This episode's guest is a special one, my business partner and co-founder of Ancova, Mark Edge. I'd been twisting Mark's arm to come on the podcast for 2 years, and he finally made an appearance!  Mark and I founded the company almost 9 years ago, and prior to that we worked together at Chesapeake Energy. So for the better part of the last 12 years he has been a mentor and influential person in my life and career.  This episode we recap Mark's career and he tells stories of his time at CHK...

This episode’s guest is Edmund Knolle, the commercial lead for Gulf Coast Midstream. Edmund is a midstream expert who has also dabbled in the Bitcoin mining space. We met a few years back at the Digital Wildcatters Empower conference.  In this episode we discuss the history of natural gas storage in the U.S., including the recent trends emerging in the space due to the increased volatility of natural gas prices. We talk about the operations of a natural gas storage facility and what it is...

This episode’s guest is James Roller, a managing partner at Victorum Capital. James and his partner started Victorum as an investment club based out of OKC, where they would source and evaluate investment opportunities for their LPs. Since then, they have refined their vision and have moved to a traditional investment fund model pursuing opportunities across the tech space.  This episode we discuss how Victorum finds and evaluates deals. We talk about the future of technology and...

In this episode, we welcome back Mike Umbro, the founder of Californians for Energy & Science, an organization that advocates for a practical and science-based approach to energy policy. Mike shares with us his latest endeavors with the organization, we also talk about his innovative Geothermal project that uses conventional reservoirs in CA for solar energy storage. We also continue our conversation from our previous episode, discussing the regressive energy policies in CA, the...

This episode’s guest is Noelyne Sumba. Noelyne lives in Africa and has real world experience with the issues around money and energy across the continent.  This episode we discuss the recent events of Nigeria trying to go “cashless” using their own CBDC. We talk about the energy constraints within the different communities and how having a lack of reliable energy can impact life. Lastly, we discuss the role Bitcoin and stablecoins play in Africa, and what trends Noelyne sees going into the...

This episode's guest Joe Consorti, a talented macro analyst whose economic insights and commentary have earned him a well-deserved spot among the rising stars of the industry.  This episode, we delve into the current state of the bond markets and what the yield curve is indicating about the economy. We also explore the latest developments in the job market, including the recent surge in layoffs and softening labor demand. Lastly, we discuss into the looming commercial real estate crisis, the...

This episode's guest is Arjun Murti, the host of the Super Spiked podcast and partner at Veriten.  Arjun spent the first 15 years of his career at Goldman Sachs and worked his way to becoming a Partner. Then he decided to take time off to pursue his personal interests and spend time with his family.  Arjun recently got back into the game joining the team over at Veriten, and he has also been putting out some very high quality energy content with his podcast and YouTube videos.  This...

This episode's guest is Antonia Botero, the founder of MaddProject. Antonia has an undergraduate degree in architecture and a masters in Urban Planning from MIT. Her company is a boutique consulting firm focused on project management for real estate developers.  In this episode we talk about the different real estate development projects she has done in her career, and the challenges she has faced. Antonia gives her thoughts on how to be effective at programming and design, how she deals...

This episode we went live on Twitter spaces with a round table of guests from the Real Estate Twitter community. We had on Isaac French, the founder and operator of Live Oak Lake. John Blatchford the founder of Kunst.  And Tory Sheffer building 650 unit portfolio of multifamily.  This episode is a wealth of knowledge.  Hope you enjoy the show! Tory's Twitter: https://twitter.com/ToryJSheffer  Isaac's Twitter: https://twitter.com/isaacfrench_ John's Twitter: ...

This episode we have returning guest Doomberg to talk about the recent crazy events happening in the banking world. We talk about the down fall of Silicon Valley Bank, Silvergate and Signature Bank.  Doomberg gives his thoughts on what the SEC is trying to do to the crypto industry, and how these events mark the beginning of the end for the on and off ramps into fiat.  Lastly, we talk about the how the fed raising rates is finally causing things to break! Hope you enjoy the...

This episode's guest is Joel Dill, the President of Roberts Excavation Corp. Joel spent years in the oil and gas industry and his previous company went on a spree of acquisitions that took the market cap from $400 mill to $4 billion in one year! This episode we discuss his oil and gas career and the lessons he learned working in the different functions over the years. Joel spent time in engineering, production, operations, facilities, and wore a bunch of different hats.  Then we dive into a...

This episode's guest is Kaes Van't Hof the President and Chief Financial Officer of Diamondback Energy ($FANG). Kaes was gracious enough to take time away from being an officer at a publicly traded company to come on the podcast.  This episode we discuss the Diamondback story and how they have managed the ups and down of the industry the last 7 years.  We talk about the challenges of managing inventory and well productivity as the Permian basin matures.  We dive into how rising service...

