BP Capital Funds Insights: https://www.bpcfunds.com/insights/

1:37 – How was the launch of your first ETF?

4:19 – Can you walk me through the process on how you construct and select for the ETF?

10:14 – Can you talk more about the energy value chain and metrics you look at?

13:54 – Can you talk about an idea or company in your portfolio?

20:39 – Can you talk about more on how the US can potentially be a net exporter in the coming years?

22:29 – How has the US shale production affected that and the new technology?

24:21 – How do you construct your portfolio to include all aspects of the energy value chain and how do you position your best ideas?

26:25 – Do you keep the portfolio fairly diversified or concentrated?

27:46 – What has driven the oil price movement?

31:49 – What should investors be aware in regards to oil prices and those misconceptions?

33:54 – Can you talk about the company level execution risk? Are they temporary and can they be fixed?

39:39 – When you visit the oil sites, can you share some stories of your experiences?

42:39 – What are your guys’ favorite hobbies?

49:00 – What are your favorite books?

50:08 – What are your closing thoughts?

Enjoy and thanks for the listen!