#hottakeoftheday

Follow #hottakeoftheday
Share on
Copy link to clipboard

Executive, entrepreneur, energy industry expert and author of "What the F@&K is Wrong with Everybody Else? What They Didn't Teach You in Business School." Hope is not a plan; Pull no punches; Purveyor of truth (even when you don’t want to hear it). Absolutely IS NOT investment advice. #hottak…

David Ramsden-Wood


    • May 20, 2022 LATEST EPISODE
    • weekly NEW EPISODES
    • 51m AVG DURATION
    • 144 EPISODES

    4.7 from 131 ratings Listeners of #hottakeoftheday that love the show mention: oil and gas industry, energy, analysis, truth, great listen, thoughtful, issues, business, perspective, honest, insight, great show, host, guests, right, awesome, recommend, interesting, highly, content.



    Search for episodes from #hottakeoftheday with a specific topic:

    Latest episodes from #hottakeoftheday

    #hottakeoftheday Podcast: Episode 146: Can both these things be true? ESG and the energy future with Tisha Schuller

    Play Episode Listen Later May 20, 2022 37:14


    While I occasionally disagree with Tisha, I always enjoy her perspective on ESG and the energy future so this week, after a two year (or 14 day, depending on how you feel about the curve flattening), I welcome Tisha back to the podcast. Here is a recent post of hers. The Pendulum Train I'm working on my next book, so occasionally I'm going to share my thinking here and on the Energy Thinks podcast to give you a preview and get your thoughts. Ever since Russia invaded Ukraine, many energy observers have predicted that the renewed global focus on energy security means the global focus on climate change is over. My view is very different: I look at this moment as an opportunity for oil and gas leadership to respond to a range of social and financial pressures for cleaner energy — pressures that will only intensify. (We reviewed this dynamic in a recent Both True, The World's Cleanest Oil & Gas on Stage.) But while I disagree with those many energy observers on how to respond to this moment, we share at least this judgment: Politics moves like a pendulum. Below, I explore why I believe in and value the political pendulum swing — and also why I don't think that this moment represents the end of the public focus on climate. Concern about climate isn't a pendulum. It's a train — and it's not coming back. A Pendulum or Directional Change? Many reasonable people can (but don't) agree that the energy-environmental pendulum has swung too far in the address-climate-at-all-costs direction. I certainly do. In a world with a lot of global challenges and priorities, the climate-apocalypse narrative certainly doesn't work for all of us — not even a climate hawk like me. Yet that doesn't mean that the pendulum will swing back to some pre-2020 world. Four significant but underrecognized structural changes over the past decade or so indicate that global interest in prioritizing climate is directional. So while we are experiencing a pendulum “correction,” we shouldn't mistake pendulum corrections for directional change. The pendulum is on a train, and that train is going to climate town. Below are those four structural changes, which are themselves directional. They are and will continue to drive directional change in public interest in climate: Investor pressure. Now that everyone from BlackRock CEO Larry Fink to U.S. Treasury Secretary Janet Yellen to the Securities and Exchange Commission (SEC) has equated climate risk with financial risk, responsible investors must put climate considerations front and center. Recent SEC draft rules reinforce how central these analyses will be to company operations and disclosures. Public sentiment. As discussed in my Both True What to Watch for 2022: Energy Prices, stakeholders tend to interpret current events through their own political lenses. I sat on a panel last week where one participant said the war in Ukraine was accelerating Germany's permitting of wind facilities and another pointed out that Germany is turning coal-fired power back on. Very few people are rewriting their climate priorities in the face of world events. Generational change. The oldest millennials are now turning 41 and continue to take leadership positions across finance, politics, community organizations, and business. They will dominate the population beyond 2050. Gen Z has now joined the millennials in the work force; together they will soon constitute a majority of working adults. Members of these generations, even when politically conservative, prioritize climate — and that is not going to change. Company recruiting and retention. For the foreseeable future, oil and gas companies will be competing to both recruit and retain millennial and Gen Z talent. And increasingly, millennial and  Gen Z candidates and employees are under pressure to be a part of the climate solution (or at least part of the industries of the future!). Ask them and they will tell you: They want to see th...

    #hottakeoftheday Podcast: Getting updated from the campaign trail (Episode 145 with Heidi Ganahl)

    Play Episode Listen Later May 16, 2022 30:14


    It's been roughly 3 months since I last spoke with Heidi on the podcast and a lot has happened. Elon Musk is buying Twitter (in theory), the cost of living and inflation consumers are seeing is through the roof and yours truly has been re-reading "Atlas Shrugged" and finding the comparisons eerie.  Want to know how a candidate keeps their energy up and spends their time?  This is the episode for you.

    #hottakeoftheday Podcast: A deep dive into solar’s real costs with Brian Gitt (144)

    Play Episode Listen Later Apr 13, 2022 58:27


    This week, I welcome on Brian Gitt, who's investment thesis is that nuclear and natural gas will be the biggest winners in the energy sector over the next 20 years. He draws on 20+ years of industry experience to expose false beliefs about renewable energy and the problems with the environmental, social, governance (ESG) narrative  Here's a deep dive example of how false beliefs about renewable energy are driving bad decisions and harming people and the environment.  You can follow him on Twitter at @BrianGitt and below is a recent post from his website.   Europe has an energy crisis. Factories are halting operations in the face of soaring energy prices; families are paying 50% more for heating (or opting to freeze in their homes), and  Europe as a whole continues to destabilize its political position by making itself more dependent on Russia for natural gas. Europe shows what happens when you adopt policies based on false ideas—myths about energy that all but guarantee high prices, power blackouts, and a crashing economy. Here are 6 of them: MYTH 1: The world is transitioning to solar, wind, and batteries. Fact: Solar and wind power are unreliable, raise electricity rates, and over-consume minerals and land. Even after investing $2.7 trillion in them over the last decade, solar and wind still produce 3% of global energy. MYTH 2: Solar and wind power are the best ways to lower greenhouse gas emissions. Fact: The biggest emissions reductions over the last 15 years have been due to shifts from coal to natural gas. Natural gas produces only 10% of the air pollutants and 50% of the CO2 that coal does. Proponents of solar and wind power can talk about the potential of these technologies as much as they want, but the reality is—per Myth 1—the world is far, far away from being able to manufacture, deploy, and maintain this tech efficiently. MYTH 3: Solar farms reduce household utility bills. Fact: Households pay more for electricity where governments mandate solar power: households in the United States (US) pay 11% more in the 29 states with solar mandates; households in California pay 80% more than the US avg; and households in Germany saw their energy bills increase by 34% between 2010-2020 because Germany spent hundreds of billions of euros on building massive wind and solar farms. MYTH 4: Nuclear power is dangerous. Fact: Nuclear is the safest, most powerful and reliable way to generate low-emission electricity. Only about 200 people have died as a result of radiation from nuclear accidents in over 60 years. This number includes the accidents at Chernobyl, Three Mile Island, and Fukushima. Even if you count the cancer diagnoses among people exposed to radiation, the harm from nuclear plant accidents remains minuscule in contrast with the millions who die every year from the effects of coal pollution. MYTH 5: Nuclear waste is a big problem. Fact: Nuclear is the only energy source that prevents waste from going into the environment. All the nuclear fuel ever generated in the US is safely contained and can fit on a single football field stacked less than 10 yards high. In fact, used nuclear fuel is not strictly waste because some advanced reactor designs in development could run on used nuclear fuel in the future. More than 90% of its potential energy still remains in the fuel, even after five years of operating in a reactor. MYTH 6: Electric vehicles (EV) reduce CO2 emissions. Fact: EVs don't eliminate emissions; they just shift emissions from the tailpipe to the power plant. If the power source is dirty, so is the EV. More than 50% of new EV sales are expected in China where most power plants are fueled by coal, the dirtiest power source. Energy Myths Are a Global Threat Myths like these continue driving bad investments and bad policies. They hurt the poorest among us by weaponizing good intentions. We all want to feel like we're making the world a better place.

