Chuck and long-time energy investor / executive (Exxon, Goldman, Simmons, TPH, Apache) Mark Meyer chat the history of energy investing and get drawn into a deep discussion of the importance of data and its analysis to the future of the energy business.   Yeah, and of course, they start with sports analogies.  

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00:00 - Intro
00:49 - Tom House
02:45 - NFL Draft
06:25 - Moneyball
10:38 - Start of the Interview
12:44 - First Time You and I Hung Out
18:14 - Investor Funding Insights
22:08 - Shale Revolution Market Insights
22:54 - Sound Investment Philosophy Importance
25:33 - Institutional Role in Energy Market
27:45 - Natural Gas Bubble of Early 2000s
32:21 - Commodity Hedge Inflation to Alpha Transition
37:15 - Chasing Alpha vs Beta Strategies
40:19 - Data Transparency in Investments
43:18 - Public Data and Technical Analysis
45:30 - Technical Judgment in Equity Research
51:24 - High Frequency Drilling Data Impact
57:44 - Big Data Challenges in Energy
01:01:10 - Strengths of Oil and Gas Companies
01:06:13 - Data-Driven Decision Making Potential
01:08:00 - Oil and Gas Industry Performance Issues
01:11:08 - Digital Wildcatters Overview
01:18:30 - Improving Industry Practices
01:19:35 - Portfolio Management for Physical Assets
01:24:35 - Action Plan for Investors
01:29:17 - ESG Metrics in Investments
01:31:33 - ESG and Investment Performance Analysis
01:32:20 - Rick Huckaby’s New Album

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