Quoth the Raven

Bill Fleckenstein talks about why he thinks the stock market will crack within 6 months, why Paul Krugman is a "world class idiot" and more. 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 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.

Today's podcast was a structured debate between Tesla bull Galileo Russell from HyperChange TV - who famously got to appear on the company's conference call last quarter - and Montana Skeptic, a Tesla short seller who has been publicly critical of the company and who has appeared on my podcast in the past.   The debate was a structured format, with each participant getting the exact same time to speak and I did my best to moderate it in an objective fashion where I was not participating. Participants both agreed to the format ahead of time and each had a chance to make an opening statement and then address, and rebut, on three topics dealing with Tesla (one selected by each participant and one selected by me). From there, participants made their closing statements.  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/ THIS IS NOT INVESTMENT ADVICE Disclosures: QTR owns TSLA put options, Montana Skeptic is short TSLA, Galileo Russell is long TSLA Visit www.quoththeravenresearch.com for more on QTR.

The last thing I want to do is two podcasts in one day. And the last LAST thing I want to do is yet another podcast about Tesla. With that being said, it wasn't seconds after I finished my last podcast that it was revealed that Elon Musk was a top donor to a GOP PAC responsible for trying to keep Republican control of Congress. This has triggered the left and could be terrible for Elon Musk's public persona. I take to the air for an emergency Saturday night podcast to analyze and explain the situation.  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/ THIS IS NOT INVESTMENT ADVICE Disclosures: QTR owns TSLA put options Visit www.quoththeravenresearch.com for more on QTR.

When 12 kids and their soccer coach were rescued from a cave in Thailand, the entire world rejoiced. Except for Elon Musk, who took shots at the joint co-commander of the operation for not using his proposed solution. Late last week, an interview with another rescue worker on CNN International was released and has the rescue worker on camera not only saying that Musk could take his solution and ”stick it where it hurts“ but also stating that it would’ve never worked and basically that Elon had no idea what he was doing. I offer my take on the situation. 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/ THIS IS NOT INVESTMENT ADVICE Disclosures: QTR owns TSLA put options Visit www.quoththeravenresearch.com for more on QTR.  

Instead of being thankful for the fact that his company still has a $50B+ valuation despite not turning a consistent profit, Elon Musk has chosen to spend most of his time nowadays on Twitter blaming everyone - ex-employees, CNBC, the Economist, Linette Lopez, oil companies and many others - for Tesla's troubles. I offer my thoughts on the situation, as well as what I think Elon could do tomorrow morning to make Tesla's standing as a public company much better.  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/ THIS IS NOT INVESTMENT ADVICE Disclosures: QTR owns TSLA put options Visit www.quoththeravenresearch.com for more on QTR.

Marc Cohodes joins me talk to about why thinks MDXG will be bankrupt "within a month", why he shorted more MDXG today, why he ignores Elon Musk, why he bought more Overstock stock yesterday and has a $150 to $500 price target on the stock, why he thinks Gretchen Morgenson is the best financial journalist ever and why he can't stand Kevin O'Leary. 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/ THIS IS NOT INVESTMENT ADVICE Disclosures: Marc is long OSTK and short MDXG, QTR is long OSTK, short MDXG, short TSLA Visit www.quoththeravenresearch.com for more on QTR.

It's been an interesting week in the world of Tesla. New information and photos have been published, detailing the company's hastily built production tent outside of its Fremont factory. More team members, including the company's Chief Information Officer, have also reportedly left. Also, Reuters reported that the company has still fallen short of its 5,000 Model 3 per week goal. Could this be the company purposely leaking false information to the media as a way to troll them? 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/ Visit www.quoththeravenresearch.com for more on QTR.

Alexandria Ocasio-Cortez has been the story of the week, undoubtedly - and there's no doubt she has accomplished something remarkable, ousting 10-term incumbent Rep. Joe Crowley in New York's 14th congressional district this week. As CNN put it, she "won over voters in the minority-majority district with a ruthlessly efficient grassroots bid, even as Crowley -- the fourth-ranking Democrat in the House -- outraised her by a 10-to-1 margin." She's no doubt the new hero for liberals. But the platform that she ran on and won with is nothing short of insane, and would be a disaster to both New York, and the country - if implemented. I explain my thoughts on why.  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/ Visit www.quoththeravenresearch.com for more on QTR.

