#hottakeoftheday
156 episodes - English - Latest episode: almost 2 years ago - ★★★★★ - 137 ratingsBe Safe. Be Good. Have a Great Day.
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Episodes
#hottakeoftheday podcast Episode 97 w/Bresee Carlson
January 14, 2021 12:05 - 1 hour - 45.9 MB“Can the President ban frac’ing?" It’s a question I hear a lot. And while it’s neither legal nor investment advice, we welcome Bresee Carlson of Kuiper Law Firm back on the podcast to talk federal issues, and life under a democratic sweep. Data is cool. We are apolitical. #hottakeoftheday podcast Episode 97 w/Bresee Carlson https://youtu.be/O9vK8u4oFQI Podcast Audio About our Sponsor: Magnum Cementing Services Magnum Cementing Services is an established well cementing service company wi...
#hottakeoftheday podcast Episode 96 w/Ryan Sitton
January 11, 2021 12:05 - 54 minutes - 47.3 MBThis episode, I’m joined by Ryan Sitton, former commissioner at the RRC, to talk about OPEC, flaring, data, his new book Crucial Decisions and what the future holds. I really enjoyed the conversation and getting to know Ryan much better. I think big things are in store for him in the future and I for one am excited to watch his path. #hottakeoftheday podcast Episode 96 w/Ryan Sitton https://youtu.be/LmycUtHWY3o Podcast Audio About our Sponsor: Magnum Cementing Services Magnum Cementing ...
#hottakeoftheday podcast Episode 95 – Best of 2020, Part II
January 04, 2021 12:05 - 1 hour - 63.4 MBIn part 2 of the best of, we look back on the first year and almost 100 episodes of the podcast, I can’t believe how much we’ve covered. We’ve had nearly 200,000 downloads, supported by over 1,000,000 views on the website and had some truly remarkable and amazing guests. In this episode - we start with the Federal Reserve, talk actual reserves, executive leadership, the role of midstream in a changing world and close with everything you wanted to know about Saudi Arabia with the author of ‘S...
#hottakeoftheday podcast Episode 94 – Best of 2020, Part I
December 31, 2020 12:05 - 1 hour - 75.1 MBAs we look back on the first year and almost 100 episodes of the podcast, I can’t believe how much we’ve covered. We’ve had nearly 200,000 downloads, supported by over 1,000,000 views on the website and had some truly remarkable and amazing guests. To reflect on 2020, we have some “best of” episodes, of which this is the first. We tried to cover everything that was 2020 from Coronavirus to gender and climate issues, capital raising, industry advocacy and the state of energy and oil and gas c...
#hottakeoftheday podcast Episode 93 w/Betsy Mayotte
December 28, 2020 12:05 - 43 minutes - 37 MBThis week on the #hottakeoftheday podcast, we tackle student debt, higher education and how college needs to/will change in the future. A year ago... I wrote this post on the cost, and with inflation from printing money, and people’s willingness to pay exorbitant tuition without considering ROI, Covid is likely to change all of it with half of colleges expected to close in the next 10 years. Betsy Mayotte is the President of TISLA and joins us. Enjoy! #hottakeoftheday podcast Episode 93 ...
#hottakeoftheday podcast Episode 92 w/Adam Anderson
December 21, 2020 12:05 - 50 minutes - 43.9 MBThis week, I’m joined by Adam Anderson of Innovex to talk North Face, corporate decisions, the oil and gas Industry, CO2. Lots to unpack, and the most important thing is just having the conversation. #hottakeoftheday podcast Episode 92 w/Adam Anderson https://youtu.be/IiuY-BpGV-c Audio Podcast About Adam As Chief Executive Officer, Adam Anderson led the way in forming Innovex and continues to lead their efforts in bringing efficient and innovative solutions to the oilfield. He also he...
#hottakeoftheday podcast Episode 91 w/Clay McDaniel
December 17, 2020 12:05 - 43 minutes - 37.1 MBOil and gas companies aren’t great at branding. We make a ubiquitous product that consumers purchase based on need more than price (natural gas and oil) but marketing is essential to brand building. Both your own personal brand and they of your company. This week we are joined by Clay McDaniel, that CEO of RIPL who yells building brands, the beauty of their app to help do it and life lessons he wished he’d known when he was younger. Enjoy! #hottakeoftheday podcast Episode 91 w/Clay McDani...
