Podcast appearances and mentions of mark spiegel

Rike und Markus reisen gemeinsam durchs Land: In der zweiten Folge sind sie zu Gast im wunderschönen Lindau. Dort treffen sie auf Katja Evers von der Lindau Tourismus und Kongress GmbH sowie auf Mark Spiegel, den Inhaber von insgesamt neun Ferienwohnungen in Lindau.

Neil sat down with Tesla bear Mark Spiegel of Stanphyl Capital to catch up on Elon Musk's latest endeavours with President-elect Trump, government efficiency, SpaceX and why the last thing he wants is for autonomous driving to get approved.

Mark and I talk the economy, the election, Tesla and beer.  Support QTR My near-daily blog, Fringe Finance. Get 40% off a subscription: https://quoththeraven.substack.com/subscribe?coupon=fa90a2a2&utm_content= Contribute a donation to the podcast via Patreon: https://www.patreon.com/QTRResearch Follow me on YouTube, and Twitter Please show love to those who support the QTR Podcast:  JM Bullion - where QTR buys gold & silver - email laura@jmbullion.com  - Twitter: @JMBullion George Gammon - Rebel Capitalist Pro - Twitter: @GeorgeGammon Longest Running Supporters   Max Mulvihill - Since 2/2018  Mark Heywood - Since 3/2018 Kyle Thomas - Since 4/2018  Chris Bede - Since 5/2018  Dariusz Kordonski - Since 5/2018  Chris Gerrard - Since 5/2018 Shear Luck - Since 5/2018   Founding Members Of My "FRINGE FINANCE" Column Kashumba - Since 8/2021 Randy Carder - Since 8/2021 T Gaggiotti - Since 8/2021 Jamie - Since 8/2021 A Farmer - Since 9/2021 Harvest Moon Research - Since 9/2021 John H. H. - Since 11/2021 Mark Hutchinson - Since 11/2021 Joseph K. H. - Since 10/2021 A Farmer - Since 9/2021 Tsniezyk - Since 9/2021 Chris - Since 12/2021 All podcast content is subject to this disclaimer, which you should read slowly, multiple times.   QTR's Disclaimer: Please read my full legal disclaimer on my About page here. This podcast represents my opinions only. In addition, please understand I am an idiot and often get things wrong and lose money. I may own or transact in any names mentioned in this piece at any time without warning. Contributor posts and aggregated posts have been hand selected by me, have not been fact checked and are the opinions of their authors. Guests have not been fact checked. Guest opinions and my opinions are not a recommendation to buy or sell any stocks or securities, just opinions. I often lose money on positions I trade/invest in. I may add any name mentioned in this podcast and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. I may or may not own names I talk, write or think about and are watching. Sometimes I'm bullish without owning things, sometimes I'm bearish and do own things. Just assume my positions could be exactly the opposite of what you think they are just in case. All positions can change immediately as soon as I publish this, with or without notice and at any point I can be long, short or neutral on any position. You are on your own. Do not make decisions based on my blog. I exist on the fringe. The publisher does not guarantee the accuracy or completeness of the information provided in this page. These are not the opinions of any of my employers, partners, or associates. I did my best to be honest about my disclosures but can't guarantee I am right; I write these posts after a couple beers sometimes. I edit after my posts are published because I'm impatient and lazy, so if you see a typo, check back in a half hour. Also, I just straight up get shit wrong a lot. I mention it twice because it's that important.

Tesla is being investigated for securities and wire fraud for self-driving claims. Is Tesla a giant fraud on the scale of Theranos? Witness for the prosecution Mark Spiegel from Stanphyl Capital joins Neil to make the case against Elon Musk. https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.

Tesla is being investigated for securities and wire fraud for self-driving claims. Is Tesla a giant fraud on the scale of Theranos? Witness for the prosecution Mark Spiegel from Stanphyl Capital joins Neil to make the case against Elon Musk. 

Mark joins me to talk the Tesla short thesis, macro analysis, why he thinks the market will collapse and craft beer.  Support QTR My near-daily blog, Fringe Finance. Get 50% off a subscription: https://quoththeraven.substack.com/subscribe?coupon=92245385 Contribute a donation to the podcast via Patreon: https://www.patreon.com/QTRResearch Follow me on YouTube, and Twitter Please show love to those who support the QTR Podcast:  JM Bullion - where QTR buys gold & silver - email laura@jmbullion.com  - Twitter: @JMBullion George Gammon - Rebel Capitalist Pro - Twitter: @GeorgeGammon $10 in free bitcoin with Swan when you sign up using my link. Longest Running Supporters   Max Mulvihill - Since 2/2018  Mark Heywood - Since 3/2018 Kyle Thomas - Since 4/2018  Chris Bede - Since 5/2018  Dariusz Kordonski - Since 5/2018  Chris Gerrard - Since 5/2018 Shear Luck - Since 5/2018   Founding Members Of My "FRINGE FINANCE" Column Kashumba - Since 8/2021 Randy Carder - Since 8/2021 T Gaggiotti - Since 8/2021 Jamie - Since 8/2021 A Farmer - Since 9/2021 Harvest Moon Research - Since 9/2021 John H. H. - Since 11/2021 Mark Hutchinson - Since 11/2021 Joseph K. H. - Since 10/2021 A Farmer - Since 9/2021 Tsniezyk - Since 9/2021 Chris - Since 12/2021 All podcast content is subject to this disclaimer.    Chris is not an investment adviser. Listeners should always speak to their personal financial advisers. Please leave me alone.

