#hottakeoftheday by David Ramsden-Wood
Last Updated: May 14, 2026
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.
#hottakeoftheday
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.
#hottakeoftheday
#hottakeoftheday Podcast: Can both these things be true? ESG and the energy future with TIsha Schuller (Episode 146146)
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.
#hottakeoftheday Podcast: A discussion from the campaign trail in Colorado (Episode 145)
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
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.
#hottakeoftheday Podcast: The future of nuclear energy with Mark Nelson
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.
#hottakeoftheday Podcast: Why can't DC be intellectually consistent (or honest)?
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?
#hottakeoftheday Podcast: Just how bad will the energy crisis get when MBS won't take Biden's call, with Irina Slav (141)?
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 Podcast: A discussion about climate change differences with Colleen Brennan-Vandersteen (140)
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.
#hottakeoftheday Podcast: An uncensored chat with two MDs on COVID (#139)
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.
#hottakeoftheday - Have we reached peak prosperity with Richard Norris (Episode 138)
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?”
#hottakeoftheday: Food, fertilizer, war and inflation with Mark Rossano (#137)
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.
#hottakeoftheday pod Episode #136 – Shad Frazier
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!
#hottakeoftheday pod #135 – Robert Bryce
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.
#hottakeoftheday pod #134 – Heidi Ganahl
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.
#hottakeoftheday pod #133 – Robert Hefner
#hottake over your commute – Episode 132
#hottake over your commute - Episode 131
#hottakeoftheday pod #130 - Doug Sandridge
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.
#hottakeoftheday pod #129 #hottakeoveryourcommute
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
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!
#hottakeoftheday pod 127 w/Mark Rossano
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.
#hottakeoftheday pod 126 w/Kendall Johnson
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.
#hottakeoftheday pod #125 w/Jon Wolf
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.
#hottakeoftheday podcast Episode 124 w/Alex Kuiper
#hottakeoftheday podcast Episode 124 w/Alex Kuiper
#hottakeoftheday podcast Episode 123 w/Robert Bryce
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...
#hottakeoftheday podcast Episode 122 w/Chris Atherton
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.
#hottakeoftheday podcast Episode 121 w/Artem Abramov
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.
#hottakeoftheday podcast Episode 120 w/Nhan Nguyen
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#hottakeoftheday podcast #118 w/Ron Gusek
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.
#hottakeoftheday podcast #117 w/Shamik Mehta
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.
#hottakeoftheday podcast #116 w/Adam Kaat
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.
#hottakeoftheday podcast episode #115 w/Patrick Moore
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 on...
#hottakeoftheday podcast Episode #114 w/David Blackmon
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.
#hottakeoftheday podcast Episode #113 w/Chris Bird
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.
#hottakeoftheday podcast Episode 112 w/Michael Lynch
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.
#hottakeoftheday podcast Episode 111 w/Jill Evanko, Chart
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.
#hottakeoftheday podcast Episode #110 w/Jennifer Gremmert
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.
#hottakeoftheday podcast Episode 109 w/Robert Bryce
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.
#hottakeoftheday podcast Episode 108 w/Ryan Ray
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.
#hottakeoftheday podcast Episode 107 w/Jerry McHugh
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!
#hottakeoftheday podcast Episode 106 w/Que Spaulding
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.
#hottakeoftheday podcast Episode 105 w/Dan Pickering
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.
#hottakeoftheday podcast Episode 104 w/Trisha Curtis
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!
#hottakeoftheday podcast Episode 103 w/Steve Stine
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.
#hottakeoftheday podcast Episode 102 w/Tracy Shuchart
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.
#hottakeoftheday podcast Episode 101 w/Mike Chism
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.
#hottakeoftheday podcast Episode 100 w/Art Berman
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’...
#hottakeoftheday Episode 99 - PVN Pre-Game Show with Mark Rossano
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.
#hottakeoftheday podcast Episode 98 w/Chuck Yates
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...
#hottakeoftheday podcast Episode 97 w/Bresee Carlson
“Can the President ban frac’ing?"
#hottakeoftheday podcast Episode 96 w/Ryan Sitton
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 95 – Best of 2020, Part II
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.
#hottakeoftheday podcast Episode 94 - Best of 2020, Part I
As 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.
#hottakeoftheday podcast Episode 93 w/Betsy Mayotte
This week on the #hottakeoftheday podcast, we tackle student debt, higher education and how college needs to/will change in the future. A year ago... I wrote this post on the cost, and with inflation from printing money, and people’s willingness to pay exorbitant tuition without considering ROI, Covid is likely to change all of it with half of colleges expected to close in the next 10 years.