#hottakeoftheday podcast Episode 90 w/Collin McLelland
December 14, 2020 01:05 - 1 hour - 65.9 MBThis week, I invite the co-host of the first podcast I ever went on and for founder of Digital Wildcatters. We talk GPAs and viral posts; what you learn from field, Bitcoin, asset bubbles, building a media company and what two people he would like to have a few rounds with in the octagon. You won’t want to miss it. #hottakeoftheday podcast Episode 90 w/Collin McLelland https://youtu.be/PLzJg7f8CXs Podcast Audio
#hottakeoftheday podcast Episode 89 w/Jeremy Ryan Slate
December 10, 2020 11:05 - 55 minutes - 48.8 MBThis week I’m joined by Jeremy Ryan Slate of “Command Your Brand”. As social media and the interconnected world I which we live evolves, taking charge of your imagine, your network and your voice are essential. Jeremy and I talk university and the ROI, the toughest job he’s ever had, what the best employees and hires have as a trait, his upcoming book and his own very successful podcast “Create Your Own Life.” You feel out of control? Take a listen. A lot of wonderful nuggets. Hope you enjo...
#hottakeoftheday podcast Episode 88 w/Casey Merriman
December 07, 2020 01:05 - 1 hour - 55.9 MBExcited to have Casey Merriman of Energy Intelligence on the podcast this week. We talk OPEC, Exxon (the company it was, is and wants to be), natural gas, M&A and Fundamentals vs animal spirits. I hope you enjoy. #hottakeoftheday podcast Episode 88 w/Casey Merriman https://youtu.be/60yiMx2_0zk Podcast Audio About our Sponsor, Kuiper Law Firm The Kuiper Law Firm is a Multi-Jurisdictional full service oil and gas law firm with offices in Houston, Denver, Dallas, Midland, Oklahoma Cit...
#hottakeoftheday podcast Episode 87 w/Dan Pickering
November 30, 2020 11:05 - 1 hour - 54.4 MBThis week on the pod, we connect with Dan Pickering, CIO of Pickering Energy Partners, who’s been having a great November. We talk long oil, equities, OPEC, valuation, and why we have seen flows into energy companies and chat - will it continue? You won’t want to miss this one! #hottakeoftheday podcast Episode 87 w/Dan Pickering https://youtu.be/KWEiW9F-KUI Podcast Audio About our Sponsor The Kuiper Law Firm is a Multi-Jurisdictional full service oil and gas law firm with offices i...
#hottakeoftheday podcast Episode 86 w/Harris Kupperman
November 25, 2020 21:05 - 38 minutes - 31.9 MBThis week, as part of our series of “guests we love” (but let’s be honest, we love all our guests) we welcome Harris Kupperman of Praetorian Capital to the show. He talks about the themes of investing he had last time (tankers, home builders), updates the bitcoin theory, and gives some ideas on event driven investing. #hottakeoftheday podcast Episode 86 w/Harris Kupperman https://youtu.be/yM8FWhoN22c Podcast Audio About our Sponsor, API Control Systems Since 1989, API Control Syst...
#hottakeoftheday podcast Episode 85 w/Josh Young
November 23, 2020 11:05 - 1 hour - 46.7 MBAs lockdowns across the country lead us to Thanksgiving, this week we invite Josh Young back in the podcast to discuss what’s going on in the world of energy investing and his long positions- both in Canada and the US. I hope you enjoy. #hottakeoftheday podcast Episode 85 w/Josh Young https://youtu.be/cm2iBXHgKsg Podcast Audio About our Sponsor, API Control Systems Since 1989, API Control Systems has provided quality control system design, manufacturing, and installation services pr...
#hottakeoftheday podcast Episode 84 w/Ivor Cummins
November 19, 2020 11:05 - 1 hour - 60 MBIn September, we posted a video on #hottakeoftheday site here from Ivor Cummins, the Fat Emperor. In it, he broke down data. I love data. As the author of “Eat Rich, Live Long”, identifying trends in food and health led him to pioneer a lifestyle way of eating. When COVID came, he did what he did best. Look at data and analyze. He’s been featured all over the world, on television and radio across the U.K. and this week he joins the #hottakeoftheday podcast to talk life, health, food and.....
