Chuck Yates Needs A Job

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Join Chuck Yates as he dives deep into the journey from podcasting to AI innovation with Mush Khan, Co-Founder and CEO of Alchemy Industrial. Discover how these dynamic entrepreneurs transitioned from podcast hosts to leaders in AI software development, focusing on the energy sector. Key Takeaways include understanding the evolution of AI applications in industrial markets and the challenges of reshoring manufacturing. The Backstory reveals Mush's commitment to enhancing the lives of industrial workers through cutting-edge technology. Explore Industry Insights on energy storage and its vital role in future power systems. AI to the Rescue showcases how Alchemy Industrial leverages AI to deliver unique solutions. A Contrarian Approach provides insights into rethinking traditional energy production. The Future holds exciting possibilities for decentralized energy systems. Guest Bio: Mush Khan leads Alchemy Industrial with a focus on reshoring manufacturing and building sustainable energy solutions. Subscribe for more insights and follow us for updates!

CHAPTERS:
00:00 - How did you become AI software folks
03:42 - What is ESS doing these days
08:55 - Why Store Energy
12:05 - Complexity of the Grid
16:40 - Where Is ESS Today
18:39 - What Does ESS Make
19:41 - Example System
21:06 - Importance of electricity
27:10 - Future of electricity delivery
28:00 - How much will we pay for AI
34:38 - Selling solutions vs selling infrastructure
38:45 - Matt and Colin argue all the time
41:18 - What are we talking about in 5 years
42:07 - Who do you want a phone call from
48:25 - What does a customer look like for you
51:34 - What’s your massively transformative purpose

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In this episode of "Chuck Yates Needs a Job," Chuck and Collin McLelland sit down with Jonathan Farber of Lime Rock Partners for a conversation that’s equal parts financial acumen and unapologetic razzle-dazzle. Farber, fresh off his 79x windfall from the CrownRock sale, unpacks the nerve required to sit on an asset longer than most marriages last. And speaking of enduring relationships, Farber also spills on his side gig—helping Chuck’s ex-wife pick out a Ferrari, because apparently, private equity doesn’t stop at energy investments.
What starts as a humble brag session quickly turns into a dissection of why the divestment movement is as logically sound as a lead balloon and how surviving the oil patch requires the kind of stubbornness usually reserved for mules and billionaires. With a blend of razor-sharp wit and sardonic insights, this episode is for those who appreciate their financial wisdom served with a side of roast. If you’re looking for a finance podcast with the intellectual sting of William Buckley and the comedic bite of Don Rickles, buckle up—this one’s for you.

00:00 - Intro
07:58 - Lime Rock’s Structure
11:39 - Capital Discipline
15:42 - The Wolfberry
19:01 - Last Mover Advantage
22:37 - Current Market Trends
23:17 - Market Consolidation
29:00 - Minerals in Energy
30:50 - Chuck Yates on Lime Rock
33:54 - Non-Operational Strategy
36:00 - Successful Deal-Making
40:53 - Early Career Insights
47:16 - Energy Finance History
50:05 - Investment Banking Overview
52:58 - Founding First Reserve
55:29 - Energy Private Equity Origins
58:10 - Matt's Poker Career
01:01:40 - Limited Partner World
01:05:14 - Benefits of Hydrocarbons
01:10:58 - Energy Scarcity Discussion
01:12:30 - Investor Mindset Shift in Oil & Gas
01:16:14 - Global Energy Needs
01:18:30 - Nuclear Power & Synthetic Hydrocarbons
01:19:00 - Future of Hydrocarbons
01:20:30 - College Study Recommendations

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Dive deep into a fascinating discussion on Bitcoin, Energy, and Halliburton Labs with Chuck Yates and guest Scott Gale, Executive Director at Halliburton Labs. In this re-released episode of "Chuck Yates Needs A Job" podcast, Chuck and Scott explore the intersection of digital currency and the energy sector, revealing insights that you won't find anywhere else.