    #hottakeoftheday Podcast: The future of nuclear energy with Mark Nelson (143)

    Play Episode Listen Later Apr 10, 2022 54:49


    This week, I'm joined by Mark Nelson.  He is a very worthy follower on Twitter at @energybants for all the latest thoughts and threads concerning nuclear energy.  For instance, here was his thread on the rumors about the Russian forces at Chernobyl. There are wild claims about Chernobyl going around. I will post the most accurate and authoritative information here and keep this thread updated. FIRST: Chernobyl, even if attacked, is not a credible threat to health from radiation. Several sources claimed that Chernobyl was under attack. Chernobyl's outer containment dome could be breached if targeted. Remaining hazardous material is deep under this. It's been cooling and decaying since 1986. Dispersal would take intentional, targeted effort. Keep an eye on Cheryl Rofer @CherylRofer She is correct in pointing out that it would be difficult to access this material. It is well-characterized, meaning, we know what it is and how it could spread if disturbed. Ukraine gets half its power from nuclear reactors. It shut down Chernobyl fourteen years after the explosion in 1986, under pressure from the EU and only when promised money to complete another partially-built plant. WHAT IS THE THREAT TO THE OPERATING PLANTS? Unlike at Chernobyl, Ukraine's currently operating reactors have lots of highly radioactive material inside them. They need to remain safe. If these reactors lose their connection to the grid, they will automatically shut down.  A silver lining of Fukushima Daiichi accident is that nuclear plants all over the world have prepared for what to do if cut off from off-site power from the grid. You run generators to keep the core covered with water as it cools down over several days. But the grid isn't down. Ukraine's grid has just completed disconnecting from the Russian grid. Ukrainian grid operators are apparently working through this, and Russia does not appear to have targeted the grid. I will update if this changes. Ukraine's plants are "pressurized water reactors" of Russian design. The Russian name for this is "VVER" which means water-cooled, water-moderated power reactor. Chernobyl's design was totally different. With fixes, Chernobyl-type reactors are still in operation in Russia. We talk about this and so so much more. Enjoy!

    #hottakeoftheday Podcast – Why can’t DC be intellectually consistent (or honest)? (142)

    Play Episode Listen Later Apr 4, 2022 56:06


    This week, I'm joined by David Blackmon to talk about the state of Washington, the Defense production act, Keystone and how do we get out of this mess?   David Blackmon is an independent energy analyst/consultant based in Mansfield, TX. He is the Editor of Shale Magazine and co-host of In The Oil Patch Radio, a nationally-syndicated weekly show. David has enjoyed a 40-year career in the oil and gas industry, the last 23 years of which were spent in the public policy arena, managing regulatory and legislative issues for various companies, including Burlington Resources, Shell, El Paso Corporation, FTI Consulting and LINN Energy. During this time, David has led numerous industry-wide efforts to address a variety of issues at the local, state and federal level, and from April 2010 through June 2012, he served as the Texas State Lead for America's Natural Gas Alliance. In addition to client-related work, David also maintains a growing media communications practice.

    #hottakeoftheday Podcast Episode 141: Irina Slav

    Play Episode Listen Later Mar 28, 2022 46:20


    This week, we visit Europe (virtually, anyway) to chat with Irina Slav, an energy writer for oilprice.com, a substack site at https://irinaslav.substack.com/ and we have an in depth chat on Europe, energy and the war in Ukraine, censorship and the green transition.  Her recent article on Boris Johnson playing intermediary for the United States in the Middle East is a must read.  I hope you enjoy.

    #hottakeoftheday – A discussion about climate change differences with Colleen Brennan-Vandersteen (Episode 140)

    Play Episode Listen Later Mar 24, 2022 49:12


    Of late, rather than screaming into the great abyss that is the cavern between those that worry about climate change and those that don't, I have taken to challenging people on LinkedIn on the other side of the aisle to come on the podcast and discuss it with me.  Of the 30 or so invites I've offered, Colleen is the first to accept and for that I commend her. Here was her post. And here was my response: Colleen.   You want to debate some of these points?  I would say human flourishing based on access to energy is kind of key. I would say the lifestyle we live is 100% correlated to our energy consumption.  And I would say that at a cost of $11,300 per person each year, every year for the next 29 above and beyond taxes to try to attempt to get to Biden's net zero plan is insane.  Adapting is a much more practical solution. Especially as the models are highly suspect and were bought and paid for by the governments seeking to justify the investments that bring in their donations. Thoughts? I dig in and try to understand - what do we have in common, what is different and why do we see the world so differently.  I will continue to challenge, discuss and debate because it is the only path forward.  More importantly, I let the listeners decide.  Censorship is a problem for a million reasons, and this is one of them.  If we can't discuss, we can't find common ground. Colleen is the CEO and Founder of Save our Planet Refillery.  You can find her on LinkedIn!

    #hottakeoftheday – An uncensored chat with two MDs on COVID (Episode 139)

    Play Episode Listen Later Mar 23, 2022 46:51


    While the media has fallen in line with the White House and the State of the Union March 1st that unofficially ended COVID, we are still left with an unsettled feeling, careers ruined, and discussion and debate disallowed.  So this week, I invited Rachel Corbett and Ed Carriere, two doctors from Denver who are a part of the Front Line COVID-19 Critical Care Alliance to .... and you won't believe this.... have an uncensored chat. For Any medical provider who is interested in joining Rachel and Ed in their fight https://www.coloradohealthcareprovidersforfreedom.com/ And/ or Email us… info@chpforfreedom.com   Here is the link to Stand for Health Freedom group, our strong alliance https://americansunifiedforfreedom.com/   Rachel Corbett – Medical Director Dr. Rachel Corbett is a native of Austin, Texas. She received her undergraduate degree from Southwestern University in Georgetown, Texas, and her Medical Degree at the University of Texas Medical Branch in Galveston in 1996. She then found the courage to venture beyond the Lone Star State for her residency at the George Washington University Medical Center in Washington, D.C. Before moving to Colorado in 2002, Dr. Corbett worked in private practice at Massachusetts General Hospital in Boston and was an instructor of obstetrics and gynecology at the Harvard Medical School. Dr. Corbett loves the Colorado lifestyle, which ultimately drew her away from the East Coast. She has been in private practice in the South Denver Metro Area since 2002. She enjoys skiing, hiking, and yoga. Dr. Corbett and her husband escape to the mountains with their two young sons and Golden Retriever as often as possible. Roots Medical is proud to have her serve as the Medical Director of this clinic.

    #hottakeoftheday Podcast Episode 138: Richard Norris

    Play Episode Listen Later Mar 19, 2022 71:35


    This week on the podcast, I welcome Richard Norris. I enjoy Richard's writing, so I invited him on the podcast to discuss the European energy crisis, what happens with the energy transition and how to we have honest and transparent conversations that go forward that address: "Has peak prosperity already happened?" I enjoyed the conversation and I hope you do too. About Dr Norris is a 30 year veteran of the energy industry specializing in Energy Security and Energy Economics. He runs Pandreco Energy Advisors Inc / Conseillers en Enérgie Pandreco Inc., a consultancy based in Montreal advising banks, asset-managers and energy companies. Fellow of the Canadian Global Affairs Institute. Recent mandates include advising on debt and equity transactions in Brazil and ESG reporting for Savannah Energy. In addition Dr Norris has presented to the UK's Parliamentary Group on Energy Studies as well as to the board of one of Africa's largest banks. He was a guest editor of the IEA “World Energy Investment Report 2021” published mid 2021. Dr Norris has wide board-level experience having been NED at Eland (London listed), President at Candax (TSX listed) and Chairman at Duna Energia (private) Richard has a broad background covering engineering research, oil and gas operations, senior management roles in both executive and non-executive functions, debt and equity financing as well as personally investing in energy transition start-ups. He has worked extensively in and across emerging markets, speaks fluent French as well as modest Spanish and Portuguese.

