Always Be Building
319 episodes - English - Latest episode: 7 days ago - ★★★★★ - 34 ratingsThe Always Be Building Podcast interviews guests across across different industries, disciplines and backgrounds. The host, Max Gagliardi, is an entrepreneur building businesses in Energy, Real Estate, Tech and Media. Prior to rebranding to Always Be Building, the podcast was called "Talk Energy" and had a 160 episode run interviewing guests in the energy space. Always Be Building releases new episodes weekly.
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Episodes
#206: Building a Successful Restaurant Business - Joey Morris
April 17, 2024 16:00 - 1 hour - 49 MBThis episode's guest is Joey Morris, one of the co-founders and partners of a popular restaurant group based in Oklahoma City. Joey is also my cousin in-law, and every time we get together at family gatherings I've always enjoyed talking business and entrepreneurship with him. His team has put together multiple successful restaurant concepts that have stood the test of time and had continued success. This episode and Joey talk about the success of his restaurant chain and the difficulties ...
#205: GasBizGuy - Chris Hellgeth
April 01, 2024 18:00 - 1 hour - 46.8 MBThis episode's guest is Chris Hellgeth the man behind the GasBizGuy Twitter account. I was excited to get Chris on the podcast since we have both made our careers in the hydrocarbon marketing space. This episode we discuss the retail gasoline distribution business and how Chris has been able to carve out a profitable business in that niche. We talk about his investments in real estate and the time when he almost lost it all during the great financial crisis in 2008. Lastly we discuss deali...
#204: Oil & Gas Market Dynamics - Matt Marshall
March 19, 2024 21:00 - 33 minutes - 23.1 MBThis episode's guest is Matt Marshall the President of AEGIS CTA. Matt is an oil and gas markets guru and it's a luxury to be working with him and his team at AEGIS. In this episode, we discuss the current oil and gas market dynamics, and get Matt's view on what is driving pricing. We dive into the recent natural gas bear market and what is on the horizon that could lift us out of this slump. We talk oil fundamentals and the psychology OPEC. Lastly, we touch on NGLs and what to be on t...
#203: Simple Modern - Mike Beckham
March 11, 2024 15:00 - 1 hour - 49.8 MBThis episode's guest is Mike Beckham the founder and CEO of Simple Modern, an industry leading producer of premium drinkware and lifestyle products. We discuss the various stages of entrepreneurship and the sacrifices it takes to build a successful business. He shares insights on how he built his company's culture and business practices over time, which took a bootstrapped start-up from zero in sales to currently over $250 million in revenue. Lastly, we discuss the challenges of dealing w...
#202: In the Dark - Brian Gitt
February 21, 2024 15:00 - 1 hour - 42.4 MBThis episode I have returning guest Brian Gitt. Brian has been a fan favorite and I was happy to have him back on the show to talk about his new book "In The Dark: Fixing Energy Policies that Hurt People and the Planet." During the conversation we walkthrough the major topics in Brian's book and what his motivations were behind deciding to become an author. We dive into why the current energy policies are failing, what the unintended consequences are, and Brian's suggestions on how to fix...
#201: Ancova <> AEGIS Merger - Bryan Sansbury
February 02, 2024 20:00 - 1 hour - 50.4 MBThis episode's guest is Bryan Sansbury the CEO of AEGIS Hedging. If you haven't heard the news, AEGIS recently acquired my energy company Ancova. This was a massive life event for me and my co-founder. We started the business 10 years ago as a bootstrapped advisory business that transformed into a commodity marketing and technology firm that disrupted our niche of the industry. This episode we discuss the genesis of the merger, why the firms fit together, and what we are hoping to accom...
#200: Wellings Capital - Paul Moore
November 15, 2023 13:00 - 49 minutes - 34 MBThis episode's guest is Paul Moore with Wellings Capital. Paul is a seasoned entrepreneur and has started companies across multiple industries. Paul has a ton of real estate experience and has written multiple books on different asset classes in the space. This episode we discuss Paul's journey as an entrepreneur. We talk about the raw land development projects he has done over the years and the creative marketing methods he's used to flip water front lots. I listen to Paul's advice on...