Key Takeaways:
- The surprising synergy between Bitcoin and energy markets
- Chuck Yates' personal and professional journey, including his time at Rice University and beyond
- Scott Gale's insights on the innovations happening at Halliburton Labs
- The human side of the energy industry and how it's losing the narrative battle
- Strategies to improve mental health awareness in the oil and gas sector

00:00 - Intro
01:10 - Rice University Overview
05:50 - Rice University Insights
11:20 - Early Career Journey
17:40 - Burton McMurtry Experience
19:18 - Investment Banking Background
23:17 - Getting a Job in Investment Banking
28:01 - Music Industry Insights
31:30 - Rice Athletics Discussion
33:26 - Fired from Kane Anderson Story
36:51 - Finding Happiness
40:30 - What's Next for Chuck
41:49 - Mental Health in Energy Sector
42:10 - Changing Energy Narrative
44:20 - Attracting Young Talent in Energy
46:53 - Episode Wrap-Up

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Dive deep into the real impact of Governor Walz’s energy agenda** with Chuck Yates and special guest Isaac Orr on this episode of the "Chuck Yates Needs A Job" podcast! This engaging conversation reveals the complexities and consequences of Tim Walz’s energy policies, from his tenure as a congressman to his current role as governor.

- Discover how Walz’s moderate campaign promises evolved into progressive energy policies.
- Uncover the challenges and delays associated with the Enbridge Line 3 pipeline.
- Understand the push for 100% carbon-free electricity and the limitations it imposes.
- Learn about the potential blackouts and economic impacts of these green energy mandates.
- Get insights on the political and economic landscape influencing Minnesota’s energy future.

00:00 - Isaac Orr
01:17 - Tim Walz
02:19 - Gas Tax Implications
07:51 - Low Carbon Fuel Standard Overview
08:53 - Line 3 Pipeline Discussion
12:47 - Walz's 100% Carbon Free Energy Plan
15:53 - Cost Analysis: Wind, Solar, and Battery Grid
20:05 - Mining and Energy Resources
27:30 - How to Reach Isaac Orr and Company Insights
30:38 - Closing Thoughts
33:07 - Finding Chuck Yates
33:12 - Finding Alex

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Dive deep into the world of politics with Chuck Yates as he hosts Bob King, Proprietor at Greenhouse Social Ventures and Congressional candidate for Texas-21. Discover how Bob King plans to address critical issues like government debt and overreach, reflecting his unique journey from the oil and gas sector to politics.

In this engaging episode of the "Chuck Yates Needs A Job Podcast," Bob shares stories from his corporate past, discusses the nation's fiscal challenges, and outlines his vision for a more accountable government. Key takeaways include:

- The staggering national debt and its implications
- The impact of government overreach on businesses and citizens
- The importance of transparency and ethical governance
- Steps towards achieving a balanced budget

Bob King recounts his experiences in the oil industry, revealing how his professional background shapes his political stance.

The episode highlights the immense national debt and the inefficiencies of a bloated government.

Bob brings a contrarian approach to typical political conversation, advocating for less government intervention and more personal and economic freedom.

Hear Bob's strategies for cutting through political noise, reducing debt, and restoring power to the people.

Bob King is the Proprietor at Greenhouse Social Ventures and a Congressional candidate for Texas-21. With decades of experience in finance and oil, Bob brings a pragmatic approach to politics, emphasizing ethics, transparency, and fiscal responsibility.

