C.O.B. Tuesday
250 episodes - English - Latest episode: 15 days ago -C.O.B. Tuesday is a weekly one-hour talk show that serves as a knowledge pipeline for the energy industry and the energy curious. We host honest, timely, conversations with people we believe can improve the discussion, can provide new perspectives, can share unique insights into key energy issues, and can discuss inventive, pragmatic solutions for a stronger energy future. Produced by Veriten.
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Episodes
"Interest In A Sober Energy Dialogue Is Drastically Higher Today" Featuring Chris Wright, CEO of Liberty Energy
October 12, 2022 09:00 - 44 minutes - 30.3 MBFor today's COBT, we had the pleasure of sitting down with Liberty Energy CEO Chris Wright. Chris is a fascinating energy mind - his background includes MIT and UC Berkeley mechanical and electrical engineering degrees as well as a broad-based life-long passion for all forms of energy. He was an early shale pioneer and today is Chairman and CEO of Liberty. Chris also dedicates a significant amount of his time talking to policymakers globally about what he feels are the choices society should...
"Isn't Schlumberger An Energy Transition Stock?" And Other Musings Featuring James West, Evercore ISI
October 05, 2022 09:00 - 1 hour - 43 MBToday it was our pleasure to host James West, Senior Managing Director and Partner at Evercore ISI. James heads Evercore's oil service, equipment and drilling research team as well as the sustainable technologies and clean energy team and has an extensive research career covering the OFS sector. As you will hear, we had a hard time wrapping up the discussion as the scope of what James sees, analyzes and discusses daily covers a broad range within energy, across the globe, and across a broad ...
"The Largest Private Debt Fund In The Energy Space" Featuring Jigar Shah, U.S. Department of Energy Loan Programs Office
September 28, 2022 09:00 - 1 hour - 42.5 MBToday we had the pleasure of hosting Jigar Shah, Director of the U.S. Department of Energy Loan Programs Office (LPO). Jigar is a long-time entrepreneur and founder of Generate Capital and SunEdison before leaving the private sector in 2021 to join the LPO. In his current role, Jigar is responsible for leading and directing the organization's focus on connecting low-carbon technologies that are ready to scale with commercial financing. The LPO is the largest private debt fund in the energy s...
"The 'Columbia' Or The 'Chicago' School Of Thought On Energy Today" Featuring Neil Mehta, Goldman Sachs
September 21, 2022 09:00 - 1 hour - 42.1 MBWe had a fantastic session today with Neil Mehta, Managing Director and Head of North American Natural Resources Research at Goldman Sachs. Neil oversees research coverage for oil and gas, utilities, midstream, metals and mining and clean technology and also leads coverage for large cap energy equities. Neil's coverage and knowledge breadth allowed for a fascinating range of topics. Our conversational tour of today's energy world included background on Goldman's energy research team, how N...
"We Know More About The Dark Side Of The Moon Than The Oceans" With Dr. Peter de Menocal, WHOI
September 19, 2022 09:00 - 43 minutes - 29.7 MBAs we all kick off Climate Week, we are beyond excited to share this Special Edition COBT! Late last week, we traveled to Woods Hole, Massachusetts to meet Dr. Peter de Menocal, President and Director of the Woods Hole Oceanographic Institution (WHOI), a leading independent non-profit organization founded over 90 years ago with a nimble and entrepreneurial approach to science. Peter was elected as the 11th President of WHOI in October of 2020 following an extensive 30+ year career at Columbi...
"We Don't Agree With The Idea That Scarcity Is The Solution To Climate" Featuring Armond Cohen, Clean Air Task Force
September 14, 2022 09:00 - 52 minutes - 36.2 MBToday we had the opportunity to visit with Armond Cohen, Co-Founder and President of the Clean Air Task Force (CATF). Armond co-founded the CATF over 25 years ago with a mission to decarbonize global energy systems through modeling and systems analysis, technology innovation, and policy advocacy with a focus on diversification of energy sources. For today's session, Armond joined us from London and first shared a few timely thoughts on the energy supply volatility in Europe and the value of ...