Mark and I talk about macro, why markets might crash, deflation vs. inflation, the 2024 race and Tesla.  Subscribe to my Substack, Fringe Finance, here: http://quoththeraven.substack.com Podcast listeners can take 50% off a Substack annual subscription for life by using this link: https://quoththeraven.substack.com/subscribe?coupon=92245385 Contribute a paltry recurring donation via Patreon: https://www.patreon.com/QTRResearch One time donations can also be sent via PayPal: https://www.paypal.me/qtrresearch QTR merch is available here. You can also follow me on YouTube, and Twitter. THANK YOU TO ALL OF MY KIND PATRONS.    Please show love to those who support the QTR Podcast:  Masterworks - use code QTR at Masterworks.com to skip the waiting list JM Bullion - where QTR buys gold & silver - Twitter: @JMBullion George Gammon - Rebel Capitalist Pro - Twitter: @GeorgeGammon Sang Lucci & Wall St. Jesus — The Steamroom — Twitter: @wallstjesus and @sanglucci Longest Running Supporters   Max Mulvihill - Since 2/2018  Mark Heywood - Since 3/2018 Kyle Thomas - Since 4/2018  Chris Bede - Since 5/2018  Dariusz Kordonski - Since 5/2018  Chris Gerrard - Since 5/2018 Shear Luck - Since 5/2018   Founding Members Of My "FRINGE FINANCE" Column Kashumba - Since 8/2021 Randy Carder - Since 8/2021 T Gaggiotti - Since 8/2021 Jamie - Since 8/2021 A Farmer - Since 9/2021 Harvest Moon Research - Since 9/2021 John H. H. - Since 11/2021 Mark Hutchinson - Since 11/2021 Joseph K. H. - Since 10/2021 A Farmer - Since 9/2021 Tsniezyk - Since 9/2021 Chris - Since 12/2021 All podcast content is subject to this disclaimer.    Chris is not an investment adviser. Listeners should always speak to their personal financial advisers. Please leave me alone. Masterworks Disclaimer: This is not an offer of a security or investment advice. See important disclosures at masterworks.com/cd View all past offerings here When Masterworks presents the net return of an investment in a sold artwork, “net return” or “IRR” refers to the annualized internal rate of return net of all fees and expenses, calculated from the offering closing date to the date the sale is consummated. IRR is not indicative of Masterworks paintings not yet sold and past performance is not indicative of future results. For additional information regarding the calculation of IRR for a particular investment in an artwork that has been sold, a reconciliation will be filed as an exhibit to Form 1-U and will be available on the SEC's website at www.sec.gov.

Interview Recorded - Wednesday the 22nd of February, 2023On todays episode of the WTFinance podcast I had the pleasure of speaking with Mark Spiegel, Managing Member & Portfolio Manager of Stanphyl Capital Partners.During our conversation we spoke about why the FED are causing a recession, whether stocks will go down big, why this will be led by Tesla and other overvalued stocks and what would have to change for Mark to go net long. I hope you enjoy!0:00 - Introduction0:50 - Overview of the markets3:38 - Are the FED causing a recession?5:50 - Risk free returns7:00 - Big stocks to go down?9:25 - Could a bear market be avoided?11:35 - What type of companies is Mark investing in?15:25 - Should you short Tesla due to its fanbase? 21:15 - No value on Tesla AI, Trucks or battery company?23:40 - Tesla target price?28:25 - What would have to change for Mark to go net long?30:30 - Any other industries that Mark is watching?34:25 - One message to takeaway from our conversation?Mark B. Spiegel is the Managing Member & Portfolio Manager of Stanphyl Capital Partners (founded in 2011) and is a New York based equity investor. From late 2003 through early 2009 he was an investment banker (most recently as a Principal with Piper Jaffray & Co.) financing smallcap & microcap 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 negotiated hundreds of transactions and experienced firsthand the opportunities and challenges faced by a wide array of businesses. Mark believes that all of these experiences– banking public companies, working for a small public company and securing real estate for a wide variety of companies– combine to provide the kind of “real world” experience that makes him a better investor.Mark Spiegel - Twitter - https://twitter.com/StanphylCapWebsite - https://stanphylcap.com/WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseasThumbnail picture from - https://www.jbs.cam.ac.uk/insight/2021/defining-detecting-measuring-asset-price-bubbles/

Recorded January 28, 2023.   Please consider donating to World Central Kitchen Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need of fresh food and meals within Ukraine and in bordering countries. Please consider donating generously to World Central Kitchen on behalf of No Bull - Market Talk with George Noble. Visit https://noble-impact.com for the Noble-Impact Capital corporate website Visit https://www.noble-funds.com for information on the NOPE ETF   Follow Motorhead on Twitter  Follow Mark Spiegel on Twitter Follow George Noble on Twitter & YouTube  

Lost decade ahead?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport                             Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.                              Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.                              The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Tesla short sellers have been ridiculed for their losses for the past five years, but have finally been vindicated in 2022. In this episode we examine Mark Spiegel, one of Tesla's biggest bears, and how his Tesla short has saved his hedge fund. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Mark joins me to talk Tesla, politics, Cathie Wood & the Fed.  YouTube does not let me monetize my videos on the site and the podcast is full time work which will never have ads in the middle of it. If you enjoy the content, please support the QTR Podcast in any or all of the following ways: A small recurring donation via: Patreon: https://www.patreon.com/QTRResearch One time donations can also be sent via: Paypal: https://www.paypal.me/qtrresearch QTR MERCH is available here. You can also follow me on YouTube, and Twitter. And check out my new near-daily column, FRINGE FINANCE, at http://quoththeraven.substack.com THANK YOU TO ALL OF MY KIND PATRONS.    Please show love to those who support the QTR Podcast:  JM Bullion - where QTR buys gold & silver - Twitter: @JMBullion The Doomberg Terminal - Subscribe 100% free - Twitter: @DoomburgT George Gammon - Rebel Capitalist Pro - Twitter: @GeorgeGammon Sang Lucci & Wall St. Jesus — The Steamroom — Twitter: @wallstjesus and @sanglucci Corvus Gold - http://www.corvusgold.com Investors Underground - day trading community - Twitter: @investorslive  Ken R  Chris Bede - Twitter: @cbede  Nicholas Parks Matthew Zimmer J Mintzmyer - Twitter: @mintzmyer Russ Valenti - Twitter: @russellvalenti  Creighton Titus Camila Sol Longest Running Supporters   Max Mulvihill - Since 2/2018  Mark Heywood - Since 3/2018 Kyle Thomas - Since 4/2018  Chris Bede - Since 5/2018  Dariusz Kordonski - Since 5/2018  Chris Gerrard - Since 5/2018 Shear Luck - Since 5/2018   Founding Members Of My "FRINGE FINANCE" Column Kashumba - Since 8/2021 Randy Carder - Since 8/2021 T Gaggiotti - Since 8/2021 Jamie - Since 8/2021 A Farmer - Since 9/2021 Harvest Moon Research - Since 9/2021 John H. H. - Since 11/2021 Mark Hutchinson - Since 11/2021 Joseph K. H. - Since 10/2021 A Farmer - Since 9/2021 Tsniezyk - Since 9/2021 Chris - Since 12/2021 All podcast content is subject to this disclaimer.    Chris is not an investment adviser. QTR is long oil, gold and silver. Listeners should always speak to their personal financial advisers. Please leave me alone.  

