Quoth the Raven

By Quoth the RavenComedy Business Investing

Quoth the Raven episodes

May 20, 2018 Quoth the Raven #34 - Elon Musk is Not Steve Jobs: Why The Comparisons Need to Stop
This podcast discusses the two most common people who have recently been compared to Steve Jobs: Elizabeth Holmes, who has now been sued for fraud by the SEC and Elon Musk who - uh - hasn't. In this podcast I talk about the history of Apple and Steve Jobs as it compares to both Elizabeth Holmes and Elon Musk. I point out similarities and differences between Apple and Jobs when Apple first went public and Tesla and Elon Musk as it exists today.
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.
57 min
May 19, 2018 Quoth the Raven #33 - Matt Stewart talks Herbalife and Philosophy
Matt Stewart was one of my favorite people to read while the Herbalife debate was ongoing. He published over 180 quick witted articles on Seeking Alpha and because a friend of mine in the process. Matt hasn't published in months, so I thought it would be good to bring him on for a look back at how the Herbalife trade played out over the last few years. He's a private investor, former vice president & director of RBC Dominion Securities Inc. in Toronto and holds an Honors BA from the University of Western Ontario and an MBA from the F.W. Olin School of Business at Babson College. Matt also represented all BCE common shareholders as the 'intervenor' in the BCE v. Bondholder's case argued before the Supreme Court of Canada in July, 2008.
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.
1 hr 16 min
May 17, 2018 Quoth the Raven #32 - Two Ways Tesla Stock Could Swing 50% Higher - Or Lower - Before Summer
In this podcast, I try to be a bit more objective about Tesla - I look at what I honestly think is a way the stock could rise 50% before the end of this summer - and a way that the stock could be absolutely crushed 50% before the end of the summer. These are both events that I think could happen any day. I explain my reasoning.
I talk about the news Tesla would need to deliver today (other than turning a profit) that could put a serious charge into the stock and create a squeeze. I also touch on a brand new NHTSA investigation into a Tesla Autopilot accident today that was reported by Reuters and discuss what a catastrophe it would be if the NHTSA issued a major recall. Finally, I talk about what I believe to be an incredibly damning statement Elon Musk made at the first Model 3 handovers in Fremont, CA during Summer 2017, and how it could come back to bite him in the ass badly.
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.
33 min
May 16, 2018 Quoth the Raven #31 - The $1.5 Trillion Student Debt Nuclear Bomb is a Result of Dumbass Policy and Will Explode Soon
In this podcast, I go in hard on the Fed and the government for creating a $1.5 trillion ticking time bomb that won't be able to be ignored much longer: the student debt bubble. This debt will ultimately wind up - somehow - being paid for by taxpayers. The bubble would have never gotten this big if the morons in government didn't subsidize and insure the industry, causing lending and borrowing standards to drastically encourage anyone and everyone to go to college. Instead, people use their student loan money to party and pay rent - many students drop out. This debt will not be repaid and is a mini housing crisis waiting to happen again. I give the Fed the business in this 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.
35 min
May 13, 2018 Quoth the Raven #30 - Tesla Executives Keep Leaving in Droves - WTF is Going On?
In this podcast, I rant quickly about the quality of the train stations in Philadelphia, where I live. At about 10:00 on, I start to address the question of what the fuck is possibly going on at Tesla - which saw yet another key exectuive reportedly leave the company. At a time where regulatory safety scrutiny is at all time highs with Tesla, it was reported that "executive Matthew Schwall, who had been the director of field performance engineering, has left the company for Waymo, as the NTSB investigates multiple crashes involving Tesla vehicles." Schwall was said to be the key point of contact between Tesla and safety regulators. In addition, another executive at the company is taking a "leave of absence". What continues to cause these executive departures? Could it be morale? Do people on the inside at Tesla know that the yellow brick road could soon be ending?
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.
44 min
May 09, 2018 Quoth the Raven #29 - Elon Musk's Joyride at Tesla is Over
In this podcast I talk about what looks to be a coming proxy war at Tesla and new reports of a Model S crash that broke today. I talk about how the current environment surrounding Tesla makes it feel like right now is a time for Elon to put up or shut up when it comes to cash flow and profitability. If a new board is put into place, Musk will either be ousted or the situation at the company will get ugly in my opinion. Either way, it is time for Elon Musk to face some real accountability and, barring a situation where he can miraculously turn the company profitable this year, I think volatility and downside for Tesla stock remains.
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.
32 min
May 09, 2018 Quoth the Raven #29 - Elon Musk’s Joyride at Tesla is Over
In this podcast I talk about what looks to be a coming proxy war at Tesla and new reports of a Model S crash that broke today. I talk about how the current environment surrounding Tesla makes it feel like right now is a time for Elon to put up or shut up when it comes to cash flow and profitability. If a new board is put into place, Musk will either be ousted or the situation at the company will get ugly in my opinion. Either way, it is time for Elon Musk to face some real accountability and, barring a situation where he can miraculously turn the company profitable this year, I think volatility and downside for Tesla stock remains.

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.
32 min
May 06, 2018 Quoth the Raven #28 - Montana Skeptic Talks Tesla's Q1 2018 Earnings & Elon Musk's Recent Bizarre Behavior
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 Tesla's Q1 financial results and recent developments in the world of Elon Musk's Twitter account.
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.
1 hr 12 min
May 06, 2018 Quoth the Raven #28 - Montana Skeptic Talks Tesla’s Q1 2018 Earnings & Elon Musk’s Recent Bizarre Behavior
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 Tesla's Q1 financial results and recent developments in the world of Elon Musk's Twitter account.

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.
1 hr 12 min
May 05, 2018 Quoth the Raven #27 - Short the Whole Fucking Thing: The Podcast
In this podcast, I review a speech I gave earlier this week. On May 3, 2018 at Kase Learning's "The Art of Short Selling" event QTR gave a presentation about why going long gold can be a great way to "short the whole fucking thing" - the global financial system as we know it. Institutional Investor described the presentation as "profanity-laden and drawing frequent laughs". Kase has told me that video of the event will be up soon but, until then, I wanted to take some time and review what I talked about and why I think there's nothing wrong with owning a little more gold and trusting the government and our economic system a little less.
My presentation slides can be found here: https://www.zerohedge.com/news/2018-05-04/short-whole-fucking-thing
You can read TheStreet.com's writeup of the presentation here: https://www.thestreet.com/investing/should-you-short-the-whole-economic-system-and-go-long-gold--14578636
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.
44 min

About Quoth the Raven

From the publisher's feed

Financial pundit Quoth the Raven (Christopher Irons) of QTR Research talks finance and social commentary without the bullshit or long bias spin of the cable news networks.