#hottakeoftheday podcast Episode 92 w/Adam Anderson
This week, I’m joined by Adam Anderson of Innovex to talk North Face, corporate decisions, the oil and gas Industry, CO2.
#hottakeoftheday podcast Episode 91 w/Clay McDaniel
Oil and gas companies aren’t great at branding. We make a ubiquitous product that consumers purchase based on need more than price (natural gas and oil) but marketing is essential to brand building. Both your own personal brand and they of your company. This week we are joined by Clay McDaniel, that CEO of RIPL who yells building brands, the beauty of their app to help do it and life lessons he wished he’d known when he was younger.
#hottakeoftheday podcast Episode 90 w/Collin McLelland
This week, I invite the co-host of the first podcast I ever went on and for founder of Digital Wildcatters.
#hottakeoftheday podcast Episode 89 w/Jeremy Ryan Slate
This week I’m joined by Jeremy Ryan Slate of “Command Your Brand”. As social media and the interconnected world I which we live evolves, taking charge of your imagine, your network and your voice are essential.
#hottakeoftheday podcast Episode 88 w/Casey Merriman
Excited to have Casey Merriman of Energy Intelligence on the podcast this week. We talk OPEC, Exxon (the company it was, is and wants to be), natural gas, M&A and Fundamentals vs animal spirits.
#hottakeoftheday podcast Episode 87 w/Dan Pickering
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?
#hottakeoftheday podcast Episode 86 w/Harris Kupperman
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 85 w/Josh Young
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.
#hottakeoftheday podcast Episode 84 w/Ivor Cummins
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.
#hottakeoftheday podcast Episode 83 w/Joseph Mills
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.
#hottakeoftheday podcast Episode 82 w/Victoria Kennedy
I like the Wednesday shows because of the occasional break from energy discussions, where we focus on a different, but timely, topic.
#hottakeoftheday podcast Episode 81 w/Stacey McDonald
This week, we virtually travel north of the border to chat with Stacey McDonald, a former Managing Partner of Institutional Energy Research, and now board member for Birchcliff Energy.
#hottakeoftheday podcast Episode 80 w/Justin Bliffen, Brigade
This week, we talk to Justin Bliffen, the Founder and CEO of Brigade Energy Services, about oilfield service companies. It’s been a rough run of late, but Brigade has a different model, a different take, and what they think is a different way to be successful in these uncertain times.
#hottakeoftheday podcast Episode 79 w/Ellen Wald, Author
When I was first on Bloomberg and asked about Saudi Aramco, the person I followed was Ellen Wald. Over the past year, I’ve followed her articles in Forbes and most recently, I read her book “Saudi, Inc” (which is fantastic).
#hottakeoftheday podcast Episode 78 w/Suzanne Ogle, SGA
Unquestionably, I hear a lot of “the industry has to do better educating people about what we do”. Step 1 of that process is to educate yourself on the data and the issues. Lots of resources to do it but one of the ones I had never heard of before but am really glad I did is the Southern Gas Association who helps educate by linking people and ideas.
#hottakeoftheday Episode 77 w/ Clay Gaspar, WPX
Clay Gaspar, President and COO of WPX Energy, is a busy man these days. WPX took down Felix to high grade and expand their Delaware position and 6 months after closing, are merging with Devon to build scale and leverage synergies.
#hottakeoftheday Episode 76 w/Gregory Wrightstone
In the week I got banned from LinkedIn permanently (#drwisLIdead), another author was temporarily restricted. Gregory Wrightstone writes about climate change and moreover, as is the title of his book, the ‘Inconvenient Facts’ that people don’t want you to know.
#hottakeoftheday Episode 75 w/Brian Mac Mahon
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.
#hottakeoftheday Episode 74 w/Ryan Zorn
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.
#hottakeoftheday Episode 73 w/Paul Sankey
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.
#hottakeoftheday Episode 72 w/Chris Wright, Liberty
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.
#hottakeoftheday Episode 71 w/Mark P. Mills
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.
#hottakeoftheday Episode 70 w/Johan Themaat
This week, the C-Level View #hottakeoftheday podcast sits down with Black Canyon Midstream Chairman and CEO Johan Themaat (pronounced You-won Themaaaaaaaaat). Kidding... we talk the origins of original names, midstream, bid ask spread, and partnering with the right people. I hope you enjoy.
#hottakeoftheday Episode 69 w/Dick Massimilian – Leadership Development
Today, I’m joined by Leadership Development expert Dick Massimilian and we discuss Myers Briggs, building a team, how you assess you fit, and what it is to be an executive coach and have self awareness about your strengths and weaknesses. Building a career is hard. Doing it with a view of who you really are, what you will and won’t stand for, and how you work with others are key skills that help move you forward. I hope you enjoy.
