This week on the pod, we connect with Dan Pickering, CIO of Pickering Energy Partners, who’s been having a great November. We talk long oil, equities, OPEC, valuation, and why we have seen flows into energy companies and chat - will it continue? You won’t want to miss this one!   #hottakeoftheday podcast Episode 87 w/Dan Pickering https://youtu.be/KWEiW9F-KUI   Podcast Audio   About our Sponsor The Kuiper Law Firm is a Multi-Jurisdictional full service oil and gas law firm with offices in Houston, Denver, Dallas, Midland, Oklahoma City, and Lafayette....

Source: American Institute for Economic Research By Jenin Younes November 27, 2020 I remember vividly the day, at the tail end of March, when facemasks suddenly became synonymous with morality: either one cared about the lives of others and donned a mask, or one was selfish and refused to do so. The shift occurred virtually overnight. Only a day or two before, I had associated this attire solely with surgeons and people living in heavily polluted regions. Now, my friends’ favorite pastime during our weekly Zoom...

This week, as part of our series of “guests we love” (but let’s be honest, we love all our guests) we welcome Harris Kupperman of Praetorian Capital to the show. He talks about the themes of investing he had last time (tankers, home builders), updates the bitcoin theory, and gives some ideas on event driven investing.   #hottakeoftheday podcast Episode 86 w/Harris Kupperman https://youtu.be/yM8FWhoN22c   Podcast Audio   About our Sponsor, API Control Systems   Since 1989, API Control Systems has provided quality control system design, manufacturing, and...

"The market can stay irrational for longer than you can stay solvent."  In the continuation of the strangest year on record, the blue wave (bullish, stimulus) that gave way to the red hold (bullish, no tax increases) and ultimately came out as the gridlock (bullish, nothing can happen), and so in the spirit of productivity, we heard that all this was bringing McConnell et al back to the table to negotiate stimulus (bullish, rumor) and with a vaccine (bullish,...

It wasn't my intention to write today.  As Thanksgiving approaches and as part of simplifying life, I have deleted most of the apps on my phone, the bookmarks in my browser and have made the conscious choice not to check the news or social media for... a while.  Like eating better and not drinking, this will no doubt ebb with time but for me (personal accountability), neither the news cycle, the media mania, nor the echo chamber that is...

It was Sunday afternoon.  The sky was overcast, the wind was calm, and I was looking at the pattern and majesty of the rippling clouds in the sky.  Exhausted, I sat down to check Twitter for the umpteenth time, curious what the stock futures would hold for Monday morning and what other random news and thoughts were filling the virtual world of the cloud. Drenched in sweat, legs aching and lungs burning, I had just finished playing a competitive racket...

As lockdowns across the country lead us to Thanksgiving, this week we invite Josh Young back in the podcast to discuss what’s going on in the world of energy investing and his long positions- both in Canada and the US. I hope you enjoy. #hottakeoftheday podcast Episode 85 w/Josh Young https://youtu.be/cm2iBXHgKsg   Podcast Audio   About our Sponsor, API Control Systems   Since 1989, API Control Systems has provided quality control system design, manufacturing, and installation services primarily for the oil & gas industry.  From drilling, to upstream...

In September, we posted a video on #hottakeoftheday site here from Ivor Cummins, the Fat Emperor.  In it, he broke down data.  I love data.  As the author of “Eat Rich, Live Long”, identifying trends in food and health led him to pioneer a lifestyle way of eating. When COVID came, he did what he did best. Look at data and analyze. He’s been featured all over the world, on television and radio across the U.K. and this week he...

This week on the podcast, we have Joe Mills, the President and CEO of Samson Resources. We talk the Powder River basin, AI, tech and opportunities for technology to improve the oil and gas business. We also talk M&A, roll ups, and what the next 5 years will bring. I hope you enjoy.   #hottakeoftheday podcast Episode 83 w/Joseph Mills https://youtu.be/Q73mYqmV-2c   Podcast Audio   About our Sponsor, Kuiper Law Firm The Kuiper Law Firm is a Multi-Jurisdictional full service oil and gas law firm with offices in...

When it comes to data in oil and gas, one of the most hotly contested is the EIA's DUC count (that is to say "Drilled, but uncompleted wells").  Who's excited?  Controversy over data... we haven't had a chat on that in a long time! The key challenge to the EIA data is that there isn't a great way to make a choice on when to stop considering a drilled well a DUC, and instead consider it a P&A liability.  So...