#hottakeoftheday

Dan Pickering rejoins the podcast after an exciting 3 months. Last time we had Dan on, it was Thanksgiving, the vaccine had just been released and oil had begun its ascent. Now.... oil is over $60. Gas is over $3. Some energy equities have rallied more than 500%. We catch up on what’s happened, what coming and what to watch for. As always - I enjoy the conversation with Dan and I’m sure you will too.

 

Podcast Audio

 

https://youtu.be/1D8shDz1uMo

 

About our Sponsor: Magnum Cementing Services

Magnum Cementing Services is an established well cementing service company with a broad operational footprint in North America. Magnum is well-positioned to serve its customers with the delivery of both primary and remedial / plug and abandonment (P&A) cementing.

​Magnum’s commitment has helped oil companies carry out their projects with a higher level of trust and dependability. From inception to delivery, their clients have come to expect superior communication and top-quality service.

Magnum also believes in the training and orientation of all employees, so they are comfortable and confident in their work, which makes certain they provide the finest service available.

Be sure to call Steve Moore at 310.701.3113

This week, we are joined by Trisha Curtis, the founder of PetroNerds. We talk all things oil and gas and for those who know either of us, you know we speak fast. The two of us together is like a 9 hour podcast in 50 minutes. We talk Bakken, energy policy, the future of US oil and gas, Saudi and a whole bunch more. Hope you enjoy!

Podcast Audio

 

https://youtu.be/WTTLaOZI4Bs

 

About Trisha

President and CEO

Trisha Curtis

Since founding PetroNerds, Trisha Curtis has been recognized for her passion and expertise in developing strategies based on micro and macro market intelligence with on the ground intel.

Ms. Curtis has a tenacious focus on solving root problems, supporting clients in organizational effectiveness, and developing and implementing growth strategies. She is a trained macroeconomist with a relentless attention to detail.

Ms. Curtis has worked across a broad range of companies, both in and outside the energy sector, with a significant focus on US shale, where she is seen as the leading expert and well-regarded industry speaker and commentator.

This week, we wanted to do something a bit different but really relevant. Meet Steve Stine. Teacher, guitar wizard and now the face of GuitarZoom. Find out how he built a brand in a sea of musicians, what advice he has for would be entrepreneurs that want to start their own journey, and why when you run out of hours... you have to figure out leverage.

He’s a really cool dude, amazing charisma and whether you play an instrument or not, I think you’ll get a lot of it.

Podcast Audio

 

https://youtu.be/TLMdwX2FC1c

 

About Steve

Steve Stine is known as the world’s most sought-after guitar-instructor. He’s most famous for his ability to make learning guitar fun and easy. He has over 27 years of teaching and playing experience. He’s literally helped millions of guitarists in over 103 countries.

He holds a bachelor’s degree in music education from Minnesota State University Moorhead and has played lead-guitar in bands that have toured throughout the U.S. and U.K. He’s also a featured instructor at Guitar World Magazine and the former professor of Modern Guitar Studies at North Dakota State University. Steve is considered the world’s top instructor because his students see noticeable improvements in their playing, fast.

 

This week, I’m fanboi excited to welcome Tracy Shuchart (aka @chigrl on Twitter) on the podcast to talk Keystone, oil and gas, commodities, lockdowns, travel, and life. She is a must-follow on Twitter to stay on top of trends, data and things that move markets. I really enjoyed the conversation and think you will too.

Podcast Audio

 

https://youtu.be/7GShu4_s8AA

 

About Tracy

Tracy began career in finance at the Chicago Board of Trade. There, she started as a futures, options, and managed futures broker before moving on to managing a trade desk on the trade floor, where her firm strategized and executed on behalf of large hedge funds and global banks in energy, agriculture, softs, livestock, metals, FX futures, bonds and federal funds markets.

Tracy is currently the head energy and materials strategist at Hedge Fund Telemetry, a boutique research firm focusing on actional trade ideas and portfolio allocation catering to retail investors and institutions.  She also manages an energy and materials portfolio at a family office.

twitter: @chigrl

website:  hedgefundtelemetry.com

This week, Mike Chism, CEO of Mile High Psychiatry joins me to talk mental health. I don’t think I’m alone when I say 2020 was an emotional rollercoaster and I know I - for one - for sure experienced depression, anxiety, fear and hopelessness. So I wanted to invite someone on the show that was a professional to help ground us, bring us back to earth, give us context and make us more aware. So. This is that show. I hope it helps.

