Talk Energy #134: "Hot Take of The Day" with David Ramsden-Wood. We talk about the current state of the world. DRW's take on energy, politics, and everything else controversial! Don't want to miss this one, highly entertaining. Hope you enjoy the show! Talk.Energy Podcast: https://talk.energy/ Twitter: https://twitter.com/max_gagliardi Twitter: https://twitter.com/talkenergypod LinkedIn: https://www.linkedin.com/company/talkenergy YouTube: https://www.youtube.com/c/TalkEnergyPodcast Blockware So...
Jul 22, 2022•1 hr 23 min•Season 1Ep. 134
This episode’s guest is Nick Hanson the CEO & co-founder of Luxor. Nick started the company with a bootstrapped business model back in 2017 and has grown Luxor into one of the more recognizable brands in Bitcoin mining and analytics. This episode we talk about Nick’s views on the intersection between energy and Bitcoin mining. We discuss the 3-part series he is writing about energy. He gives the history of Luxor and the vision for the company into the future. Lastly, we talk about how Bitcoi...
Jul 20, 2022•1 hr 9 min•Season 1Ep. 133
This episode I had Josh Young with Bison Interests back on the show and we went live on Twitter spaces. Great conversation on this one and we open it up to questions the last 15 minutes of the episode. We get Josh's take on the oil macro environment, supply constraints, natural gas prices, what he is paying attention to in energy equities, and more! Hope you enjoy the show! Talk.Energy Podcast: https://talk.energy/ Twitter: https://twitter.com/max_gagliardi Twitter: https://twitter.com/talkenerg...
Jul 14, 2022•1 hr 3 min•Season 1Ep. 132
This episode I went live with Rory Johnston! Rory is the founder of Commodity Context. Sorry my audio quality is a little rough in the first half but Rory comes through loud and clear and he does great so it is definitely worth the listen! We cover: -The global oil & gas markets -Supply & demand on US oil markets -Update on Russian sanctions -Natural gas Hope you enjoy the show! Talk.Energy Podcast: https://talk.energy/ Twitter: https://twitter.com/max_gagliardi Twitter: https://twitter....
Jul 07, 2022•46 min•Season 1Ep. 131
This episode’s guest is Grant Raney. Grant is the CEO of Environmental Impact Solutions and VP of Land at Impact Energy Operating. As a fellow OKC energy entrepreneur, it was great to sit down with Grant and talk in person about the different energy start-ups he has going on. This episode we discuss what it is like starting an upstream production company. We talk about how Impact Energy sources deals and the metrics they look for in acquisitions. The conversation goes into what it is like for Gr...
Jul 06, 2022•56 min•Season 1Ep. 130
This episode’s guest is Luke Gromen. Luke is the founder of FFTT (Forest For The Trees) a research firm that aggregates a wide variety of macroeconomic, thematic, and sector trends to identify investable, developing economic bottlenecks for its customers. Luke has been an active voice lately warning about the potential looming sovereign credit crisis and the implications it will have for the global macroeconomic environment. This episode we hear Luke’s take on the current state of the macro. We ...
Jun 28, 2022•1 hr 12 min•Season 1Ep. 129
We went live for this episode of Talk Energy with David Heikkinen as the guest. We talked about: -What we are currently reading -The current Macro backdrop -Leverage in the Crypto world and the impact on Bitcoin/Mining -Having good mentors -I vs We in business and in life Hope you enjoy the show! Talk.Energy Podcast: https://talk.energy/ Twitter: https://twitter.com/max_gagliardi Twitter: https://twitter.com/talkenergypod LinkedIn: https://www.linkedin.com/company/talkenergy YouTube: https://www...
Jun 24, 2022•57 min
This episode’s guest is Mike Alfred. Mike is on the board of Eagle Brook Advisors and Iris Energy and has decades of investing experience in the public markets as well as experience as an entrepreneur who has built multiple start-ups. Mike was also early on calling out the warning signs on the Celsius Network and Luna Terra collapse. He has been an active voice warning people about the dangers of investing in crypto and Defi projects. This episode we talk about the current state of the capital m...
