The Trevor Rose Podcast

#247: Mike Rose (Tourmaline) - The Berkley Days, Montney 1st Innings & Canadian LNG Growth

#246: Brian Schmidt (Tamarack Valley) - Waterfloods, Dividends & Expanding the Clearwater

Tamarack Valley Energy CEO Brian Schmidt details the company’s strategic shift toward the Clearwater and Charley Lake plays, emphasizing the importance of conventional asset development and rigorous debt management. Following a period of significant growth and successful navigation through pandemic-era volatility, the ...

#245: Kaes Van't Hof (Diamondback) - Diamondback Origins, $60 Oil & Growth in the Permian

#244: Ian Anderson (Trans Mountain) - 40 Years of Building Canadian Infrastructure

#243: JP Lachance (Peyto Exploration) - Low Costs, Profitable Growth & 27 Years in the Deep Basin

#242: Michael Culbert (ARC Resources/TC Energy) - The Home Oil Days, Early Montney & Building Canadian LNG in 2025

#241: Chris Doornbos (E3 Lithium) - Critical Minerals, Alberta Made Lithium & Investor Returns

#240: Mark O’Byrne (Schlumberger/Obyco) - 40 Years of Energy Services: From Kuala Lumpur to Texas

#239: Cole Smead (Smead Capital) - Energy Consolidation, Investor Returns & Economic Optimism

#238: Jim Bertram (Keyera) - Building Canadian Infrastructure, Keyera Origins & Creating Value in Midstream

#237: Myron Stadnyk (Whitecap/Vermilion/Mancal) - Building ARC Resources, Exploring the Montney & Canadian Energy Going Forward

#236: Rick Rule (Battle Bank/Rule Investment Media) - 50 Years of Resource Investing: Adventures in Gold & Other Related Stories

#235: Bob McNally (Rapidan) - The White House Days & How Swing Producers Affect Oil Prices

#234: Jodi Anhorn (GLJ) - Enhanced Oil Recovery, Independent Evaluations & Optimism for Canadian Infrastructure

#233: Dan Debow (Build Canada/Loblaws/Shopify) - Energy Corridors, Tech Ventures & How Economic Growth Drives Prosperity

#232: Michael Kanovsky (Sky Energy) - The Northstar Energy Days, Bonavista Origins & Ingredients for Long Term Investing

#231: Dan Pickering (Pickering Energy Partners) - U.S. Shale, Permian vs. S&P 500 Returns & American Companies Looking North

Energy investing requires balancing macroeconomic trends with bottom-up company analysis to identify alpha in a volatile sector. While efficient market theory suggests prices reflect all available information, persistent market mispricing—driven by short-term hedge fund strategies and emotional sentiment—creates distin...

#230: Jeremy McCrea (BMO Capital Markets) - Cognitive Biases 101: Helping Energy Investors Make Better Decisions

#229: Mike Belenkie (Advantage Energy) - Infrastructure, Cash Flow & Canadian LNG Opportunities Ahead

#228: Hilary Foulkes (Chord/Pine Cliff/TPH & Co.) - Adventures in Northern Saskatchewan, Hard Rock Origins & CAN/U.S. Mergers