Trevor Rose Podcasts

191 Episodes

1. #151: Andrew Judson (Fort Capital) - Adventures in Investment Banking, Watching $1.00 Grow to $18 & Why Energy M&A Will Continue

   Published: 01/12/2023
2. #150: Steve Larke (Topaz/Headwater/Vermilion) - The Efficiency Paradox, Inflation & Why Global Energy Demand is up 35%

   Published: 24/11/2023
3. #149: Brendan McCracken (Ovintiv) - Building Inventory, Durable Returns & Why Intangible Culture Matters

   Published: 17/11/2023
4. #148: Rene Amirault (Secure) - 80% Recurring Cash Flow, Emphasizing the Field & Why Customer Service Matters

   Published: 09/11/2023
5. #147: Trent Boehm (Old White Walker) - Return of the Zombie - Halloween Edition: Volatility, 2024 Pricing & Why M&A is Good for Canadian Energy Markets

   Published: 31/10/2023
6. #146: Mick Dilger (Secure/Fmr. Pembina) - Growing to $40 Billion, Authenticity & Why Scarcity is Important

   Published: 26/10/2023
7. #145: Dr. Scott Tinker (Switch Energy Alliance) - 2 Billion Without Power, Regressive Taxes & Why Western Energy Policy is Changing

   Published: 17/10/2023
8. #144: Robert Colcleugh (Tidewater) - Investment Banking Entrepreneurship & Canada's 1st Renewable Diesel Plant

   Published: 10/10/2023
9. #143: Rob Lauzon (Middlefield Capital) - 5% Yields, Healthy Energy Prices & What Makes a Good Dividend

   Published: 04/10/2023
10. #142: Craig Bryksa (Crescent Point Energy) - Drilling Top Wells, 60% Return of Capital & Rebuilding a Better Company

    Published: 28/09/2023
11. #141: Alan Norris (Brookfield Properties) - Lessons from 40 Years of Real Estate Investing & Why House Prices are Rising

    Published: 22/09/2023
12. #140: John Brussa (BD & P Law) - Inflection Points, Buying $1.00 for $0.50 & Why Creativity is Important in Business

    Published: 14/09/2023
13. #139: Ian Dundas (Enerplus) - Full Cycle Returns, Turning $1.00 into $1.30 & Why to Avoid Debt

    Published: 07/09/2023
14. #138: Clay Seigle (Rapidan Energy Group) - $90 Oil, the Relevance of OPEC & How China Influences Global Energy Prices

    Published: 31/08/2023
15. #137: Dan Pickering (Pickering Energy Partners) - Compounding at 20%, the Value of Trust in Business & What Makes a Good Energy Investment

    Published: 10/08/2023
16. #136: Cole Smead (Smead Capital) - Investing as a Negative Art, 30% Return on Equity & Why Energy Stocks Are Undervalued

    Published: 02/08/2023
17. #135: Peter Vinall (Sustane Technologies) - 200 Tonnes of Garbage, Circular Waste Solutions & How There’s Financial Opportunity

    Published: 20/07/2023
18. #134: Robert McNally (Rapidan Energy Group) - Advising U.S. Presidents, $150 Oil & Why Energy is More Important than Ever

    Published: 12/07/2023
19. #133: Patrick De Haan (GasBuddy.com) - $0.50 Gas Prices, North American Storage Levels & Where to Fill Up Cheap

    Published: 06/07/2023
20. #132: Honorable Rick Orman (Surmont Energy) - Lessons from 50 Years of Alberta Energy & Politics

    Published: 29/06/2023