#hottakeoftheday podcast Episode 83 w/Joseph Mills
November 16, 2020 11:05 - 53 minutes - 45.8 MBThis week on the podcast, we have Joe Mills, the President and CEO of Samson Resources. We talk the Powder River basin, AI, tech and opportunities for technology to improve the oil and gas business. We also talk M&A, roll ups, and what the next 5 years will bring. I hope you enjoy. #hottakeoftheday podcast Episode 83 w/Joseph Mills https://youtu.be/Q73mYqmV-2c Podcast Audio About our Sponsor, Kuiper Law Firm The Kuiper Law Firm is a Multi-Jurisdictional full service oil and gas law...
#hottakeoftheday podcast Episode 82 w/Victoria Kennedy
November 12, 2020 11:05 - 55 minutes - 45 MBI like the Wednesday shows because of the occasional break from energy discussions, where we focus on a different, but timely, topic. This week, I’m joined by Victoria Kennedy, former crossover-Opera star who found herself at a crossroads in her career. From playing castles and cathedrals in Europe to the gondola pilot in the Venetian hotel in Vegas, Victoria had to reinvent herself, her skills, and figure out what she was going to do with the rest of her life. Turns out that building a br...
#hottakeoftheday podcast Episode 81 w/Stacey McDonald
November 09, 2020 11:05 - 58 minutes - 52.1 MBThis week, we virtually travel north of the border to chat with Stacey McDonald, a former Managing Partner of Institutional Energy Research, and now board member for Birchcliff Energy. We talk M&A, governance, including E AND S, and the balance of work and life... including times when balance isn’t possible. It was a refreshing and insightful conversation. I hope you enjoy. #hottakeoftheday podcast Episode 81 w/Stacey McDonald https://youtu.be/WWtc8KuVYXw Audio Podcast Sponsored by...
#hottakeoftheday podcast Episode 80 w/Justin Bliffen, Brigade
November 05, 2020 11:05 - 1 hour - 73.6 MBThis week, we talk to Justin Bliffen, the Founder and CEO of Brigade Energy Services, about oilfield service companies. It’s been a rough run of late, but Brigade has a different model, a different take, and what they think is a different way to be successful in these uncertain times. As a veteran Navy SEAL, lots of leadership lessons and approaches. I hope you enjoy. #hottakeoftheday podcast Episode 80 w/Justin Bliffen, Brigade https://youtu.be/RMO-QIVRHqY Podcast Audio About Just...
#hottakeoftheday podcast Episode 79 w/Ellen Wald, Author
November 01, 2020 18:05 - 1 hour - 59.2 MBWhen I was first on Bloomberg and asked about Saudi Aramco, the person I followed was Ellen Wald. Over the past year, I’ve followed her articles in Forbes and most recently, I read her book “Saudi, Inc” (which is fantastic). Today, she joins me on the podcast to talk Saudi, politics, Iran, oil, gas the world and elections. I don’t want to set expectations but I loved the episode and got a lot of value talking to Ellen. I hope you do too. #hottakeoftheday podcast Episode 79 w/Ellen Wald, ...
#hottakeoftheday podcast Episode 78 w/Suzanne Ogle, SGA
October 29, 2020 11:05 - 55 minutes - 45.1 MBUnquestionably, I hear a lot of “the industry has to do better educating people about what we do”. Step 1 of that process is to educate yourself on the data and the issues. Lots of resources to do it but one of the ones I had never heard of before but am really glad I did is the Southern Gas Association who helps educate by linking people and ideas. I had the pleasure of chatting with Suzanne Ogle about the organization, the mission and how we do better advocating for the great mission many ...
#hottakeoftheday Episode 77 w/ Clay Gaspar, WPX
October 26, 2020 11:05 - 51 minutes - 35.6 MBClay Gaspar, President and COO of WPX Energy, is a busy man these days. WPX took down Felix to high grade and expand their Delaware position and 6 months after closing, are merging with Devon to build scale and leverage synergies. We talk Anadarko-Kerr McGee from 2006 when we were both there, completion design, technology, facilities and the future of hedging, synergies and oil and gas. A lot of great nuggets. Have a listen. #hottakeoftheday Episode 77 w/ Clay Gaspar, WPX https://youtu.be/Q...