"Disasters Happen As A Result Of Tiny Decisions" Featuring Katherine Blunt, Reporter and Author of "California Burning"
September 07, 2022 09:00 - 53 minutes - 36.7 MBWe hope you had a safe and restful Labor Day weekend. For this week's COBT, we had the pleasure of hosting Katherine Blunt, Renewables and Utilities Reporter for The Wall Street Journal and Author of recently-released "California Burning: The Fall of Pacific Gas and Electric and What it Means for America’s Power Grid," published just last week. Katherine was quickly thrown into covering the PG&E story in 2018 as the Camp Fire erupted three days after she started. Since then, she has investi...
"Striking The Balance: How And Where Will Oil & Gas Producers Deploy Their Cash?" Featuring Amy Chronis, Deloitte
August 31, 2022 09:00 - 43 minutes - 30.2 MBWe had an exciting field trip today to tour the new Deloitte Greenhouse facility in Houston. While there, we had the opportunity to visit with Amy Chronis, Vice Chair, US Oil, Gas & Chemicals ("OG&C") Leader, and Houston Managing Partner. Amy has twenty years of experience as a Partner at Deloitte and leads the strategic direction of Deloitte's OG&C practice and Houston office, a group of over 5,000 professionals. The Greenhouse tour was fascinating, and we had a wonderful time with Amy and ...
"Going From The What To The How" Featuring Patrick Fragman, Westinghouse
August 24, 2022 09:00 - 43 minutes - 30.2 MBLate last week, we traveled to Cranberry Township, Pennsylvania to spend the day with our friends from Westinghouse Electric Company. While there we met key members of the team, toured the facilities, saw full scale mock-ups of traditional nuclear reactors, visited the prototype workshop for the eVinci Micro Reactor, and also had a one-hour sit-down with President and Chief Executive Officer Patrick Fragman. It was an absolutely fantastic experience and we can't thank the Westinghouse team e...
"Hope Is Not A Policy, But Neither Is Despair" Featuring Ambassador David Satterfield, Rice University's Baker Institute
August 17, 2022 09:00 - 1 hour - 43.6 MBWe had the honor of visiting with Ambassador David Satterfield, who recently assumed the role of Director at Rice University's Baker Institute for Public Policy. Ambassador Satterfield's extensive foreign service career includes over four decades of diplomatic and leadership experience in the United States and overseas in the Near East and Europe, notably serving as Ambassador to Lebanon and Turkey and Charge D'Affaires in Iraq and Egypt. We had the unique opportunity to host the discussion...
"Facilitating Technology That Addresses Uncertainty" Featuring Dr. Karl Meeusen, Wärtsilä
August 10, 2022 09:00 - 59 minutes - 40.6 MBToday we had a fantastic guest for our COBT discussion, Dr. Karl Meeusen. Karl serves as Director of Markets, Legislative and Regulatory Policy at Wärtsilä. His career in electricity markets and energy policy has included four years at the California Public Utilities Commission and most recently nearly ten years at California ISO. Now at Wärtsilä, Karl advises policy makers and market participants on power system modeling requirements and resource capabilities. There are many layers to the ...
"Too Much Of Education Has Been Dominated By The Problem And Not Problem Solving" Featuring Dr. David Victor, UCSD
August 03, 2022 09:00 - 56 minutes - 39.2 MBWe had the good fortune of visiting with Dr. David Victor today for an engaging discussion on climate, policy, and in particular, problem-solving structures that feature "experimentalist governance." Dr. Victor is a Professor of Innovation and Public Policy at UC San Diego and Co-Director of the UC San Diego Deep Decarbonization Initiative. He has published over 200 articles and books on climate change and the "transition from a high emissions energy world to a low emissions energy world." T...
"The Ugliest Thing Is The Killing Of A Beautiful Hypothesis With An Ugly Fact" Featuring Dr. Darrell Bricker, Author
July 27, 2022 09:00 - 1 hour - 46.9 MBToday's subject is something we have wanted to study for some time now: global population growth. We were lucky enough to find a leading expert to join us and today had the pleasure of hosting Dr. Darrell Bricker. Darrell is a Senior Fellow in Global Affairs and Public Policy at the University of Toronto, the CEO of Public Affairs at Ipsos (the world's leading social and public opinion research firm), and the Co-Author of "Empty Planet: The Shock of Global Population Decline." All of us her...