#199: Scissortail Pipe - Cody Spaulding
October 30, 2023 07:00 - 57 minutes - 39.8 MBThis episode's guest is Cody Spaulding the founder of Scissortail Pipe. Cody is a local OKC guy and an oilfield entrepreneur. He cut his teeth working for a larger oilfield service company, then eventually went out on his own and built a pipe brokerage business. This episode we discuss Cody's path to entrepreneurship and the lessons he learned from his Dad. We dive into the pipe business and talk about how deals get done. We get into details on the variables of his business that drive pro...
#198: Uranium, Oil & Gas, Commodities - Scott Willis
October 06, 2023 18:00 - 1 hour - 42 MBThis episode's guest is Scott Willis with Grizzle. Grizzle is a media driven investment firm that provides research and investment products for its clients. Scott's company has leaned hard into social media content to provide value for their clients. This episode we do a deep dive into the Uranium markets and how Grizzle sees different opportunities to play the space. We talk about Uranium fundamentals how the current market cycle is playing out. Next we dive into natural gas and crude...
#197: Peony Lane Wine - Ben Justman
September 26, 2023 04:00 - 1 hour - 42.5 MBThis episode's guest is Ben Justman, the founder of Peony Lane Vineyards. Ben is making some amazing wine using natural processes at the highest winemaking elevation in the country. He is also accepting Bitcoin for the sale of his products and utilizing the circular economy of Bitcoin for everyday transactions. This episode we discuss what lead Ben to become an entrepreneur and move back to his hometown to chase the dream of making and selling his own wine. We talk about the challenges h...
#196: Techvestor STRs - Taylor Jones
September 16, 2023 16:00 - 1 hour - 43 MBThis episode's guest is Taylor Jones with Techvestor, a large scale vacation home short term rental fund. Taylor is always posting some amazing STR content on Twitter showing his company's properties and the strategies they use to scale a fast growing STR fund. This episode we discuss what Taylor looks for in a market before investing in short term rentals. We dive into how his company has been able to scale quickly and what advantages that scale brings to his investors. We talk about ...
#195: Where Green Meets Red - Daniel Turner
August 27, 2023 01:00 - 59 minutes - 40.6 MBThis episode we have returning guest Daniel Turner, the founder of Power the Future. Daniel is always great to have on the podcast and discuss the craziness going on with our energy policy decisions. This episode we dive into multiple topics related to the ironically named Inflation Reduction Act, and how green energy policies are hurting the American energy complex and pushing more power to China and OPEC+. We talk about how China has abandoned the Paris accord and is making money off o...
#194: Invictus Macro Update - Mike Singleton
August 23, 2023 09:00 - 58 minutes - 40 MBThis episode's guest is Mike Singleton, the founder of Invictus Research, a macro research firm. He regularly puts out great macro videos talking about what is going on in the markets. This episode we discuss the recent macro numbers coming out and what it means for the economy. We talk about the Fed and get Mike's view on interest rates and inflation. Lastly, we dive into the equities markets, energy/commodities and Bitcoin. Hope you enjoy the show! Ancova website: https://www.ancova.c...
#193: Selling Oil, Natural Gas, & NGLs | Ancova View | - Annalea McMillan & Jon Chaney
August 19, 2023 01:00 - 1 hour - 42.4 MBThis episode I had on two of the Rockstars that work for Ancova (our energy business) to discuss our new Commercial Management Platform "Ancova View." We discuss the complexities of selling oil, natural gas, and NGLs, and how there is a data problem when processing these sales. We talk about commercial contract side of the business and why these agreements are complicated and difficult to administer. Lastly, we run through the different tools we have built in Ancova View and how they are he...
#192: Shipping, Commodities, & Real Estate - Calvin Froedge
July 28, 2023 11:00 - 1 hour - 50.5 MBThis episode's guest is Calvin Froedge, the founder of Marhelm, a maritime transport analytics platform. Calvin came on the podcast last year on an episode where we had a two person panel and since then I'd been wanting to get him back on the show as a solo guest. I enjoy following Calvin on Twitter where he frequently posts about his investment themes around commodities, real estate and equities. This episode we start the discussion with what trends Calvin is seeing in the world of mariti...
#191: Go Summer - Paul Kromidas
July 17, 2023 08:00 - 1 hour - 44 MBThis episode's guest is Paul Kromidas the founder of Summer. Paul and his team have created a "try it before you buy it" vacation home business where they provide multiple ways to acquire a short-term vacation rental. Paul is an Airbnb alumni, with deep experience growing and scaling venture-backed hospitality businesses. Summer has raised over $13 million in seed financing from leading venture capital firms and investors such as QED, Lightspeed, 1Sharpe Capital, Firstminute Capital, and t...
