Trevor Rose Podcast

201 Episodes

1. #161: Barb Munroe (Crescent Point Energy) - A New Corporate Direction & Reflections on Governance from Tech to Energy

   Published: 2/15/2024
2. #160: Joe Raia (Abaxx Technologies) - Building a New Commodities Exchange, Futures Contracts & LNG: The Investment Case in Plain Sight

   Published: 2/8/2024
3. #159: Brad Fedora (Trican Well Services) - Breaking into Investment Banking, 43% Share Reduction & Opportunities in Energy Services

   Published: 2/1/2024
4. #158: Derek Evans (MEG Energy) - $2 Decisions, the Renaissance Days & Why Low Costs are Important in the Energy Business

   Published: 1/25/2024
5. #157: Jason Landau (Waratah Capital) - Taming Volatility, Compounding at 10% & the Investment Case for Natural Gas

   Published: 1/18/2024
6. #156: Steve Mesler (Classroom Champions) - Listening, Doing Difficult Things & a Few Lessons From the Ups & Downs in Life

   Published: 1/10/2024
7. #155: Rafi Tahmazian (Canoe Financial) - Holiday Special: An Updated Investment Thesis & the Golden Era of Energy Investment Banking

   Published: 12/27/2023
8. #154: Hilary Foulkes (Enerplus/Pine Cliff/TPH & Co.) - Earning a Seat at the Table, Going West & the Value of Patience in Business

   Published: 12/22/2023
9. #153: Bob Chaisson (Karve Energy) - 8 Exits, Going from $0.25 to $30 & Why it Pays to be Unconventional

   Published: 12/14/2023
10. #152: Ian MacGregor (North West Capital) - Refineries, Museums & Real Estate: A Few Lessons from 50 Years in Business

    Published: 12/11/2023
11. #151: Andrew Judson (Fort Capital) - Adventures in Investment Banking, Watching $1.00 Grow to $18 & Why Energy M&A Will Continue

    Published: 12/1/2023
12. #150: Steve Larke (Topaz/Headwater/Vermilion) - The Efficiency Paradox, Inflation & Why Global Energy Demand is up 35%

    Published: 11/24/2023
13. #149: Brendan McCracken (Ovintiv) - Building Inventory, Durable Returns & Why Intangible Culture Matters

    Published: 11/17/2023
14. #148: Rene Amirault (Secure) - 80% Recurring Cash Flow, Emphasizing the Field & Why Customer Service Matters

    Published: 11/9/2023
15. #147: Trent Boehm (Old White Walker) - Return of the Zombie - Halloween Edition: Volatility, 2024 Pricing & Why M&A is Good for Canadian Energy Markets

    Published: 10/31/2023
16. #146: Mick Dilger (Secure/Fmr. Pembina) - Growing to $40 Billion, Authenticity & Why Scarcity is Important

    Published: 10/26/2023
17. #145: Dr. Scott Tinker (Switch Energy Alliance) - 2 Billion Without Power, Regressive Taxes & Why Western Energy Policy is Changing

    Published: 10/17/2023
18. #144: Robert Colcleugh (Tidewater) - Investment Banking Entrepreneurship & Canada's 1st Renewable Diesel Plant

    Published: 10/10/2023
19. #143: Rob Lauzon (Middlefield Capital) - 5% Yields, Healthy Energy Prices & What Makes a Good Dividend

    Published: 10/4/2023
20. #142: Craig Bryksa (Crescent Point Energy) - Drilling Top Wells, 60% Return of Capital & Rebuilding a Better Company

    Published: 9/28/2023