"The Best Source Is Meeting With Good Companies And Good People" Featuring Darren Peers, Capital Group
July 22, 2022 09:00 - 1 hour - 46.3 MBWe have an exciting Special Edition episode to wrap up the week! We had the pleasure today of hosting Darren Peers, Equity Investment Analyst at Capital Group. Darren has 25 years of investing experience, the recent 8 plus with Capital and prior to that NWQ and Putnam. He is a great friend and we very much respect his highly analytical mind and overall approach to investing. It was fantastic to visit with him and get his perspective on issues we are all thinking about in today's volatile mar...
"Taking Risks, Changing The Business, And Not Being Constrained By Tradition" Featuring Henrik Fisker, Fisker Inc.
July 20, 2022 09:00 - 1 hour - 50.3 MBWe had the great opportunity today to host a friend and longtime auto industry entrepreneur, Henrik Fisker, CEO of Fisker Inc., for our first electric car-focused episode. Henrik is a leading automotive designer and some of his creations include the BMW Z8, Aston Martin DB9, Viking motorcycle, Fisker Karma, and Force 1, to name a few. He also previously held executive positions at Ford Motor Company and Aston Martin Lagonda Ltd. Simply put, his impressive career is something us car nerds ca...
"Alaska Is The Best Kept Secret In The United States of America" Featuring Governor Mike Dunleavy
July 13, 2022 09:00 - 56 minutes - 38.6 MBToday we had the honor of hosting Governor Mike Dunleavy of Alaska for an exciting and informational episode. Governor Dunleavy is a Scranton, PA native and as a young man moved to Alaska in 1983 where he had an extensive career in education serving as a teacher, principal, and superintendent before his 5-year term as an Alaska State Senator from 2013-2018. He became Governor in 2018 and is up for re-election this November. We had a fantastic time visiting and walked away from the discussion...
"A Big Idea, Vigorously Pursued, With A Bias For Action" Featuring Monte Dobson, ExxonMobil India
July 01, 2022 09:00 - 1 hour - 42.3 MBWe are continuing India Week with a great friend and industry leader, Monte Dobson. Monte is the CEO and Lead Country Manager of ExxonMobil India and was appointed to the role in October 2021. Prior to his current adventure in India, Monte led technology development for unconventional resources in Exxon's upstream solutions business and was extensively involved in developing Exxon's Permian oil position. We were thrilled to have the opportunity to visit with him and hear about his experience...
"Only Affordable Growth Can Be Sustainable" Featuring Sunita Narain, India's Center for Science and the Environment
June 29, 2022 09:00 - 1 hour - 44.3 MBWe are focusing on India this week at Veriten and are excited to study the country, their needs, their challenges, and their opportunities. Today we were delighted to welcome Sunita Narain, Director General of the Center for Science and the Environment (CSE). Sunita is a 40-year environmentalist, political activist, and author; her work includes in-depth research on the governance and management of the environment. She is the editor of " Down to Earth" magazine and the author of " Conflict...
"Moving Away From Black And White Decarbonization" Featuring Michele Della Vigna, Goldman Sachs
June 22, 2022 09:00 - 55 minutes - 38.4 MBWe had an exciting and informative session today with Michele Della Vigna, Managing Director and Head of Energy Research for EMEA (Europe, the Mideast, and Africa) at Goldman Sachs. In his extensive research career, Michele has spent over twenty years at Goldman covering strategy and content across the global equity energy and natural resources teams. He is the also the creator of Goldman's Carbonomics research program which looks at the economics behind a transition to net-zero emissions. ...
"China: The Biggest Thing We Aren't Talking About Enough" Featuring David Firestein, The Bush China Foundation
June 15, 2022 09:00 - 1 hour - 45.5 MBToday, we were delighted to host David Firestein, President and CEO of the George H.W. Bush Foundation for U.S.-China Relations (the Bush China Foundation). His multi-decade experience immersed in China (and Russia) provided balanced perspective and historical context to a whole set of complex geopolitical issues. The conversation ranged from David's perspective on how/why the US-China relationship has changed, how that change impacts China-Russia relations, how the Chinese people perceive ...
"Reliability Is Not A Given" Featuring Meredith Angwin, Energy Analyst & Author
June 08, 2022 09:00 - 1 hour - 41.7 MBToday we had the pleasure of hosting Meredith Angwin, Energy Analyst and Author of " Campaigning for Clean Air: Strategies for Pro-Nuclear Advocacy" and most recently " Shorting the Grid: The Hidden Fragility of Our Electric Grid." Meredith is a passionate advocate for abundant, affordable, clean energy and has also been an early advocate for nuclear energy. In her extensive career, she has headed research projects on pollution control for fossil fuels, corrosion control for nuclear plants,...