#hottakeoftheday Episode 76 w/Gregory Wrightstone
October 19, 2020 11:05 - 1 hour - 56.5 MBIn the week I got banned from LinkedIn permanently (#drwisLIdead), another author was temporarily restricted. Gregory Wrightstone writes about climate change and moreover, as is the title of his book, the ‘Inconvenient Facts’ that people don’t want you to know. We will have a series coming up with Doug Sandridge on some additional inconvenient facts (like to replace the Indian Point Nuclear facility when it is shut down in NY will require 500,000 acres of land to be used for wind turbines to...
#hottakeoftheday Episode 75 w/Brian Mac Mahon
October 15, 2020 11:05 - 1 hour - 51 MBHave you ever wanted to learn about how venture capital in Silicon Valley world? Think you have an idea that can grow to $10 mm a month in revenue? Ever wondered why all these new start ups with fancy apps and lots of losses (think Uber) can go public? This is the show for you. We host Brian Mac Mahon from Expert Dojo. His energy, knowledge and passion shine through for the whole hour and I think this will be one of your favorite episodes. I know it is for me. #hottakeoftheday Episode 75 w/B...
#hottakeoftheday Episode 74 w/Ryan Zorn
October 12, 2020 11:05 - 53 minutes - 40.1 MBI met Ryan Zorn of Clear Creek Resource Partners about 18 months ago in 3 chance interactions in downtown Denver over about a week. Quiet, thoughtful and passionate the industry, I started following him on LinkedIn. His points are well laid out, thought through and speak to the larger issue of energy policy both here and abroad. Many requested I get Ryan on the podcast - and this week, we did. I hope you enjoy. #hottakeoftheday Episode 74 w/Ryan Zorn https://youtu.be/zDgWMI9d9Nk Audio o...
#hottakeoftheday Episode 73 w/Paul Sankey
October 08, 2020 11:05 - 1 hour - 59.6 MBVery few people can get away with saying “I’m gonna move fast and not treat you like 3rd graders so you are going to have to keep up”. My guest this week is one of them. Paul Sankey has had a deep history with the energy industry and my favorite thing, analysis, data and figuring out where things are going and how people tick. If you know Paul, you know this was a great conversation. If you don’t know Paul, you should listen and follow his research. Hope you enjoy. #hottakeoftheday Episo...
#hottakeoftheday Episode 72 w/Chris Wright, Liberty
October 05, 2020 11:05 - 1 hour - 55 MBThis week on the #hottakeoftheday podcast, we are joined by Chris Wright, President and CEO of Liberty Oilfield Services. Between Chris’s advocacy of at risk kids in Denver and his involvement in ACE charities, his advocacy for sound and and logical energy policy, and his leadership in the community at large, he also discusses the acquisition of Schlumberger’s North American frac business. It was a great conversation and I hope you enjoy. #hottakeoftheday Episode 72 w/Chris Wright, Liberty h...
#hottakeoftheday Episode 71 w/Mark P. Mills
October 01, 2020 11:05 - 1 hour - 63.2 MBIt’s hard to say “favorite” episode because I love them all. Every conversation I have, I learn, and its my favorite thing about hosting a podcast - the guests. But. I really liked this conversation with Mark P. Mills of the Manhattan Institute. So much data, knowledge and insight over the hour. I bought his most recent book “Digital Cathedrals” and “The Bottomless Well” immediately following our discussion and the conversation pairs extremely well with our next episode with Chris Wright of ...
#hottakeoftheday Episode 70 w/Johan Themaat
September 28, 2020 11:05 - 36 minutes - 29.7 MBThis week, the C-Level View #hottakeoftheday podcast sits down with Black Canyon Midstream Chairman and CEO Johan Themaat (pronounced You-won Themaaaaaaaaat). Kidding... we talk the origins of original names, midstream, bid ask spread, and partnering with the right people. I hope you enjoy. #hottakeoftheday Episode 70 w/Johan Themaat https://youtu.be/kKG-UWcTE-w Audio podcast About Johan For the past three years, Johan Themaat has been leading the Black Canyon Midstream team. Johan g...