Podcast Audio

 

About Mike

Michael K. Chism, APRN, PMHNP, MSN, RN

Founder and CEO

Opening their practice in January 2017, Mike has grown their team to what they are today.

Graduating from the University of South Alabama, he has since gained many years of experience. While he has taken a step back from seeing patients on a daily basis, Mike continues to help countless children, adolescents, and adults of all age ranges and disorders. Mike believes in a truly collaborative approach to care and looks forward to continuing his successful business to help patients be the best version of themselves.

When Mike is not in the office, he enjoys 4 wheeling, cooking, and playing video games!

If you went into a coma on this day in 2020, you would wake up to a world different, but quite similar, except you don’t see a lot of teeth everyday. For our 100th episode, we invited Art Berman back to refresh our views with his outlook on oil and natural gas prices. Things have changed a lot since the vaccine news in November and prices have moved from a low of $1.74 and $35 to where we sit today at $2.50 and $52. Art is a fundamentalist who looks at comparative inventory to take a view. He walks us through his thinking and I’ll leave it to you to make the bet: Up, down or sideways from here? Only time will tell, but it certainly looks more bullish.

Now, if only US producers can stay disciplined...

#hottakeoftheday podcast Episode 100 w/Art Berman

https://youtu.be/hbxzhzGt12k

 

Podcast Audio

 

About Art

Arthur E. Berman is a petroleum geologist with 36 years of oil and gas industry experience.  He is an expert on U.S. shale plays and has published more than 100 articles on oil and gas plays and trends.

He has been interviewed about oil and gas topics on CBS, CNBC, CNN, CBC, Platt’s Energy Week, BNN, Bloomberg, Platt’s, The Financial Times, The Wall Street Journal, Rolling Stone and The New York Times.

Berman has served on the boards of directors of The Houston Geological Society and The Society of Independent Professional Earth Scientists.

He worked 20 years for Amoco (now BP) and 16 years as consulting geologist.

He has an M.S. (Geology) from the Colorado School of Mines and a B.A. (History) from Amherst College.

 

If you aren’t following Mark Rossano, you are missing out on a huge amount of data (which, when used correctly becomes knowledge). Whether it’s the economy, energy or commodities and the EIA data, Mark breaks it down every week better than anyone.

In partnership with PrimaryVision, we are launching a pregame show to tee up the topics of the week. This is the first one, and we will get to under 15 minutes by the end of our experiment. Let us know what you think.

Podcast Audio

https://youtu.be/vu7lipaF_LM

 

 

On this episode of the podcast, we welcome Chuck Yates. Chuck and I met a few months ago, first via phone and then over a great Houston lunch. I like Chuck a lot. He is thoughtful, insightful, caring and has a unique flair which he brings to everything he does (and wears). The first time I heard of him was because of the charity roast he spearheaded and I heard about “this PE guy getting a tattoo on his backside”. We start the pod with that story, and his passion for charity and we move through the business model of oil and gas, what he sees for the future and his best advice for investors. I enjoyed the conversation and I’m sure you will too.

#hottakeoftheday podcast Episode 98 w/Chuck Yates

https://youtu.be/0YyyQ2-e_gk

 

Podcast Audio

 

About our Sponsor: Magnum Cementing Services

Magnum Cementing Services is an established well cementing service company with a broad operational footprint in North America. Magnum is well-positioned to serve its customers with the delivery of both primary and remedial / plug and abandonment (P&A) cementing.

​Magnum’s commitment has helped oil companies carry out their projects with a higher level of trust and dependability. From inception to delivery, their clients have come to expect superior communication and top-quality service.

Magnum also believes in the training and orientation of all employees, so they are comfortable and confident in their work, which makes certain they provide the finest service available.

