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 take t...
Jan 31, 2023•1 hr 1 min•Season 1Ep. 164
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 prod...
Jan 26, 2023•58 min•Season 1Ep. 163
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 dive in...
Jan 25, 2023•1 hr 9 min•Season 1Ep. 162
Every new beginning comes from some other beginning's end. More great things to come. Always be building.
Jan 21, 2023•8 min•Season 1Ep. 161
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: https://twitte...
Jan 12, 2023•1 hr 11 min•Season 1Ep. 160
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: https://www.linkedin.com...
Jan 04, 2023•50 min•Season 1Ep. 159
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 nuclear, the cri...
Dec 29, 2022•1 hr 4 min•Season 1Ep. 158
This episode’s guest is Jeff Krimmel the Chief Strategy Officer for Pinnacle. Jeff consistently puts out awesome research notes on his LinkedIn page covering everything from macroeconomic trends to oil and gas market commentary. This episode we discuss the current macro environment and the forces that are impacting the economy. We talk interest rates, inflation and the other trends that Jeff is paying attention to. The back half of the episode we talk U.S. energy and power markets and shifting d...
Dec 22, 2022•1 hr 20 min•Season 1Ep. 157
This episode’s guests are Russel English and Ty Zieman. Russel is the CEO and Ty is the CFO of Trailhead Exploration. I’ve known and worked with both of these guys for years. They have put together an impressive company with Trailhead, building a leading position in Oklahoma’s Marietta Basin. This episode we discuss challenges of building an oil & gas company from the ground up. We talk about the Marietta basin and the deep wells that their company is drilling. We get into the technical side...
Dec 14, 2022•1 hr 6 min•Season 1Ep. 156
This episode’s guest is Nathaniel Harmon, the co-founder of OceanBit Energy. Nate is a scientist that studied Chemical Oceanography at the University of Hawaii at Manoa, and he has a passion for energy and nature. This episode we discuss Nate’s energy company OceanBit and the ocean thermal energy conversion process they are piloting for power generation. We talk about how there are many renewable technologies out there that have the potential to unlock massive amounts of cheap energy if the rese...
Dec 08, 2022•1 hr 27 min•Season 1Ep. 155
This episode’s guest is Tom Masiero the founder of Standard Bitcoin. A Bitcoin mining company that focuses on a blend of off-grid and on-grid hosting solutions for their clients. Tom is someone I have learned a lot from in the Bitcoin space. He drops a ton of knowledge in this episode around the current state of the mining industry. We discuss the apparent capitulation happening with Bitcoin miners as they struggle with the historically low hash price environment. We talk about the lessons learn...
Dec 02, 2022•1 hr 21 min•Season 1Ep. 154
This episode’s guest is Jamie Heard, the Manager of Capital Markets at Tourmaline Oil Corporation. Jamie is also a great follow on Twitter where he regularly provides quality content and insight into the oil and gas markets. This episode we discuss investing in energy right now and what Jamie paying attention to in the oil & gas equities space. We talk natural gas fundamentals and the future views on supply and demand growth. We get into how the recent increases in the cost of capital will i...
Nov 23, 2022•1 hr 6 min•Season 1Ep. 153
This episode’s guest is Austin Mitchell, the CEO of Synota, where he is using the power of the Bitcoin lightening network to change the way that energy payments are made. Austin has a background in the traditional energy world and has worked for a variety of energy companies during his career. From the experience he gained working in the utility sector, he saw how the Bitcoin network had the potential to change the financial side of how energy is monetized. This episode we discuss the power of p...
Nov 15, 2022•1 hr 11 min•Season 1Ep. 152
This episode’s guest is Isaac Orr. Isaac is a Policy Fellow at the Center of the American Experiment. I came across his work by reading a recent white paper he co-authored titled “The High Cost of 100% Carbon-Free Electricity by 2040.” A few weeks ago I put out a tweet with a chart from his report showing that the LOCE of new solar and wind project’s is significantly higher than the existing energy sources. The tweet ended up going viral and there were a lot of people in the replies with push ba...