#hottakeoftheday Episode 68 w/Rob McBride, Enverus
We don’t always talk natural gas but it’s had a historic run.... and crash within the last two weeks - which shows just how volatile things are. Today, we are joined by Rob McBride to talk all things natural gas. It’s a fun show. Hope you enjoy!
#hottakeoftheday Episode 67 w/Jack Hamlin #ENERGYSTRONG
This week in our Wednesday show, we talk to Jack Hamlin, the former President of Summit Engineering Services, which was acquired by Sargent & Lundy in March. Jack is also the co-founder of Energy Strong, a grass roots energy advocacy group dedicated to educating the public about the benefits and safety of oil and gas development to the citizens and municipalities starting in Colorado and expanding it to other oil producing states.
#hottakeoftheday Episode 66 w/Scott Lapierre
Is shale a Ponzi scheme, improperly capitalized, or is it a little from Column A and a little from column B? Much of this comes down to the reservoir engineering: recovery factors, drove mechanisms, oil and gas in place. One of the critics of the overvaluation in the early days was Scott Lapierre, who joins me this week to talk about what what wrong, how do we know, and how do we fix it. Even if you aren’t a reservoir engineer, we boil it down to the key elements using props and analogies so think of it as a res...
#hottakeoftheday Episode 65 w/Puneet Nanda
As we expand to topics outside of energy for our Wednesday release, today on the episode I interview Puneet Nanda 🎖 Aka “Dr Fresh” about his anxiety attack that lead him to sell Dr. Fresh and find yoga. We talk about the health of drinking 3 liters of water a day, meditating and perspiring every day. The quote that changed his life: “The destination is death.” It resonated and is slightly softer than my “we all end up in a pine box, it’s just a question of how and when.”
#hottakeoftheday Episode 64 w/Mark Rossano
In March of this year, I was massively struggling to understand what “Flatten the curve” meant. I turned to my friend Mark Rossano, who amongst other attributes, has a mother who works in the health care field in New York City. Hospitals were overflowing with people and Mark had positioned his portfolio for the impending collapse.
#hottakeoftheday Episode 63 w/Vicki Hollub
In April of 2019, Vicki Hollub made a play for Anadarko that was aggressive, bold and totally out of the realm of my imagination that I instantly discovered that she was my favorite CEO. Oil was $72, consolidation needed to happen and everyone else was too afraid to do it. My entire career was built on data driven, bold risk taking and, for the most part, it had worked out. She had a super fan and she was going to need to consider a restraining order.
#hottakeoftheday Episode 62 w/Danielle DiMartino Booth
This week I am joined on the #htotdpodcast by Danielle DiMartino Booth. Former investment banker, Dallas Federal Reserve Advisor, Author of “Fed Up” and financial expert and commentator on economic trends, Danielle provides context to federal action, what’s going on in the economy and educates on the perils of the path we are taking.
#hottakeoftheday episode 61 w/Joshua Lock
Ever since getting on LinkedIn, I have advocated that having “seeking employment” in the header isn’t a good idea. I’ve also been advocating that connecting to someone only to send them a note 30 seconds later with a compelling business opportunity will have a very low hit rate. Most importantly, I’ve advocated that content, something that people read, think about, engage with or laugh at that is consistent with your brand and your image, is a good start. Doing so for months may not lead to customers today, but it will lead to customers over time.
#hottakeoftheday podcast Episode 60 w/Great American Mining
This week we spend some time on things I don’t understand, which in this case is bitcoin. We visit with Tom Masiero and Rete Browning of Great American Mining and go through what it is, why it is, how to get it, how it works and.... then we go over what it is again.
#hottakeoftheday podcast Episode 59 w/Bud Isaacs
I’m not allowed to have favorite episodes and honestly, each one is pretty different. But my interview with Bud Isaacs is certainly one of my favorites. Mines grad, Vietnam vet, a career in oil and gas, lover of the outdoors, and most recently advocate for the water shed on the western slope. The co-authored book- “Oil and Water” is a fascinating dive into the world of water and what keeps 40 million Americans hydrated from the Colorado River.
#hottakeoftheday podcast Episode 58 w/Harris Kupperman
Today, I am joined by Harris Kupperman, hedge fund manager and author of the newsletter “Adventures in Capitalism”. And boy.... are they adventures. Tesla? Home builders? Sectors we both wish we’d never heard of and tankers. Plus - what advice he’d give himself after graduating with a history degree. If you liked the Josh Young and Billy Bailey episodes, you aren’t going to want to miss this one.
