jeff Gundlach bitch slapping Jim Cramer, why people freak out about the stupid "Santa Claus Rally" not happening and why I'm having a drink for Otto Warmbier this weekend.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch  THANK YOU TO ALL OF MY KIND PATRONS - Please show love to those who support the QTR Podcast.  Biggest Patron Donors    1. QUANTAMIZE - visit for free trial - Twitter: @QuantalyticsRes 2. Chris Boas  3. Ken R  4. Chris Bede - Twitter: @cbede  5. Russ Valenti - Twitter: @russellvalenti    Longest Running Supporters   1. MAX MULVIHILL - Since 2/2018  2. Kyle Thomas - Since 4/2018  3. Chris Bede - Since 5/2018  4. Dariusz Kordonski - Since 5/2018  5. Chris Gerrard - Since 5/2018    All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/... Chris is not an investment adviser. Listeners should always speak to their personal financial advisers.   THIS IS NOT INVESTMENT ADVICE - OPINION ONLY AND FOR JOURNALISTIC AND DISCUSSION PURPOSES  Disclosures: Long gold Visit quoththeravenresearch.com for more on QTR 

(Audio improves throughout)   Fleck joins me to talk about why he thinks now is the time to short Tesla, why he thinks gold is soon to catch a bid, how his Apple short panned out and how clueless the Fed is.    Bill is a professional money manager with over 30 years of experience. He has written daily commentary on market action since 1996 and FleckensteinCapital.com launched in 2003. His website is: https://www.fleckensteincapital.com/   QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch   THANK YOU TO ALL OF MY KIND PATRONS - Please show love to those who support the QTR Podcast.  Biggest Patron Donors    1. QUANTAMIZE - visit for free trial - Twitter: @QuantalyticsRes 2. Chris Boas  3. Ken R  4. Chris Bede - Twitter: @cbede  5. Russ Valenti - Twitter: @russellvalenti    Longest Running Supporters   1. MAX MULVIHILL - Since 2/2018  2. Kyle Thomas - Since 4/2018  3. Chris Bede - Since 5/2018  4. Dariusz Kordonski - Since 5/2018  5. Chris Gerrard - Since 5/2018      All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/   THIS IS NOT INVESTMENT ADVICE   Visit www.quoththeravenresearch.com for more on QTR.

On today's podcast, Peter Schiff talks about Brian Kelly pumping Bitcoin on CNBC, how the mainstream media treated the crypto boom, oil prices, gold prices, the coming currency collapse and why he thinks the next stop for interest rates will be a slash directly back to zero.  Peter Schiff is Chairman of SchiffGold, CEO and Chief Global Strategist of Euro Pacific Capital, Inc, and host of The Peter Schiff Show. Peter is an economic forecaster and investment advisor influenced by the free-market Austrian School of economics. He is one of the few forecasters who accurately and publicly predicted the 2007 housing market collapse and subsequent 2008 financial crisis. Check out Peter's YouTube channel: http://youtube.com/channel/UCIjuLiLHdFxYtFmWlbTGQRQ Peter's Twitter: https://twitter.com/PeterSchiff QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch  THANK YOU TO ALL OF MY KIND PATRONS - Please show love to those who support the QTR Podcast.  Biggest Patron Donors    1. QUANTAMIZE - visit for free trial - Twitter: @QuantalyticsRes 2. Chris Boas  3. Ken R  4. Chris Bede - Twitter: @cbede  5. Russ Valenti - Twitter: @russellvalenti    Longest Running Supporters   1. MAX MULVIHILL - Since 2/2018  2. Kyle Thomas - Since 4/2018  3. Chris Bede - Since 5/2018  4. Dariusz Kordonski - Since 5/2018  5. Chris Gerrard - Since 5/2018    All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/... Chris is not an investment adviser. Listeners should always speak to their personal financial advisers.   THIS IS NOT INVESTMENT ADVICE - OPINION ONLY AND FOR JOURNALISTIC AND DISCUSSION PURPOSES  Disclosures: Long gold Visit quoththeravenresearch.com for more on QTR 

On today's podcast, I talk about Brian Kelly's bitcoin shitstravaganza, Janet Yellen being a hypocrite and Johnson and Johnson doing a $5B buyback as a response to possibly killing people with asbestos.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch THANK YOU TO ALL OF MY KIND PATRONS   Biggest Patron Donors   1. QUANTAMIZE - www.quantamize.com 2. Chris Boas 3. Ken R 4. Chris Bede - @cbede 5. Russ Valenti - @russellvalenti   Longest Running Supporters   1. MAX MULVIHILL - Since 2/2018 2. Kyle Thomas - Since 4/2018 3. Chris Bede - Since 5/2018 4. Dariusz Kordonski - Since 5/2018 5. Chris Gerrard - Since 5/2018   All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Chris is not an investment adviser. Listeners should always speak to their personal financial advisers.  THIS IS NOT INVESTMENT ADVICE - OPINION ONLY AND FOR JOURNALISTIC AND DISCUSSION PURPOSES Disclosures: Chris is short TSLA Visit www.quoththeravenresearch.com for more on QTR

