Quoth the Raven #49 - Elon Musk Reportedly a Top Donor To Republican PAC, Liberals Go Apeshit

July 15, 2018

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. 

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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

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Quoth the Raven #48 - Elon Musk Told By Rescue Worker To Shove His Thai Cave Solution Up His Ass

July 14, 2018

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.

 
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Quoth the Raven #47 - What in God’s Name is Elon Musk Doing?

July 5, 2018

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.

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Quoth the Raven #46 - Marc Cohodes talks MiMedix and Overstock

July 2, 2018

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

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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.

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Quoth the Raven #45 - Tesla, Tents and Team Member Turnover

June 29, 2018

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/

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Quoth the Raven #44 - Alexandria Ocasio-Cortez’s Insane Political Platform that Won Her a Seat in Congress

June 27, 2018

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

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Quoth the Raven #43 - Ross Gerber talks Netflix and Tesla

June 19, 2018

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/

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Quoth the Raven #42 - Christine Richard Goes in Deep on Her Herbalife Research

June 7, 2018

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.

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Quoth the Raven #41 - Kenny Polcari Talks About the 9/11 Attacks from the New York Stock Exchange

June 6, 2018

(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.

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Quoth the Raven #40 - Uber, Please, For the Love of God, Don’t IPO

May 30, 2018

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/

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Quoth the Raven #39 - Another Tesla Autopilot Accident: A Deadly Serious Discussion

May 29, 2018

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/

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Quoth the Raven #38 - Montana Skeptic Talks Elon Musk’s War with the Media and Model 3 Problems

May 27, 2018

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/

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Quoth the Raven #37 - Jim Cramer is Telling People Domino’s Pizza is a Technology Company, Someone Kill Me Please

May 26, 2018

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/

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Quoth the Raven #36 - Matt Stewart Discusses Carl Icahn Exiting His Herbalife Position

May 25, 2018

In a podcast that I did last week, I had Matt Stewart on to talk about the state of the Herbalife trade. One of the things that we tossed around was how Mr. Icahn was going to exit his stake in the company. With the news breaking today that Carl Icahn and Icahn Enterprises has tendered a significant portion of its shares back to the company, I thought it only fitting to have Matt back on the podcast to discuss what this exit means, and how Mr. Icahn may proceed moving forward.

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. 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.

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Quoth the Raven #35 - The Rigged Stock Market Is Guaranteed to Crash Again, But When?

May 22, 2018

In this podcast, I talk about monetary policy as a whole - why I think its insane and why our current policy ensures that we are going to have another financial crisis much larger than the one we had in 2008. I talk about how the Fed is making problems worse by selectively bailing out companies and I give examples of actual free markets. If the stock market is just guaranteed to always go up and guys like Warren Buffett predict the Dow is just going to keep going to 1,000,000, is that really a market - or is it one of the biggest long cons in history? Hint: it's the latter. 

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.

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Quoth the Raven #34 - Elon Musk is Not Steve Jobs: Why The Comparisons Need to Stop

May 20, 2018

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/

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Quoth the Raven #33 - Matt Stewart talks Herbalife and Philosophy

May 19, 2018

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.

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Quoth the Raven #32 - Two Ways Tesla Stock Could Swing 50% Higher - Or Lower - Before Summer

May 16, 2018

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

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Quoth the Raven #31 - The $1.5 Trillion Student Debt Nuclear Bomb is a Result of Dumbass Policy and Will Explode Soon

May 15, 2018

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

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Quoth the Raven #30 - Tesla Executives Keep Leaving in Droves - WTF is Going On?

May 13, 2018

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

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Quoth the Raven #29 - Elon Musk’s Joyride at Tesla is Over

May 9, 2018

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

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Quoth the Raven #28 - Montana Skeptic Talks Tesla’s Q1 2018 Earnings & Elon Musk’s Recent Bizarre Behavior

May 6, 2018

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/

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Quoth the Raven #27 - Short the Whole Fucking Thing: The Podcast

May 5, 2018

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

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Quoth the Raven #26 - Elon Musk Promises Conference Call Time to 25 Year Old Tesla Sycophant, Timkin Blows Out Earnings and Should Be at $60

May 1, 2018

In this episode of the podcast, I discuss why I think its a cowardly stunt for Elon Musk to take a conference call question from a 25 year old who thinks the stock will be at $2,200/share and a $500B market cap by 2023. Instead, Musk should sack up and welcome questions from skeptics and short sellers if he really wants some credibility that isn't just PR fluff. In addition I talk about Timkin's great earnings report, why the stock should be up 40% from here today and why no one gives a shit about profitability or cash flow anymore. 