"We Need A Statue of Responsibility On The West Coast" Featuring Michael Shellenberger
June 07, 2022 09:00 - 51 minutes - 35.4 MBWe're starting the week with a Special Edition COBT with a great friend of the firm, independent energy and climate thinker, and former COBT guest, Michael Shellenberger. Michael is the Founder & President of Environmental Progress, Author of " Apocalypse Never: Why Environmental Alarmism Hurts Us All" and most recently " San Fransicko: Why Progressives Ruin Cities." He is currently running for Governor of California as an Independent and is passionate about the future of his home state. S...
"90% Of This Issue Is About Philosophy" Featuring Alex Epstein, Author
June 02, 2022 09:00 - 1 hour - 41.6 MBWe are excited to share a Special Edition COBT with you today! We had the opportunity to visit with former guest Alex Epstein, Author of " The Moral Case for Fossil Fuels" and Founder of the Center for Industrial Progress. Alex recently published a new book, " Fossil Future: Why Global Human Flourishing Requires More Oil, Coal, and Natural Gas - Not Less." We appreciate his tenacity for swimming against the current tide and are always interested to hear from him as he is at the center of the...
"In 10 Years We Could See A More Balanced Knowledge Base" Featuring Dr. Scott Tinker, Switch Energy Alliance
June 01, 2022 09:00 - 59 minutes - 40.9 MBToday we had the pleasure of hosting our good friend Dr. Scott Tinker, Chairman of Switch Energy Alliance and the Director of the Bureau of Economic Geology at The University of Texas at Austin. Scott's work is focused on addressing major societal challenges in energy, the environment, and the economy. He has co-produced two documentary films exploring energy across the developing world, " Switch" and its sequel " Switch On." It is always fantastic to visit with Scott and we appreciate h...
"Chipping Away" With Rob Kaplan, Former Federal Reserve Bank of Dallas
May 27, 2022 09:00 - 1 hour - 43.1 MBWhat a week! Following the prior two outstanding COBT guests this week, we end the week with our great friend and an inspiring leader, Rob Kaplan. Most recently, Rob served as the President and CEO of the Federal Reserve Bank of Dallas from 2015 to 2021. Prior to the Fed, Rob served as Senior Associate Dean and Martin Marshall Professor of Management Practice at Harvard Business School, and before that he had an extensive Goldman Sachs career that included serving as Vice Chairman and Globa...
"Trickle Down Climate Policy" Featuring Maggie Peloso, Vinson & Elkins
May 25, 2022 09:00 - 1 hour - 43.1 MBToday we were honored to be joined by Maggie Peloso, the Lead Sustainability Partner and Climate Change Practice Leader at Vinson & Elkins (V&E). Maggie's unique background includes a Ph.D. from Duke University in Environment, a J.D. from Stanford Law School, a Masters in Environmental Management, Environmental Economics and Policy from Duke and a B.S. in Biology also from Duke. She is the author of " Adapting to Rising Sea Levels: Legal Challenges and Opportunities" and also a Lecturer in L...
"This Is An Environmentally Friendly Way To Leave The World A Better Place" Featuring Maria Korsnick, NEI
May 24, 2022 09:00 - 59 minutes - 40.6 MBWe are thrilled to share a Special Edition COBT featuring Maria Korsnick, President and CEO of the Nuclear Energy Institute (NEI). As a brief introduction, Maria has 36 years of experience in the nuclear industry from operations to management positions and has been with NEI since 2015. In her extensive career, Maria has been responsible for five reactors at three different locations and now uses her technical and operational background to advocate for the industry with key legislative and ...
"No One Is Focused On Capacity" Featuring David Tudor, Associated Electric Cooperative Inc.
May 20, 2022 09:00 - 50 minutes - 34.9 MBWe are powered up for a Special Edition COBT with our good friend, David Tudor. David is the Chief Executive Officer and General Manager of Associated Electric Cooperative Incorporated (AECI), a member-owned electric co-op serving two million customers in Missouri, Iowa and Oklahoma. David joined AECI in 2016 and has previously held positions at Champion Energy Services (CEO), ACES Power Marketing (CEO), and PG&E Energy Trading in his extensive energy career. It was a timely discussion given...
