"In ESG, the E is for Emissions and the S and G are Silent" Featuring Adam Waterous, Waterous Energy Fund

C.O.B. Tuesday

English - April 13, 2022 08:00 - 1 hour - 44.7 MB
Investing Business energy transition oil gas electricity power policy sustainability lng reliability Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: "This Isn't A Digital Problem, It's An Analog One" Featuring Ryan Panchadsaram, Kleiner Perkins

Next Episode: “Energy Pragmatism and Optimism in the Classroom” Featuring Dr. Steven Koonin and his NYU Students

Today we welcomed an old friend, Adam Waterous, to COBT and had a sweeping energy conversation reflective of his 30+ years in energy transactions, financings, investing, and strategy. Adam founded Waterous in 1991, stayed through 2017, and then began Waterous Energy Fund. As you will hear in the discussion, Adam has phenomenal historical perspective, a unique framework for the world from here, and is direct in his candor about what's working and what's not in today's world. It was a fantastic session and we can't thank Adam enough for joining us.

Colin Fenton's inflation commentary added meat to the topic that is the front and center macro driver of current commodity, equity and debt markets... and drives home the point that the current inflation issues are not a post-Ukraine event. Mike Bradley kicked us off with comments leading into Q1 earnings season and observations on energy stocks' relative and absolute performance.