Recorded May 11, 2022. Donate generously to World Central Kitchen ➡️ https://donate.wck.org/fundraiser/3816260  Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need of fresh food and meals within Ukraine and in bordering countries. Please donate generously to World Central Kitchen on behalf of NO BULL - Market Talk with George Noble™️. Follow on Twitter: Mark Spiegel, Tony Greer, Guy Cerundolo, Michael Belkin, Mark Neuman, Tom Thornton Follow George Noble on Twitter and Youtube  

On this podcast Mark and I talk Tesla, bitcoin and the macro environment. The QTR Podcast is a completely, 100% listener supported podcast that is always going to be free. YouTube does not let me monetize my videos on the site and the podcast is full time work which will never have ads in the middle of it. If you enjoy the content, please support the QTR Podcast in any or all of the following ways: A small recurring donation via: Patreon: https://www.patreon.com/QTRResearch One time donations can also be sent via: Paypal: https://www.paypal.me/qtrresearch QTR MERCH is available here. You can also follow me on YouTube, and Twitter. THANK YOU TO ALL OF MY KIND PATRONS.    Please show love to those who support the QTR Podcast:  George Gammon - Rebel Capitalist Pro - Twitter: @GeorgeGammon JM Bullion - where QTR buys gold & silver - Twitter: @JMBullion The Trader's Path - no BS trading service - Twitter: @PLHStock Sang Lucci & Wall St. Jesus — The Steamroom — Twitter: @wallstjesus and @sanglucci Corvus Gold - http://www.corvusgold.com Investors Underground - day trading community - Twitter: @investorslive  Ken R  Chris Bede - Twitter: @cbede  Nicholas Parks Matthew Zimmer J Mintzmyer - Twitter: @mintzmyer Russ Valenti - Twitter: @russellvalenti  Creighton Titus Camila Sol Longest Running Supporters   Max Mulvihill - Since 2/2018  Mark Heywood - Since 3/2018 Kyle Thomas - Since 4/2018  Chris Bede - Since 5/2018  Dariusz Kordonski - Since 5/2018  Chris Gerrard - Since 5/2018 Shear Luck - Since 5/2018   All podcast content is subject to this disclaimer.    Chris is not an investment adviser. QTR is long gold and silver. Listeners should always speak to their personal financial advisers. Please leave me alone.

Tesla entered the S&P 500 yesterday. What does that mean for the long-running bull vs. bear battle? A month after posting our interview with a bull - Rajiv Sud - we speak to Mark Spiegel, one of the longest-tenured, loudest, and most notorious members of TeslaQ, the short Tesla camp. The question, after a ruinous 1100% run over the past 14 months and a wild market in general, is whether there's still electricity left in the bull case, or whether the bear case might finally bag its whale. Along with asking Mark about that and his portfolio management, we also touch on a few other topics ranging from micro-cap long ideas to inflation to Mark's twitter presence, and I hope you'll enjoy the conversation. Topics Covered 5:00 minute mark - The state of TSLAQ 9:00 - Tesla's Q3 - a sign of the bull thesis or dim hope? 17:00 - The competition bear thesis and what's taken so long? 22:00 - Last year's Q3 take-off for Tesla shares 25:00 - Tesla's advantage 29:00 - The regulatory landscape 36:00 - Managing a short Tesla position 42:00 - On the long side, a few micro-cap ideas - DAIO, AVNW, EVOL, JCS 53:00 - Twitter presence 1:01:00 - The broader EV bubble - why not short elsewhere? 1:11:00 - The Musk fervor 1:20:00 - Portfolio juggling 1:25:00 - Fighting Tesla's hero journey 1:29:00 - Tesla's broader influence and the role of the SEC 1:32:00 - The onset of inflation and the gold hedge (GLD)

Mark Spiegel of Stanphyl Capital joins me to talk about his ban from Twitter, gold and Covid. The QTR Podcast is a completely, 100% listener supported podcast that is always going to be free. YouTube does not let me monetize my videos on the site and the podcast is full time work which will never have ads in the middle of it. If you enjoy the content, please support the QTR Podcast in any or all of the following ways: A small recurring donation via: Patreon: https://www.patreon.com/QTRResearch One time donations can also be sent via:Bitcoin: 3G25NvNbGZsaDfoxTBzRFticKa4LDUeBpkVenmo: @chrisinphiladelphiaPaypal: https://www.paypal.me/qtrresearch You can join my e-mail list here and visit my website at www.quoththeravenresearch.com for all of my content. QTR MERCH is also now available here. You can also follow me on YouTube, Twitter, and Instagram. THANK YOU TO ALL OF MY KIND PATRONS. Please show love to those who support the QTR Podcast:  Biggest Patron Donors    JM Bullion - where QTR buys gold & silver - Twitter: @JMBullion The Trader's Path - no BS trading service - Twitter: @PLHStock Sang Lucci Trading - the 3LT playbook - also, the SL Master Course  Corvus Gold - http://www.corvusgold.com Investors Underground - day trading community - Twitter: @investorslive  Ken R  Chris Bede - Twitter: @cbede  Nicholas Parks Matthew Zimmer J Mintzmyer - Twitter: @mintzmyer Russ Valenti - Twitter: @russellvalenti  Creighton Titus 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. QTR is long gold and silver. Listeners should always speak to their personal financial advisers. Please leave me alone.