This episode we went live on Twitter Spaces with a panel of experts discussing the recent price movement in natural gas. We had returning guests Tracy Schuchart and Josh Young, and were also joined by Scott Willis from Grizzle.  I interviewed the panel on the recent rise and rapid fall of natural gas prices. We talk about the factors driving the recent drop in price and what trends we can look for in the future.  We dive into the LNG market and recent weather trends impacting prices and at...

This episode's guest is Barret Linburg, the founder of Savoy Equity Partners. Barrett's niche is deploying capital into multifamily real estate investments located in qualified opportunity zones.  When my company (Ainsley Investments) raised our first QOZ fund for our real estate firm, Barrett's content was a resource we used to get educated on QOZ mechanics and benefits.  This episode we discuss Barrett's career and how he started during the great financial crisis. We move on to discussing...

This episode’s guest is Konstantin Kisin, the host of the Triggernometry podcast. Konstantin recently did a debate at Oxford and his speech went incredibly viral. In the speech he gives his pragmatic view on climate and how young people should view the issue.  This episode we discuss the speech and then dive into his thoughts around the climate debate and the ESG movement. We talk about the origins of wokeism and how social media is changing the way that society interacts. We discuss...

This episode's guest is Joesph Mallozzi, he is a writer and producer across multiple popular sci-fi shows, including the Stargate series in its different iterations.  This episode we discuss the his career and the current state of the sci-fi genre. We dive into how he gets his inspiration to write, the process that he goes through, and how he keeps it up after hundreds of episodes.  Lastly, we talk about the business side of legacy media, how it has changed during his career and what the...

This episode's guest is Donna King the founder Energy Point consulting.  Her company is a bootstrapped energy consulting firm that is helps energy producers for back office services. I also had Chris Sorrells on as a guest host. We recorded this one in the OKC studio.  This episode we talk about the challenges of being a founder.  We discuss what it takes to build a company from the ground up and how Donna is tackling the hard problems like scaling, business development, and managing a large...

This episode's guest is Nik Bhatia, the Author of Layered Money and the founder of the Bitcoin Layer.  Nik is also an adjunct professor at USC teaching the first Bitcoin class for business students.  I read Nik's book layered money two years ago when it came out and it is one of my favorite books on money and Bitcoin. This episode we go through a brief history of money. We talk about how the use case for Bitcoin is growing and the trends Nik sees with usage on the lighting network.  The...

This episode's guest is Robert Bryce, the host of the power hungry podcast and the author of 6 books on energy. Robert is an OG energy reporter and someone that I have looked up to in the energy content space. This episode we talk about electricity's role in helping lift people up out of poverty around the world. We discuss the energy transition, if it's really happening, and why policy isn't having the intended effects. Lastly, we talk talk about the energy crisis and what it is going to...

This episode’s guests are David Wood and David Alexander from Woodworks Distilling here in OKC. David Wood is the founder of Woodworks and David Alexander is the Distiller. These guys have a great story and this episode we talk about all the ups and downs it took to get this venture launched.  We discuss the process of building a distillery and what it took to get the first bottles made. We discuss the different spirits these guys are making and the special touches they are putting into each...

This episode's guest is Joe Sinnott, the founder of Witting Partners. Joe does executive coaching for Energy Industry executives and is also hosts the Energy Detox Podcast.  I've loved tuning into Joe's content over the years and feel like he is always full of a ton of wisdom. He breaks down his method for helping coach leaders and uses an energy a lot of energy analogies along the way.  This episode we will discuss how Joe gives advice to leaders on how to "be better at building." We also...

Every new beginning comes from some other beginning's end.  More great things to come.  Always be building.

This episode's guest is Taylor Kirkland, a partner at Mockingbird Energy. Taylor is a reservoir engineer with a background of working for oil and gas operators. Taylor is a wiz at running the deal economics for acquiring oil and gas properties. This episode we are going to break down how he evaluates the investment decision to buy producing properties. Hope you enjoy the show! Ancova Energy Newsletter: https://ancova.substack.com/  Talk.Energy Podcast: https://talk.energy/   Twitter:...

Returning guest Rory Johnston from Commodity Context is giving his recap on the wild year of 2022 in the energy and oil markets.  We talk: -Ongoing Russian war and implications on oil supply -Chinese lockdowns and reopening -SPR Releases (refilling?) -OPEC + Hope you enjoy the show! Ancova Energy Newsletter: https://ancova.substack.com/  Talk.Energy Podcast: https://talk.energy/   Twitter: https://twitter.com/max_gagliardi   Twitter: https://twitter.com/talkenergypod   LinkedIn:...

This episode’s guest is Grace Stanke, the 2023 Miss America.  Grace is also nuclear engineering student and is a passionate advocate for the nuclear energy industry.  This episode we discuss the path that led Grace to majoring in nuclear engineering. We talk about the messaging around nuclear, how the industry gets negatively portrayed in the media , and why it is important to have more voices campaigning for the benefits of going nuclear.  Lastly, we dive into the safety record of...