"Your Land, Your Farm, Your Life" Featuring Greg Horstmeier and Russ Quinn, The Progressive Farmer
May 18, 2022 09:00 - 58 minutes - 39.9 MBWe had a fantastic session today about a topic we have been curious about for some time: the ties between the energy and farming/food sectors. To help us dig in, we had the pleasure of hosting Greg Horstmeier, Editor-in-Chief, and Russ Quinn, Staff Reporter, with The Progressive Farmer magazine. Greg has an extensive career in agricultural journalism with a focus on crops, chemicals, and technology. Russ's areas of focus are fertilizer and equipment which we concentrate on in our session (Ru...
"Molecules, Missiles, and Markets" Featuring Gabe Collins, Rice University's Baker Institute
May 11, 2022 09:00 - 1 hour - 44.2 MBWe had a global discussion today centered around China with Gabe Collins, Baker Botts Fellow in Energy & Environmental Regulatory Affairs at Rice University's Baker Institute for Public Policy. Gabe has a fascinating background and is a Senior Visiting Research Fellow at The Oxford Institute for Energy Studies and also the Co-Founder of China SignPost. He is a Permian Basin native, an expert in Chinese and Russian relations, speaks Mandarin and Russian, and has served as a researcher and Chi...
"Governance Provides Substantial Insight Into Probable Shareholder Outcomes" And Other Great Moments With Doug Terreson
May 04, 2022 09:00 - 1 hour - 42.7 MBWe were honored and delighted to host Doug Terreson today. Doug is the Chief Investment Officer of Jubilee Investments and a Board Member of Phillips 66. While difficult to summarize Doug's distinguished career in Wall Street research, he has served as the Head of Global Research for over 25 years between Evercore ISI, ISI, and Morgan Stanley. During this time, he made several big calls which signaled a change in the direction the world was going. His dynamic perspective and enthusiastic att...
"We Say We've Already Found All The Big Oilfields, Then We Find Another One" Featuring Dr. Andrew Latham, Wood Mackenzie
April 27, 2022 09:00 - 55 minutes - 38.3 MBDr. Andrew Latham, Vice Present Global Exploration at Wood Mackenzie, joined us today to talk through recent happenings in the global upstream oil & gas exploration market. The punchline is there is more happening than you might think. Andrew has more than 25 years of experience in technical and commercial aspects of exploration including assisting majors and independent companies in strategy development and portfolio planning. In recent years, exploration has arguably been undervalued with...
“Energy Pragmatism and Optimism in the Classroom” Featuring Dr. Steven Koonin and his NYU Students
April 20, 2022 08:00 - 48 minutes - 33.5 MBWe are always delighted to hear from young people in energy and today's COBT session was a fantastic experience. This week's primary speaker is a longstanding friend and former COBT guest, Dr. Steven Koonin. Dr. Koonin is a Professor at the Stern School of Business at NYU, Nonresident Senior Fellow at AEI and the Author of "Unsettled." Prior to joining NYU, he served as the Under Secretary for Science at the U.S. Department of Energy under the Obama Administration and was formerly the Chief ...
"In ESG, the E is for Emissions and the S and G are Silent" Featuring Adam Waterous, Waterous Energy Fund
April 13, 2022 08:00 - 1 hour - 44.7 MBToday 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 fantasti...
"This Isn't A Digital Problem, It's An Analog One" Featuring Ryan Panchadsaram, Kleiner Perkins
April 06, 2022 08:00 - 1 hour - 41.5 MBToday’s discussion with Ryan Panchadsaram (senior technical advisor to John Doerr, Chair of Kleiner Perkins) explored a range of topics spanning from VC investing, the tech VC world partnering with the existing energy community to achieve scaled energy solutions, and the climate action plan that was the focus of "Speed and Scale" (which Ryan co-authored). Ryan's technical background and his perspective expressed in the book hit a number of themes that resonate with us – including the topic ...