00:00 - Intro
00:19 - Circumstances of Meeting
05:46 - The Mike Watford Incident
09:26 - JP Bryan Art Collection
13:44 - Bob's Entry into Politics
19:40 - Importance of National Debt
22:14 - Future of the Dollar
23:53 - Oil and Gold Prices
28:38 - Power Dynamics in Washington DC
34:24 - Government Accountability
43:33 - Current Political Climate
47:50 - Larry Sharpe for Congress
53:30 - Lessons from High School Football
58:37 - Understanding Libertarianism
01:03:50 - Learning Spanish
01:11:10 - Contacting Bob
01:13:20 - Bob's Passion for Oil Industry
01:14:46 - Importance of Positivity
01:15:54 - Unique Aspects of Oil and Gas
01:16:34 - CEO vs. Janitor Perspective

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Dive deep into the enigmatic world of UFOs, Religion, & Superpowers in this episode of Chuck Yates Needs A Job Podcast! Joined by the esteemed Jeffrey Kripal, J. Newton Rayzor Chair in Philosophy and Religious Thought at Rice University, Chuck uncovers the hidden connections between these seemingly disparate phenomena. 🚀🛸

Discover how altered states of consciousness, mystical experiences, and even superhero comics intersect to reveal profound insights about our reality. Jeff Kripal eloquently shares his expertise, making sense of these extraordinary experiences without reducing them to mere hallucinations or random events. Whether it's unexplained phenomena in the skies or the spiritual and supernatural dimensions of our daily lives, this conversation is bound to expand your horizons.

Jeffrey Kripal's journey into the study of the paranormal began with a fascination for the mystical and the unexplained. With a robust academic background, he bridges the gap between rigorous scholarly research and the awe-inspiring experiences that defy conventional explanation.

Jeffrey Kripal is the J. Newton Rayzor Chair in Philosophy and Religious Thought at Rice University. His work delves into the intersections of religion, mysticism, and the paranormal, offering a unique perspective that challenges the boundaries of traditional academic inquiry.

00:00 - Chuck Yates Daughter’s College Decision
02:48 - Jeff Kripal’s Unique Story
06:48 - What is the Study of Religion
09:16 - Paranormal Experiences: Religion or Randomness
19:00 - Possible Explanations for Paranormal
23:19 - Chuck’s SiriusXM Love Song Experience
27:30 - What Part of Chuck Did It
29:33 - Dreams and Their Meanings
31:34 - How Many Chucks Are There
33:18 - Every Experience of God is a Human Experience
34:00 - Will We Ever Know More
39:07 - Commonality of Man
42:35 - Lost Knowledge
44:25 - Optimism and Hope
49:26 - Mind Outside the Brain
52:56 - Superpowers and Abilities
56:43 - Tucker Carlson and UFOs
59:17 - What if UFOs are from the Future
1:01:13 - Moral Agency Question
1:03:05 - Fate Magazine
1:04:20 - Closing Thoughts
1:05:00 - Chuck Yates Needs a Wife

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Dive deep into the fascinating world of shale gas with Chuck Yates and Alex Underwood, the visionary CEO of Empire Energy Group Limited, as they explore why Australia might hold the future of shale gas.

Discover how Alex's rich family history in mining, from Burma to Papua New Guinea, influenced his career trajectory, leading him to become a key player in Australia's emerging shale gas industry. This episode offers unique insights into the Australian mining and oil and gas sectors, detailing how Empire Energy is leveraging innovative strategies to tap into the vast potential of the Beetaloo Basin.

Alex Underwood shares his journey from finance major and law student to becoming an entrepreneurial leader in the oil and gas sector, highlighting key industry insights and future trends. Tune in to understand the broader implications of shale gas exploration and how it could reshape energy markets globally.

Alex Underwood is the CEO of Empire Energy Group Limited, a leading player in the Australian shale gas industry. With a rich heritage in mining and extensive experience in finance and petroleum, Alex brings a unique perspective to the energy sector. His leadership is set to propel Empire Energy as a significant contributor to the global energy landscape.

00:00 - Intro
01:40 - How did you get into the oil and gas industry
11:20 - What do we know about the Beetaloo Basin
12:40 - What’s the plan for the next well
18:30 - What’s the market cap of this company
22:34 - What’s the economics of this gas play
26:50 - Energy demand
31:16 - Data centers
32:08 - Nuclear energy
34:50 - Natural gas
40:25 - Energy industry messaging
43:50 - Pulling out of the GFC
46:10 - What is cricket

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Join us on the Chuck Yates Needs A Job Podcast as we dive deep into the fascinating journey of Stephanie Berlin, the Chief Executive Officer of Energy Club Northern Territory. Discover how Stephanie navigated her path to becoming a leader in the energy sector, the unique dynamics of the Northern Territory’s energy landscape, and the exciting projects shaping the future of energy in the region.