Jun 22, 2022•1 hr 3 min•Season 1Ep. 127
We are live for this week's episode of Talk.Energy podcast with returning guest Daniel Turner from Power the Future. We are talking about the Biden Administration's recent response to higher energy prices. Talk.Energy Podcast: https://talk.energy/ Twitter: https://twitter.com/max_gagliardi Twitter: https://twitter.com/talkenergypod LinkedIn: https://www.linkedin.com/company/talkenergy YouTube: https://www.youtube.com/c/TalkEnergyPodcast Blockware Solutions' Twitter: https://twitter.com/Blockware...
Jun 15, 2022•50 min•Season 1Ep. 126
This episode is part 2 where I sat down with my brother Gus Gagliardi, the host of the Fire Code Tech Podcast and we talked about my professional career. There has been a lot of growth in the podcast’s audience the last 6 months and a lot of new listeners. I thought it would be fun to record an origins story episode giving my background for those that don’t know. The first half we talk about my life up to college and the second part I talk about my professional career. This is a bonus episode fo...
Jun 13, 2022•1 hr 15 min•Season 1Ep. 125
This episode’s guest is Joshua Pollard (aka Oil Mutt). Josh is the founder of Oil Mutt where he sources oil and gas deals for investors in conventional (i.e. vertical) producing plays and participates in wells. Josh also has an experimental project where he is working algae to create sustainable biofuels. This episode we discuss how Josh evaluates oil & gas deals. He talks about all the potential scams to watch out for in the space. We also discuss Josh’s sobriety and how he stopped drinking...
Jun 08, 2022•1 hr 12 min•Season 1Ep. 124
This episode’s guest is Dennis Porter. Dennis is the head of content for Compass Mining and the host of the new show “Breaking” where he covers Bitcoin, politics, and business topics. Dennis is also very active in the politics side of Bitcoin where he is working with legislators and Bitcoin lobbyist groups around the country to help bring Bitcoin friendly regulations at the state and federal level. This episode we discuss the politics of Bitcoin and how the landscape is currently changing. We ta...
Jun 01, 2022•1 hr 23 min•Season 1Ep. 123
We went live for episode #122: with David Heikkinen. This episode we talk about new technologies in agriculture based carbon capture. Discuss our views on stoicism and the lessons we've learned practicing stoic thinking. Memorial day talk, honoring our service men and women that have fought and died for our country. Hope you enjoy the show! Heik's Twitter: https://twitter.com/heik_energy Max's Twitter: https://twitter.com/max_gagliardi TE's Twitter: https://twitter.com/talkenergypod TE LinkedIn:...
May 30, 2022•49 min•Season 1Ep. 122
This episode’s is a recording from Scott’s mining conference where I got to moderate a panel with Jason Williams (Parabolic Guy) and Greg Beard the CEO of Stronghold Digital. If you are listening to this on the podcast app, I would highly recommend hoping over to YouTube because Scott’s conference did a fantastic job on the audio/visual for this and the video recording is top notch professional. Also I made Jason put on the Pit Viper sunglasses before starting the interview and he looks awesome....
May 25, 2022•46 min•Season 1Ep. 121
This episode's guest is Nicholas Hillman with Aegis. We did this one live on Twitter spaces (5/23/22) and took some great questions from the audience at the end. This episode we cover: -U.S. Natural Gas markets -Refined products markets -Global oil markets -OPEC & Russia Hope you enjoy the show! Nicholas' Twitter: https://twitter.com/nhillman_energy Twitter: https://twitter.com/max_gagliardi Twitter: https://twitter.com/talkenergypod LinkedIn: https://www.linkedin.com/company/talkenergy YouT...