#hottakeoftheday Episode 69 w/Dick Massimilian – Leadership Development
September 24, 2020 11:05 - 1 hour - 65.4 MBToday, I’m joined by Leadership Development expert Dick Massimilian and we discuss Myers Briggs, building a team, how you assess you fit, and what it is to be an executive coach and have self awareness about your strengths and weaknesses. Building a career is hard. Doing it with a view of who you really are, what you will and won’t stand for, and how you work with others are key skills that help move you forward. I hope you enjoy. #hottakeoftheday Episode 69 w/Dick Massimilian - Leadership...
#hottakeoftheday Episode 68 w/Rob McBride, Enverus
September 21, 2020 11:05 - 49 minutes - 43.6 MBWe don’t always talk natural gas but it’s had a historic run.... and crash within the last two weeks - which shows just how volatile things are. Today, we are joined by Rob McBride to talk all things natural gas. It’s a fun show. Hope you enjoy! #hottakeoftheday Episode 68 w/Rob McBride, Enverus https://youtu.be/14toLSTEGcs Audio Podcast About Rob Rob McBride is the Sr. Director of Strategy and Analytics at Enverus. He previously managed natural gas trading at Hess and BNP Paribas, a...
#hottakeoftheday Episode 67 w/Jack Hamlin #ENERGYSTRONG
September 16, 2020 11:05 - 57 minutes - 49.1 MBThis week in our Wednesday show, we talk to Jack Hamlin, the former President of Summit Engineering Services, which was acquired by Sargent & Lundy in March. Jack is also the co-founder of Energy Strong, a grass roots energy advocacy group dedicated to educating the public about the benefits and safety of oil and gas development to the citizens and municipalities starting in Colorado and expanding it to other oil producing states. As we have recently seen, the sweeping power of the new and ...
#hottakeoftheday Episode 66 w/Scott Lapierre
September 14, 2020 11:04 - 1 hour - 75.1 MBIs shale a Ponzi scheme, improperly capitalized, or is it a little from Column A and a little from column B? Much of this comes down to the reservoir engineering: recovery factors, drove mechanisms, oil and gas in place. One of the critics of the overvaluation in the early days was Scott Lapierre, who joins me this week to talk about what what wrong, how do we know, and how do we fix it. Even if you aren’t a reservoir engineer, we boil it down to the key elements using props and analogies so...
#hottakeoftheday Episode 65 w/Puneet Nanda
September 09, 2020 11:00 - 1 hour - 38.1 MBAs we expand to topics outside of energy for our Wednesday release, today on the episode I interview Puneet Nanda 🎖 Aka “Dr Fresh” about his anxiety attack that lead him to sell Dr. Fresh and find yoga. We talk about the health of drinking 3 liters of water a day, meditating and perspiring every day. The quote that changed his life: “The destination is death.” It resonated and is slightly softer than my “we all end up in a pine box, it’s just a question of how and when.” #hottakeoftheday Epis...
#hottakeoftheday Episode 64 w/Mark Rossano
September 07, 2020 02:03 - 1 hour - 72.4 MBIn March of this year, I was massively struggling to understand what “Flatten the curve” meant. I turned to my friend Mark Rossano, who amongst other attributes, has a mother who works in the health care field in New York City. Hospitals were overflowing with people and Mark had positioned his portfolio for the impending collapse. Flash forward to April, the next time I had Mark in the podcast. We talked about oil, inventories, the global economy and the challenges he saw coming. He was ...
#hottakeoftheday Episode 63 w/Vicki Hollub
August 30, 2020 22:00 - 32 minutes - 27.2 MBIn April of 2019, Vicki Hollub made a play for Anadarko that was aggressive, bold and totally out of the realm of my imagination that I instantly discovered that she was my favorite CEO. Oil was $72, consolidation needed to happen and everyone else was too afraid to do it. My entire career was built on data driven, bold risk taking and, for the most part, it had worked out. She had a super fan and she was going to need to consider a restraining order. Flash forward to today. 17 months later...