Stephanie Berlin didn't start the Energy Club NT but has been a member since its inception in 2015. With a background in the energy sector and a knack for leadership, Stephanie was tapped to lead the organization, driving its mission to connect and support the energy community across the Northern Territory.

From the vast potential of the Beetaloo Basin to the strategic importance of natural gas as a transitional fuel, this episode sheds light on the critical developments and opportunities within the Northern Territory's energy sector. Stephanie also touches on the historical significance of Darwin, the region's unique geopolitical role, and the vital work Energy Club NT does in fostering industry collaboration.

Stephanie Berlin is the CEO of Energy Club Northern Territory. With deep roots in the energy sector, she has played a pivotal role in connecting industry players, driving innovation, and supporting sustainable energy projects across the Northern Territory. Her leadership and vision continue to shape the future of energy in one of Australia's most dynamic regions.

00:00 - Intro
00:52 - Energy Club Northern Territory Overview
04:36 - Understanding the Northern Territory
05:42 - Northern Territory Energy Industry
06:50 - Bombing of Darwin & Strategic Oil Reserve
10:51 - LNG in Northern Territory
12:20 - Beetaloo Basin Exploration
18:00 - Fracking Ban Impact
22:55 - Event Preparation Insights
23:41 - Chuck Pre-Show
25:35 - Chuck Introduction
27:10 - Chuck Keynote Speech
35:30 - Chuck’s Audience Engagement
39:40 - Tim’s Introduction
40:38 - Chuck’s Final Thoughts

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Two key people in Clayton Williams life - his CFO Mel Riggs and  his widow Modesta - show Chuck around Claytie’s office which remains the same as the last day he was in it. Amazing stories about Clayton’s journey, the governor’s race, how he wooed Modesta and yes, Barbara Bush had a crush on him.  Watch this one if you can, the video is priceless.

00:00 - Intro
03:00 - Mel Riggs, Clayton Williams’s Office
09:00 - Starting Plains Telecom
10:44 - Clayton Williams Resources
11:56 - Clayton Williams runs for Governor
18:48 - Clayton Williams Resources goes public
20:09 - Taking the company public
22:46 - The market window closes
23:45 - Clayton Williams pays off his debt
25:45 - Clayton Williams’s charisma
27:14 - Clayton Williams is unprepared for a presentation
32:22 - Melinda and Clayton’s hunting adventures
37:14 - Wrapping up the tour of Clayton’s office

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Chris has been absolutely blowing up X (Twitter) educating the world on how climate actually works.  So I had to have him on.  We chatted how good our historical temperature data really is, how good the more recent data and climate models, and what we can actually prove in laboratory.   Needless to say Chris doesn’t think the world is ending anytime soon if the climate is changing a little bit.

0:00 - Intro
1:47 - Who is Chris Martz
5:15 - What got Chris interested in weather
6:32 - What got Chris interested in climate
8:56 - Chris's mentors: Joe Bastardi and Tony Heller
14:20 - Proxy data
18:02 - Confidence in extrapolation
19:24 - Isotherm maps
21:30 - Hockey stick graph
25:34 - Quality of temperature data over the last 150 years
29:00 - Satellite data
30:35 - Instrumental data
34:50 - Time of observation bias
36:55 - HaCRUT data
40:00 - How can we test the CO2 warming effect in a lab
46:17 - Does CO2 cause warming
50:00 - How to change people’s minds
52:04 - What do we do to get a more fair and accurate discussion
55:36 - You can’t reason someone out of a position they didn’t reason themselves into
1:00:00 - Factfulness
1:04:09 - Book recommendation: Factfulness
1:04:20 - How to change minds
1:09:05 - Invite to Houston

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