Trevor Rose Podcast

201 Episodes

1. #121: Eric Nuttall (Ninepoint Energy Fund) - $100 Oil, Dividends vs. Buybacks & Why EMT is Wrong

   Published: 4/6/2023
2. #120: Jeremy McCrea (Raymond James) - 30% Fx Rates, Sustainable Dividends & How to be a Better Energy Investor

   Published: 3/30/2023
3. #119: Shubham Garg (White Tundra Investments) - 140% Returns, Physical vs. Financial Markets & Why Credit Risk is Impacting Energy

   Published: 3/23/2023
4. #118: Brad Docherty (Source Rock Royalties) - $13MM in Dividends, Acquisition Strategies & Canada’s Only Jr. Energy Royalty Co.

   Published: 3/16/2023
5. #117: Dave Spyker (Freehold Royalties) - 14x Payouts, Inflation Hedging & What Makes a Good Royalty

   Published: 3/8/2023
6. #116: Martin Pelletier (Wellington-Altus) - 10% Yields, Dividends vs. Buybacks & Why Calgary is Growing

   Published: 3/2/2023
7. #115: Josh Young (Bison Interests) - 100% Returns, Value Traps & Why Profits Are Made on the Buy

   Published: 2/24/2023
8. #114: Cody Battershill (Canada Action) - A Missed Opportunity: The Case For Canadian Energy

   Published: 2/16/2023
9. #113: Bob Geddes (Ensign Energy Services) - A Glimpse Into Energy Services Success, Market Cycles & Why Free Markets Are Important

   Published: 2/9/2023
10. #112: Simon Belanger (Canadian Investor Podcast) - How Rising Interest Rates Impact Canadians

    Published: 1/26/2023
11. #111: Chris Slubicki (Modern Resources) - 3 Exits, Market Cycles & How Canadian Energy Can Reduce C02

    Published: 1/20/2023
12. #110: John Hooks (Phoenix Energy Services) - 40 Years of Energy Services: Why There's Fewer Rigs & More Profits Than Ever

    Published: 1/12/2023
13. #109: Mike Tims (MATCO Investments; Peters & Co. Limited) - Lessons From 40 Years in Energy Investments

    Published: 12/30/2022
14. #108: Bryden Teich (Avenue Investment Management) - How to Tame Volatility, Avoiding Zero & What Makes a Good Investment

    Published: 12/15/2022
15. #107: Brandon Swertz (Archer Exploration Corp) - 6 Exits, Bootstrapping & How Energy Supply Works

    Published: 12/8/2022
16. #106: Ryan Bushell (Newhaven Asset Management) - How to Build a Portfolio, Detecting Skin in the Game & Backwards Energy Policy

    Published: 12/1/2022
17. #105: Steve Buytels (Tamarack Valley Energy) - Why to Protect the Balance Sheet, Rose Colored Glasses & Ensuring Capital Discipline

    Published: 11/24/2022
18. #104: Craig Fuller (FreightWaves) - Why Global Supply Chain is Pointing to Dark Clouds Over the Economy

    Published: 11/15/2022
19. #103: Terry Etam (Energy Columnist) - Why High Energy Prices Are Bittersweet

    Published: 10/20/2022
20. #102: (Doomberg) - The Work of My Life: How Doomberg Started & Why the Media Ecosystem is Changing

    Published: 10/13/2022