DRW joined T Lo & Dr. Funkenstein on the Tripping over the Barrel podcast today for an excellent-you-don't-want-to-miss-it episode. Check it out HERE! ~ ~ ~ TRIPPING OVER THE BARREL "Get your hot takes here!! Does this man really need any introduction? Probably not but he gets one anyway: How do you go from a few fun and hot (borderline scalding) takes…to becoming LinkedIn famous…to being kicked off LinkedIn? The Woodsman covers this, his well publicized crush on Vicki Hollub, his golf game, growing...

Very few people can get away with saying “I’m gonna move fast and not treat you like 3rd graders so you are going to have to keep up”. My guest this week is one of them. Paul Sankey has had a deep history with the energy industry and my favorite thing, analysis, data and figuring out where things are going and how people tick. If you know Paul, you know this was a great conversation. If you don’t know Paul,...

I believe there is a huge difference between business model and valuation. One - obviously - is how you make the money and the other is how investors perceive your long term prospects. Over the past 6 months, we have talked at length about Tesla, which, last I checked, is still a car company that trades at north of 13x revenue and whose profitability comes from selling carbon offset credits. Hey - maybe they will solve the battery problem...

As those of you who have read the book know, I changed the names of the participants to protect the innocent (and not so innocent).  But, for those of you who read this chapter and also know Shane Fross, you knew instantly I was writing about him. I met Shane when he came to Calgary in... what... 2004?  He was exactly as I described.  Intimidating.  Bald.  Loved guns.  And I had no idea what to expect. The first day on the...

This week on the #hottakeoftheday podcast, we are joined by Chris Wright, President and CEO of Liberty Oilfield Services. Between Chris’s advocacy of at risk kids in Denver and his involvement in ACE charities, his advocacy for sound and and logical energy policy, and his leadership in the community at large, he also discusses the acquisition of Schlumberger’s North American frac business. It was a great conversation and I hope you enjoy. #hottakeoftheday Episode 72 w/Chris Wright, Liberty https://rumble.com/embed/v7zyff/?pub=27oxp   Audio Podcast   About Chris Chris Wright CEO,...

Quick! What do Jair Bolsonaro, Boris Johnson and Donald Trump have in common? The answer would of course depend on whether you read the news this morning to discover that POTUS has tested positive for coronavirus. I have long said that a positive diagnosis is not a death sentence and far too much is made of it, especially in people under 50 in good health. The President is 74 and .... well... maybe a little thicker than your average 74...

Optimism is important. It’s a trait that I have long been short on but actively work to develop almost every day. Maybe today I will lose the taste for cookies which will help me lose weight. Maybe today Hugo the dog will decide he doesn’t want to attack me. Maybe today, after doubling the first hole, I am optimistic I will get 2 eagles and a hole in 1 to be able to get back on track. Not surprisingly,...

It’s hard to say “favorite” episode because I love them all. Every conversation I have, I learn, and its my favorite thing about hosting a podcast - the guests. But. I really liked this conversation with Mark P. Mills of the Manhattan Institute. So much data, knowledge and insight over the hour. I bought his most recent book “Digital Cathedrals” and “The Bottomless Well” immediately following our discussion and the conversation pairs extremely well with our next episode with Chris...