Always Be Building

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 markets and everyone seems to have picked their respective cult to support. 

We dive into the energy trends in the U.S. and Europe and how things may play out if demand starts to get shaky. 

Lastly, we discuss how betting on yourself is probably the safest way to play the current environment, but make sure to never believe your own BS, just because you have the end point right, doesn’t mean you know the path it’s going to take to get there. 

Michael's Twitter: https://twitter.com/leadlagreport 

Lead Lag Report: https://www.leadlagreport.com/

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/company/talkenergy
 
YouTube: https://www.youtube.com/c/TalkEnergyPodcast

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 the shipping trends around the world. 

We also get Kumar’s unique perspective on marco trends in energy, technology and culture. Kumar is an engineer but also has strong background in tactical marketing. 

We dive into energy topics, the global macro economy, Bitcoin, and various other topical trends. You don’t want to miss this one. 

Hope you enjoy the show!

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

Kumar's Twitter: https://twitter.com/datarade 

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

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 for high gas prices and then taking credit for when the prices come down
-Unelected Bureaucrats like Richard Glick and the damage they can do to American Energy

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

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. Lastly, we discuss if Mark was leader of the free world, what strategy he would use to bring us into a nuclear future. 

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

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 dive into the ongoing energy crisis in Europe and how coal is continuing to play a large role in energy security for countries now faced with a shortage of Russia natural gas. 

Lastly, we dive into the supply and demand dynamics for thermal coal, and discuss how the rumors of coal’s demise have been greatly exaggerated. 

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

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!

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
 

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 objectives and ultimately there is a lot of subjectivity involved in deciding the criteria what constitutes ESG. We dive into the hypocrisy around ESG and why often times many of the companies that are highly listed on these ESG indexes don’t actually help the environment or benefit us socially. 

Lastly, we discuss Mark’s investing strategy and how he thinks there is opportunity for deploying capital into industries that have been unfairly constrained by the ESG mafia. 

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' Twitter: https://twitter.com/BlockwareTeam
 
Are you looking to mine Bitcoin?
 
Mining is the best way to dollar cost average into Bitcoin at a discount.
 
Blockware Solutions offers new and used mining rigs from leading manufacturers with an optional turnkey hosting package.
 
With Bitcoin mining experience dating back to 2013, Blockware Solutions has sold over 250,000 ASICs, hosted 200+ MW of clients, and mined thousands of BTC from the Blockware Mining Pool.

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' Twitter: https://twitter.com/BlockwareTeam
 
Are you looking to mine Bitcoin?
 
Mining is the best way to dollar cost average into Bitcoin at a discount.
 
Blockware Solutions offers new and used mining rigs from leading manufacturers with an optional turnkey hosting package.
 
With Bitcoin mining experience dating back to 2013, Blockware Solutions has sold over 250,000 ASICs, hosted 200+ MW of clients, and mined thousands of BTC from the Blockware Mining Pool.

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/max_gagliardi
 
Twitter: https://twitter.com/talkenergypod
 
LinkedIn: https://www.linkedin.com/company/talkenergy
 
YouTube: https://www.youtube.com/c/TalkEnergyPodcast
 
Blockware Solutions' Twitter: https://twitter.com/BlockwareTeam
 
Are you looking to mine Bitcoin?
 
Mining is the best way to dollar cost average into Bitcoin at a discount.
 
Blockware Solutions offers new and used mining rigs from leading manufacturers with an optional turnkey hosting package.
 
With Bitcoin mining experience dating back to 2013, Blockware Solutions has sold over 250,000 ASICs, hosted 200+ MW of clients, and mined thousands of BTC from the Blockware Mining Pool.

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 impact it has had on oil markets, and the unintended consequences of Western Sanctions on Russia. Lastly, we discuss the cultural shifts in the public’s view of oil & gas with the backdrop of climate alarmism. 

Hope you enjoy the show! 

Ellen's Book: https://www.amazon.com/dp/168177660X/ref=cm_sw_r_tw_dp_74GSJXD9VF80ZR670KBR?_encoding=UTF8&psc=1

Ellen's Twitter: https://twitter.com/EnergzdEconomy 

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' Twitter: https://twitter.com/BlockwareTeam
 
Are you looking to mine Bitcoin?
 
Mining is the best way to dollar cost average into Bitcoin at a discount.
 
Blockware Solutions offers new and used mining rigs from leading manufacturers with an optional turnkey hosting package.
 
With Bitcoin mining experience dating back to 2013, Blockware Solutions has sold over 250,000 ASICs, hosted 200+ MW of clients, and mined thousands of BTC from the Blockware Mining Pool.