#hottakeoftheday Episode 62 w/Danielle DiMartino Booth
August 24, 2020 00:35 - 41 minutes - 34.6 MBThis week I am joined on the #htotdpodcast by Danielle DiMartino Booth. Former investment banker, Dallas Federal Reserve Advisor, Author of “Fed Up” and financial expert and commentator on economic trends, Danielle provides context to federal action, what’s going on in the economy and educates on the perils of the path we are taking. I was a fan before. I’m a bigger fan now. I hope you enjoy the conversation as much as I did. #hottakeoftheday Episode 62 w/Danielle DiMartino Booth https:/...
#hottakeoftheday episode 61 w/Joshua Lock
August 17, 2020 00:37 - 46 minutes - 42.4 MBEver since getting on LinkedIn, I have advocated that having “seeking employment” in the header isn’t a good idea. I’ve also been advocating that connecting to someone only to send them a note 30 seconds later with a compelling business opportunity will have a very low hit rate. Most importantly, I’ve advocated that content, something that people read, think about, engage with or laugh at that is consistent with your brand and your image, is a good start. Doing so for months may not lead to c...
#hottakeoftheday podcast Episode 60 w/Great American Mining
August 10, 2020 05:55 - 38 minutes - 29.1 MBThis week we spend some time on things I don’t understand, which in this case is bitcoin. We visit with Tom Masiero and Rete Browning of Great American Mining and go through what it is, why it is, how to get it, how it works and.... then we go over what it is again. #hottakeoftheday podcast Episode 60 w/Great American Mining https://youtu.be/JbvfdD-I2J4 Audio Podcast About Great American Mining Great American Mining focuses on building and operating modular autonomous Bitcoin mining fa...
#hottakeoftheday podcast Episode 59 w/Bud Isaacs
August 03, 2020 03:35 - 1 hour - 71.8 MBI’m not allowed to have favorite episodes and honestly, each one is pretty different. But my interview with Bud Isaacs is certainly one of my favorites. Mines grad, Vietnam vet, a career in oil and gas, lover of the outdoors, and most recently advocate for the water shed on the western slope. The co-authored book- “Oil and Water” is a fascinating dive into the world of water and what keeps 40 million Americans hydrated from the Colorado River. Water is THE crisis of the next 50 years and the...
#hottakeoftheday podcast Episode 58 w/Harris Kupperman
July 27, 2020 03:05 - 59 minutes - 47.9 MBToday, I am joined by Harris Kupperman, hedge fund manager and author of the newsletter “Adventures in Capitalism”. And boy.... are they adventures. Tesla? Home builders? Sectors we both wish we’d never heard of and tankers. Plus - what advice he’d give himself after graduating with a history degree. If you liked the Josh Young and Billy Bailey episodes, you aren’t going to want to miss this one. #hottakeoftheday podcast Episode 58 w/Harris Kupperman https://youtu.be/fK6Bhur9gBI Audio Po...
#hottakeoftheday podcast #57 w/Tim Duncan, Talos Energy
July 20, 2020 03:30 - 58 minutes - 48.4 MBToday we go offshore to talk to Tim Duncan, the President and CEO of Talos Energy. We start in 2018 with their takeover of Stone, fly back in time to the beginning of Private Equity, to learning as part of a group before leading a team, and end in 2020 with a talk on the opportunities for Talos, Mexico, North America, the Gulf, and what advice he’d give himself in 2003. #hottakeoftheday podcast #57 w/Tim Duncan, Talos Energy https://youtu.be/vsXGdhLujkY Audio Podcast About Tim Duncan Tim...
DRW on the DAPL Webinar
July 17, 2020 03:29 - 56 minutes - 49.6 MBEarlier this month, DRW was the featured webinar presenter for the Denver Association of Petroleum Landmen (DAPL), a non-profit organization of professional Landmen and other land-related persons that gather to increase their professional development. The webinar - MBA 101 - discussed the four things you would learn in an MBA: Strategy, Finance, Teamwork and Business Plans. DRW on the DAPL Webinar https://youtu.be/Dzxu7OWW-yw Audio Podcast
#hottakeoftheday podcast Episode 55 w/Alex Epstein
July 13, 2020 03:02 - 1 hour - 55.4 MBOut today is our episode with Alex Epstein, the author of “The Moral Case for Fossil Fuels.” If you don’t follow Alex or haven’t read his book, it’s absolutely worth the read. From the discussion, I totally agree with Alex that the oil, gas and coal industry hasn’t done a good job (or a job at all!) of advocating that not only aren’t fossil fuels bad, but that they are superior to wind and solar because they can exist as a stand alone power grid without back up, and it is always available at...