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/

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Quoth the Raven #25 - Kenny Polcari

April 27, 2018

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.

Today's sponsor: To learn more about how to delete your Facebook or to keep up with the protests visit vpn.com/facebook today.

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.

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Quoth the Raven #24 - Jason Jones Talks About Kevin Trudeau, Scientology and Herbalife

April 25, 2018

Jason Jones (AKA The Salty Droid) is a lawyer that is currently Plaintiff counsel on a class action lawsuit against Herbalife, Inc that was filed in September of 2017. He is a consumer/victim advocate who lives in Columbus with his wife and dog. Jason served in the U.S. Air Force; and then attended The University of Alaska. After spending some time working at financial publisher Morningstar, he graduated from The George Washington University School of Law. His website is www.saltydroid.info.

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Quoth the Raven #23 - The Montana Skeptic Talks About How Tesla Reminds Him of Enron

April 23, 2018

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.

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Quoth the Raven #22 - Trump Reportedly No Longer Mueller’s Target, Fresno State Professor Randa Jarrar is a Coward, Hypocrite

April 19, 2018

It was breaking news today that President Trump has been told he is not a target in either the Cohen investigation or the Mueller investigation. Could this be true, or could this be a decoy? I discuss my thoughts on both matters. Additionally, I talk about why I believe Fresno State Professor Randa Jarrar - who's 1st amendement rights I wholly support - is a coward and a hypocrite. Today seems like a good day to exercise some first amendment rights of my own. 

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Quoth the Raven #21 - Amazon Has Over 100M Prime Members and the State of California is Investigating Tesla

April 18, 2018

On today's podcast, QTR takes note of Amazon's shareholder letter - released after hours on 4/18/2018 - and talks about the effect on the company's stock as a result of AMZN announcing they have over 100M Prime subscribers. QTR put on a lotto trade of $1600 AMZN calls (weekly) on Monday of this week for $0.20 - he discusses the implications of such a trade and where it could wind up by Friday. In addition, QTR talks about today's Bloomberg report that states that Tesla is now under CA state investigation for its workplace safety practices.

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Quoth the Raven #20 - Allegiant, the Hemorrhoid of the Airline Monopoly’s Ass, Could See Its Stock Fall to $100

April 16, 2018

In this episode, QTR looks at the 60 Minutes expose of Allegiant Air that aired Sunday night. The expose showed that Allegiant had an alarming 3.5x the mechanical issues than other major airlines and took testimonial horror stories from passengers and aviation experts. QTR talks about how the airline monopoly is wholly unfair and how it screws customers - I also talk about why I think Allegiant stock could easily head back to $100 per share as a result of this unearthing of disturbing facts. 

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Quoth the Raven #19 - If Tesla Raises Capital or is Not Free Cash Flow Positive This Year, the SEC Should Go After Elon Musk

April 13, 2018

Elon Musk once again stopped his company's stock from breaching under the $300 level today by Tweeting last night - at 1AM PST and 4AM EST - that the company would be cash flow positive by Q3 or Q4 of this year. This comes in addition to his statements earlier this month that the company will not need a capital raise in 2018. If either of these statements turn out to be untrue, I explain why I believe regulators should go after Elon Musk and Tesla for misleading shareholders and the public.

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Quoth the Raven #18 - The Mallinckrodt/Acthar Shit Show Has Only Just Begun and is Bigger Than Anyone Could Imagine

April 12, 2018

Mallinckrodt stock was down 6.7% today on a whistleblower lawsuit that alleged the same thing that short sellers have been alleging for years - the company doesn't have any fucking clue what's in the one drug it has used to, at one point, make itself into a $10 billion plus company and the drug doesn't seem to have any robust double blind clinical data supporting its use in most of its nearly 17 off label uses. This could be the most appaling pharmaceutical story in history and its been unfolding under our noses - and without regulators doing a thing about it - for nearly a decade. 

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Quoth the Raven #17 - Facebook Stock Soars as Yet Another Stupid and Pointless Congressional Hearing Comes and Goes Like a Fart in the Wind

April 10, 2018

Facebook stock ripped today, 4/10/2018 as Mark Zuckerberg deftly outsmarted and danced around questions lobbed at him by members of Congress who have yet to still figure out what the internet is and how it works. Facebook joins Equifax and numerous Presidential administration appointees in the "all talk, no action" congressional hearings department. You're not under oath and there's no consequences for lying, Mr. Zuckerberg - enjoy your tough day on the hill!

