Always Be Building

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-dollarization phenomenon we are seeing unfold over the last few years, and why he thinks countries are going to move to a self-custody reserve assets, but doesn’t think dollars are going away anytime soon. 

Hope you enjoy the show! 

Luke's company's website: https://fftt-llc.com/about/

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

#LukeGromen #MaxGagliardi #AlwaysBeBuilding

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 variety of energy topics that he has covered on his podcast and I get his take on a number of topical issues in the energy space. 

Hope you enjoy the show! 

Insiders Guide to Energy Podcast: https://insidersguidetoenergy.com/

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 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 ups and downs of the oil and gas industry. We talk about entrepreneurship and the challenges we've faced, as well as the good fortune we've had to make a living in this volatile business. 

We talk about the challenges of scaling a business, the failures and successes, working with great people, and how lucky we have been to get to work in a niche segment in one of the greatest industries in the world, oil and gas. 

Hope you enjoy the show! 

Our 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 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 involved with getting a new project off the ground. Lastly, we discuss the economics of storage projects, what the commercial terms look like, and the details behind the storage project Edmund and his company are currently working on. 

Hope you enjoy the show!

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 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 in non-traditional tech regions across the US. We go into the opportunities and challenges involved with focusing on off the beaten path markets. Lastly, we talk about what Victorum looks for in a start-up Founder, and what exciting trends he sees on the horizon. 

 Hope you enjoy the show! 

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 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.

Hope you enjoy the show!  

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 potential bank stress, and the truth behind the rumors of the dollar's imminent demise.

Hope you enjoy the show!

Joe's Twitter: https://twitter.com/JoeConsorti 

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 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 discuss what is really happening with the energy transition, how coal is still on the rise, and how the rumors of oil and gas peak demand have been exaggerated. 

We talk about how energy equities remain out of favor and how volatility in prices is becoming the new normal.  

Lastly, we dive into the issues with moralizing energy usage, how the government is trying to pick the winners and where Arjun sees it all heading from here. 

Hope you enjoy the show!

Arjun's Twitter: https://twitter.com/ArjunNMurti 

Twitter: https://twitter.com/max_gagliardi

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 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 difficult clients, and what the best practices are for managing different types of real estate developments. 

Lastly, we talk about entrepreneurship, how she built her company, and what her vision is for the future. 

Hope you enjoy the show!

Twitter: https://twitter.com/max_gagliardi

Twitter: https://twitter.com/Always_Building

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

#AntoniaBotero #MaddProject #MaxGagliardi