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: https://www.ancova.com/ Our B...
Aug 23, 2023•58 min•Season 1Ep. 194
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 helping...
Aug 19, 2023•1 hr 2 min•Season 1Ep. 193
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 maritime tra...
Jul 28, 2023•1 hr 14 min•Season 1Ep. 192
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 the fou...
Jul 17, 2023•1 hr 4 min•Season 1Ep. 191
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 and m...
Jul 07, 2023•1 hr 6 min•Season 1Ep. 190
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 markets he...
Jun 30, 2023•56 min•Season 1Ep. 189
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 is tackl...
Jun 24, 2023•1 hr•Season 1Ep. 188
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 recent ...
Jun 14, 2023•1 hr 7 min•Season 1Ep. 187
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 undertone...
Jun 07, 2023•1 hr 1 min•Season 1Ep. 186
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 fuels. L...
May 31, 2023•55 min•Season 1Ep. 185
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 the de-d...
May 22, 2023•1 hr 1 min
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 a var...
May 17, 2023•1 hr 1 min•Season 1Ep. 183
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 and the...
May 11, 2023•1 hr 17 min•Season 1Ep. 182
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 involve...
May 03, 2023•1 hr•Season 1Ep. 181
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 entrepreneurship...
Apr 28, 2023•1 hr 3 min•Season 1Ep. 180
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 continued im...
Apr 20, 2023•58 min•Season 1Ep. 179
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 future...
Apr 15, 2023•1 hr 1 min•Season 1Ep. 178
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 pote...
Apr 08, 2023•1 hr 7 min•Season 1Ep. 177
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 episode we disc...
Mar 30, 2023•1 hr 7 min•Season 1Ep. 176
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 with dif...
Mar 20, 2023•1 hr 7 min•Season 1Ep. 175
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: https://twitter.com/JohnJBlatchford Max's ...
Mar 18, 2023•58 min•Season 1Ep. 174
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 show! Twitter: https://...
Mar 13, 2023•1 hr 23 min•Season 1Ep. 173
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 $4 billion in one year! This episode we discuss his oil and gas career and the lessons he learned working in the different functions over the years. Joel spent time in engineering, production, operations, facilities, and wore a bunch of different hats. Then we dive into a recen...
Mar 08, 2023•1 hr 2 min•Season 1Ep. 172
This episode's guest is Kaes Van't Hof the President and Chief Financial Officer of Diamondback Energy ($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 costs effect...
Feb 28, 2023•1 hr 2 min•Season 1Ep. 171
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 the end...
Feb 23, 2023•53 min•Season 1Ep. 170
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 his co...
Feb 20, 2023•1 hr 2 min•Season 1Ep. 169
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 self-censors...
Feb 17, 2023•1 hr•Season 1Ep. 168
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 future lo...
Feb 13, 2023•1 hr 5 min•Season 1Ep. 167
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 team. ...
Feb 10, 2023•1 hr 2 min•Season 1Ep. 166
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 back half o...
Feb 06, 2023•1 hr 6 min•Season 1Ep. 165