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Quoth the Raven #16 - Michael Cohen’s Office Raided by the FBI; What Does it Mean for the Stock Market?

April 9, 2018

The headline at the end of the day today was that Michael Cohen, President Trump's lawyer, had his office and home raided by the FBI. What is Mueller looking for here - is it pertaining to Russian collusion or could he be meddling around in this Stormy Daniels mess? What's the worst (and best) case scenario for President Trump and what do each of these stories potentially mean for the stock market going forward? QTR does his best to take a bipartisan and common sense look at what could possible come of this whole mess.

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Quoth the Raven #15 - Longfin Halt and SEC Suit Will Crush Longs, Muddy Waters Makes Great Points Defending Short Selling

April 6, 2018

Longfin Corp (LFIN) stock was halted with the dreaded T12 code today and simultaneously sued by the SEC, almost positively ensuring that if you're long, you're going to face a total loss. QTR talks about the halt, what it means if you're long or short, why CNBC shouldn't be allowed to take credit and why a Tweet put out this morning by Muddy Waters Research is 100% accurate in defending short selling to the President of the NYSE who foolishly called it "icky" in the summer of 2017.

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Quoth the Raven #14 - Spotify and Other IPOs: You’re Not “Getting in Early”, You’re Holding Someone Else’s Bag of Shit

April 5, 2018

In this podcast, QTR talks about media hyping IPOs and why watching the Spotify and Alibaba IPOs made him sick to his stomach. He talks about how private financing is looking, generally, to cash out on an IPO and how the finances and narrative of a story are geared to look as good as possible before a stock trades publicly. IPO's are not the sexy story that the media always seems to make them out to be, and companies like Blue Apron and GoPro are perfect examples of this. 

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Quoth the Raven #13 - Ross Gerber and Adam Spittler on Tesla

April 3, 2018

This podcast is about Tesla. We have a bull and a bear and a (somewhat) objective (but slightly skeptical) (also increasingly drunk on wine) moderator.

In the bull camp, Ross Gerber from Gerber Kawasaki. 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.

In the bear camp, repping Philadelphia, Adam Spittler. Adam is a CPA in the state of Pennsylvania and has an MS in Finance from Drexel. He worked 3 years at KPMG followed by 10+ years in corporate finance. His self proclaimed expertise is in "finding and identifying shitty companies with shitty balance sheets".

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Quoth the Raven #12 - Jon Najarian

April 2, 2018

Jon Najarian is a CNBC contributor, former Chicago Floor Trader, Chicago Bears linebacker and founder of Investitute.com. In QTR podcast #12 he talks about his thoughts on Facebook, how get got his start, a CME floor trader who shit in a box for $12,000 on the trading floor during mid day and why he thinks the plunge protection team is a real thing. We also touch on the Traders4ACause annual charity conference, his thoughts on Tesla and his new recent Board spot at NETE.

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Quoth the Raven #11 - Why Do Media Idiots Love Stormy Daniels but Ignore a Totally Rigged Stock Market?

March 30, 2018

In this podcast, QTR asks the question of why the Stormy Daniels "controversy" is even in the news, while issues like the Federal Reserve potentially rigging the stock market are never talked about and often even frowned upon by the financial media. QTR digs into why consensual sex by two people that lack moral compasses in the year 2006 is in any way worth reporting on and confirms the existence of the Presidents Working Group on Financial Markets, explaining the executive order that put the group in place during the Reagan administration. 

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Quoth the Raven #10 - Tesla Stock Gets Shellacked 8% on Fatal Crash News, Autonomous Driving Shit Show, Moody’s Downgrade

March 27, 2018

Tesla stock was assholed 8% in trading today, March 27, 2018. This could have been on news of an NTSB investigation into a fatal crash, Nvidia announcing they were halting autonomous driving efforts or an after hours Moody's credit downgrade leaking - or all three. QTR examines what happened today, what it could all mean, whether the Tesla fairy tale could wind up as a full blown dumpster fire and runs down the list of 50+ VP's and meaningful executives that have departed from Tesla over the last 10 years or so. All content created and owned by Quoth the Raven Research, LLC. 