Ross is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. Ross is a frequent guest on CNN, CNBC, Fox Business News, and Reuters as well as a contributing writer for Forbes.com. He is ranked as one of the most influential investment advisors and Fintech innovators in America* and has over 43k Twitter and 30k Facebook fans. 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/ Visit www.quoththeravenresearch.com for more on QTR.

Christine Richard runs Orion Research, LLC, which does due diligence research for investors, lawyers and foundations. She contributes investigative research to PlainSite, which provides access to millions of legal documents and does deep-dive document-driven research. She previously conducted research into Herbalife on behalf of Bill Ackman and Pershing Square Capital Management. You can follow her on Twitter at @richardorionllc  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/ Visit www.quoththeravenresearch.com for more on QTR.

(Audio improves throughout podcast) Kenny Polcari comes on and walks us through what the events of 9/11 were like from the floor of the NYSE, and the lasting impact that these events had on the way stocks traded after 2001. Kenny Polcari graduated from Boston University, School of Management in 1983 with a B.S. / B.A. degree: concentration finance. He came to Wall Street as a summer intern on the New York Stock Exchange during the summers of '80, '81 & '82 and upon graduation moved from Boston, Mass. to New York City where he began his career on the trading floor. He became a member of the New York Stock Exchange in August, 1985 and is currently a Managing Director at O'Neil Securities, Inc. and represents the interests of institutional asset managers that need to access global equity markets. Earlier in his career, Kenny served as managing director at Icap Corps, LLC, and prior to that was senior vice president, member New York Stock Exchange and division manager with Salomon Brothers directing their NYSE Division during the heady bull market of the 1990's. His 30 years of experience has taken him from the birth of the greatest bull market, to the crash of '87, the roaring '90's, the .com implosion, decimalization, 9/11, Regulation NMS, the merger between the NYSE / ARCA, then NYSE/Euronext, automation, HFT, and fragmentation. He is an engaging public speaker and you can find him speaking at industry & investor conferences, as well as colleges, forums and major asset manager events. He is at ease speaking about NYSE history, rules & regulation, former & current market structure including internalization, HFT and fragmentation and how those changes have forever changed the face of the U.S. capital markets and what that means to the investor. He writes a daily "Morning Thoughts" missive that is an informative, engaging and entertaining look at global markets and provides insight into the day's action. It has gained wide popularity and has become a signature of his "boots on the ground" analytical style. He is a member of STA and NOIP and is a guest lecturer for The American College. He holds the series 7, 24, 27, 55, 63 registrations. You can follow him on Twitter @kennypolcari and visit him at kennypolcari.com. 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/ Visit www.quoththeravenresearch.com for more on QTR.

On this podcast, I rant about golf, Roseanne, IPOs and why reading a CNBC article about Uber's potential IPO in 2019 pissed me off enough to make a podcast.  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/ Visit www.quoththeravenresearch.com for more on QTR.

Fair warning, this is a relatively serious podcast with little humor content. Why? Because another Autopilot incident was reported today, this time by the Laguna Beach Police Department, who put on their Twitter that a Model S had smashed into the side of a police cruiser while on Autopilot. The officer that spoke to the media said a similar accident happened at the same place in the road prior. This leads me to take a serious tone and ask a couple of questions: what are the lengths of negligence that Tesla could be found liable for, is the marketing being doing wrong for Autopilot or is the software literally being "debugged" on the road and who is going to finally step in and realize that lives could continue to be put at risk? 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/ Visit www.quoththeravenresearch.com for more on QTR.

Montana Skeptic is a well known Tesla skeptic and short seller who writes frequently on Seeking Alpha and has over 4,000 followers. He manages a $1B+ portfolio for a family office and invests using bonds, equities, hedge funds, and private investments with a wide geographical and asset class dispersion. He has a J.D. degree from Yale Law School and he practiced for 30 years as a trial lawyer in commercial cases. In today's podcast, we review Elon Musk's recent war with the media and ongoing problems with Tesla's Model 3.  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/ Visit www.quoththeravenresearch.com for more on QTR.

I was going to do a nice podcast about Memorial Day weekend until I walked downstairs and saw on the TV that Jim Cramer is apparently telling people that Dominos Pizza is a technology company now. I guess he is trying to justify the company having a 26X multiple and nearly 6X EBITDA in debt. This represents the absolute worst of the worst and I go on a rant about it, also trying to hold Mr. Cramer’s feet to the fire on past market manipulation statements he’s made and his propensity to have a long bias while hypocritically acting like short sellers are the worst thing in the world. Today's sponsor: www.Series7Podcast.com 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/ Visit www.quoththeravenresearch.com for more on QTR.