60 episodes

Executive, entrepreneur, energy industry expert and author of "What the F@&K is Wrong with Everybody Else? What They Didn't Teach You in Business School."

Hope is not a plan; Pull no punches; Purveyor of truth (even when you don’t want to hear it). Absolutely IS NOT investment advice.

#hottakeoftheday

#hottakeoftheday David Ramsden-Wood

    • Entrepreneurship
    • 5.0, 3 Ratings

Executive, entrepreneur, energy industry expert and author of "What the F@&K is Wrong with Everybody Else? What They Didn't Teach You in Business School."

Hope is not a plan; Pull no punches; Purveyor of truth (even when you don’t want to hear it). Absolutely IS NOT investment advice.

#hottakeoftheday

    #hottakeoftheday podcast Episode 60 w/Great American Mining

    #hottakeoftheday podcast Episode 60 w/Great American Mining

    This week we spend some time on things I don’t understand, which in this case is bitcoin.  We visit with Tom Masiero and Rete Browning of Great American Mining and go through what it is, why it is, how to get it, how it works and.... then we go over what it is again.

    #hottakeoftheday podcast Episode 60 w/Great American Mining

    https://youtu.be/JbvfdD-I2J4



     

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    About Great American Mining

    Great American Mining focuses on building and operating modular autonomous Bitcoin mining farms.  We create highly profitable alternative digital pipelines for O&G producers by turning waste or trapped gas into Bitcoin.



    Tom Masiero



    Founding Partner of Great American Mining



     







     



    Rete Browning 



    Engineering Director of Great American Mining







     

    Great American Mining unit on a well pad.

    https://youtu.be/-HqFLf1-C5w



     



     



     



     



     

    • 38 min
    #hottakeoftheday podcast Episode 59 w/Bud Isaacs

    #hottakeoftheday podcast Episode 59 w/Bud Isaacs

    I’m not allowed to have favorite episodes and honestly, each one is pretty different. But my interview with Bud Isaacs is certainly one of my favorites. Mines grad, Vietnam vet, a career in oil and gas, lover of the outdoors, and most recently advocate for the water shed on the western slope. The co-authored book- “Oil and Water” is a fascinating dive into the world of water and what keeps 40 million Americans hydrated from the Colorado River.



    Water is THE crisis of the next 50 years and the book is a pretty powerful introduction to the concepts and thoughts around how society gets its water.



    Oh yeah, and he, his wife and most of his direct family had COVID in a February. Lots of learnings, insights and just a wonderfully enjoyable day for me to spend with Bud at his house.

    #hottakeoftheday podcast Episode 59 w/Bud Isaacs

    https://youtu.be/bsH5CDLiyOs



     

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    About Bud

    Vernon A. (Bud) Isaacs



    Mr. Vernon A. (Bud) Isaacs, Jr. graduated from the Colorado School of Mines in 1964 with a Professional Degree in Petroleum Engineering. Upon commissioning as a Second Lieutenant, Mr. Isaacs served in the U.S. Army Corps of Engineers, including combat operations in Vietnam with 1st Brigade, 101st Airborne Division, receiving a number of Vietnamese combat ribbons, the Combat Infantry Badge, Silver Star, Bronze Star with Valor, and a Purple Heart for wounds suffered during combat.







    Following military service, Mr. Isaacs emerged as an industry leader in petroleum engineering. He held positions with Coquina Oil Corporation, Union Oil Company, and CALCO in drilling and production engineering as well as planning and property valuation. Mr. Isaacs joined Petrol-Lewis Corporation in 1976 and accepted a promotion to Senior Vice President of the corporation in 1981. In 1985, he founded V.A. Isaacs and Associates, Inc. to advise companies in the purchase and sale of oil and gas properties, and in 1989, established RIM Companies, a private oil and gas property management firm with production operations across the continental United States.