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Quoth the Raven #9 - Why Elon Musk’s New Pay Package is an Insult to Your Intelligence & Why Fed Policy Guarantees Another Depression

March 21, 2018

In this podcast, QTR talks about Elon Musk's insane new pay package and - even more insane - the 73% of Tesla shareholders that approved it. He makes the point that it is hardly tied to the company's profitability and can see its revenue and market cap milestones easily be gamed. QTR breaks down some of the milestones and talks about why even if Musk reaches them, it doesn't mean the stock is going up, nor does it in any way mean that the company is going to be consistently profitable or cash flow generative. After, QTR talks about why Fed policy basically guarantees that we're going to have another depression - one that will make 2008 look like a fairy tale - somewhere down the road.

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Quoth the Raven #8 - Rant About Early 1900’s Music, Trading/Investing Losses, Why I Hate Phil Hellmuth and Facebook’s Newfound Problem

March 20, 2018

In this podcast, QTR rants about music from the early 1900's, people who blame their trading losses on anyone but themselves, why Phil Hellmuth deserved to get punched in the face by Sam Grizzle some years ago and why the Facebook long term long thesis could finally be over. 

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QTR Podcasts are always free, but some people choose to make a small recurring donation, which is graciously accepted: https://www.patreon.com/QTRResearch

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Quoth the Raven #7 - George Moriarty

March 17, 2018

George Moriarty is the Executive Editor of Seeking Alpha, Irish guy from Boston and all around badass individual that I have been friends with for 5 or 6 years now. He previously worked as an editor for the The Street, editing for well known financial writers like Adam Feuerstein and Herb Greenberg. We talk about his time at Merrill Lynch during the financial crisis, how Seeking Alpha has made an impact on the industry, why sell side analysis generally sucks and what he is drinking for St. Patrick's Day.

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QTR Podcasts are always free, but some people choose to make a small recurring donation, which is graciously accepted: https://www.patreon.com/QTRResearch

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Quoth the Raven #6 - Shkreli’s Sentence is Hypocritical, Trump Wins With North Korea Meeting, Bill Maher is Good with Me

March 11, 2018

QTR rants about why Martin Shkreli's sentence stands out among other financial fuckery over the years, why he thinks Trump's meeting with North Korea is a win for the country, and why he likes Bill Maher and his show. 

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 graciously accepted: https://www.patreon.com/QTRResearch

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Quoth the Raven #5 - Jerome Powell on the Hill, Ackman out of Herbalife

February 28, 2018

QTR gives his take on all of the grandstanding politicians did with Jerome Powell in front of congress yesterday and offers his opinion as to why everything is doomed due to Powell's policy. He also weighs in on Herbalife's new Dutch Tender announcement, stock split, name change, and news that Bill Ackman has officially moved on from his Herbalife short. All content created and owned by Quoth the Raven Research, LLC. 

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 graciously accepted: https://www.patreon.com/QTRResearch

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Quoth the Raven #4 - Reaction to Herbalife Earnings and MiMedix Conference Call

February 24, 2018

QTR gives his quick take on Herbalife's latest earnings report as well as MiMedix executives performance on their recent conference call. He also comments on Marc Cohodes' response to MiMedix's conference call and a hilarious Seeking Alpha piece offering "analysis" of what the MDXG call could hold, written on the day prior. 

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 graciously accepted: https://www.patreon.com/QTRResearch

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Quoth the Raven #3 - Dennis Gartman and Riot Blockchain, OSTK, UBNT and MDXG

February 20, 2018

QTR talks Dennis Gartman buying RIOT Blockchain before Friday's CNBC expose, MDXG delaying earnings, why I see future potential in OSTK's tZero, the SEC subpoena at UBNT and the state of the financial media and financial analysts. All content by Quoth the Raven Research, LLC. 

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Quoth the Raven #2 - Ryan Sellers

February 14, 2018

Ryan Sellers is a former open outcry market maker from Chicago who traded on the floor for years in the early 2000's. He's also the originator of the @OpenOutcrier Twitter handle, an invaluable resource for traders that started many of the day-to-day nuances we see on FinTwit nowadays. His team of traders and news junkies have turned their once casual Twitter appearances into a full fledged news feed service - we talk about the evolution of OOC, how his team got started, how they trade, what life was like on the open outcry floor, whether or not he remembers being at a club with me in Las Vegas this past summer and more. For more information: www.openoutcrier.com

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Quoth the Raven #1 - Bill Fleckenstein

February 13, 2018

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/

I ask Bill about his encounter with Tim Seymour on CNBC, the state of financial media, his thoughts on the recent market pullback and (laughably) what he thinks about incoming Fed Chair Jerome Powell.

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