This episode's guest is Chris Hellgeth the man behind the GasBizGuy Twitter account. I was excited to get Chris on the podcast since we have both made our careers in the hydrocarbon marketing space.  This episode we discuss the retail gasoline distribution business and how Chris has been able to carve out a profitable business in that niche. We talk about his investments in real estate and the time when he almost lost it all during the great financial crisis in 2008. Lastly we discuss...

This episode's guest is Matt Marshall the President of AEGIS CTA.  Matt is an oil and gas markets guru and it's a luxury to be working with him and his team at AEGIS.  In this episode, we discuss the current oil and gas market dynamics, and get Matt's view on what is driving pricing.  We dive into the recent natural gas bear market and what is on the horizon that could lift us out of this slump. We talk oil fundamentals and the psychology OPEC. Lastly, we touch on NGLs and what to be on...

This episode's guest is Mike Beckham the founder and CEO of Simple Modern, an industry leading producer of premium drinkware and lifestyle products. We discuss the various stages of entrepreneurship and the sacrifices it takes to build a successful business. He shares insights on how he built his company's culture and business practices over time, which took a bootstrapped start-up from zero in sales to currently over $250 million in revenue.  Lastly, we discuss the challenges of dealing...

This episode I have returning guest Brian Gitt. Brian has been a fan favorite and I was happy to have him back on the show to talk about his new book "In The Dark: Fixing Energy Policies that Hurt People and the Planet."  During the conversation we walkthrough the major topics in Brian's book and what his motivations were behind deciding to become an author. We dive into why the current energy policies are failing, what the unintended consequences are, and Brian's suggestions on how to fix...

This episode's guest is Bryan Sansbury the CEO of AEGIS Hedging. If you haven't heard the news, AEGIS recently acquired my energy company Ancova.  This was a massive life event for me and my co-founder.  We started the business 10 years ago as a bootstrapped advisory business that transformed into a commodity marketing and technology firm that disrupted our niche of the industry.  This episode we discuss the genesis of the merger, why the firms fit together, and what we are hoping to...

This episode's guest is Paul Moore with Wellings Capital. Paul is a seasoned entrepreneur and has started companies across multiple industries.  Paul has a ton of real estate experience and has written multiple books on different asset classes in the space.  This episode we discuss Paul's journey as an entrepreneur. We talk about the raw land development projects he has done over the years and the creative marketing methods he's used to flip water front lots.  I listen to Paul's advice on...

This episode's guest is Cody Spaulding the founder of Scissortail Pipe. Cody is a local OKC guy and an oilfield entrepreneur.  He cut his teeth working for a larger oilfield service company, then eventually went out on his own and built a pipe brokerage business.  This episode we discuss Cody's path to entrepreneurship and the lessons he learned from his Dad. We dive into the pipe business and talk about how deals get done. We get into details on the variables of his business that drive...

This episode's guest is Scott Willis with Grizzle.  Grizzle is a media driven investment firm that provides research and investment products for its clients. Scott's company has leaned hard into social media content to provide value for their clients.  This episode we do a deep dive into the Uranium markets and how Grizzle sees different opportunities to play the space. We talk about Uranium fundamentals how the current market cycle is playing out.  Next we dive into natural gas and crude...

This episode's guest is Ben Justman, the founder of Peony Lane Vineyards. Ben is making some amazing wine using natural processes at the highest winemaking elevation in the country. He is also accepting Bitcoin for the sale of his products and utilizing the circular economy of Bitcoin for everyday transactions.  This episode we discuss what lead Ben to become an entrepreneur and move back to his hometown to chase the dream of making and selling his own wine.  We talk about the challenges...

This episode's guest is Taylor Jones with Techvestor, a large scale vacation home short term rental fund. Taylor is always posting some amazing STR content on Twitter showing his company's properties and the strategies they use to scale a fast growing STR fund. This episode we discuss what Taylor looks for in a market before investing in short term rentals. We dive into how his company has been able to scale quickly and what advantages that scale brings to his investors. We talk about...

This episode we have returning guest Daniel Turner, the founder of Power the Future. Daniel is always great to have on the podcast and discuss the craziness going on with our energy policy decisions. This episode we dive into multiple topics related to the ironically named Inflation Reduction Act, and how green energy policies are hurting the American energy complex and pushing more power to China and OPEC+. We talk about how China has abandoned the Paris accord and is making money off of...

This episode's guest is Mike Singleton, the founder of Invictus Research, a macro research firm. He regularly puts out great macro videos talking about what is going on in the markets. This episode we discuss the recent macro numbers coming out and what it means for the economy. We talk about the Fed and get Mike's view on interest rates and inflation. Lastly, we dive into the equities markets, energy/commodities and Bitcoin. Hope you enjoy the show!   Ancova website:...