The coaches sit down with Mark Spiegel, Founder and President of Make Your Own Ball Day, to talk about what the organization does and about making a change starting with a soccer ball. 00:00 - 01:59 - Club Updates02:00 - 1:06:43- Interview with Aileen Ascolese, Ursinus College Head Women’s Soccer Coach1:06:44 - 1:18:49 - Hispanic Heritage Month, Player of the Match, This Day in Soccer History, Fair Play Award

There's no company out there that gets people as fired up as Tesla does. There are the true believers who say that Tesla and Elon Musk are just getting started and that the company is the future of transportation, energy, and more. Then there are the skeptics, who point out cracks in Tesla's business and financials and say that it's just a matter of time before reality catches up with the company and the stock. We talked with two of those skeptics: Charley Grant, who writes the “Heard on the Street” column for the Wall Street Journal, and Mark Spiegel, General Partner at Stanphyl Capital Partners, a long-short hedge fund that has bet against Tesla. --- Send in a voice message: https://anchor.fm/voices-of-wall-street/message

Mark Spiegel of Stanphyl Capital joins me to talk about the pandemic, the market, the Fed and Tesla. The QTR Podcast is a completely, 100% listener supported podcast that is always going to be free. YouTube does not let me monetize my videos on the site and the podcast is full time work which will never have ads in the middle of it. If you enjoy the content, please support the QTR Podcast in any or all of the following ways:   A small recurring donation via: Patreon: https://www.patreon.com/QTRResearch One time donations can also be sent via:Bitcoin: 3G25NvNbGZsaDfoxTBzRFticKa4LDUeBpkVenmo: @chrisinphiladelphiaPaypal: https://www.paypal.me/qtrresearch You can join my e-mail list here and visit my website at www.quoththeravenresearch.com for all of my content. QTR MERCH is also now available here. You can also follow me on YouTube, Twitter, and Instagram. THANK YOU TO ALL OF MY KIND PATRONS. Please show love to those who support the QTR Podcast:    Biggest Patron Donors    JM Bullion - where QTR buys gold & silver - Twitter: @JMBullion The Trader's Path - no BS trading service - Twitter: @PLHStock Sang Lucci Trading - the 3LT playbook - also, the SL Master Course  Corvus Gold - http://www.corvusgold.com Investors Underground - day trading community - Twitter: @investorslive  Ken R  Chris Bede - Twitter: @cbede  Nicholas Parks Matthew Zimmer J Mintzmyer - Twitter: @mintzmyer Russ Valenti - Twitter: @russellvalenti  Creighton Titus 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

Mark Spiegel, founder and manager of Stanphyl Capital is a long/short equity and macro investor. In this episode, he discusses his thoughts on COVID-19, Europe, his investment philosophy and his thesis on Tesla. One of the most amazing podcast interviews I've ever done!

Mark Spiegel, founder of Make Your Own Ball Day and current Director of Coaching at Dynamo FC in Indianapolis talks about how to make connections with your players, offers advice to new coaches, modeling behavior for coaches, giving players the space to be kids, child-like versus childish, having routines with your teams, Pokemon cards, and how he is using Zoom to stay connected. Mentioned in the Podcast: John O’Sullivan and Changing the Game Project Becoming better grown-ups by Brad Montague The Learner Lab The Way of Champions Podcast --- Send in a voice message: https://anchor.fm/youthsportstoday/message

Mark Spiegel of Stanphyl Capital joins me to talk about the pandemic, the market, the Fed, Tesla and the political picture going into 2020.  The QTR Podcast is a completely, 100% listener supported podcast that is always going to be free. YouTube does not let me monetize my videos on the site and the podcast is full time work which will never have ads in the middle of it. If you enjoy the content, please support the QTR Podcast in any or all of the following ways:   A small recurring donation via: Patreon: https://www.patreon.com/QTRResearch One time donations can also be sent via:Bitcoin: 3G25NvNbGZsaDfoxTBzRFticKa4LDUeBpkVenmo: @chrisinphiladelphiaPaypal: https://www.paypal.me/qtrresearch You can join my e-mail list here and visit my website at www.quoththeravenresearch.com for all of my content. QTR MERCH is also now available here. You can also follow me on YouTube, Twitter, and Instagram. THANK YOU TO ALL OF MY KIND PATRONS. Please show love to those who support the QTR Podcast:    Biggest Patron Donors    JM Bullion - where QTR buys gold & silver - Twitter: @JMBullion The Trader's Path - no BS trading service - Twitter: @PLHStock RumorHound.ai - free 14 day trial - Twitter: @RumorHound Sang Lucci Trading - the 3LT playbook - also, the SL Master Course  Corvus Gold - http://www.corvusgold.com Investors Underground - day trading community - Twitter: @investorslive  Chris Boas  Ken R  Chris Bede - Twitter: @cbede  Nicholas Parks Matthew Zimmer J Mintzmyer - Twitter: @mintzmyer Russ Valenti - Twitter: @russellvalenti  Creighton Titus 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.  