#190: Few Understand this Market - Michael Gayed
July 07, 2023 16:00 - 1 hour - 45.4 MBThis episode we have returning guest and friend Michael Gayed, the founder of the Lead Lag Report. Michael is one of my favorite content creators with his no BS takes on the market and the fact that he is in the arena duking it out everyday with his investment funds. This episode we cover a wide range of topics on the current market dynamics, from bonds, to equities, to the macro economy. We dive into Michael's take on the Fed, inflation, and where he thinks stocks are going over the short...
#189: STR Investing - Blake Rocha
June 30, 2023 14:00 - 56 minutes - 38.6 MBThis episode's guest is Blake Rocha (aka MrFiveToEight). Blake started off riding the meme stock craze then cashed out and started investing in short-term rentals. He has a huge social media following and puts out a ton of content. His flashy style is hated on by some, but I found Blake to be a super knowledgeable guy and very generous sharing his insights in this episode. This episode we discuss how Blake got started in real estate. We dive into how he finds his acquisitions and what mark...
#188: Carbon Talk - David Heikkinen
June 24, 2023 01:00 - 1 hour - 41.3 MBThis episode we have returning guest and former co-host of the Talk Energy Insights podcast, David Heikkinen. Heik recently started a new role as Executive Vice President at Carbonvert, where they are advancing the future of carbon capture projects in the U.S. This episode we discuss the current state of carbon capture and what has changed with the recent new regulations and laws that have been passed. We breakdown the various opportunities and challenges in the space and how Carbonvert ...
#187: Bitcoin Under Attack - Marty Bent
June 14, 2023 14:00 - 1 hour - 45.8 MBThis episode we have returning guest Marty Bent, the founder of TFTC podcast and partner with Ten31 Investments and Standard Bitcoin Mining. Marty is one of the guys that originally sent me down the Bitcoin mining rabbit hole and has one of the highest signal podcasts in the space. This episode we discuss chokepoint 2.0 where the US government is cracking down on banking institutions that have any relationship with the "crypto" industry, including Bitcoin only companies. We breakdown the...
#186: Equal is Unfair - Yaron Brook
June 07, 2023 14:00 - 1 hour - 41.6 MBThis episode's guest is Yaron Brook the author of the book Equal is Unfair, the Chairman of the Ayn Rand Institute, and the host of the Yaron Brook show. I read Yaron's book back in 2014 and it sent me down the Ayn Rand rabbit hole reading her books and listening to her interviews. This episode we talk about the wealth gap and why equality of outcomes only comes through regulations that tear some people down at the benefit of others. We discuss the climate movement and the collectivist...
#185: Fossil Fuels for Africa - Jusper Machogu
May 31, 2023 11:00 - 55 minutes - 38 MBThis episode's guest is Jusper Machogu. Jusper works in the agriculture industry in Kenya and is an advocate for bringing more fossil fuel energy to his country. Jusper also puts out great content on Twitter and shows the work involved with making a living without modern fossil fueled powered machines. We talk about the agriculture industry in Africa, and the challenges faced. Jusper gives his views on energy and how his university education didn't teach him about the benefits of fossil ...
#184: Peak Cheap Energy - Luke Gromen
May 22, 2023 19:00 - 1 hour - 42.2 MBThis episode we have returning guest Luke Gromen, the founder of Forest for the Trees. Luke is one of my favorite macro analysts and I follow his work very closely. This episode we talk about the current macro environment and what Luke is paying attention to in these volatile times. Luke talks about the problems we are facing with “Peak Cheap Energy” and how this trend will have a ripple effect across different countries and their battle against inflation. Luke gives his nuanced take on t...
#183: The Energy Insider - Chris Sass
May 17, 2023 15:00 - 1 hour - 41.8 MBThis episode's guest is Chris Sass, the host of the Insider's Guide to Energy and the co-founder of Fidectus. Chris is consistently putting out energy content and it was long over due to have him on the podcast to "talk energy" This episode we talk about his company Fidectus and the tech solutions they have built for the after-settlement process of energy marketing. We talk about raising capital for energy tech start-ups and the challenges of spooling up a new business. Lastly, we get int...