Be sure to call Steve Moore at 310.701.3113

About Chuck

Chuck Yates is a self-proclaimed towering giant of the energy business. After graduating magna cum laude, laude daude we like to party from Rice University with a BA in Political Science, an MBA in finance and plenty of BS, he toured with the Rolling Stones during one of Bill Wyman's stays in rehab. He later ran product design for Apple where Steve Jobs proclaimed him so valuable that "if Chuck left I'd be reduced to wearing nothing but black turtlenecks all the time". Chuck joined the Houston office of Stephens Inc., the Little Rock Arkansas investment bank where he strove to do well but not well enough to get promoted to Little Rock. After figuring out he was a really crappy investment banker, he moved to the principal side of the business... where he fared not much better. But as anyone who has spent more than thirty seconds with Chuck knows, he did the Silverhill deal. Interestingly enough during his nearly twenty years in private equity his business partner Mike Heinz went entirely gray. Coincidence? I think not. Chuck once won a bet from Superman where the loser had to wear his underwear on the outside of his clothes. Despite all of these achievements, in the post-COVID spring of 2020, Chuck was shit-canned from his gig as Managing Partner. It did make the Wall Street Journal so he at least had that going for him...

 

Links

www.YDC.org

www.chuckyatesneedsajob.com

 

“Can the President ban frac’ing?"

It’s a question I hear a lot. And while it’s neither legal nor investment advice, we welcome Bresee Carlson of Kuiper Law Firm back on the podcast to talk federal issues, and life under a democratic sweep. Data is cool. We are apolitical.

#hottakeoftheday podcast Episode 97 w/Bresee Carlson

https://youtu.be/O9vK8u4oFQI

 

Podcast Audio

 

About our Sponsor: Magnum Cementing Services

Magnum Cementing Services is an established well cementing service company with a broad operational footprint in North America. Magnum is well-positioned to serve its customers with the delivery of both primary and remedial / plug and abandonment (P&A) cementing.

​Magnum’s commitment has helped oil companies carry out their projects with a higher level of trust and dependability. From inception to delivery, their clients have come to expect superior communication and top-quality service.

Magnum also believes in the training and orientation of all employees, so they are comfortable and confident in their work, which makes certain they provide the finest service available.

Be sure to call Steve Moore at 310.701.3113

 

About Bresee

Bresee Carlson is a Partner at Kuiper Law Firm PLLC.

Bresee attended law school at the Sturm College of Law in Denver, CO with aspirations of providing guardian ad litem services for Colorado children. After graduation from Sturm College of Law in 2009, Bresee was introduced to the energy industry working title in the field and in house, and since her practice has focused on land and title related oil and gas issues across the Rocky Mountain producing states. Bresee is an adjunct professor of Oil & Gas Law at Western Colorado University in Gunnison, Colorado, sits on the board of Energy Strong, and is actively engaged in the DAPL, WAPL, and RMMLF. In her spare time Bresee volunteers with the Rocky Mountain Children’s Law Center providing guardian ad litem services for protection order proceedings or works on her unfortunately high golf handicap.

Office Location:

Denver

Admitted to Bar:

Colorado

Practice:

Oil & Gas; Title Examination

Education:

University of Arizona (B.S.)

University of Denver – Sturm College of Law (J.D.)

 

This episode, I’m joined by Ryan Sitton, former commissioner at the RRC, to talk about OPEC, flaring, data, his new book Crucial Decisions and what the future holds. I really enjoyed the conversation and getting to know Ryan much better. I think big things are in store for him in the future and I for one am excited to watch his path.

#hottakeoftheday podcast Episode 96 w/Ryan Sitton

https://youtu.be/LmycUtHWY3o

 

Podcast Audio

 

About our Sponsor: Magnum Cementing Services

Magnum Cementing Services is an established well cementing service company with a broad operational footprint in North America. Magnum is well-positioned to serve its customers with the delivery of both primary and remedial / plug and abandonment (P&A) cementing.

​Magnum’s commitment has helped oil companies carry out their projects with a higher level of trust and dependability. From inception to delivery, their clients have come to expect superior communication and top-quality service.

Magnum also believes in the training and orientation of all employees, so they are comfortable and confident in their work, which makes certain they provide the finest service available.

Be sure to call Steve Moore at 310.701.3113

 

About Ryan

Ryan Sitton, founder of Pinnacle, has 20 years of industry experience creating data management systems for equipment integrity and reliability and has served some of the world’s largest companies in the oil and gas, water, and mining industries.

Sitton is also considered a leading expert in energy market data analytics. Sitton served as Texas Railroad Commissioner, the chief energy regulator for the state, from 2014-2020 and has founded multiple companies including software development, commercial real estate development, and leadership training companies.

Sitton earned his Bachelor of Science in Mechanical Engineering from Texas A&M University.