    #hottakeoftheday Podcast: Episode 137 with Mark Rossano

    Play Episode Listen Later Mar 16, 2022 154:39


    Mark Rossano is a good friend of mine.  We met on the set of Bloomberg television November 19, 2019 when we were there to talk with Alix Steel about the Saudi Aramco IPO.  Not surprisingly, we spent 2 hours after by the coffee machine talking about the world- oil, natural gas, geopolitics, trade, lithium batteries.  To be honest, I was in shock about the amount of stuff he knows... and this from a guy that likes to think I know about a lot of stuff. I invited him on the podcast in March 12, 2020 to talk about coronavirus.... he was the only one in my circle that really understood what the heck was going on. He's been back on multiple times because I always learn a lot, and today was no different.  It's a long episode- Joe Rogan long, because there was a lot to talk about.  We talk: Oil: 0-24 minutes (supply, demand, where it's going and how we got here) Food scarcity and fertilizer: 24- 32 minutes (how bad could this get and what happens this winter?) Russia-Ukraine war and "what happens" including will there be nukes: 32-69 minutes (Geopolitics, World War II comparisons, how does this end) Inflation: 69 - 91 minutes (what did Powell actually mean by transitory inflation? How does the Fed resolve this, how bad is monetary policy right now and what is the way out?) USD: 91-115 minutes (what are the chances the USD won't be the reserve currency of the world?  What does that look like?) COVID: 115 - 129 minutes (what do we know now that we should have known then?  What would we do different WHEN this happens again? How did social media play into it?) EVs and should there be a lockdown 2.0: 129 minutes - end: What are the infrastructure and mineral challenges?  Do EVs change everything?  Should Government encourage rationing through a lockdown?) I believe in long form discussions to really dig in.  I hope it sparks some thought, some investment ideas, some challenges and some interest in picking up some books.  Enjoy.  

    #hottakeoftheday pod #136 – Shad Frazier

    Play Episode Listen Later Mar 12, 2022 46:43


    I have been trying to get Shad Frazier on the podcast for the last year. We've been “LinkedIn friends” for a while now, and I always find his takes thoughtful and insightful. So today, we have him! One of the posts we talk about is this one- which is Shad's thoughtful response to a study that was released by Mark Jacobson out of Stanford University. As I discussed with Robert Bryce last week, and do again with Shad this week, there are so many flaws in the models that project we can get to net zero in any realistic way. In the meantime, here's Shad's post on it. I hope you enjoy the episode. "Lies travel faster than the truth" Thomas Shelby An article in the Washington Post today based upon a scientific simulation completed by Stanford says that we could replace all fossil fuels with Wind, Solar, and water energy and reduce our power consumption at the same time. I wonder if we have lost our understanding of the scientific method. We have a higher learning institution that built a model based upon facts that they knew but didn't understand the energy chain or the efficiency loss of the electrical market. Did they start with the answer they wanted and work backward till they got a model to solve their problem? Stanford Modeled the storm URI of 2021 and said we could have gone through URI if we just pushed for more renewables. In 2021 ERCOT the Texas grid added 8000 MW of new power generation 40.8% wind and 35.6% solar. The problem still stems from that during URI, wind and solar only made up less than 10% of the power generated when we needed it most. So how does Stanford say we fix that issue? We have to build home power storage. So their solution to the problem is that we need more batteries in everyone's homes. When unreliable power like solar and wind don't work, we can pull off a battery for our power off of home solar panels. This stored power will reduce our electricity demand in our homes and cause the need for energy to decrease. Here is a real-world example of this case. Each home would need 6x400W panels to charge an electric car each night to drive just 30 miles the next day. That is to charge one electric vehicle. To charge two cars, we need 12 panels. Then the mean home would need another four panels to run the house. So now we need 16 panels. That is a cost of $64,000 to electrify each home in the US. Converting that current gasoline and grid power price based upon national averages, the average us home pays $8.62/day to power their home and drive their car each day. (Gas usage is total gas used per day versus cars or 337 B gals/286 B Cars or 1.17 gals per day, Home power is estimated at $117/Month per us home) It takes 7400 days to pay for the solar panels, and another 1200 days to pay for the battery in the home or 23.5 Years. If we converted everyone over to solar and wind today, it would payout by almost 2050. Who likes that type of ROR. Not to mention the space needed to build those solar panels on homes in big cities with large apartment buildings. Science is wonderful, but reality and science have to work together to bring truth to light.  

    #hottakeoftheday pod #135 – Robert Bryce

    Play Episode Listen Later Mar 4, 2022 49:34


    This week, I welcome back Robert Bryce, the author of ‘A Question of Power', the producer of the movie ‘Juiced' on Amazon, and frequent contributor to Forbes. We talk all things energy: The European crisis, Russia, nukes, domestic energy policy, the latest with ERCOT and more. As energy policy becomes more than an abstract concept in many American's minds with gas surpassing $5/gallon in parts of the country, this is a key episode to share with your friends who have legitimate questions about why we are here and what comes next.  

    #hottakeoftheday pod #134 – Heidi Ganahl

    Play Episode Listen Later Mar 4, 2022 38:47


    In 2018, after proposition 112 was defeated in Colorado, a ballot measure that would have changed setbacks to 2500' for all oil and gas development, I thought defeat would put a pin in the issue for a while. It didn't. Despite overwhelming majority support in places like Weld county where the drilling activity actually occurs, opposition in Denver, Boulder and Aspen (who have slightly more than a 2500' setback to any oil and gas development) drove Senate Bill 181. Passed under the cover of snowfall with out even attempting to make it look like anyone with experience was consulted, SB181 did what prop 112 intended to do and much more, including reshaping the Oil and Gas commission. The results have been to create a wasteland of an investment climate for oil and gas in Colorado. From mandating Colorado to produce 85% of its electricity carbon free by 2030 (not possible) to hindering development of already the most regulated and cleanest oil and gas production in the country and allowing utilities to substantially increase rates electricity consumers pay, I strongly believe the State needs a new energy policy. That can only come with new leadership. When I first met Heidi Ganahl, I knew she was having a campaign event at the Wide Open Saloon. As I would do, I drove down specifically to shake her hand in the 5 minutes (2 hour round trip drive though) I had before Andrew's hockey game. 2020 showed me that we can't complain about policies - any policies - if we don't get involved. And so, here I am. Involved.   So this week, I invited Heidi on the podcast to discuss her candidacy, her background as an entrepreneur and hear about how she would help take Colorado in a different direction. If you'd like to meet her, we are holding a small fundraiser for her March 9th and there are limited spaces left. You can RSVP here and I'd love to see you there. https://www.heidiforgovernor.com/event-castlerock/ To learn more, visit: https://www.heidiforgovernor.com/ I hope you enjoy our conversation.   Full disclosure: I am a contributor to the campaign.

    #hottakeoftheday pod #133 – Robert Hefner

    Play Episode Listen Later Feb 20, 2022 56:29


    #hottake over your commute – Episode 132

    Play Episode Listen Later Jan 9, 2022 20:51


    #hottake over your commute – Episode 131

    Play Episode Listen Later Dec 5, 2021 15:00


    #hottakeoftheday pod #130 – Doug Sandridge

    Play Episode Listen Later Nov 28, 2021 155:42


    I first met Doug Sandridge a year or so ago. He was giving a talk to the DAPL about the challenges to the energy transition. There are a lot of them and Doug did what Doug does, he researched them all. Our chat, his presentation and his work teaching at OU draw on that research and he carefully and meticulously investigates each challenge. This week, the HTOTDPodcast goes Joe Rogan style (2 hours and 30 minutes!) and we talk about it all the issues in depth. Doug identifies 7 challenges for the energy transition and we dive deep. I've enjoyed becoming friends with Doug and his excitement his evident when we dive in. There are real challenges to talk about - let's get started.