#182: The Edge - Mark Edge
May 11, 2023 05:00 - 1 hour - 52.8 MBThis episode's guest is a special one, my business partner and co-founder of Ancova, Mark Edge. I'd been twisting Mark's arm to come on the podcast for 2 years, and he finally made an appearance! Mark and I founded the company almost 9 years ago, and prior to that we worked together at Chesapeake Energy. So for the better part of the last 12 years he has been a mentor and influential person in my life and career. This episode we recap Mark's career and he tells stories of his time at CHK...
#181: Natural Gas Storage - Edmund Knolle
May 03, 2023 17:00 - 59 minutes - 40.9 MBThis episode’s guest is Edmund Knolle, the commercial lead for Gulf Coast Midstream. Edmund is a midstream expert who has also dabbled in the Bitcoin mining space. We met a few years back at the Digital Wildcatters Empower conference. In this episode we discuss the history of natural gas storage in the U.S., including the recent trends emerging in the space due to the increased volatility of natural gas prices. We talk about the operations of a natural gas storage facility and what it is i...
#180: Victorum Capital - James Roller
April 28, 2023 19:00 - 1 hour - 43.5 MBThis episode’s guest is James Roller, a managing partner at Victorum Capital. James and his partner started Victorum as an investment club based out of OKC, where they would source and evaluate investment opportunities for their LPs. Since then, they have refined their vision and have moved to a traditional investment fund model pursuing opportunities across the tech space. This episode we discuss how Victorum finds and evaluates deals. We talk about the future of technology and entreprene...
#179: Failed Energy Policies – Mike Umbro
April 20, 2023 15:00 - 58 minutes - 40.1 MBIn this episode, we welcome back Mike Umbro, the founder of Californians for Energy & Science, an organization that advocates for a practical and science-based approach to energy policy. Mike shares with us his latest endeavors with the organization, we also talk about his innovative Geothermal project that uses conventional reservoirs in CA for solar energy storage. We also continue our conversation from our previous episode, discussing the regressive energy policies in CA, the continued i...
#178: Money & Energy in Africa - Noelyne Sumba
April 15, 2023 05:00 - 1 hour - 41.9 MBThis episode’s guest is Noelyne Sumba. Noelyne lives in Africa and has real world experience with the issues around money and energy across the continent. This episode we discuss the recent events of Nigeria trying to go “cashless” using their own CBDC. We talk about the energy constraints within the different communities and how having a lack of reliable energy can impact life. Lastly, we discuss the role Bitcoin and stablecoins play in Africa, and what trends Noelyne sees going into th...
#177: Economic Slowdown - Joe Consorti
April 08, 2023 13:00 - 1 hour - 45.8 MBThis episode's guest Joe Consorti, a talented macro analyst whose economic insights and commentary have earned him a well-deserved spot among the rising stars of the industry. This episode, we delve into the current state of the bond markets and what the yield curve is indicating about the economy. We also explore the latest developments in the job market, including the recent surge in layoffs and softening labor demand. Lastly, we discuss into the looming commercial real estate crisis, t...
#176: Super Spiked - Arjun Murti
March 30, 2023 18:00 - 1 hour - 46.1 MBThis episode's guest is Arjun Murti, the host of the Super Spiked podcast and partner at Veriten. Arjun spent the first 15 years of his career at Goldman Sachs and worked his way to becoming a Partner. Then he decided to take time off to pursue his personal interests and spend time with his family. Arjun recently got back into the game joining the team over at Veriten, and he has also been putting out some very high quality energy content with his podcast and YouTube videos. This episo...
#175: MaddProject - Antonia Botero
March 20, 2023 19:00 - 1 hour - 46.2 MBThis episode's guest is Antonia Botero, the founder of MaddProject. Antonia has an undergraduate degree in architecture and a masters in Urban Planning from MIT. Her company is a boutique consulting firm focused on project management for real estate developers. In this episode we talk about the different real estate development projects she has done in her career, and the challenges she has faced. Antonia gives her thoughts on how to be effective at programming and design, how she deals w...
#174: RETwit Round Table - Isaac French, John Blatchford, & Tory Sheffer
March 18, 2023 13:00 - 57 minutes - 39.5 MBThis episode we went live on Twitter spaces with a round table of guests from the Real Estate Twitter community. We had on Isaac French, the founder and operator of Live Oak Lake. John Blatchford the founder of Kunst. And Tory Sheffer building 650 unit portfolio of multifamily. This episode is a wealth of knowledge. Hope you enjoy the show! Tory's Twitter: https://twitter.com/ToryJSheffer Isaac's Twitter: https://twitter.com/isaacfrench_ John's Twitter: https://twitter.com/Joh...