"The ESG Report Just Got Merged Into The 10-K" Featuring Travis Wofford and Scott Janoe, Baker Botts & Dan Romito, PEP
March 30, 2022 08:00 - 1 hour - 45.8 MBToday we took on the challenge of unpacking the SEC's proposed climate disclosure rules and their potential implications. To help us do so, we had a panel of experienced leaders in the space join for a lively discussion that we hope will provide clarity and understanding. Our panel today includes Travis Wofford, Chair of the Corporate Department in Houston and Vice Chair of the Global M&A Practice and Scott Janoe, Chair of the Environmental, Safety & Incident Response Section from Baker Bott...
"Going from C.A.R.E. to R.A.C.E., and Being Prepared for Dunkelflaute!" Featuring Brad Jones & Bill Flores, ERCOT
March 23, 2022 08:00 - 1 hour - 49.7 MBWe are amped up for this week's feature session on power with ERCOT. With us today is Brad Jones, Interim President and Chief Executive Officer, and our good friend and former COBT guest Bill Flores, Vice-Chair and Independent Board Member. As a brief introduction, Brad has a 30+ year career in the electricity industry optimizing electricity businesses as well as designing electricity markets and operating electricity grids across North America. Bill previously served as a U.S. Congressman f...
"Distinguishing a Value Trap from a Value Opportunity" Featuring Mark Viviano & Megan Hays, Kimmeridge Energy
March 16, 2022 08:00 - 57 minutes - 39.5 MBWe have a stellar dynamic duo for this week's session. Our good friends Mark Viviano, Head of Public Equities, and Megan Hays, Managing Director, with Kimmeridge Energy visited us for an engaging and insightful discussion. Mark's investing career has spanned over 17+ years in portfolio management and research analysis on companies in the energy sector, primarily focused on E&Ps and natural resources. Megan has 15+ years of experience in investor relations, strategic communications, M&A, capi...
“The Courage to Do What’s Right for the Country” - A Conversation with No Labels
March 11, 2022 23:00 - 20 minutes - 13.9 MBThis was undoubtedly a big week for us in Houston with CERAWeek in full force. The conference brought many friends (old and new) to town and that allowed us to really get caught up on so many things. This morning, Nancy Jacobson (CEO) and Margaret White (Senior Advisor) came to our offices and we had a fabulous discussion. If you aren't familiar with NO LABELS, they are a nonprofit organization based in Washington, D.C. with a mission to combat partisan dysfunction in politics and build a b...
"The Largest Green Initiative on the Planet" - A discussion with Toby Rice
March 11, 2022 09:00 - 39 minutes - 27 MBIn addition to a jam-packed CERAWeek full of content, news flow and interesting perspectives, EQT, led by Toby Rice, released its impactful plan of “Unleashing US LNG – The Largest Green Initiative on the Planet.” The 56-page slide deck outlines the ambition to quadruple US LNG capacity by 2030 (what it would take on the upstream, midstream and downstream side) and importantly the global environmental impact (reduces CO2 emission equal to that of electrifying every US passenger vehicle, pow...
"Saying It's Better Than Coal Isn't Good Enough" - A Discussion with Arjun Murti
March 09, 2022 09:00 - 57 minutes - 39.4 MBIt's CERAWeek in Houston and we are thrilled to be back in person visiting with great minds in the energy universe. We have a special guest and good friend joining us for this week's session: Arjun Murti, Author of Super-Spiked, Board Member and PE Senior Advisor. Arjun is a seasoned energy expert and has spent his 30-year career researching and analyzing global energy markets. We had much to discuss! First, we touched on Arjun's recent piece, "Energy Security and the Case for Canada." Arju...
"If You Follow Fashion, You'll Get Fleeced" - A Discussion with Martin Lovegrove
March 02, 2022 09:00 - 1 hour - 41.4 MBWe are thrilled to have Martin Lovegrove, Co-Founder and Executive Chairman of Kirk Lovegrove & Company join us today. Martin has a wealth of knowledge and experience around strategic advisory, acquisitions, and divestitures with 50 years in the global oil and gas business. In his career, he has advised 120+ clients on over 500 mandates and has developed four independent successful advisory companies along the way. It was wonderful to visit with Martin and get his perspective on all the issu...
"Energy Security Is Back On The Table" Featuring Dr. Angela Stent & Dr. Dan Yergin
February 23, 2022 09:00 - 1 hour - 44.9 MBOn this special "Twosday," we had the fortune of welcoming back two special guests for a discussion centered on Russia and the Ukraine and all the potential reverberations from the current conflict. Our first guest is Dr. Angela Stent, Senior Fellow at Brookings and one of the world's leading specialists on the Former Soviet Union, Russia, and Russia's relations with the West. In our discussion, we reference her most recent book, "Putin's World: Russia Against the West and With the Rest." Ou...