Jelly Donut Podcast #21 was recorded on Friday March 13, 2020. 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. https://twitter.com/markbspiegel --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

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Q4 Entscheidung für Brennstoffzelle, Batterie oder gar Diesel? Maxwell, Hibar, Panasonic, Samsung, LG, Tencent, BYD, CATL, Northvolt, IBM, BASF, Toyota Fuelcells, Audi Fuelcells, VW, BMW, Renault ZOE, Powerpack, Gigacharger, Brandenburg, Texas, Nevada, Shanghai, Freemont, New York, Tilburg, Bosch, Nicola, Porsche, Daum, Ron Baron, James Chanos, Mark Spiegel, Gordon L. Johnson. https://vimeo.com/391006950 IA bei Tesla

Mark joins me to talk about climate change, macro and getting punched in the nads on his Tesla short.    The QTR Podcast is a completely, 100% listener supported podcast that is always going to be free. The podcast is full time work, if you enjoy the content, please support the QTR Podcast in any, or all of the following ways:   Please make a small recurring donation, which is gratefully accepted at: https://www.patreon.com/QTRResearch Join QTR's GoFundMe effort to stop social media censorship and turn the QTR podcast into a daily M-F show: https://www.gofundme.com/f/qtrpodcast One time donations can also be sent via:Bitcoin: 3G25NvNbGZsaDfoxTBzRFticKa4LDUeBpkVenmo: @chrisinphiladelphiaPaypal: christopher.d.irons@gmail.com THANK YOU TO ALL OF MY KIND PATRONS   Please show love to those who support the QTR Podcast.    Biggest Patron Donors    The Trader's Path - no BS trading service - Twitter: @PLHStock RumorHound.ai - free 14 day trial - Twitter: @RumorHound Sang Lucci Trading - the 3LT playbook - also, the SL Master Course  Corvus Gold - http://www.corvusgold.com monero Investors Underground - day trading community - Twitter: @investorslive  Chris Boas  Ken R  Chris Bede - Twitter: @cbede  Nicholas Parks Matthew Zimmer J Mintzmyer - Twitter: @mintzmyer Russ Valenti - Twitter: @russellvalenti  Creighton Titus 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.     You can join my e-mail list here and QTR merch is also now available here.

Mark joins me, as promised, for a follow up on Tesla's earnings and his new outlook on the macroeconomic picture.    The QTR Podcast is a completely, 100% listener supported podcast that is always going to be free. The podcast is full time work, if you enjoy the content, please support the QTR Podcast in any, or all of the following ways: Please make a small recurring donation, which is gratefully accepted at: https://www.patreon.com/QTRResearch Join QTR's GoFundMe effort to stop social media censorship and turn the QTR podcast into a daily M-F show: https://www.gofundme.com/f/qtrpodcast One time donations can also be sent via:Bitcoin: 3G25NvNbGZsaDfoxTBzRFticKa4LDUeBpkVenmo: @chrisinphiladelphiaPaypal: christopher.d.irons@gmail.com THANK YOU TO ALL OF MY KIND PATRONS   Please show love to those who support the QTR Podcast.    Biggest Patron Donors    The Trader's Path - no BS trading service - Twitter: @PLHStock RumorHound.ai - free 14 day trial - Twitter: @RumorHound Sang Lucci Trading - the 3LT playbook - also, the SL Master Course  Focused Compounding - follow on Twitter | YouTube | Podcast HeliBacon - shoot machine guns from helicopters in Texas Corvus Gold - http://www.corvusgold.com "Piggly Wiggly" Investors Underground - day trading community - Twitter: @investorslive  Chris Boas  Ken R  Chris Bede - Twitter: @cbede  Nicholas Parks Matthew Zimmer J Mintzmyer - Twitter: @mintzmyer 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.     You can join my e-mail list here and QTR merch is also now available here.

Mark Spiegel joins me to talk about upcoming Tesla earnings and his take on the current macro picture of the markets. The QTR Podcast is a completely, 100% listener supported podcast that is always going to be free. The podcast is full time work, if you enjoy the content, please support the QTR Podcast in any, or all of the following ways: Please make a small recurring donation, which is gratefully accepted at: https://www.patreon.com/QTRResearch Join QTR's GoFundMe effort to stop social media censorship and turn the QTR podcast into a daily M-F show: https://www.gofundme.com/f/qtrpodcast One time donations can also be sent via:Bitcoin: 3G25NvNbGZsaDfoxTBzRFticKa4LDUeBpkVenmo: @chrisinphiladelphiaPaypal: christopher.d.irons@gmail.com THANK YOU TO ALL OF MY KIND PATRONS   Please show love to those who support the QTR Podcast.    Biggest Patron Donors    The Trader's Path - no BS trading service - Twitter: @PLHStock RumorHound.ai - free 14 day trial - Twitter: @RumorHound Sang Lucci Trading - the 3LT playbook - also, the SL Master Course  Focused Compounding - follow on Twitter | YouTube | Podcast HeliBacon - shoot machine guns from helicopters in Texas Jameson Trinker Corvus Gold - http://www.corvusgold.com "Piggly Wiggly" Investors Underground - day trading community - Twitter: @investorslive  Chris Boas  Ken R  Chris Bede - Twitter: @cbede  Nicholas Parks Matthew Zimmer J Mintzmyer - Twitter: @mintzmyer 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.     You can join my e-mail list here and QTR merch is also now available here.