Nov 08, 2022•1 hr 4 min•Season 1Ep. 151
This episode’s guest is Margot Paez. Margot is a PhD candidate in the civil engineering department at Georgia Institute of Technology. She has an MS in physics from GT and works on climate change statistical-based modeling, primarily in relation to water resources. Margot is also a passionate Bitcoiner that comes to the space from a progressive viewpoint. Recently she challenged Alex Epstein to a debate on his stance around Fossil Fuels and they are currently looking for a venue to host the deba...
Nov 04, 2022•46 min•Season 1Ep. 150
This episode’s guest is Dr. Chris Keefer, the host of the Decouple Podcast and President of Canadians for Nuclear Energy. Chris got into the energy podcasting space about 2 years ago and has a catalog of over 180 episodes. He has had some great guests and I suggest everyone go check it out and subscribe to his channel. This episode we discuss his recent trip to advocate nuclear with top Canadian politicians, including the Prime Minister Justin Trudeau. We discuss the brewing scandal around the r...
Oct 25, 2022•1 hr 8 min•Season 1Ep. 149
This episode’s guest is Joe Brevetti the founder of Charter Oak Production. Joe is a long-time veteran of the oil and gas industry and spent the early part of his career working for Schlumberger and later went on to form his own exploration and production company, Charter Oak Production. This episode we discuss Joe’s career in oil and gas and the lessons he learned that gave him the skillset to start his own company. We talk about taking the leap and becoming an entrepreneur, dealing with uncert...
Oct 21, 2022•1 hr 9 min•Season 1Ep. 148
This episode's guest is Collin McLelland the co-founder of Digital Wildcatters. Collin was early to the energy industry content creation space and he is someone I have looked to for advice during the Talk Energy journey. We discuss the upcoming FUZE conference and how DW is trying to bring together all worlds in the energy industry for a single conference. We dive into the struggles of being an entrepreneur and how Collin has forged the path of his career by playing by his own rules. Lastly, we ...
Oct 13, 2022•48 min•Season 1Ep. 147
This episode’s guest is Mark Mills. Mark is a senior fellow at the Manhattan Institute and a strategic partner with Montrose Lane (an energy-tech venture fund). Mark also served in the White House Science Office under President Reagan. This episode we discuss the issue energy misinformation that is being spread in the media and by politicians. We talk about the limitations of the energy transition and what is actually working and what is science fiction. We dive into the issues facing renewables...
Oct 06, 2022•1 hr 7 min•Season 1Ep. 146
This episode’s guest is Zion Lights, the founder of Emergency React. Zion is a climate activist and was once a member of Extinction Rebellion. I have been accused of having a bit of an echo chamber on the podcast, which is probably fair criticism, so I wanted to have Zion on the pod to get her perspective on Energy and climate. This episode we discuss Zion’s past working with climate activists and how she got turned off by their refusal to embrace anything but wind and solar. We talk about her t...
Sep 28, 2022•1 hr 10 min•Season 1Ep. 145
This episode’s guest is Michael Gayed, the publisher of the Lead Lag Report and the founder of Toroso Investments where he has launched a mutual fund and multiple ETFs. Michael has been in the investment and media world for a while now and has never seen a time like this in his career. This episode we discuss the current state of the equity and bond markets, and how the risk on / risk off dynamic is completely disconnected from historical trends. We talk about how tribalism has taken over the ma...
Sep 21, 2022•59 min•Season 1Ep. 144
This episode we had two guests on, Calvin Froedge the founder of Marhelm, a shipping analytics company, and Kumar aka @datatrade on Twitter. Both guys consistently put out insightful takes on the markets and I highly I recommend giving them a follow on Twitter if you’re on the platform. This episode we discuss the global economy and what Calvin is seeing going on in the world of shipping. His Marhelm platform gives his clients a unique view into the lifeblood of the global economy by analyzing t...