    Mr. Isaacs contributes significantly to the community as both a leader and volunteer, serving as the Director of Enduring Resources, LLC; a member and former distinguished lecturer of the Society of Petroleum Engineers; and previously as an Executive Board Member of the Independent Petroleum Association of Mountain States and Chairman of the Coalbed Methane Committee. He is a current member and past President of the Denver Chapter of the Society of Petroleum Evaluation Engineers. Mr. Isaacs has been an active volunteer of Boy Scouts of America and currently serves on its Executive Board. In addition, he is on the Board of Trustees for Denver Inner City Parish, the Development Board for Uplift, and serves as a Trustee for Alliance for Choice in Education. Formerly, he served on the Board of the Winter Olympics Committee, Ski Club Vail, and demonstrated enduring support for the Colorado School of Mines as the Chair of the Reunion Gift Committee and a member of the Student Recreation Center and Marquez Hall Campaign Committees.



     

    • 1 hr 20 min
    #hottakeoftheday podcast Episode 58 w/Harris Kupperman

    #hottakeoftheday podcast Episode 58 w/Harris Kupperman

    Today, I am joined by Harris Kupperman, hedge fund manager and author of the newsletter “Adventures in Capitalism”.  And boy.... are they adventures. Tesla? Home builders? Sectors we both wish we’d never heard of and tankers.  Plus - what advice he’d give himself after graduating with a history degree. If you liked the Josh Young and Billy Bailey episodes, you aren’t going to want to miss this one.

    #hottakeoftheday podcast Episode 58 w/Harris Kupperman

    https://youtu.be/fK6Bhur9gBI



     

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    About Kuppy

    Harris Kupperman is the founder of Praetorian Capital, a hedge fund focused on using macro trends to guide stock selection.  Mr. Kupperman is also the chief adventurer at http://AdventuresInCapitalism.com, a website that details his investments and travels.  Additionally, Mr. Kupperman is the Chairman and CEO of publicly traded Mongolia Growth Group (YAK: Canada and MNGGF: USA).



     

    Dialogue

    00:00 – 05:00:  Intro, Josh Young, running a long/short hedge fund, focus on sectors undergoing dynamic change & inflection, micro & macro investing trends, social media, Twitter hack and Jack Dorsey



    05:00 – 12:30:  Growth vs Value investing, Tesla valuation, longs vs shorts, "Project Zimbabwe", structural deficit problems, politics, money printing, volatility and trends



    12:30 – 22:00:  Adventures in Capitalism, financial history and cycles, pets.com, WeWork, cash flow and earnings, avoid the ponzis



    22:00 – 40:00:  Housing and trends in identifying undervalued stocks, the lumber trade, the oil and gas trade, tankers, the supply/demand imbalance



    40:00 – 47:00:  Passive investments and ETF's vs active investing



    47:00 – 59:00:  Lessons learned, avoiding mining, systemic fraud and the regulatory environment



     



     

    • 59 min
    #hottakeoftheday podcast #57 w/Tim Duncan, Talos Energy

    #hottakeoftheday podcast #57 w/Tim Duncan, Talos Energy

    Today we go offshore to talk to Tim Duncan, the President and CEO of Talos Energy.  We start in 2018 with their takeover of Stone, fly back in time to the beginning of Private Equity, to learning as part of a group before leading a team, and end in 2020 with a talk on the opportunities for Talos, Mexico, North America, the Gulf, and what advice he’d give himself in 2003.

    #hottakeoftheday podcast #57 w/Tim Duncan, Talos Energy

    https://youtu.be/vsXGdhLujkY



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    About Tim Duncan

    Timothy S. Duncan

    Talos Energy Inc.

    President and CEO



    Talos Energy Inc Corporate offices in downtown Houston, TX. Photos by David Duncan Photography



    Tim Duncan is the President and CEO and a founder of Talos Energy Inc. Headquartered in Houston, Texas, Talos is engaged in the acquisition, exploration, development and production of oil and natural gas in the Gulf of Mexico, including the US Gulf of Mexico deepwater and shelf as well as shallow water offshore Mexico. Talos became a public company in May 2018 following its merger with Stone Energy, transitioning from a private company formed in March 2012 with initial funding commitments of up to $600 million of private equity from Apollo Global Management, LLC and Riverstone Holdings LLC. Talos is the third company built with private equity capital with his partners over the last twenty years. Since inception, Talos has grown from 5 original employees to over 425 employees with approximately 150 MMBOE of Proved reserves and 70 MBOEPD of net production by the end of the 1Q 2019. In 2013, Talos was named by the Houston Chronicle as the #1 Top Workplace in the Houston area for companies under 150 employees and has maintained a position on the list of Top Workplaces for the last seven years. In June 2016, Mr. Duncan was named as the EY Entrepreneur of the Year for the Energy & Energy Services sector in the Gulf Coast area.