Mark joins me to talk the Jeffrey Epstein saga, the state of the Fed, the Democratic debates, what he's currently short and, of course, 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   Donations of $100 or more can also be sent via: Bitcoin: 3G25NvNbGZsaDfoxTBzRFticKa4LDUeBpk Venmo: @chrisinphiladelphia Paypal: christopher.d.irons@gmail.com   THANK YOU TO ALL OF MY KIND PATRONS   Please show love to those who support the QTR Podcast.    Biggest Patron Donors    The Trader's Path - no BS trading service - Twitter: @PLHStock RumorHound.ai - free 14 day trial - Twitter: @RumorHound Sang Lucci Trading - read tape & learn flow Master Course  HeliBacon - shoot machine guns from helicopters in Texas Corvus Gold - http://www.corvusgold.com "Piggly Wiggly" Investors Underground - day trading community - Twitter: @investorslive  Chris Boas  Ken R  Chris Bede - Twitter: @cbede  Nicholas Parks Matthew Zimmer 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 

Mark joins me today to talk about Tesla, Howard Stern and his new short positions.  QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch   Donations of $100 or more can also be sent via: Bitcoin: 3G25NvNbGZsaDfoxTBzRFticKa4LDUeBpk Venmo: @chrisinphiladelphia   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  RumorHound.ai - free 14 day trial - Twitter: @RumorHound HeliBacon - shoot machine guns from helicopters in Texas Corvus Gold - http://www.corvusgold.com Investors Underground - day trading community - Twitter: @investorslive  Chris Boas  Ken R  Chris Bede - Twitter: @cbede  Russ Valenti - Twitter: @russellvalenti  "Piggly Wiggly" 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: QTR and  Mark are short TSLA

In Episode 86 of Hidden Forces, Demetri Kofinas speaks with TeslaCharts, one of the leading members of the online community known as TSLAQ, a group of largely anonymous Twitter users who exist to expose the reality behind the Tesla façade. TSLAQ is a hive-like collective of financiers, accountants, Ph.D.’s, lawyers, pilots, and members of just about any other occupational discipline you can imagine. What unites them all is Tesla, or more specifically, their outrage at a CEO who they believe to be a carnival barker running the biggest fraud in corporate America. In the words of TSLAQ’s most prominent member Mark Spiegel, Elon Musk is responsible for “the biggest single stock bubble in this whole bubble market.” According to an article about TSLAQ published for the LA Times, Russ Mitchell writes, “the channel has emerged as a crowd-sourced stock research platform,” where “contributors divide up research duties according to personal interest and ability, with no one in charge.” The “major aim” of this collective, writes Mitchell, “is to change the mind of Tesla stock bulls and the media.” Activist investing and short selling have been around for as long as anyone can remember, but short sellers have traditionally aligned with intrepid, up-and-coming journalists and prominent media outlets in order to “talk their book” and change public opinion about the stock by sharing their proprietary research into the company. Jim Chanos was famous for having worked to expose the fraud at Enron through various media contacts like Bethany McLean, while simultaneously shorting the company’s stock. In other cases, such as with SEC whistleblower Harry Markopolos, “No One Would Listen.” What is unique in this case is the emergent nature of the network behind TSLAQ. It is not proprietary, nor is anyone in control. TSLAQ is not a conspiracy of short-sellers. Rather, it is the spontaneous manifestation of a disparate collection of disaffected people united together by their commitment to exposing an increasingly dangerous fraud that they believe is being perpetrated against investors and the general public. In this episode, we bring light to this phenomenon and help to educate you about its history, its impetus, and its prospects for bursting what may be the greatest stock bubble in our entire bubble market. As always, episodes of Hidden Forces are for informational purposes only and should not be relied upon as the basis for financial decisions. All views expressed by Demetri Kofinas and podcast guests are solely their own opinions and should not be construed as financial advice. Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod

Mark joins me today to talk about Tesla’s new restraining order against a short seller, the company’s Q1 earnings results and all other things in the life of being the most foul mouth Tesla short seller on the street QTR Podcasts are always free, but some people choose to make a small recurring donation, which is gratefully accepted: https://www.patreon.com/QTRResearch   Donations of $100 or more can also be sent via: Bitcoin: 3G25NvNbGZsaDfoxTBzRFticKa4LDUeBpk Venmo: @chrisinphiladelphia   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  RumorHound.ai - free 14 day trial - Twitter: @RumorHound HeliBacon - shoot machine guns from helicopters in Texas Corvus Gold - http://www.corvusgold.com Investors Underground - day trading community - Twitter: @investorslive  Chris Boas  Ken R  Chris Bede - Twitter: @cbede  Russ Valenti - Twitter: @russellvalenti  "Piggly Wiggly" 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: QTR and  Mark are short TSLA

Ahead of Tesla's Model Y reveal and in the midst of confusion about the Board of Directors, Mark Spiegel joins me for an unedited and boisterous podcast about all things Tesla skepticism - with a little dose of Boeing, too.    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  Behind the Bid Podcast - http://www.behindthebid.com/ - Twitter: @behindthebid  Corvus Gold - http://www.corvusgold.com Investors Underground - day trading community - Twitter: @investorslive  Chris Boas  Ken R  Chris Bede - Twitter: @cbede  Russ Valenti - Twitter: @russellvalenti  "Piggly Wiggly Fine Purveyor of Rare Yam Trees" 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 and QTR are both short TSLA   Visit quoththeravenresearch.com for more on QTR 

In episode #18, Patrick Ceresna and Kevin Muir welcome Mark Spiegel (twitter @markbspiegel) to the show to discuss his big short narrative on Tesla. Fast forward to: 0:01 Introduction 3:15 The Tesla short 28:22 Mark shares a Tale from the Trading Desk 38:12 This Week in Trading History – 2009 Market Bottom 45:03 WTF Video of the Week – Cramer is drinking again 52:00 Review of last week’s Top 5 1:13:10 Top 5 Things to Watch Next Week 1:42:08 Extended conversation with Mark Spiegel … Continue Reading >No Smell, No Tell

The bears love him… The bulls can't stand him… But regardless of what side you're on… it's always worth listening to Mark Spiegel's latest views on Tesla. Mark is the founder of Stanphyl Capital hedge fund—known for his exhaustive analyses on both the long and short side. And he's an outspoken critic of Tesla. Today, Mark shares his views on Elon Musk's SEC settlement, Tesla's just-announced third-quarter production and delivery numbers, and what's not included in the release. Topics discussed: Musk settles… So what? Production numbers—It's the demand, stupid An onslaught of competition The bull case… is there one?