    #hottakeoftheday pod #129 #hottakeoveryourcommute

    Play Episode Listen Later Nov 28, 2021 17:37


    In honor of Zoom falling 15% as a reminder “people do go on living despite the best wishes of politicians”, we are bringing back the 15 minute #hottakeoveryourcommute! Too bad all that oil from the SPR will just be sold to China and India since we don't use the grade we are selling.

    #hottakeoftheday pod #128 w/Kimberley Reid

    Play Episode Listen Later Oct 14, 2021 34:16


    We had a lot of fun at the Hitachi Vantara Topgolf event in Houston tonight. Thank you to everyone who attended! As an aside, I have to say in an unpaid promotions, if you haven't done Topgolf, even if you aren't a golfer, you are really missing out! It's a brilliant concept and as a golfer, the good news is when your colleagues tire of beating balls down the range, well… it's the most practice I've done in a month! Now… to the podcast I recorded last week with Kimberley Reid. I have to honestly say, having never met her before the interview, I genuinely like her so much. Kimberley is our SAP guru and an engineer, and worked in a chemical plant to start her career. It's a unique background from which to become an SAP guru. But that's not why I interviewed her. We talk about career pivots, about positivity in life and in work, and…. let's get the elephant on the table: her unique and wonderful voice. She is a character actor for vocals in cartoons, and her thoughts, comments and approach on “being unique” are truly something you don't want to miss. And I thought “Ramsden-Wood” made me memorable. Not even close. I hope you enjoy because I know I did.

    #hottakeoftheday pod 127 w/Mark Rossano

    Play Episode Listen Later Oct 14, 2021 51:47


    It had been a hot minute since we had Mark Rossano on to talk data and with unemployment at 5.9%, inflation being called transitory and the federal reserve meeting this week with the debt ceiling looming …. I thought it was time we get an update. As always, we cover a lot. Because data is good, interpretation is better. I hope you enjoy.

    #hottakeoftheday pod 126 w/Kendall Johnson

    Play Episode Listen Later Oct 14, 2021 53:50


    When I met Kendall Johnson 3 months ago, I was fascinated by the progression in the way “supply chain management” is looked at. Kendall works for a large independent oil and gas company in the US and has spent most of his career thinking about logistics, cost management and how to make things more efficient. As our usual “HTOTD” conversations go, we hit global supply chains, diversity and inclusion as a check box vs. it's original intent and what comes next for oil and gas cost management. Plus… did you know there is now a supply chain degree? Neither did I… seems like a big need. Be safe, be good and have a great day.

    #hottakeoftheday pod #125 w/Jon Wolf

    Play Episode Listen Later Sep 20, 2021 58:04


    For episode 125, we thought we would do something different. Jon Wolf and I don't know each other, but we have exchanged lots of DMs debating data and statistics and nuance. Since Peter Zeihan, Bill Brandenburg and Stephen Vladeck are all very happy to share opinion pieces but not be debated on their positions, Jon stands in. It's a fun discussion and the reason I think long form podcasts will replace mainstream media circa Joe Rogan who is already the most trusted voice In America. Hope you enjoy.  

    #hottakeoftheday podcast Episode 124 w/Alex Kuiper

    Play Episode Listen Later Sep 6, 2021 46:47


    #hottakeoftheday podcast Episode 124 w/Alex Kuiper Mr. Alex Kuiper counsels a variety of energy industry clients in multiple legal facets. His legal practice focuses primarily on oil and gas law, employment law, and bankruptcy law. Kuiper routinely acts as outside counsel for private equity oil and gas companies as well as fortune 500 companies. Throughout his career, Kuiper has assisted hundreds of millions of dollars' worth in corporate acquisitions, authored countless oil and gas title opinions, and participated in civil disputes and litigation for both young professionals and large corporations. With his Bachelors of Arts degree in Political Science from The University of Texas, Kuiper pursued his legal education at South Texas College of Law, where he earned his (J.D.). He then began working for large private practices centered around Oil & Gas law. After extensive experience at these firms, Kuiper saw that the traditional firm's approach to representation wasn't matching the speed, energy and dynamic needs of their clients in modern times, and saw an opportunity to provide superior service by creating a more efficient, cost-effective and client centered approach. Kuiper then began his own firm, Kuiper Law Firm, PLLC, creating a better experience for his clients by providing effective, efficient, and personable representation by attorneys that really know the industry. Kuiper has made Texas his home since 2006 after serving honorably in the United States Marine Corps.  He is admitted in Texas, North Dakota, New Mexico and Wyoming and a member of various professional organizations.

    #hottakeoftheday podcast Episode 123 w/Robert Bryce

    Play Episode Listen Later Aug 27, 2021 51:42


    In the third hard core energy podcast for this week, I'm excited about this repeat guest. For those who have heard me live, you know in all my speeches I reference Robert Bryce and his book ‘A Question of Power,' his movie Juiced' on Amazon Prime and his podcast ‘Power Hungry'. There are a lot of reasons that his is the podcast I listen to most, as the educational caliber on very energy specific issues is high. But I've also had the opportunity to spent time with Robert and hear him speak live. Where my approach in the Overton window is authentic to me, his matter of fact and well balanced approach can reach a much wider audience. We all have our strengths and mine may be the ability to push the envelope on important issues, but I'm often early, not afraid to tackle the unpopular, and can stray from pure energy issues, which a brand advisor would say is limiting. I'm good with that because Robert's balanced, data driven and conversational approach is accessible and powerful and an excellent forum for knowledge dissemination to the larger mainstream audience. I encourage you to follow him and spread the word about the importance of energy in our world. I hope you enjoy.

    #hottakeoftheday podcast Episode 122 w/Chris Atherton

    Play Episode Listen Later Aug 27, 2021 53:19


    Another day, another hard core oil and gas podcast with Chris Atherton, the CEO of EnergyNet. We talk M&A, market trends and the federal lease sale in September 2018 that coincided with the sale of OneEnergy Partners and the transition from the old “acquire and flip” to the “drill your returns” model for private equity back companies. Enjoy!

    #hottakeoftheday podcast Episode 121 w/Artem Abramov

    Play Episode Listen Later Aug 27, 2021 54:18


    This week, the podcast goes back to it's roots with a deep dive on global energy, oil, gas, electric vehicles and the energy transition. You don't want to miss this one.   Artem is the Head of Shale Research at Rystad Energy with main responsibilities in analyzing upstream E&P data from governmental sources along with empirical research of well production profiles. Artem is the product manager for the NASWellCube, Rystad Energy's North America Shale well database. He holds an M.Sc. in Financial Economics from BI Norwegian Business School and a B.Sc. in Applied Mathematics with the Major in Statistics from the Novosibirsk State University, Russia.

    #hottakeoftheday podcast Episode 120 w/Nhan Nguyen

    Play Episode Listen Later Aug 12, 2021 56:18


    Pod Vid   https://youtu.be/q5NBqtKBPX8 About Nhan Nhan Nguyen is FRACPRO's business development manager and strategist responsible for assessing and predicting trends in the upstream industry - working with software developers to solve real world problems.  Nhan developed and is working with the FRACPRO team to execute a four step DATA strategy: 1) accumulate 2) manage 3) analyze 4) monetize.  Nhan joined FRACPRO in January 2019 to assist with their efforts to move software to the cloud.  Prior to working with FRACPRO, Nhan began his career with Accenture in 1998 and left the company as a Senior Manager.  After leaving Accenture, Nhan worked as an independent consultant for over 16 years for a major integrated oil and gas company.  In Nhan's spare time, he enjoys playing the violin with his daughter, putting Legos together with his youngest son, and figuring out ways to motivate the two teenage boys so they won't be living in the basement when they are in their 30's.   About FRACPRO FRACPRO is an innovative and market-leading technology company fueled by exceptional people dedicated to getting it right the first time. Our software portfolio provides unparalleled capabilities and performance for fracture simulation and analysis. This powerful toolset helps optimize every facet of fracture design and engineering to increase production rates, reservoir recovery and economic performance.

