energy
With oil, natural gas, coal, and gasoline at the highest prices in eight years, we consider if there is an energy crisis due to an over-reliance on renewable en…
What causes secular bull and bear markets in commodities. What factors suggest a new commodities bull market has started and how can investors participate. What…
"If something is profitable, it will be done," says Martin Wolf of the Financial Times. We explore how profits will drive the energy transition and how and wher…
I’ve often heard that good investors are a bit like journalists: doggedly collecting evidence and building an understanding of how all the pieces of a company o…
My guest this week are Matt Smith and Ian singer of Deep Basin Capital, a hedge fund specializing in the energy sector. I first met Matt almost 10 years and, in…
This week, I’ll be recording and immediately releasing a series of conversations on business and market reactions to the spread of coronavirus. The conversation…
My guest today is Eli Dourado, economist and senior research fellow at the Center for Growth and Opportunity at Utah State University. In our discussion, we tou…
Small electronic components enable us to have powerful portable devices. Isabel Yang, Chief Technology Officer at Advanced Energy Industries explained what micr…
My guest today is Zach Dell. Zach is the co-founder and CEO of Base Power Company. Base is a modern power company building a reliable and affordable home energy…
Gary Erickson asked his mom, "Can you make a cookie without butter, sugar or oil?" The result was Clif Bar, an energy bar named after his dad — now one of the m…