    Mr. Duncan earned a BS in Petroleum Engineering from Mississippi State University, where he was honored in 2012 as a Distinguished Fellow of the College of Engineering. He subsequently earned an MBA from the Bauer Executive Program at the University of Houston. He is an active member of the SPE, IPAA, NOIA, YPO, and the Houston Chapter of CEO’s Against Cancer. Mr. Duncan also serves on various academically focused boards including the College of Engineering Dean’s Advisory Council and the Foundation Board at Mississippi State University.



     

    Tim's Top 10 Book List

    Or, "10 Books in addition to The Moral Case for Fossil Fuels by Alex Epstein", because that is a must read ~



    * The Prize – Daniel Yergin

    * The Black Swan – Nassim Nicholas Tabib

    * The Rational Optimist – Matt Ri...

    • 58 min
    DRW on the DAPL Webinar

    DRW on the DAPL Webinar

    Earlier this month, DRW was the featured webinar presenter for the Denver Association of Petroleum Landmen (DAPL), a non-profit organization of professional Landmen and other land-related persons that gather to increase their professional development.  The webinar - MBA 101 - discussed the four things you would learn in an MBA: Strategy, Finance, Teamwork and Business Plans.

    DRW on the DAPL Webinar

    https://youtu.be/Dzxu7OWW-yw



     

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    • 56 min
    #hottakeoftheday podcast Episode 55 w/Alex Epstein

    #hottakeoftheday podcast Episode 55 w/Alex Epstein

    Out today is our episode with Alex Epstein, the author of “The Moral Case for Fossil Fuels.” If you don’t follow Alex or haven’t read his book, it’s absolutely worth the read.



    From the discussion, I totally agree with Alex that the oil, gas and coal industry hasn’t done a good job (or a job at all!) of advocating that not only aren’t fossil fuels bad, but that they are superior to wind and solar because they can exist as a stand alone power grid without back up, and it is always available at the flick of a switch. Humans need energy to live, and if we care about the 3 billion without it, instead of pointing to a flood and saying, “see... climate change”, we can provide the tools to manage them, similar to our coastal cities. Human ingenuity and adaptability is always underestimated.



    It wasn’t lost on either of us that the new arena in Seattle that will be sponsored by Amazon and is called “Climate Pledge Arena" is powered, in part by solar... which is interesting given that games are usually played at night.



    He is thoughtful, well spoken and if I dare say, pretty brilliant.

    #hottakeoftheday podcast Episode 55 w/Alex Epstein

    https://youtu.be/Kubb8U4udbE?t=4



     

    Audio Podcast





     

    About Alex Epstein

    Alex Epstein is a philosopher who argues that “human flourishing” should be the guiding principle of industrial and environmental progress.



    He founded Center for Industrial Progress (CIP) in 2011 to offer a positive, pro-human alternative to the Green movement.



    Epstein is the author of The Moral Case for Fossil Fuels (Penguin, 2014), a New York Times bestseller arguing that if we look at the whole picture, human flourishing requires that humanity use more fossil fuels not less. (WSJ review here.) The book has been widely praised as the most persuasive argument ever made for our continuing use of fossil fuels, winning Epstein the “Most Original Thinker of 2014” award from The McLaughlin Group.



    Epstein, known for his willingness to debate anyone, anytime, has publicly debated leading environmentalist organizations such Greenpeace, the Sierra Club, and 350.org over the morality of fossil fuel use.



    He has made his moral case for fossil fuels at dozens of campuses, including Harvard, Yale, Stanford, and Duke (his alma mater). He has also spoken to employees and leaders at dozens of Fortune 500 energy companies, including ExxonMobil, Chevron, Phillips 66, Valero, Enbridge, and TC Energy.



    In his speeches and consulting work he helps companies take his pro-human messaging and use it to neutralize attackers, turn non-supporters into supporters, and turn supporters into champions.

    • 1 hr 8 min

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