    #hottakeoftheday podcast #118 w/Ron Gusek

    Play Episode Listen Later Jul 26, 2021 60:20


    This week on the pod we invite on Ron Gusek, the President of Liberty Oilfield Services. We talk the Schlumberger acquisition, the importance of oil and gas, have some fun with best practices and talk about the future of frac, data and the oilfield. I really like the direction of Liberty and very much enjoyed the conversation. I hope you do, too. Pod   Vid https://youtu.be/MGIl6rDif30   About Ron Ron Gusek has been the President of Liberty Oilfield Services since November 2016. Before assuming the role of President, Mr Gusek was the VP of Technology and Development from 2014. Over the past 20 years, Ron has garnered extensive oil and gas experience in North America, and extended his knowledge of operations through travels to Asia, Russia and the Middle East Within Liberty, Ron's focus includes new technology and innovation, service quality, efficiency and optimization. Ron holds a B.S. in Mechanical Engineering from the University of Alberta. Ron has also held previous roles at Sanjel Corporation, Zodiac Exploration, Pinnacle Technologies and BJ Services, with a primary focus on hydraulic fracturing in unconventional reservoirs. Ron is a published SPE author and presenter. His dedication to the petroleum engineering community and interest in shared industry knowledge is evident in his numerous volunteer capacities, which include the Denver Petroleum Club, COGA and the Metro Denver Economic Development Corporation Executive Committee and Energy Coalition. Outside of work, Ron is a husband, father, runner, cyclist, hiker, skier and occasional adventure racer.

    #hottakeoftheday podcast #117 w/Shamik Mehta

    Play Episode Listen Later Jul 12, 2021 64:31


    This week on the podcast, I invited Shamik Mehta with Hitachi Vantara to discuss the world of data. Join us for a fascinating conversation about the world of IT. From the fact the 99% of gathered data isn't analyzed to the birth of the cloud, Shamik has an amazing way of articulating how companies should be thinking about their IT management and digital journey and how to maximize their data and engineer solutions to improve performance.   https://youtu.be/krbRalVlqWo    

    #hottakeoftheday podcast #116 w/Adam Kaat

    Play Episode Listen Later Jun 28, 2021 44:47


    This week on the #hottakeoftheday podcast, I welcome a passenger from my Uber driving, Adam Kaat, the author of the recent book "Life on the Grocery Line".  During the pandemic Adam was working at Whole Foods and he shares his stories, we talk about how we met, what it's like to be a minimum wage employee and how "being a hero" wasn't all it was cracked up to be. I hope you enjoy!   Podcast Audio   #hottakeoftheday podcast #116 w/Adam Kaat https://youtu.be/1hBLYWA9QT4   About Adam Adam lives in Denver, Colorado. He writes and blogs about all manner of things from life to beer to the weird parts of his soul he thinks are worth sharing. Lifeonthegroceryline.com IG: @kaatadam FB: @lifeonthegroceryline Where to purchase: https://www.amazon.com/dp/1948903326 On Barnes and Noble: https://m.barnesandnoble.com/w/life-on-the-grocery-line-adam-kaat/1139189043?ean=9781948903325 Tattered Cover for Colorado folks: https://www.tatteredcover.com/book/9781948903325

    #hottakeoftheday podcast episode #115 w/Patrick Moore

    Play Episode Listen Later Jun 14, 2021 47:28


    This week, the #hottakeoftheday podcast returns with Patrick Moore, the Director of the CO2 coalition. The reason I love podcasting is some topics are like a dinner with wine: you need time, conversation and thought. This week, we talk about the miracle gas that is CO2 and discuss- is it bad? Why isn't it bad? Where did narrative take over logic? Why don't we consider things before 1850? We know the CO2 concentration was 2800 ppm, 7x higher than today ... are we sure life can't adapt? In a world of narratives, it's nice to hear the counter point every once in a while. I've missed it! Hope you have too. Enjoy. Podcast Audio   #hottakeoftheday podcast episode #115 w/Patrick Moore https://youtu.be/mRoIPaPE3mM   About Patrick Patrick Moore, Ph.D. served as Chair of the CO2 Coaltiion in 2019 and 2020.   He is co-founder and 15-year leader of Greenpeace (1971-1986). Chairman and Chief Scientist, Ecosense Environmental. Leader, Campaign to Allow Golden Rice Now. Dr. Patrick Moore has been a leader in the international environmental field for over 40 years. He is a co-founder of Greenpeace and served for nine years as President of Greenpeace Canada and seven years as a Director of Greenpeace International. As the leader of many campaigns Dr. Moore was a driving force shaping policy and direction for 15 years while Greenpeace became the world's largest environmental activist organization. In recent years, Dr. Moore has been focused on the promotion of sustainability and consensus building among competing concerns. He was a member of British Columbia government-appointed Round Table on the Environment and Economy from 1990 – 1994. In 1990, Dr. Moore founded and chaired the BC Carbon Project, a group that worked to develop a common understanding of climate change. Dr. Moore served for four years as Vice President, Environment for Waterfurnace International, a manufacturer of geothermal heat pumps for residential heating and cooling with renewable earth energy. He also served as Vice-President, Industry and Government Affairs for NextEnergy Geothermal, the largest distributor of geothermal systems in Canada. As Chair of the Sustainable Forestry Committee of the Forest Alliance of BC from 1991 – 2002, he led the process of developing the “Principles of Sustainable Forestry” which were adopted by a majority of the industry. In 2010, Dr. Moore published Trees are the Answer, a photo-book that provides a new insight into how forests work and how they can play a powerful role in solving many of our current environmental problems. In 2013 he published Confessions of a Greenpeace Dropout – The Making of a Sensible Environmentalist, which documents his 15 years with Greenpeace and outlines his vision for a sustainable future. From 2000-2012 he served as Chair and Chief Scientist of Greenspirit Strategies, a consultancy focusing on environmental policy and communications in forestry, agriculture, fisheries and aquaculture, mining, biodiversity, energy and climate change. From 2006-2012 he served as co-Chair of the Clean and Safe Energy Coalition, a US-based advocacy mission to build public support for more nuclear energy plants to provide electricity. In 2013 Dr. Moore, with his brother Michael and other family members, founded the Allow Golden Rice Society, a non-profit organization dedicated to seeing Golden Rice approved for commercial agriculture. 250 million children, mainly in the tropical countries, are deficient in vitamin A and as a result 2 million die each year. The Allow Golden Rice Now! Campaign demands that Greenpeace and their allies discontinue their campaign of opposition to Golden Rice, which could eliminate vitamin A deficiency if cultivated and consumed. In 2014 Dr. Moore was appointed Chair of Environmental Studies at the Frontier Centre for Public Policy. Dr. Moore is an independent ecologist/environmentalist with Ecosense Environmental Inc. “Speaking Truth to Power Award”,