In Episode 61 of Hidden Forces, Demetri Kofinas speaks with equity research analyst Gordon Johnson, about a possible bankruptcy of Tesla amid the recently announced SEC fraud charges levied against its CEO Elon Musk. The two also discuss the ongoing criminal probe of its CEO Elon Musk, by the Department of Justice, and the impact that it may have on the company's stock price. Gordon Johnson has been called the biggest bear on Tesla by Bloomberg and CNBC and has the lowest price target on the street for the electric car manufacturer. He’s also been recognized for his accurate stock picks in numerous publications including Bloomberg, Barron’s, Forbes, The Wall Street Journal, Reuters, The Financial Times, and TheStreet.com.   Tesla and Elon Musk were the subject of back-to-back episodes we did with Charley Grant and Mark Spiegel in the first two weeks of April 2018. At that time, we knew that the company had ended 2017 with $3.4 billion in cash and equivalents while having raised an additional $550 million from bonds backed by lease payments in February of this year. Tesla was also losing $28,000 on each car sold with long-term debt and battery purchase obligations standing at $31.4 billion and run-rate interest expense of nearly $600 million per year with a debt-to-equity ratio of 243% as of December 30th, 2017. Tesla has since released its second-quarter results, posting losses of $17,600 per car delivered. These numbers are expected to improve in the third quarter due to much higher sales volumes of the Model 3 along with sales of ZEV credits that the company stored but did not use in Q2. The run-rate interest expenses for Tesla stand at $654 million-per-year. The company has reported $2.236 billion in cash of which $942 million is in the form of customer deposits. In our conversation with Gordon Johnson, we begin with a discussion of the ongoing drama at Tesla, including a recent timeline of the most critical events surrounding the company: On August 1st, Tesla reports the largest quarterly loss in its history showing a GAAP loss of $717 million and free cash flow of negative $812 million. But shares rise on Musk’s claims of positive cash flow and profit in the second half of 2018, and signs of more consistent Model 3 production. In this Q2 release, Tesla claimed that it would be GAAP profitable in Q3 & Q4 baring a “force majeure.” I’ve asked Mark Spiegel for his take on this and his response is: “I’ve run numbers every which way I can and the best I can come up with for Q3 is a GAAP loss of around $100 million.” On August 7th, Elon Musk tweets that he is “considering taking Tesla private at $420 a share,” and then follows up by saying “funding secured.” On August 12th, Azealia Banks shares an Instagram story about how her experience at Elon Musk’s house resembled the movie “Get Out,” suggesting that Elon was possibly on drugs during the August 7 tweetstorm. On August 13th, Elon Musk follows up on his “funding secured” comments with a press release that attempts to provide context for the August 7 tweet. On August 15th, Charlie Gasparino reports that the SEC has started a probe into violations made by Elon Musk. On August 15th, ex-Tesla employee and whistleblower Martin Tripp tweets photos that he alleges came from inside the company showing battery scrap, trailers containing battery waste, and documentation of punctured battery parts in Model 3 vehicles. Tesla denies that any punctured battery parts made it into vehicles. On August 16th, a Tesla ex-security employee files a whistleblower complaint with the SEC, accusing the electric vehicle maker of spying on employees, hiding significant theft of raw materials, and alleging drug dealing at the company. On August 16th, Elon conducts a tearful interview with the New York Times. On August 20th, (or thereabouts) reports emerged that Lucid Motors (a silicon valley electric car startup) is in talks with Saudi Arabia’s sovereign wealth fund for a reported $1 billion in funding. On August 24th, Elon Musk released a public statement about his decision to keep Tesla public. On September 6th, Elon Musk does “the Joe Rogan Experience,” smoking marijuana during the show. On September 7th, Tesla’s chief accounting officer Dave Morton resigns after a month on the job. In a statement from Tesla’s recent 8K filing, Morton says he left Tesla because of “the level of public attention placed on the company.” Dave replaced the previous CAO, who left in March, on apparently no notice. On September 7th, Tesla’s Chief People Officer Gaby Toledano announces she is leaving the company after announcing a leave of absence in August. She was at the company for only a year, beginning in May of 2017. On September 8th, it is reported that Justin McAnear, vice president of worldwide finance and operation, is parting ways with Tesla. McAnear has confirmed that his last day at Tesla will be Oct. 7 according to a statement obtained by CNBC. On September 17th, British diver and cave explorer Vernon Unsworth sues Elon Musk for libel in a California district court. The lawsuit comes two months after Musk calls Unsworth a “pedo guy” on Twitter, following an interview in which the Brit denigrated Musk’s attempt to build a mini-submarine that could rescue a group of Thai boys trapped in a cave. Though Musk later deleted and apologized for the tweet, he doubled down on his accusations of pedophilia a month later. On September 17th, it is reported that Lucid Motors closed a $1 billion deal with Saudi Arabia to fund electric car production. On September 17th, reports emerge that the justice department has opened a criminal probe into Tesla over public statements made by Elon Musk. Despite the non-stop bad news emanating from the company, Tesla's stock price has been largely unaffected. Gordon Johnson believes that this resilience in Tesla’s stock may be coming to an end. Not only does he believe that Tesla is facing major quality control issues, but it is also his contention that demand for the electric car may already be collapsing. Add to this criminal charges that may be pending against Elon Musk, and one can begin to see a path towards bankruptcy emerging at Tesla. As always, this episode of Hidden Forces is for informational purposes only and should not be relied upon as the basis for financial decisions. All views expressed by Demetri Kofinas and podcast guests are solely their own opinions and should not be construed as financial advice. Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod

Can Tesla still take over the world – or is the end nigh for the ambitious electric car company? Charley Grant of the Wall Street Journal and Mark Spiegel of Stanphyl Capital join to discuss. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade the political circus, Twitter debates and scheming seniors. Learn more about your ad choices. Visit megaphone.fm/adchoices

