This Isn't Your Father's Energy Sector with Toby Loftin and Trip Rogers

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!