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:...

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...

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....

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...

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...

Have you ever wanted to learn about how venture capital in Silicon Valley world? Think you have an idea that can grow to $10 mm a month in revenue? Ever wondered why all these new start ups with fancy apps and lots of losses (think Uber) can go public? This is the show for you. We host Brian Mac Mahon from Expert Dojo. His energy, knowledge and passion shine through for the whole hour and I think this will be...

I met Ryan Zorn of Clear Creek Resource Partners about 18 months ago in 3 chance interactions in downtown Denver over about a week.  Quiet, thoughtful and passionate the industry, I started following him on LinkedIn. His points are well laid out, thought through and speak to the larger issue of energy policy both here and abroad.  Many requested I get Ryan on the podcast - and this week, we did. I hope you enjoy. #hottakeoftheday Episode 74 w/Ryan Zorn https://youtu.be/zDgWMI9d9Nk   Audio only...

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,...