This episode I had on two of the Rockstars that work for Ancova (our energy business) to discuss our new Commercial Management Platform "Ancova View." We discuss the complexities of selling oil, natural gas, and NGLs, and how there is a data problem when processing these sales. We talk about commercial contract side of the business and why these agreements are complicated and difficult to administer. Lastly, we run through the different tools we have built in Ancova View and how they are...

This episode's guest is Calvin Froedge, the founder of Marhelm, a maritime transport analytics platform. Calvin came on the podcast last year on an episode where we had a two person panel and since then I'd been wanting to get him back on the show as a solo guest. I enjoy following Calvin on Twitter where he frequently posts about his investment themes around commodities, real estate and equities. This episode we start the discussion with what trends Calvin is seeing in the world of...

This episode's guest is Paul Kromidas the founder of Summer. Paul and his team have created a "try it before you buy it" vacation home business where they provide multiple ways to acquire a short-term vacation rental.  Paul is an Airbnb alumni, with deep experience growing and scaling venture-backed hospitality businesses. Summer has raised over $13 million in seed financing from leading venture capital firms and investors such as QED, Lightspeed, 1Sharpe Capital, Firstminute Capital, and...

This episode we have returning guest and friend Michael Gayed, the founder of the Lead Lag Report. Michael is one of my favorite content creators with his no BS takes on the market and the fact that he is in the arena duking it out everyday with his investment funds.  This episode we cover a wide range of topics on the current market dynamics, from bonds, to equities, to the macro economy. We dive into Michael's take on the Fed, inflation, and where he thinks stocks are going over the short...

This episode's guest is Blake Rocha (aka MrFiveToEight). Blake started off riding the meme stock craze then cashed out and started investing in short-term rentals. He has a huge social media following and puts out a ton of content. His flashy style is hated on by some, but I found Blake to be a super knowledgeable guy and very generous sharing his insights in this episode.  This episode we discuss how Blake got started in real estate. We dive into how he finds his acquisitions and what...

This episode we have returning guest and former co-host of the Talk Energy Insights podcast, David Heikkinen.  Heik recently started a new role as Executive Vice President at Carbonvert, where they are advancing the future of carbon capture projects in the U.S.  This episode we discuss the current state of carbon capture and what has changed with the recent new regulations and laws that have been passed. We breakdown the various opportunities and challenges in the space and how Carbonvert...

This episode we have returning guest Marty Bent, the founder of TFTC podcast and partner with Ten31 Investments and Standard Bitcoin Mining.  Marty is one of the guys that originally sent me down the Bitcoin mining rabbit hole and has one of the highest signal podcasts in the space.  This episode we discuss chokepoint 2.0 where the US government is cracking down on banking institutions that have any relationship with the "crypto" industry, including Bitcoin only companies. We breakdown the...

This episode's guest is Yaron Brook the author of the book Equal is Unfair, the Chairman of the Ayn Rand Institute, and the host of the Yaron Brook show.  I read Yaron's book back in 2014 and it sent me down the Ayn Rand rabbit hole reading her books and listening to her interviews.  This episode we talk about the wealth gap and why equality of outcomes only comes through regulations that tear some people down at the benefit of others.  We discuss the climate movement and the collectivist...

This episode's guest is Jusper Machogu. Jusper works in the agriculture industry in Kenya and is an advocate for bringing more fossil fuel energy to his country.  Jusper also puts out great content on Twitter and shows the work involved with making a living without modern fossil fueled powered machines.  We talk about the agriculture industry in Africa, and the challenges faced. Jusper gives his views on energy and how his university education didn't teach him about the benefits of fossil...

This episode we have returning guest Luke Gromen, the founder of Forest for the Trees. Luke is one of my favorite macro analysts and I follow his work very closely.  This episode we talk about the current macro environment and what Luke is paying attention to in these volatile times. Luke talks about the problems we are facing with “Peak Cheap Energy” and how this trend will have a ripple effect across different countries and their battle against inflation. Luke gives his nuanced take on...

This episode's guest is Chris Sass, the host of the Insider's Guide to Energy and the co-founder of Fidectus. Chris is consistently putting out energy content and it was long over due to have him on the podcast to "talk energy" This episode we talk about his company Fidectus and the tech solutions they have built for the after-settlement process of energy marketing. We talk about raising capital for energy tech start-ups and the challenges of spooling up a new business.  Lastly, we get into...