Always Be Building

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 Broken Bow Development Website: https://www.mountainforkresort.com/   

Max's Twitter: https://twitter.com/max_gagliardi

Podcast Twitter: https://twitter.com/Always_Building

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 our clients.

If you are interested in the process of how energy is monetized, and the tools we are building to help streamline the process, I think you will find value in the conversation.

Hope you enjoy the show!

Ancova website: ancova.com

Our Broken Bow Development Website: MountainForkResort.com 

Max's Twitter: https://twitter.com/max_gagliardi

Podcast Twitter: https://twitter.com/Always_Building

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 transport and what he is paying attention to in 2023. We then shift the conversation to real estate and how he has been investing in that space. Lastly, we dive into commodities and how Calvin likes investing in equities to play the current macro themes. 

Hope you enjoy the show! 

Calvin's Twitter: https://twitter.com/calvinfroedge 

My Energy company's website: www.ancova.com

Our Broken Bow Development Website: www.MountainForkResort.com 

Max's Twitter: https://twitter.com/max_gagliardi

Podcast Twitter: https://twitter.com/Always_Building

tiktok: https://www.tiktok.com/@max.gagliardi

YouTube: https://www.youtube.com/@max_gagliardi

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 founding team of Casper.

This episode we discuss the Summer model and talk about the different ways to buy and own a vacation home with the company. We talk about how the short-term rental market is evolving and why it is important to have an expert on your side when looking at short-term rental investments. Lastly, we dive into the tech summer uses, why they are a hospitality focused business and what they are doing to stand out with their property management.

Hope you enjoy the show!

Paul's Twitter: https://twitter.com/PaulKromidas

My Energy company's website: www.ancova.com

Our Broken Bow Development Website: www.MountainForkResort.com 

Max's Twitter: https://twitter.com/max_gagliardi

Podcast Twitter: https://twitter.com/Always_Building

tiktok: https://www.tiktok.com/@max.gagliardi

YouTube: https://www.youtube.com/@max_gagliardi

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 medium term. We discuss gold, Bitcoin, and real estate. 

This was a fun one to record, I always love getting Michael's thoughts on the topical events happening in the markets. 

Hope you enjoy the show!

Michael's YouTube Channel: https://www.youtube.com/c/theleadlagreport 

My company's website: www.ancova.com

Max's Twitter: https://twitter.com/max_gagliardi

Podcast Twitter: https://twitter.com/Always_Building

tiktok: https://www.tiktok.com/@max.gagliardi

YouTube: https://www.youtube.com/@max_gagliardi

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 targets. Blake drops knowledge on how he underwrites his investments, what type of financing he has used and how he operates the portfolio. Lastly Blake goes into some crazy stories of things he's had to deal with as an STR investor. 

Hope you enjoy the show!

Blake's Twitter: https://twitter.com/MrFourToEight 

My company's website: www.ancova.com

Max's Twitter: https://twitter.com/max_gagliardi

Podcast Twitter: https://twitter.com/Always_Building

tiktok: https://www.tiktok.com/@max.gagliardi

YouTube: https://www.youtube.com/@max_gagliardi

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 tackling their business plan. Towards the end we dive into other various topics around oil & gas markets and real estate. 

Always great to have Heik back on the show. Hope you enjoy it! 

Heik's Twitter: https://twitter.com/heik_energy 

My company's website: www.ancova.com

Max's Twitter: https://twitter.com/max_gagliardi

Podcast Twitter: https://twitter.com/Always_Building

tiktok: https://www.tiktok.com/@max.gagliardi

YouTube: https://www.youtube.com/@max_gagliardi

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 lawsuit by the SEC against Binance and Coinbase and how things could potentially play out. 

Later in the discussion we dive into the current state of Bitcoin Mining and how the industry is positioned leading into the halving next year. Lastly, we touch on the Fed, inflation, and why ultimately Bitcoin is going to win. 

Hope you enjoy the show! 

Marty's Twitter: https://twitter.com/MartyBent

My company's website: www.ancova.com

Max's Twitter: https://twitter.com/max_gagliardi

Podcast Twitter: https://twitter.com/Always_Building

tiktok: https://www.tiktok.com/@max.gagliardi

YouTube: https://www.youtube.com/@max_gagliardi

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 undertones driving many of the narratives. We touch on the war in Ukraine, central banks printing money, and how the U.S. political system envies the power that China wields over its people. 

Yaron is a great listen. Hope you enjoy the show! 

Yaron's channel: https://www.youtube.com/@YaronBrook 

My company's website: www.ancova.com

Max's Twitter: https://twitter.com/max_gagliardi

Podcast Twitter: https://twitter.com/Always_Building

tiktok: https://www.tiktok.com/@max.gagliardi

YouTube: https://www.youtube.com/@max_gagliardi

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. Lastly, we discuss the green movement and why so many young people are influenced by unrealistic expectations in the Western world when the developing world still needs the basic energy infrastructure many of us take for granted. 

Hope you enjoy the show! 

Jusper's Twitter: https://twitter.com/JusperMachogu

My company's website: www.ancova.com

Max's Twitter: https://twitter.com/max_gagliardi

Podcast Twitter: https://twitter.com/Always_Building

tiktok: https://www.tiktok.com/@max.gagliardi

YouTube: https://www.youtube.com/@max_gagliardi