Matt and Mike talk broader commodity prices with economic slowdown concerns and how falling copper prices historically indicate a recession. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Matt discusses the London Metals Exchange nickel short intervention that saved a major Chinese nickel company and the lawsuits that followed. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Matt talks about two exciting new patents that could revolutionize how we mine for strategically important minerals in the US, utilizing methods typically seen in oil and gas. These patents have the ability to drastically reduce environmental concerns with mining, overcome mining permit hurdles, and sustainably provide minerals for the energy transition. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin....
Gasoline and oil prices have been falling in the US but are they here to stay. Matt and Mike have competiting opinions and discuss expections for price in the future. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
The American Petroleum Institute has responded to President Biden's attack on the oil industry. We go through the 10 point plan written by the API to the President. https://www.api.org/news-policy-and-issues/news/2022/06/15/api-response-to-biden-oil-refineries-letter -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mc...
NATO member Lithuania is blockadingr train transported goods from Russia to Kalingrad (Russian province within Lithuania) due to EU sanctions. A blockade is considered an act of war. What does the US, Canada, Germany, UK, and other major western countries have to gain when conflicts in smaller countries could lead to devastating head-to-head conflicts? -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.co...
Matt discusses the antiquated process the US government goes through to measure inflation and talks about how a recession becomes official. Matt also provides an update on the June inflation report. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Matt and Mike talk about the factors currently controlling the oil price, underinvestment in the sector, OPEC, refining utilization in the US, etc. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Matt and Mike discuss the Roku and Walmart partnership and what this means for the future of how we buy as consumers of media. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Matt recently attended a two day intensive workshop Founder University and discusses his experience. Learn more about Founder University https://www.founder.university/ -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326...
Matt and Mike discuss US housing, the effects of the Fed rising rates, the current market, and where we may be going. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Mike and Matt discuss the recent Statista survey measuring the most important issues facing the US. Survey Details: https://www.statista.com/chart/27646/most-important-issues-facing-the-us/ -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326...
Matt and Mike discuss the current state of the US economy, financial markets, and what it looks like going forward. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Mike and Matt discuss the new Teal Swan documentary called The Deep End on Hulu. Teal Swan is an American spiritual teacher that became popular on YouTube. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Mike and Matt talk the Hulu WeWork documentary, euphoria of startups, and the cult of Adam Newmann. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Mike asks Matt to explain why companies IPO and go public and what the pros and cons are. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Matt discusses the EU and UK's proposed Russian oil and gas products ship tanker insurance ban and why this has actual teeth that may rock global commodity markets. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Mike asks Matt what he would do if President Biden appointed him Energy Secretary. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Matt gives an update on the drama which is the Elon Musk Twitter buyout. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Mike and I discuss the results of our first very small listener survey. We would love your feedback on the podcast, here is a link to the survey (should take approx. 6 minutes): https://forms.office.com/r/QhUu8xq3rS -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326...
Mike and Matt discuss monopolies and the current monopoly legislation being discussed in congress. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Mike talks about thinking through the environmental impacts and cost when buying a new car. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Mike discusses his experience buying a new car in this inflationary environment. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Already owning 83% of outstanding shares, Harold Hamm, Founder and Chairman of Continental Resources offers to take one of the largest independent oil and gas producers in the US private at a valuation of $25B. Matt discusses the deal and why Harold Hamm would like to do this. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/...
Matt and Mike discuss Russia's unfriendly country list and how this is being utilized to limit supplies to European countries. Matt discussed how this list came about and the risks to the economies of these countries. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Matt and Mike discuss diesel shortages in the United States and some of the steps the federal government will take to ease supply constraints. Matt discusses where diesel comes from and how the shortage is affecting inflation. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
Matt and Mike discuss carbon capture technologies and how CO2 can be utilized in the future to produce more hydrocarbons in existing fields. Matt also discusses innovative technology to extract CO2 from ocean water and turn it into hydrochloric acid for industry use. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mc...
Matt and Mike discuss venture capital and tech funding in a rising rate environment. Matt discusses the different metrics being enforced for funding in 2022 vs 2021 and before and what this means for near-long term public and private tech sector performance. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa...
With punitive policies being discussed targeting the profits of US oil and gas companies, Matt and Mike discuss the realities of why oil and gas companies cannot just produce more and why that would not really solve the targeted problems. Matt discusses the different capital foundations of production versus service companies and the general market for the oilfield services industry in the US right now. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Con...
Matt and Mike discuss rising rates, the effect on housing affordability, and if falling house prices are in our future. Matt and Mike discuss the rapid growth in house prices since 2020. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.linkedin.com/in/mike-mcvey-308aa326
