The Trevor Rose Podcast

#107: Brandon Swertz (Archer Exploration Corp) - 6 Exits, Bootstrapping & How Energy Supply Works

#106: Ryan Bushell (Newhaven Asset Management) - How to Build a Portfolio, Detecting Skin in the Game & Backwards Energy Policy

#105: Steve Buytels (Tamarack Valley Energy) - Why to Protect the Balance Sheet, Rose Colored Glasses & Ensuring Capital Discipline

Tamarack Valley Energy CFO Steve Buytels outlines a strategy centered on long-term capital discipline and operational resilience within the North American energy sector. By utilizing a five-year planning horizon and a static $55 WTI price benchmark, the company prioritizes debt reduction and sustainable free cash flow ...

#104: Craig Fuller (FreightWaves) - Why Global Supply Chain is Pointing to Dark Clouds Over the Economy

#103: Terry Etam (Energy Columnist) - Why High Energy Prices Are Bittersweet

#102: (Doomberg) - The Work of My Life: How Doomberg Started & Why the Media Ecosystem is Changing

#101: Rafi Tahmazian (Canoe Financial) - Why the Energy Industry Is a Broken Bank Machine Spitting Out Cash

#100: Tim Egen (Canadian Gas Association) - How Natural Gas Can Fight Inflation, Reduce C02 Emissions & Increase Canadian Tax Revenues

#99: Steve Larke (Topaz Energy) - Capital Discipline vs. Wildcatting, Respecting the Balance Sheet & Why We Need All Forms of Energy

The energy industry is undergoing a fundamental transition from a growth-at-all-costs model to one defined by strict capital discipline and free cash flow generation. This shift, while creating a healthier sector, leaves the market vulnerable to high volatility due to persistent supply-demand imbalances. Global energy ...

#98: Brett Colvin (Goodlawyer) - A Legal Startup, Being Too Frugal to Fail & Why There’s More VC Capital Available Than Ever

#97: Neil Roszell (Headwater Exploration) - The Art of the Sale, 5 Exits & Why Low Prices Can Be an Opportunity

Energy entrepreneurship centers on the strategic creation and sale of companies, requiring a disciplined focus on capital allocation and operational excellence. Neil Roszell, CEO of Headwater Exploration, emphasizes that successful ventures rely on maintaining a strong balance sheet by avoiding over-leverage and ensuri...

#96: Andrew Ostro (PolicyMe) - An Insurance Startup & Why You Don’t Need An Insurance Broker

#95: Trent Boehm (Stifel FirstEnergy) - Why It’s the Golden Era for Energy Profitability & Creative Deal Making

The energy sector has transitioned from a growth-oriented model to a disciplined, return-on-capital-focused industry, driven by investor demands for improved shareholder value. This shift, accelerated by capital constraints and the recent global energy crisis, has transformed oil and gas companies into cash-flow-genera...

#94: Mike Rutherford (Rundle Eco Services) - A New Recycled Product & How it Applies to the Energy Industry

#93: Dr. George Athanassakos (Ivey Business School) - The New Testament to Value Investing & Why You Should Read It

#92: John Brussa (BD & P Law) - How the Energy Trusts Grew to $100 Billion, a Consigliere & Why to Bet Against the Crowd

#91: Rob Zakresky (Coelacanth Energy) - 6 Exits, Energy Entrepreneurship & Why to Avoid Stupidity

#90: Shubham Garg (White Tundra Investments) - Starting an Energy Fund, a Commodity Bull Market & Why Energy Stocks Are Cheap

#89: Danielle Smith - Making a Comeback, Crypto, Saving for a Rainy Day & the Future of Alberta

#88: Audrey Mascarenhas (Questor Technology) - Creating Social License, $0 Emissions & Why Methane Reduction Is Good for Business