May 23, 2022•54 min•Season 1Ep. 120
This episode’s guest is Michael Lynch. Michael is a Distinguished Fellow at the Energy Policy Research Foundation and President of Strategic Energy and Economic Research. He spent nearly 30 years at MIT and then spent several years at what is now IHS Global Insight as the chief energy economist. This episode we discuss the great mistakes that have been made in energy policy. We hear Michael’s skeptical view of the energy transition, and electric vehicles specifically. Lastly, we do a drill down ...
May 18, 2022•1 hr 7 min•Season 1Ep. 119
We are live recording this week's episode of Talk.Energy Insights with co-host David Heikkinen. Talking: -Crazy Markets -The TXOGA Tech Showcase Heik Moderated -Bitcoin/crypto price crash Hope you enjoy the show! Twitter: https://twitter.com/max_gagliardi Twitter: https://twitter.com/talkenergypod LinkedIn: https://www.linkedin.com/company/talkenergy YouTube: https://www.youtube.com/c/TalkEnergyPodcast Blockware Solutions' Twitter: https://twitter.com/BlockwareTeam Are you looking to mine Bitcoi...
May 13, 2022•55 min•Season 1Ep. 118
This episode’s guest is Will Ulrich. Will is the Founder / Co-CEO of Presidio Petroleum and a Harvard business school alumni. Will is one of the sharpest and most articulate oil & gas executives I’ve had a chance to interview on the podcast. His company (Presidio) was able to grow during the pandemic and they have put together an impressive portfolio of assets in a short period of time. This episode we discuss Will’s background and the origin story of Presidio Petroleum. Will talks about the...
May 12, 2022•1 hr 3 min•Season 1Ep. 117
We did a livestream/Twitter spaces for this episode and I sat down again with Joe Burnett from Blockware Solutions. We discussed the recent Blockware report titled: Bitcoin is Certainty in an Uncertain World. Report here: https://www.blockwaresolutions.com/research-and-publications/bitcoin-is-certainty-in-an-uncertain-world The back half we talk natural gas and Bitcoin mining. Hope you enjoy the show! Twitter: https://twitter.com/max_gagliardi Twitter: https://twitter.com/talkenergypod LinkedIn:...
May 04, 2022•53 min•Season 1Ep. 116
I sat down live with Rory Johnston on Twitter spaces and we talked energy macro. The conversation broadly covers: 1.) US Shale 2.) OPEC+ 3.) Russia 4.) Demand Hope you enjoy the show! https://www.tiktok.com/@talk.energy Website: https://talk.energy/ Twitter: https://twitter.com/max_gagliardi Twitter: https://twitter.com/heik_energy Twitter: https://twitter.com/talkenergypod LinkedIn: https://www.linkedin.com/company/talkenergy YouTube: https://www.youtube.com/c/TalkEnergyPodcast...
May 02, 2022•1 hr 5 min•Season 1Ep. 115
We did a livestream / Twitter spaces for this week's episode of TE Insights with Co-Host David Heikkinen. We talked about this week's energy earnings for a few of the U.S. Natural Gas producers. It was a fun rip, glad we got one in this week. Hope you enjoy the show! https://www.tiktok.com/@talk.energy Website: https://talk.energy/ Twitter: https://twitter.com/max_gagliardi Twitter: https://twitter.com/heik_energy Twitter: https://twitter.com/talkenergypod LinkedIn: https://www.linkedin.com/comp...
Apr 30, 2022•42 min•Season 1Ep. 114
This episode I got to moderate a panel at the Digital Wildcatter's Empower: Bitcoin Mining conference. The panel's guests were Cully Cavness, the President of Cursoe Energy and Bruce Larson the President and CEO of Kraken Energy. Cully is one of the OG natural gas Bitcoin miners that has been using flared natural gas to mine with. His company paved the way for the off grid Bitcoin mining revolution. It was also great to interview Bruce and hear from an oil producer that used Bitcoin mining to he...