In Episode 39 of Hidden Forces, Demetri Kofinas speaks with Mark Spiegel about how Elon Musk may very well be the personification of a bubble in tech. When asked to name a hero of the modern age, most people don’t have to think long before giving their answer. Elon Musk is the man who sits at the helm of this era’s most disruptive industries. Through SpaceX, Musk is democratizing space and leading humanity into an era that’s dominated by privately held companies — an era in which anyone can, quite literally, reach for the stars. His Boring company is set to revolutionize travel by making vacuum-powered, ultra-high-speed transportation systems a reality. And Elon Musk is even transforming that which is most immutable: the human brain. In 2016, Musk founded Neuralink to develop implantable brain-computer interfaces and meld the human mind with machines. Then, of course, there is Tesla, the electric car company that has shaken the foundations of the fossil fuel industry and given society its first self-driving vehicles. Or, has it? The cult of Elon Musk surpasses anything we have seen in decades. Even Steve Jobs did not command as much adoration from his congregations of the faithful. And yet, something is rotten in the state of Denmark… Tesla sits at the intersection of a number of powerful forces: the ready availability of cheap financing, the growing wealth and income gap, and the preponderance of technology in popular culture. In this sense, Tesla is about more than just electric vehicles or the car manufacturing business. It is a poster child for the financial excesses, stock price manipulations, and cult-like followings of Silicon Valley. And as the Federal Reserve continues to tighten by raising interest rates, companies like Tesla, which have relied on cheap financing in order to fund their businesses, are feeling increasing pressure. Exhibit A: the company’s stock, which was besieged by speculative shorts and heavy selling in March of this year. Tesla’s stock recouped more than half of those losses shortly thereafter but, serious questions remain about the company’s path towards profitability. Indeed, does it even have one? Even if Tesla can raise the capital it needs from investors over the next six months, can it manage to overcome the major production challenges that have plagued the Model 3? What happens when Jaguar, Audi, Mercedes, and Porsche each come to market with their own electric vehicles, some of which are cheaper than Tesla’s suite of electric cars? Finally, what about Elon Musk? The famous short seller Jim Chanos, who took down Enron in the early 2000’s for defrauding its investors, has made similar claims against the popular Silicon Valley car executive. And Chanos isn’t alone in his rebukes. Mark Spiegel, Managing Member and Portfolio Manager of Stanphyl Capital Partners, has also been openly critical of Elon Musk, whom he believes is committing securities fraud by misleading investors about the capabilities of Tesla's present and future products and financial prospects. In last week’s episode, we asked about the path towards profitability for Tesla. In this week’s episode, host Demetri Kofinas is joined by Mark Spiegel, who questions the credibility of Elon Musk as CEO of the electric car company. We examine whether Tesla can survive the onslaught of bad publicity amid a rocky period for capital markets and for the company’s stock. Ten years from now, will we look back at Tesla as the poster child for this latest bull market? As always, this episode of Hidden Forces is for informational purposes only and should not be relied upon as the basis for financial decisions. All views expressed by Demetri Kofinas and podcast guests are solely their own opinions and should not be construed as financial advice. Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod  

In Episode 38 of Hidden Forces, Demetri Kofinas speaks with Charley Grant about whether or not Tesla can avoid an inexorable spiral towards bankruptcy. Tesla is a kind of wonderchild. It entered the stage in the summer of 2003 with the aim of accelerating the arrival and adoption of electric vehicles. The company was founded by several Silicon Valley luminaries, most notably Elon Musk. Since its founding more than fifteen years ago, the company has transformed the way the world thinks about energy and electric cars. Despite the fact that electric vehicles have yet to see widespread adoption, they have become surrounded by a level of fanfare that is enjoyed by few other innovations. Yet, the road ahead of Tesla is becoming increasingly uncertain and difficult to navigate. The availability of cheap financing is showing signs of tightening amid an environment of rising interest rates. This has put a strain on companies like Tesla, which have relied heavily on credit markets to support their cash-intensive businesses. In fact, according to Stanphyl Capital’s Mark Spiegel, “Tesla’s interest expense is now at a run-rate of nearly $600 million a year, which in Q4 amounted to $4,884 per car sold.” This means that fully one-third of the company’s gross profit goes towards servicing its debt. But more to the point, the willingness of debtors to continue to fund these losses looks increasingly doubtful, leaving equity markets as the next best source from which Tesla is likely to raise capital. Yet, problems of funding remain. The company’s stock price has dropped more than twenty-five percent in less than a month. The volatility of Tesla’s stock makes the question of how many new shares Tesla can afford to issue less clear by the day. And if Tesla’s financial woes were not enough, the broader equity markets may be in the processes of peaking (or may have already peaked), adding additional roadblocks to the electric car maker’s ability to raise capital. Time, in other words, is not on Elon's side. As such, at this stage, the single most important question any investor in Tesla must be able to answer is, “what is the path towards profitability?” Charley Grant, a columnist for the Wall Street Journal who has been writing critically about Tesla since 2015, thinks there isn't one. In this episode, Grant joins host Demetri Kofinas to discuss why he thinks Tesla may be on the inexorable road towards bankruptcy. As always, this episode of Hidden Forces is for informational purposes only and should not be relied upon as the basis for financial decisions. All views expressed by Demetri Kofinas and podcast guests are solely their own opinions and should not be construed as financial advice. Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod

At long last, a Tesla bull steps up to retort Mark Spiegel’s bear case on the electric car company. Rob Maurer, host of the Tesla Daily podcast, makes an impassioned case for both the company and the stock. Plus, Grant Williams and Alex Rosenberg trade Nike, Hedy Lamarr and Scottish spiders in this week’s Long/Short segment. Learn more about your ad choices. Visit megaphone.fm/adchoices