#hottakeoftheday podcast #57 w/Tim Duncan, Talos Energy
Today we go offshore to talk to Tim Duncan, the President and CEO of Talos Energy. We start in 2018 with their takeover of Stone, fly back in time to the beginning of Private Equity, to learning as part of a group before leading a team, and end in 2020 with a talk on the opportunities for Talos, Mexico, North America, the Gulf, and what advice he’d give himself in 2003.
DRW on the DAPL Webinar
Earlier this month, DRW was the featured webinar presenter for the Denver Association of Petroleum Landmen (DAPL), a non-profit organization of professional Landmen and other land-related persons that gather to increase their professional development. The webinar - MBA 101 - discussed the four things you would learn in an MBA: Strategy, Finance, Teamwork and Business Plans.
#hottakeoftheday podcast Episode 55 w/Alex Epstein
Out today is our episode with Alex Epstein, the author of “The Moral Case for Fossil Fuels.” If you don’t follow Alex or haven’t read his book, it’s absolutely worth the read.
#hottakeoftheday podcast Episode 54 w/Art Berman
One of the few people I read routinely on Twitter is Art Berman. He is a geologist, commentator and analyst who has been around the industry for over 40 years. With a history degree, he sees historical patterns, and as a scientist he digs at the data as few others do. It’s rare to find someone as data driven as me but Art might be the smarter, better looking version. Regardless, I enjoyed the conversation and hope you do too.
#hottakeoftheday podcast Episode 53, w/David Forsberg, Ascent Energy Ventures
Join me as I talk with David Forsberg, Managing Partner with Ascent Energy Ventures in a wide ranging discussion about oil and gas technology companies and the digitization of the oilfield, the investment thesis and how it’s changed since 2015, valuations and valuation methodology as driven by data, analytics and a sprinkling of hope (hope is not a plan).
#hottakeoftheday podcast Episode 52 w/Rob Turnham, Goodrich Petroleum
This week on the #htotdpodcast, we sit down with Rob Turnham, President of Goodrich Petroleum, to discuss what it’s like to be a public oil and gas company, the challenges, and the opportunities. Having gone public in 1995 and with management owning 56% of the float, Goodrich Petroleum is an interesting case study. Having Eagleford assets, Haynesville and Tuscaloosa Marine Shale (TMS), they have seen every part of the commodity cycle and cycle of basins and plays over 25 years.
Episode 51 – Education with Bob Ault, PhD
The inflation in university and college tuition in the last 20 years has substantially outpaced inflation. Coupled with flat wages, and now, a coming recession/depression - parents are asking themselves “is a college education a good investment for the future?”
Episode 50! California oil and gas with CEO Chad Hathaway
Join me as I talk to Chad Hathaway, Founder and CEO of Hathaway LLC, about the lost oil province in the United States... California. Growing up in Bakersfield and having oil in the blood leads to a unique perspective on regulatory standards, politics, and life. I learned a lot. I hope you do too! DRW
Episode 49 – Tom Loughrey, Friezo Loughrey Oil Well Partners
In January of 2018, Tom Loughrey had an idea. It was 2008 again, in a way, but this time for E&P companies. They were overvalued, not properly accounting for their inventory or type curves, and Tom saw it as the “Big Short in Energy”. He was shown the elevator in every office he pitched in. That lead him to build FLOW, a tool that helps investors understand the value of the assets in companies they want to buy. How can I stay in top of 50 companies with new data and pricing every day? AI.
Episode 48 – Michael Teague, Adamantine Energy
In this #hottakeoftheday podcast episode, I am joined by Michael Teague of Adamantine Energy as part of his discussions on “Looking ahead of the curve”. Timely and topical as we move through the Covid crisis and start anticipating how the world will continue to change and evolve. If you didn’t see it, here is an article introducing the concepts and in our discussion we deep dive (the next installment in the series will go out on June 4th)
Episode 47 – Dialogue with Billy Bailey
Imagine it’s 2008 and you are graduating from college and have no job prospects. The logical thing to do is to beg, plead, hustle, grind your way into a Dedication ceremony to the Y in Dallas for T Boone Pickens and have him hire you as an intern. Join me for a wide ranging discussion with Billy Bailey, investor, portfolio manager, Founder of Saltstone Capital Management and all around great guy as we start at Alabama football, work through the 6 year bear market and end with ... what’s next in energy.
Episode 46 – Laura Preng
Today I am joined by Laura Preng of Preng and Associates who is a long time energy recruiter to talk about the state of the industry, tips and tricks of the trade to be more visible and be considered for more roles, thoughts on what to do if you want to pivot from an energy career and what to look for in the next 5 years. I’ve been friends with Laura for a long time and I always enjoy talking to her and getting her insights, especially in this unique time in our industry.
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