On today's podcast, I talk about Elon Musk's insane Sunday night interview on 60 Minutes, which you can link to here.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Chris is not an investment adviser. Listeners should always speak to their personal financial advisers.  THIS IS NOT INVESTMENT ADVICE - OPINION ONLY AND FOR JOURNALISTIC AND DISCUSSION PURPOSES Disclosures: Chris is short TSLA Visit www.quoththeravenresearch.com for more on QTR.

(Audio improves throughout podcast) Today, I spoke to Mark Spiegel about why he has 20% of his portfolio short Tesla and why he thinks there's a "100% chance" of eventual hyperinflation in the U.S.  Mark B. Spiegel is the Managing Member & Portfolio Manager of Stanphyl Capital Partners and is a New York-based equity investor. Prior to founding Stanphyl in 2011, he spent six years as an investment banker (most recently as a Principal with Piper Jaffray & Co.) financing public companies. Prior to becoming an investment banker Mark spent a year working for a microcap Nasdaq tech company, and he began his career with 17 years in the commercial real estate industry where he experienced firsthand the opportunities and challenges faced by a wide array of client companies. Mark believes that all these experiences– banking public companies, working for a public company and securing real estate for a wide variety of companies– combine to provide the kind of “real world” experience that’s extremely useful for an investor.   All content created and owned by Quoth the Raven Research, LLC.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Chris is not an investment adviser. Listeners should always speak to their personal financial advisers.  THIS IS NOT INVESTMENT ADVICE - OPINION ONLY AND FOR JOURNALISTIC AND DISCUSSION PURPOSES Disclosures: Chris and Mark are short TSLA Visit www.quoththeravenresearch.com for more on QTR.

Anand Sanghvi, aka “Lucci”, is the founder and head trader at SangLucci.com. Anand has successfully traded equities and options since 2008. He is self taught and has personally coached 100's, some who have gone on to become 7 figure traders. After recently moving to Puerto Rico, his focus is on behavioral automation and automated hedging strategies. QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Chris is not an investment adviser. Listeners should always speak to their personal financial advisers.  THIS IS NOT INVESTMENT ADVICE - OPINION ONLY AND FOR JOURNALISTIC AND DISCUSSION PURPOSES Visit www.quoththeravenresearch.com for more on QTR.

In today's latest installment of my critically acclaimed* "Our Bullshit Economy" series, I talk about Jerome Powell being neutered by President Trump and not having the balls to follow through on his neutral interest rate prognostications from just weeks ago. Is he grossly incompetent or just scared shitless of the stock market? I discuss. QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Chris is not an investment adviser. Listeners should always speak to their personal financial advisers.  THIS IS NOT INVESTMENT ADVICE - OPINION ONLY AND FOR JOURNALISTIC AND DISCUSSION PURPOSES Disclosures: Long gold Visit www.quoththeravenresearch.com for more on QTR. *not critically acclaimed

In this podcast, I offer the latest in my critically acclaimed* series, "Our Bullshit Economy". I talk about General Electric, oil prices crashing, the blowup of the $100M optionsellers.com hedge fund and why idiots think that this recent pullback is "panic". QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Chris is not an investment adviser. Listeners should always speak to their personal financial advisers.  THIS IS NOT INVESTMENT ADVICE - OPINION ONLY AND FOR JOURNALISTIC AND DISCUSSION PURPOSES Disclosures: Long gold Visit www.quoththeravenresearch.com for more on QTR.

Short seller Marc Cohodes joins me talk to about OSTK, which is now at $17 and MDXG, which is now at $2.50. Marc on Twitter is @AlderLaneEggs All content created and owned by Quoth the Raven Research, LLC.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch All podcast content is subject to the following disclaimer: http://www.quoththeravenresearch.com/disclaimerterms-of-service/ Neither Marc nor Chris is an investment adviser. Listeners should always speak to their personal financial advisers.  THIS IS NOT INVESTMENT ADVICE - OPINION ONLY AND FOR JOURNALISTIC AND DISCUSSION PURPOSES Disclosures: Marc is long OSTK and short MDXG & Badger Daylight BAD.TO, QTR is long OSTK Visit www.quoththeravenresearch.com for more on QTR.