Sep 15, 2022•1 hr 36 min•Season 1Ep. 143
This episode I had returning guest Daniel Turner on for a livestream conversation. We originally set out to talk about California and the crazy energy policies going on in the state but we covered a lot of other topics as well. We discuss: -CA's electric vehicle mandate -The blackouts in CA and the government telling people not to charge their electric cars during grid emergencies -The Inflation Reduction Act -Energy Secretary Jennifer Granholm's letter to refiners -The Whitehouse blaming Putin ...
Sep 07, 2022•58 min•Season 1Ep. 142
This episode we have returning guest Mark Nelson. His last episode “The Nuclear Option” Mark gave a master class on the history of Nuclear energy and the challenges it has faced over the years. This episode we talk about the future of nuclear energy and where Mark sees the industry heading. We discuss the current role Nuclear is playing in the European Energy Crisis. He gives an update on the besieged nuclear power plant in Ukraine. We dive into the ongoing issues with France’s nuclear fleet. La...
Sep 01, 2022•1 hr 6 min•Season 1Ep. 141
This episode’s guest is Natalie Biggs the Director of Thermal Coal Markets at Wood Mackenzie. Natalie is an expert in the coal market and has been very busy this year following all the craziness with the ongoing energy crisis. I was excited to have Natalie on because it seems like coal is an under covered topic in the energy world, as many seemed to have forgotten how meaningful coal still is to the overall energy mix globally. This episode we discuss the current state of the coal markets. We di...
Aug 26, 2022•53 min•Season 1Ep. 140
This episode I went live with David Heikkinen to talk about his new role at Strive Investments as Head of Energy Research and new their new ETF investment product $DRLL. Heik is back from retirement like Jay-Z after the Black Album and is dropping one of his most exciting new projects yet! The work Strive is doing to bring investment back to the oil and gas sector is desperately needed as ESG investment mandates have left traditional energy starved for capital flows. Hope you enjoy the show! Tal...
Aug 17, 2022•1 hr 1 min•Season 1Ep. 139
This episode’s guest is Mark Neuman, the founder and Chief Investments Officer for Constrained Capital. Mark has built an investing strategy around industry sectors that have been constrained and artificially starved for capital because of the rising popularity of ESG investing. This episode we discuss the recent trend of ESG investing and how difficult it is to come up with consistent metrics that define what ESG actually is. We talk about how the E, the S, and the G often have conflicting obje...
Aug 11, 2022•1 hr•Season 1Ep. 138
We went live for episode #137: "Oil & Gas Markets Update" with returning guest Abhi Rajendran. This episode we cover the domestic and global oil & gas markets and get Abhi's views on how the year is going so far. 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 Solutions...
Aug 04, 2022•53 min•Season 1Ep. 137
We went live for episode #136 with returning guest Brian Gitt. We discuss Brian's recent trip to Europe with Michael Shellenberger where they visited the Dutch Farmers and Germany to discuss the energy crisis, This episode we also dive into some of the recent topics in energy including a lot of the common misinformation that is online. Love having Brian on the show and this episode did not disappoint! Hope you enjoy the show! Talk.Energy Podcast: https://talk.energy/ Twitter: https://twitter.com...
Aug 02, 2022•1 hr 2 min•Season 1Ep. 136
This episode’s guest is Ellen R. Wald PHD, a professor in middle east history and President of Transversal Consulting. Ellen study history and focused on Saudi Arabia, its rich history in oil & gas development and the role the Kingdom plays in global geopolitics. Ellen’s book "Saudi Inc." is a deep dive into Saudi Arabia’s role in the world oil markets and the history of Aramco. This episode we discuss Biden’s recent trip to visit the Saudis. We talk about the Russia Ukraine conflict, the im...
Jul 27, 2022•1 hr 2 min•Season 1Ep. 135