#hottakeoftheday podcast Episode 54 w/Art Berman
July 06, 2020 04:02 - 57 minutes - 48.2 MBOne of the few people I read routinely on Twitter is Art Berman. He is a geologist, commentator and analyst who has been around the industry for over 40 years. With a history degree, he sees historical patterns, and as a scientist he digs at the data as few others do. It’s rare to find someone as data driven as me but Art might be the smarter, better looking version. Regardless, I enjoyed the conversation and hope you do too. #hottakeoftheday podcast Episode 54 w/Art Berman https://youtu....
#hottakeoftheday podcast Episode 53, w/David Forsberg, Ascent Energy Ventures
June 29, 2020 01:06 - 48 minutes - 46.2 MBJoin me as I talk with David Forsberg, Managing Partner with Ascent Energy Ventures in a wide ranging discussion about oil and gas technology companies and the digitization of the oilfield, the investment thesis and how it’s changed since 2015, valuations and valuation methodology as driven by data, analytics and a sprinkling of hope (hope is not a plan). #hottakeoftheday podcast Episode 53, w/David Forsberg, Ascent Energy Ventures https://youtu.be/BA1z-2q_4yQ Audio Podcast David Forsbe...
#hottakeoftheday podcast Episode 52 w/Rob Turnham, Goodrich Petroleum
June 22, 2020 03:02 - 52 minutes - 40.3 MBThis week on the #htotdpodcast, we sit down with Rob Turnham, President of Goodrich Petroleum, to discuss what it’s like to be a public oil and gas company, the challenges, and the opportunities. Having gone public in 1995 and with management owning 56% of the float, Goodrich Petroleum is an interesting case study. Having Eagleford assets, Haynesville and Tuscaloosa Marine Shale (TMS), they have seen every part of the commodity cycle and cycle of basins and plays over 25 years. We talk hed...
Episode 51 – Education with Bob Ault, PhD
June 15, 2020 02:04 - 55 minutes - 45.2 MBThe inflation in university and college tuition in the last 20 years has substantially outpaced inflation. Coupled with flat wages, and now, a coming recession/depression - parents are asking themselves “is a college education a good investment for the future?” I am joined by Bob Ault - an oil and gas industry professional but with a PhD in higher education administration. We talk about inflation, what schools can do differently and what’s next for colleges. Episode 51 - Education with ...
Episode 50! California oil and gas with CEO Chad Hathaway
June 07, 2020 23:56 - 45 minutes - 38.8 MBJoin me as I talk to Chad Hathaway, Founder and CEO of Hathaway LLC, about the lost oil province in the United States... California. Growing up in Bakersfield and having oil in the blood leads to a unique perspective on regulatory standards, politics, and life. I learned a lot. I hope you do too! DRW Episode 50! California oil and gas with CEO Chad Hathaway https://youtu.be/uD6snP_YEk0 Podcast audio Chad Hathaway official bio CHAD HATHAWAY Founder & CEO Mr. Hathaway is the owner and ...
Episode 49 – Tom Loughrey, Friezo Loughrey Oil Well Partners
June 01, 2020 12:56 - 48 minutes - 42.5 MBIn January of 2018, Tom Loughrey had an idea. It was 2008 again, in a way, but this time for E&P companies. They were overvalued, not properly accounting for their inventory or type curves, and Tom saw it as the “Big Short in Energy”. He was shown the elevator in every office he pitched in. That lead him to build FLOW, a tool that helps investors understand the value of the assets in companies they want to buy. How can I stay in top of 50 companies with new data and pricing every day? A...
Episode 48 – Michael Teague, Adamantine Energy
May 24, 2020 22:29 - 55 minutes - 48.4 MBIn this #hottakeoftheday podcast episode, I am joined by Michael Teague of Adamantine Energy as part of his discussions on “Looking ahead of the curve”. Timely and topical as we move through the Covid crisis and start anticipating how the world will continue to change and evolve. If you didn’t see it, here is an article introducing the concepts and in our discussion we deep dive (the next installment in the series will go out on June 4th) I really enjoyed the insight, and know you will as ...