    #hottakeoftheday podcast Episode #114 w/David Blackmon

    Play Episode Listen Later Apr 19, 2021 62:13


    As energy policy in the United States (and other places) continues to be driven by narrative and lobbyists instead of facts and reliability, ERCOT in Texas has a strange week this week: they issued two power warnings asking customers to conserve energy. In April. Now, I love the great state of Texas but I tend to avoid it in July and August (and June and September) owing to the heat. But April.... is the most pleasant time of year. This week, I invite David Blackmon on the podcast to chat ERCOT. Why are we back to where we were in February? How does the power problem not get worse this summer - in Texas, in California, and everywhere else in the county and what can be done about it. After all, there is no “no peeing section in a pool” and the heat is coming. Plus, DAPL, Keystone, Atlas Shrugged and great conversations with a great guest. I hope you enjoy!   https://youtu.be/sTkNVTdHyiU    

    #hottakeoftheday podcast Episode #113 w/Chris Bird

    Play Episode Listen Later Apr 5, 2021 46:14


    This week, we are joined by Chris Bird of Exponent Energy. Chris was featured in April 2020 in an article in Bloomberg that talked about the great short. We revisit the lockdowns, the short thesis, what’s changed, a look at commodity prices go forward and the federal reserve, its impact and what comes next. Podcast Audio   https://youtu.be/tmhMVogEwE8   About Chris Chris has worked in the oil and gas industry as a Petroleum Engineer since 2008, including time as a District Engineer for BlueStone Natural Resources and as Production Manager for BRG Energy. During that time, he has been involved in the acquisition, drilling and operating of over 2,000 wells. Chris started his career as a Production Engineer for Chesapeake Energy in Shreveport, Louisiana. He earned degrees in both Petroleum Engineering and Business from the University of Tulsa.  

    #hottakeoftheday podcast Episode 112 w/Michael Lynch

    Play Episode Listen Later Mar 29, 2021 67:41


    This week I am joined by Michael Lynch, a contributor to Forbes, to talk EVs, energy policy, the roaring 22s and how to shift from “narrative” to newsworthiness.   https://youtu.be/vpQHpvZ1Es0    

    #hottakeoftheday podcast Episode 111 w/Jill Evanko, Chart

    Play Episode Listen Later Mar 22, 2021 36:12


    This week, we go into the world of Chart Industries. We talk with CEO Jill Evanko on the technology required to do the future of gasification for hydrogen, LNG and a whole bunch more. It’s a fascinating episode. I know I learned a lot and I hope you enjoy. Podcast Audio   https://youtu.be/RXEdRCDtu7M   About Jill Jillian C. Evanko Jillian (Jill) Evanko is President and Chief Executive Officer of Chart Industries, Inc. (NYSE: GTLS), serving in this capacity since June of 2018.  Ms. Evanko joined Chart in February of 2017 as Chief Financial Officer.  Prior to joining Chart, Jill was the Chief Financial Officer of Truck-Lite Co., LLC as well as having held multiple operational and financial executive positions at Dover Corporation (NYSE: DOV) and its subsidiaries.  Prior to joining Dover in 2004, Ms. Evanko held financial and operational roles at Arthur Andersen, LLP, Honeywell Corporation and Sony Corporation.  In addition to serving on Chart’s Board of Directors, Ms. Evanko also serves as an independent director of the Board of Parker Hannifin Corporation (NYSE: PH) as well as a director on the Board of McPhy (Euronext Paris: MCPHY – ISIN: FR0011742329). Jill received a Master of Business Administration (MBA) from The University of Notre Dame and a Bachelor of Science in Business Administration from La Salle University.  She is the winner of the 2020 ExxonMobil Power Play Rainmaker award, the 2020 S&P Global Platts Energy Award for Chief Trailblazer, and the World LNG Executive of the Year 2020.  She serves on the non-profit Board of Directors of the National Association of Manufacturers (NAM) and the US-India Strategic Partnership Forum (USISPF).  

    #hottakeoftheday podcast Episode #110 w/Jennifer Gremmert

    Play Episode Listen Later Mar 16, 2021 56:21


    This week I visit with Jennifer Gremmert, the Executive Director of Energy Outreach Colorado which leads a network of industry, state and local partners to Support, Stabilize and Sustain Coloradans to afford their energy needs. Energy is important. We need to spend a lot of time talking about it. And this week, we do. From racial and social justice, to the future of the energy grid, you aren’t going to want to miss it. Audio Podcast   https://youtu.be/K8oz6aUjwBQ  

    #hottakeoftheday podcast Episode #109 w/Robert Bryce!

    Play Episode Listen Later Mar 8, 2021 66:19


    This week I host Robert Bryce for our podcast next week. His Power Hungry podcast is phenomenal. His book ‘A Question of Power’ is an incredible journey with electrons. We have a lot of advocates for energy. For reason. And for understanding tradeoffs. We need to amplify their voices. Take the opportunity to write a 5 star review for either our podcast or Robert’s and let’s get the message out there. Podcast Audio   https://youtu.be/unQemXIm8OE   About Robert Robert Bryce is a Texas-based author, journalist, podcaster, film producer, and public speaker.  Over the past three decades, his articles have appeared in numerous publications including the Wall Street Journal, New York Times, National Review, Field & Stream, and Austin Chronicle. His new documentary, Juice: How Electricity Explains the World, which he produced along with Austin-based film director Tyson Culver, was released in mid-2020 and is now available on numerous streaming platforms including: iTunes, Amazon Prime, Google Play, Vimeo, YouTube, Xbox, and Vudu. A review of Juice in Birth. Movies. Death said the message of the film “is delivered with ease and precision through smooth editing, narration, and interviews with succinct information from the past, present, and potential ideas for the future. Filled with beautiful aerial shots and poignant scenes on par with images out of National Geographic magazine, Culver’s documentary debut is enlightening and powerful.” Bryce has published six books. His first book, Pipe Dreams: Greed, Ego, and the Death of Enron, received rave reviews and was named one of the best non-fiction books of 2002 by Publishers Weekly. His second book, Cronies: Oil, the Bushes, and the Rise of Texas, America’s Superstate, was published in 2004. His third book, Gusher of Lies: The Dangerous Delusions of “Energy Independence,” published in March 2008, was favorably reviewed by more than 20 media outlets. The American magazine called Gusher “a strong and much-needed dose of reality.” A review of Gusher by William Grimes of the New York Times said that Bryce “reveals himself in the end as something of a visionary and perhaps even a revolutionary.” In 2010, Bryce published Power Hungry: The Myths of “Green” Energy, and the Real Fuels of the Future. In a review of Power Hungry in the Wall Street Journal, Trevor Butterworth called the book “unsentimental, unsparing, and impassioned; and if you’ll excuse the pun, it is precisely the kind of journalism we need to hold truth to power.” In 2014, he published Smaller Faster Lighter Denser Cheaper: How Innovation Keeps Proving the Catastrophists Wrong. In National Review, John Daniel Davidson wrote “the other big theme of Bryce’s book: The enemies of innovation, by and large, are environmentalists who claim to be defenders of the ‘natural’ world — so long as it does not include humanity….The data, which Bryce applies in heavy doses, add up to this: In almost every corner of the global economy, innovation is increasing efficiency and in the process driving up profits and creating wealth and prosperity.” In March 2020, his longtime publisher, PublicAffairs, published his sixth book: A Question of Power: Electricity and the Wealth of Nations. Here’s the summary: In the ancient world it was guns, germs, and steel that determined the fates of people and nations; now, more than ever, it is electricity. Although global demand for power is doubling every two decades, electricity remains one of the most difficult forms of energy to supply and do so reliably. Today, some three billion people are still living in places where per-capita electricity use is less than what’s used by an average American refrigerator. How we close the enormous gap between the electricity rich and the electricity poor will affect everything from women’s rights and health care to warfare and climate change. In A Question of Power, Robert Bryce tells the human story of electricity a...