#173: Bank Runs & Bailouts - Doomberg
March 13, 2023 19:00 - 1 hour - 56.9 MBThis episode we have returning guest Doomberg to talk about the recent crazy events happening in the banking world. We talk about the down fall of Silicon Valley Bank, Silvergate and Signature Bank. Doomberg gives his thoughts on what the SEC is trying to do to the crypto industry, and how these events mark the beginning of the end for the on and off ramps into fiat. Lastly, we talk about the how the fed raising rates is finally causing things to break! Hope you enjoy the show! Twitt...
#172: $400 million to $4 billion in 1 year - Joel Dill
March 08, 2023 19:00 - 1 hour - 42.9 MBThis episode's guest is Joel Dill, the President of Roberts Excavation Corp. Joel spent years in the oil and gas industry and his previous company went on a spree of acquisitions that took the market cap from $400 mill to $4 billion in one year! This episode we discuss his oil and gas career and the lessons he learned working in the different functions over the years. Joel spent time in engineering, production, operations, facilities, and wore a bunch of different hats. Then we dive into ...
#171: Diamondback ($FANG) - Kaes Van't Hof
February 28, 2023 22:00 - 1 hour - 42.8 MBThis episode's guest is Kaes Van't Hof the President and Chief Financial Officer of Diamondback Energy ($FANG). Kaes was gracious enough to take time away from being an officer at a publicly traded company to come on the podcast. This episode we discuss the Diamondback story and how they have managed the ups and down of the industry the last 7 years. We talk about the challenges of managing inventory and well productivity as the Permian basin matures. We dive into how rising service co...
#170: The Rise & Fall of Natural Gas - Tracy Schuchart, Josh Young, Scott Willis
February 23, 2023 20:00 - 52 minutes - 36.1 MBThis episode we went live on Twitter Spaces with a panel of experts discussing the recent price movement in natural gas. We had returning guests Tracy Schuchart and Josh Young, and were also joined by Scott Willis from Grizzle. I interviewed the panel on the recent rise and rapid fall of natural gas prices. We talk about the factors driving the recent drop in price and what trends we can look for in the future. We dive into the LNG market and recent weather trends impacting prices and at...
#169: Qualified Opportunity Zones - Barrett Linburg
February 20, 2023 21:00 - 1 hour - 42.5 MBThis episode's guest is Barret Linburg, the founder of Savoy Equity Partners. Barrett's niche is deploying capital into multifamily real estate investments located in qualified opportunity zones. When my company (Ainsley Investments) raised our first QOZ fund for our real estate firm, Barrett's content was a resource we used to get educated on QOZ mechanics and benefits. This episode we discuss Barrett's career and how he started during the great financial crisis. We move on to discussin...
#168: The Truth is Nuanced - Konstantin Kisin
February 17, 2023 18:00 - 1 hour - 41.5 MBThis episode’s guest is Konstantin Kisin, the host of the Triggernometry podcast. Konstantin recently did a debate at Oxford and his speech went incredibly viral. In the speech he gives his pragmatic view on climate and how young people should view the issue. This episode we discuss the speech and then dive into his thoughts around the climate debate and the ESG movement. We talk about the origins of wokeism and how social media is changing the way that society interacts. We discuss self-c...
#167: Sci-Fi & Beyond - Joseph Mallozzi
February 13, 2023 21:00 - 1 hour - 44.4 MBThis episode's guest is Joesph Mallozzi, he is a writer and producer across multiple popular sci-fi shows, including the Stargate series in its different iterations. This episode we discuss the his career and the current state of the sci-fi genre. We dive into how he gets his inspiration to write, the process that he goes through, and how he keeps it up after hundreds of episodes. Lastly, we talk about the business side of legacy media, how it has changed during his career and what the f...
#166: Energy Point - Donna King
February 10, 2023 22:00 - 1 hour - 42.6 MBThis episode's guest is Donna King the founder Energy Point consulting. Her company is a bootstrapped energy consulting firm that is helps energy producers for back office services. I also had Chris Sorrells on as a guest host. We recorded this one in the OKC studio. This episode we talk about the challenges of being a founder. We discuss what it takes to build a company from the ground up and how Donna is tackling the hard problems like scaling, business development, and managing a larg...