Apr 28, 2022•30 min•Season 1Ep. 113
This episode I sat down with my brother Gus Gagliardi, the host of the Fire Code Tech Podcast and we reminisced about stories of us growing up. There has been a lot of growth in the podcast’s audience the last 6 months and a lot of new listeners. I thought it would be fun to record an origins story episode giving my background for those that don’t know. The first half we talk about my life up to college and the second part I talk about my professional career. This is a bonus episode for those wh...
Apr 23, 2022•1 hr 3 min•Season 1Ep. 112
This episode's guest is Dylan LeClair. Dylan is the Head of Market Research for Bitcoin Magazine, Senior Analyst at UTXO Management and Co-Founder of 21st Paradigm. If you follow Dylan on Twitter you know that he has a wealth of on-chain knowledge as well as some incredibly impressive market takes. This episode we dive into the current macro backdrop and get Dylan's views on the markets. We talk about the Bitcoin network and the fundamentals of the "number go up" technology. We discuss the futur...
Apr 20, 2022•1 hr 13 min•Season 1Ep. 111
This episode's guests are Mike Wright and Chris Sorrels. I worked with Mike & Chris back in the Chesapeake Energy days and we have stayed in touch over the years. Recently they joined the Ancova Energy team to help on the Business and Corporate front. This episode we reminisce about the good old days at CHK. We talk about the state of the oil and gas midstream market and the challenges it has faced the last few years. Lastly, we talk about Mike and Chris joining the Ancova team and some of t...
Apr 14, 2022•1 hr 18 min•Season 1Ep. 109
I went live this week with co-host David Heikkinen for Talk.Energy Insights. We caught up after a few weeks off and discussed. -Heik's new journey -Global Macro -Where to put money in this environment Hope you enjoy the show! Talk.Energy Podcast: https://talk.energy/ Twitter: https://twitter.com/max_gagliardi Twitter: https://twitter.com/heik_energy Twitter: https://twitter.com/talkenergypod LinkedIn: https://www.linkedin.com/company/talkenergy YouTube: https://www.youtube.com/c/TalkEnergyPodcas...
Apr 08, 2022•35 min•Season 1Ep. 108
This episode we have returning guest back to the show, Doomberg. This is an energy podcast but Bitcoin is energy backed money and as some of you may be aware, is a topic that is one of my favorites to cover. The Doomberg team has written numerous pieces criticizing Bitcoin and Crypto broadly) and we have had a few back-and-forth exchanges on Twitter about the topic. After the latest piece on Bitcoin (https://doomberg.substack.com/p/a-spot-of-bother-for-bitcoin?s=r) Doomberg reached out to set up...
Apr 05, 2022•1 hr 10 min•Season 1Ep. 107
Sat down live to get a rip in with Tom Masiero from Cathedra Bitcoin at the Empower Bitcoin Mining conference. Tom is the first person that introduced me to the Bitcoin mining industry and it was great to sit down and finally get him on the podcast. We talk about the merger between oil & gas and Bitcoin mining and our past together working in the mining space. Hope you enjoy the show!
Apr 01, 2022•51 min•Season 1Ep. 106
This episode’s guest is Matt Warder. Matt is the founder of Sea Wolf research where he covers the mining and metals space. I found Matt on coal Twitter and he has been a great follow that has increased my knowledge on the coal and mining space. This episode we discuss the current state of the domestic coal industry. We talk about the current conflict in Europe and the impact it is having on the mining and metals macro. Lastly we discuss the energy transition and how the world is going to need to...
Mar 30, 2022•1 hr 4 min•Season 1Ep. 105
I called in to the Friday Stand Down podcast this last week. This is a clip of my segment, if you want to watch the full episode you can click this link: https://youtu.be/rhqNK6CVxIw Make sure to Follow @landmanlife to catch some good oil & gas content on Twitter and the best swag in the energy game. Hope you enjoy the show! LandManLife Twitter: https://twitter.com/LandmanLife Friday Stand Down Twitter: https://twitter.com/FridayStanddown Talk.Energy Podcast: https://talk.energy/ Twitter: ht...
Mar 26, 2022•27 min•Season 1Ep. 104