    #hottakeoftheday podcast Episode 108 w/Ryan Ray

    Play Episode Listen Later Mar 1, 2021 44:29


    This week, we are joined by Ryan Ray, the host of ‘The oil and gas podcast’ and War Room Media collaborator. Ryan and I are both of a similar mind that the media model needs to change and that independent thought, discussion and debate are important. We have collaborated to bring readers “Wald Wednesday” and “Flamethrower Friday’s” with Ellen Wald and Mark Rossano. We talk Texas power, politics, term limits and his recent interview with Ted Cruz. Hope you enjoy. Podcast Audio   https://youtu.be/QMeqMEGpR9E   About Ryan Ryan Ray is the publisher of the War Room Newsletter, host of the Texas Oil and Gas Podcast, Energy Week Podcast, and Feeding the Dragon Podcast. He is the CEO of War Room Media and a proud member of the Board of Advisors for the George H.W. Bush Foundation for U.S. China Relations.

    #hottakeoftheday podcast Episode 107 w/Jerry McHugh

    Play Episode Listen Later Feb 22, 2021 44:04


    I’ve know Jerry McHugh for a number of years and in our chats at various industry events, I always put myself in his shoes. A true entrepreneur. San Juan Resources is a Private Capital, private oil gas producer in the San Juan basin. We talk about when he started it, the last 40 years in the business and what’s next. Our industry is full of great people doing amazing things. It’s a cool story. I hope you enjoy!   Podcast Audio   https://youtu.be/HYzXNF__0IM   About Jerry Jerry McHugh, Jr. CEO/President – San Juan Resources A 40-year veteran of the San Juan Basin, Mr. McHugh began his career working for independents Dugan Production and Nassau Resources. He worked in land, government liaison, exploration, gas marketing, and production. In 1990 Mr. McHugh formed San Juan Resources, Inc. and has built the company to what it is today - a forward moving independent natural gas and oil producer.  SJR operates 40 wells in the San Juan Basin, SJR has acquired over 45,000 acres in the San Juan since 2009. Mr. McHugh has been involved in every aspect of oil and gas industry - from lease to production. He has worked with his technical/finance team to create ground floor exploration and drilling projects, acquiring profitable tough-to-get leases in the San Juan.

    #hottakeoftheday podcast Episode 106 w/Que Spaulding

    Play Episode Listen Later Feb 18, 2021 50:19


    This week, I am joined by Que Spaulding, the former President of Hertz and Stars Encore. After an incredibly successful career, Que shares his stories and thoughts on how today’s macro environment compares to the civil unrest of the 60s; how business and media have changed and puts things into the perspective of time. I loved the chat. I hope you do too. Podcast Audio   https://youtu.be/ReYIjTzXHU4    

    #hottakeoftheday podcast Episode 105 w/Dan Pickering

    Play Episode Listen Later Feb 16, 2021 41:54


    Dan Pickering rejoins the podcast after an exciting 3 months. Last time we had Dan on, it was Thanksgiving, the vaccine had just been released and oil had begun its ascent. Now.... oil is over $60. Gas is over $3. Some energy equities have rallied more than 500%. We catch up on what’s happened, what coming and what to watch for. As always - I enjoy the conversation with Dan and I’m sure you will too.   Podcast Audio   https://youtu.be/1D8shDz1uMo   About our Sponsor: Magnum Cementing Services Magnum Cementing Services is an established well cementing service company with a broad operational footprint in North America. Magnum is well-positioned to serve its customers with the delivery of both primary and remedial / plug and abandonment (P&A) cementing. ​Magnum’s commitment has helped oil companies carry out their projects with a higher level of trust and dependability. From inception to delivery, their clients have come to expect superior communication and top-quality service. Magnum also believes in the training and orientation of all employees, so they are comfortable and confident in their work, which makes certain they provide the finest service available. Be sure to call Steve Moore at 310.701.3113

    #hottakeoftheday podcast Episode 104 w/Trisha Curtis

    Play Episode Listen Later Feb 8, 2021 58:32


    This week, we are joined by Trisha Curtis, the founder of PetroNerds. We talk all things oil and gas and for those who know either of us, you know we speak fast. The two of us together is like a 9 hour podcast in 50 minutes. We talk Bakken, energy policy, the future of US oil and gas, Saudi and a whole bunch more. Hope you enjoy! Podcast Audio   https://youtu.be/WTTLaOZI4Bs   About Trisha President and CEO Trisha Curtis Since founding PetroNerds, Trisha Curtis has been recognized for her passion and expertise in developing strategies based on micro and macro market intelligence with on the ground intel. Ms. Curtis has a tenacious focus on solving root problems, supporting clients in organizational effectiveness, and developing and implementing growth strategies. She is a trained macroeconomist with a relentless attention to detail. Ms. Curtis has worked across a broad range of companies, both in and outside the energy sector, with a significant focus on US shale, where she is seen as the leading expert and well-regarded industry speaker and commentator.

    #hottakeoftheday podcast Episode 103 w/Steve Stine

    Play Episode Listen Later Feb 4, 2021 44:29


    This week, we wanted to do something a bit different but really relevant. Meet Steve Stine. Teacher, guitar wizard and now the face of GuitarZoom. Find out how he built a brand in a sea of musicians, what advice he has for would be entrepreneurs that want to start their own journey, and why when you run out of hours... you have to figure out leverage. He’s a really cool dude, amazing charisma and whether you play an instrument or not, I think you’ll get a lot of it. Podcast Audio   https://youtu.be/TLMdwX2FC1c   About Steve Steve Stine is known as the world’s most sought-after guitar-instructor. He’s most famous for his ability to make learning guitar fun and easy. He has over 27 years of teaching and playing experience. He’s literally helped millions of guitarists in over 103 countries. He holds a bachelor’s degree in music education from Minnesota State University Moorhead and has played lead-guitar in bands that have toured throughout the U.S. and U.K. He’s also a featured instructor at Guitar World Magazine and the former professor of Modern Guitar Studies at North Dakota State University. Steve is considered the world’s top instructor because his students see noticeable improvements in their playing, fast.  

    #hottakeoftheday podcast Episode 102 w/Tracy Shuchart

    Play Episode Listen Later Feb 1, 2021 52:30


    This week, I’m fanboi excited to welcome Tracy Shuchart (aka @chigrl on Twitter) on the podcast to talk Keystone, oil and gas, commodities, lockdowns, travel, and life. She is a must-follow on Twitter to stay on top of trends, data and things that move markets. I really enjoyed the conversation and think you will too. Podcast Audio   https://youtu.be/7GShu4_s8AA   About Tracy Tracy started her career at the Chicago Board of Trade as a futures broker specializing in options and managed futures over 12 years ago. Soon after she moved to the trade floor where she managed an institutional trade desk, working with some of the top Investment Banks (Goldman, JPM, Soc Gen), Hedge Funds (SAC, D.E.SHAW), as well as energy OTC markets via CME Clearport. She now is an independent trader specializing in the energy markets. Recurring guest interviews featured on RealVison, MacroVoices, CME Futures Now, and Benzinga Pre-Market Prep . Tracy is a graduate from University of Southern California with degrees in Political Science and International Relations with an emphasis on the Middle East. Twitter:@Chigrl             Website:  http://chigrl.com  

    #hottakeoftheday podcast Episode 101 w/Mike Chism

    Play Episode Listen Later Jan 28, 2021 63:52


    This week, Mike Chism, CEO of Mile High Psychiatry joins me to talk mental health. I don’t think I’m alone when I say 2020 was an emotional rollercoaster and I know I - for one - for sure experienced depression, anxiety, fear and hopelessness. So I wanted to invite someone on the show that was a professional to help ground us, bring us back to earth, give us context and make us more aware. So. This is that show. I hope it helps. Podcast Audio   About Mike Michael K. Chism, APRN, PMHNP, MSN, RN Founder and CEO Opening their practice in January 2017, Mike has grown their team to what they are today. Graduating from the University of South Alabama, he has since gained many years of experience. While he has taken a step back from seeing patients on a daily basis, Mike continues to help countless children, adolescents, and adults of all age ranges and disorders. Mike believes in a truly collaborative approach to care and looks forward to continuing his successful business to help patients be the best version of themselves. When Mike is not in the office, he enjoys 4 wheeling, cooking, and playing video games!