#165: Layered Money - Nik Bhatia
February 06, 2023 19:00 - 1 hour - 45.3 MBThis episode's guest is Nik Bhatia, the Author of Layered Money and the founder of the Bitcoin Layer. Nik is also an adjunct professor at USC teaching the first Bitcoin class for business students. I read Nik's book layered money two years ago when it came out and it is one of my favorite books on money and Bitcoin. This episode we go through a brief history of money. We talk about how the use case for Bitcoin is growing and the trends Nik sees with usage on the lighting network. The ...
#164: Power Hungry - Robert Bryce
January 31, 2023 22:00 - 1 hour - 42.2 MBThis episode's guest is Robert Bryce, the host of the power hungry podcast and the author of 6 books on energy. Robert is an OG energy reporter and someone that I have looked up to in the energy content space. This episode we talk about electricity's role in helping lift people up out of poverty around the world. We discuss the energy transition, if it's really happening, and why policy isn't having the intended effects. Lastly, we talk talk about the energy crisis and what it is going to t...
#163: Woodworks Distillery
January 26, 2023 20:00 - 58 minutes - 40.1 MBThis episode’s guests are David Wood and David Alexander from Woodworks Distilling here in OKC. David Wood is the founder of Woodworks and David Alexander is the Distiller. These guys have a great story and this episode we talk about all the ups and downs it took to get this venture launched. We discuss the process of building a distillery and what it took to get the first bottles made. We discuss the different spirits these guys are making and the special touches they are putting into eac...
#162: Become a Better Builder
January 25, 2023 19:00 - 1 hour - 47.3 MBThis episode's guest is Joe Sinnott, the founder of Witting Partners. Joe does executive coaching for Energy Industry executives and is also hosts the Energy Detox Podcast. I've loved tuning into Joe's content over the years and feel like he is always full of a ton of wisdom. He breaks down his method for helping coach leaders and uses an energy a lot of energy analogies along the way. This episode we will discuss how Joe gives advice to leaders on how to "be better at building." We also...
#161: The End of Talk Energy
January 21, 2023 13:00 - 8 minutes - 5.98 MBEvery new beginning comes from some other beginning's end. More great things to come. Always be building.
#160: Investing in Oil & Gas Wells
January 12, 2023 22:00 - 1 hour - 48.8 MBThis episode's guest is Taylor Kirkland, a partner at Mockingbird Energy. Taylor is a reservoir engineer with a background of working for oil and gas operators. Taylor is a wiz at running the deal economics for acquiring oil and gas properties. This episode we are going to break down how he evaluates the investment decision to buy producing properties. Hope you enjoy the show! Ancova Energy Newsletter: https://ancova.substack.com/ Talk.Energy Podcast: https://talk.energy/ Twitter: htt...
#159: 2022 Oil Market Recap w/ Rory Johnston
January 04, 2023 22:00 - 50 minutes - 34.7 MBReturning guest Rory Johnston from Commodity Context is giving his recap on the wild year of 2022 in the energy and oil markets. We talk: -Ongoing Russian war and implications on oil supply -Chinese lockdowns and reopening -SPR Releases (refilling?) -OPEC + Hope you enjoy the show! Ancova Energy Newsletter: https://ancova.substack.com/ Talk.Energy Podcast: https://talk.energy/ Twitter: https://twitter.com/max_gagliardi Twitter: https://twitter.com/talkenergypod LinkedIn: https:/...
#158: Miss (Nuclear) America - Grace Stanke
December 29, 2022 02:00 - 1 hour - 44.5 MBThis episode’s guest is Grace Stanke, the 2023 Miss America. Grace is also nuclear engineering student and is a passionate advocate for the nuclear energy industry. This episode we discuss the path that led Grace to majoring in nuclear engineering. We talk about the messaging around nuclear, how the industry gets negatively portrayed in the media , and why it is important to have more voices campaigning for the benefits of going nuclear. Lastly, we dive into the safety record of nuclea...
#157: Macro & Markets
December 22, 2022 20:00 - 1 hour - 54.9 MBThis episode’s guest is Jeff Krimmel the Chief Strategy Officer for Pinnacle. Jeff consistently puts out awesome research notes on his LinkedIn page covering everything from macroeconomic trends to oil and gas market commentary. This episode we discuss the current macro environment and the forces that are impacting the economy. We talk interest rates, inflation and the other trends that Jeff is paying attention to. The back half of the episode we talk U.S. energy and power markets and shif...