"Weakness Is Provocative" - A Conversation with U.S. Senator Dan Sullivan
February 16, 2022 09:00 - 48 minutes - 33.5 MBToday was another special day here as we had the pleasure of visiting with Senator Dan Sullivan of Alaska. We first met Senator Sullivan when he was Alaska's Commissioner of the Department of Natural Resources. He is now in his second Senate term and is especially focused on helping the people of his State, promoting global security, advancing coherent US energy policy, and as you will hear, developing a cohesive "American Energy, Jobs & Climate Plan." Senator Sullivan graduated from Harvar...
"If The Government Would Get Out Of The Way, We Could Get This Done" - A Discussion with Howard Newman
February 09, 2022 07:00 - 1 hour - 47 MBToday we had an absolutely stellar guest for our COBT discussion, Howard Newman. Howard's career in energy and financial services has included 15 years at Pine Brook Partners, 22 at Warburg Pincus, 10 at Morgan Stanley, and over 45 board roles. His knowledge and perspective are difficult to match and his friendship with us is something we are most lucky to have. As you will hear in the discussion, our topics ranged from private versus public investing, terminal values in classic energy, US d...
"Getting the People's Business Done" Featuring Secretary James A. Baker III
February 02, 2022 07:00 - 55 minutes - 38.4 MBWe are deeply honored that our first Veriten COBT guest is Secretary James A. Baker, III. A native Houstonian, Secretary Baker is one of the most accomplished and insightful leaders in the past 50 years of American history. It is undoubtedly difficult to neatly summarize Secretary Baker's accomplishments and contributions to the country and to the world. Mr. Baker served as White House Chief of Staff for President Ronald Reagan from 1981 to 1985, before moving to Secretary of the Treasury f...
C.O.B. Tuesday Ep. 96 Featuring Rob West
January 05, 2022 07:00 - 1 hour - 42.4 MBFor our first COBT episode of 2022, we had the great pleasure of hosting Rob West, Founder and Lead Analyst at Thunder Said Energy. With the ongoing crisis in European gas markets and the tense uncertainties over Russian troop deployments along Ukraine's border, it was rather fitting that Rob joined us live from Estonia for our global energy and energy transition discussion. Rob shared the background story on how and why he founded Thunder Said Energy in 2019. One of his main objectives is...
C.O.B. Tuesday Ep. 96 Featuring Rob West
January 05, 2022 07:00 - 1 hour - 42.4 MBFor our first COBT episode of 2022, we had the great pleasure of hosting Rob West, Founder and Lead Analyst at Thunder Said Energy. With the ongoing crisis in European gas markets and the tense uncertainties over Russian troop deployments along Ukraine's border, it was rather fitting that Rob joined us live from Estonia for our global energy and energy transition discussion. Rob shared the background story on how and why he founded Thunder Said Energy in 2019. One of his main objectives is...
C.O.B. Tuesday Ep. 95 Texas Teachers Teach-In with Carolyn Hansard
December 22, 2021 07:00 - 53 minutes - 36.8 MBWhile we can't believe we are reaching the end of 2021, today we had a fantastic visit with Carolyn Hansard, Senior Director - Energy, Natural Resources, and Infrastructure, from the Teacher Retirement System ("TRS") of Texas to complete an amazing year of COBT guests. Carolyn's background includes 9 years at TRS and 17 years at Merrill Lynch in London, Tokyo, and New York. She is a longtime friend of ours! To begin, Carolyn walks us through an overview of TRS and their portfolio. TRS is o...
C.O.B. Tuesday Ep. 94 Featuring Amy Myers Jaffe
December 15, 2021 07:00 - 1 hour - 43.4 MBToday we had the pleasure of hosting Amy Myers Jaffe, Research Professor and Managing Director of the Climate Policy Lab at the Tufts University Fletcher School. Amy has taught energy policy, business, and sustainability courses at several distinguished universities and recently published "Energy's Digital Future: Harnessing Innovation for American Resilience and National Security." Our discussion spanned several topics including investor interest in energy, Amy's new book, and hearing...