    #hottakeoftheday podcast Episode 100 w/Art Berman

    Play Episode Listen Later Jan 25, 2021 65:27


    If you went into a coma on this day in 2020, you would wake up to a world different, but quite similar, except you don’t see a lot of teeth everyday. For our 100th episode, we invited Art Berman back to refresh our views with his outlook on oil and natural gas prices. Things have changed a lot since the vaccine news in November and prices have moved from a low of $1.74 and $35 to where we sit today at $2.50 and $52. Art is a fundamentalist who looks at comparative inventory to take a view. He walks us through his thinking and I’ll leave it to you to make the bet: Up, down or sideways from here? Only time will tell, but it certainly looks more bullish. Now, if only US producers can stay disciplined... #hottakeoftheday podcast Episode 100 w/Art Berman https://youtu.be/hbxzhzGt12k   Podcast Audio   About Art Arthur E. Berman is a petroleum geologist with 36 years of oil and gas industry experience.  He is an expert on U.S. shale plays and has published more than 100 articles on oil and gas plays and trends. He has been interviewed about oil and gas topics on CBS, CNBC, CNN, CBC, Platt’s Energy Week, BNN, Bloomberg, Platt’s, The Financial Times, The Wall Street Journal, Rolling Stone and The New York Times. Berman has served on the boards of directors of The Houston Geological Society and The Society of Independent Professional Earth Scientists. He worked 20 years for Amoco (now BP) and 16 years as consulting geologist. He has an M.S. (Geology) from the Colorado School of Mines and a B.A. (History) from Amherst College.  

    #hottakeoftheday Episode 99 – PVN Pre-Game Show with Mark Rossano

    Play Episode Listen Later Jan 21, 2021 53:05


    If you aren’t following Mark Rossano, you are missing out on a huge amount of data (which, when used correctly becomes knowledge). Whether it’s the economy, energy or commodities and the EIA data, Mark breaks it down every week better than anyone. In partnership with PrimaryVision, we are launching a pregame show to tee up the topics of the week. This is the first one, and we will get to under 15 minutes by the end of our experiment. Let us know what you think. Podcast Audio https://youtu.be/vu7lipaF_LM    

    #hottakeoftheday podcast Episode 98 w/Chuck Yates

    Play Episode Listen Later Jan 18, 2021 61:53


    On this episode of the podcast, we welcome Chuck Yates. Chuck and I met a few months ago, first via phone and then over a great Houston lunch. I like Chuck a lot. He is thoughtful, insightful, caring and has a unique flair which he brings to everything he does (and wears). The first time I heard of him was because of the charity roast he spearheaded and I heard about “this PE guy getting a tattoo on his backside”. We start the pod with that story, and his passion for charity and we move through the business model of oil and gas, what he sees for the future and his best advice for investors. I enjoyed the conversation and I’m sure you will too. #hottakeoftheday podcast Episode 98 w/Chuck Yates https://youtu.be/0YyyQ2-e_gk   Podcast Audio   About our Sponsor: Magnum Cementing Services Magnum Cementing Services is an established well cementing service company with a broad operational footprint in North America. Magnum is well-positioned to serve its customers with the delivery of both primary and remedial / plug and abandonment (P&A) cementing. ​Magnum’s commitment has helped oil companies carry out their projects with a higher level of trust and dependability. From inception to delivery, their clients have come to expect superior communication and top-quality service. Magnum also believes in the training and orientation of all employees, so they are comfortable and confident in their work, which makes certain they provide the finest service available. Be sure to call Steve Moore at 310.701.3113 About Chuck Chuck Yates is a self-proclaimed towering giant of the energy business. After graduating magna cum laude, laude daude we like to party from Rice University with a BA in Political Science, an MBA in finance and plenty of BS, he toured with the Rolling Stones during one of Bill Wyman's stays in rehab. He later ran product design for Apple where Steve Jobs proclaimed him so valuable that "if Chuck left I'd be reduced to wearing nothing but black turtlenecks all the time". Chuck joined the Houston office of Stephens Inc., the Little Rock Arkansas investment bank where he strove to do well but not well enough to get promoted to Little Rock. After figuring out he was a really crappy investment banker, he moved to the principal side of the business... where he fared not much better. But as anyone who has spent more than thirty seconds with Chuck knows, he did the Silverhill deal. Interestingly enough during his nearly twenty years in private equity his business partner Mike Heinz went entirely gray. Coincidence? I think not. Chuck once won a bet from Superman where the loser had to wear his underwear on the outside of his clothes. Despite all of these achievements, in the post-COVID spring of 2020, Chuck was shit-canned from his gig as Managing Partner. It did make the Wall Street Journal so he at least had that going for him...   Links www.YDC.org www.chuckyatesneedsajob.com  

    #hottakeoftheday podcast Episode 97 w/Bresee Carlson

    Play Episode Listen Later Jan 14, 2021 60:34


    “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 Bresee Bresee Carlson is a Partner at Kuiper Law Firm PLLC. Bresee attended law school at the Sturm College of Law in Denver, CO with aspirations of providing guardian ad litem services for Colorado children. After graduation from Sturm College of Law in 2009, Bresee was introduced to the energy industry working title in the field and in house, and since her practice has focused on land and title related oil and gas issues across the Rocky Mountain producing states. Bresee is an adjunct professor of Oil & Gas Law at Western Colorado University in Gunnison, Colorado, sits on the board of Energy Strong, and is actively engaged in the DAPL, WAPL, and RMMLF. In her spare time Bresee volunteers with the Rocky Mountain Children’s Law Center providing guardian ad litem services for protection order proceedings or works on her unfortunately high golf handicap. Office Location: Denver Admitted to Bar: Colorado Practice: Oil & Gas; Title Examination Education: University of Arizona (B.S.) University of Denver – Sturm College of Law (J.D.)  

    #hottakeoftheday podcast Episode 96 w/Ryan Sitton

    Play Episode Listen Later Jan 11, 2021 54:42


    This 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 Ryan Ryan Sitton, founder of Pinnacle, has 20 years of industry experience creating data management systems for equipment integrity and reliability and has served some of the world’s largest companies in the oil and gas, water, and mining industries. Sitton is also considered a leading expert in energy market data analytics. Sitton served as Texas Railroad Commissioner, the chief energy regulator for the state, from 2014-2020 and has founded multiple companies including software development, commercial real estate development, and leadership training companies. Sitton earned his Bachelor of Science in Mechanical Engineering from Texas A&M University.

    #hottakeoftheday podcast Episode 95 – Best of 2020, Part II

    Play Episode Listen Later Jan 4, 2021 72:37


    In 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 ‘Saudi, Inc’ We picked generally the tail end of conversations where we got into the personal stuff and advice and generally, in an hour long episode, I recognize that some pieces outlast your commute, so we’ve tried to capture nuggets that I hope are new, and if they aren’t, are just great segments and amongst my favorite. Here’s to a better 2021.... which is a fairly low bar compared to 2020!   #hottakeoftheday podcast Episode 95 – Best of 2020, Part II https://youtu.be/O1Ez-WAT_i0   Podcast Audio   Part II Lineup 1 - Danielle Di Martino Booth - Episode 62 2 - Johan Themaat - Episode 70 3 - Dick Massimilian - Episode 69 4 - Scott Lapierre - Episode 66 5 - Ellen Wald - Episode 79    

    Claim #hottakeoftheday

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel