The Trevor Rose Podcast

#167: Bob Dhillon (Mainstreet Equity) - 19% Interest Rates, Building a Real Estate Business & Why Canadian Home Prices Are Rising

#166: Scott Burrows (Pembina) - New Pipelines, LNG Opportunities & What Makes a Good Midstream Business

#165: W.Brett Wilson (Prairie Merchant Corp) - The Early Days: A Few Lessons from the Entrepreneurial Journey at FirstEnergy

#164: Steve Loukas (Obsidian/FrontFour Capital) - Hedge Funds, Restructuring Obsidian & Opportunities Going Forward

#163: Hal Kvisle (Arc Resources/Finning/Cenovus) - Structuring M&A Deals, $2 Trillion in Assets & Common Sense Energy Policy

#162: Jamie Heard (Tourmaline) - $2 Natural Gas, Marketing Ingenuity & Why Quality Source Rock is Essential

#161: Barb Munroe (Crescent Point Energy) - A New Corporate Direction & Reflections on Governance from Tech to Energy

#160: Joe Raia (Abaxx Technologies) - Building a New Commodities Exchange, Futures Contracts & LNG: The Investment Case in Plain Sight

#159: Brad Fedora (Trican Well Services) - Breaking into Investment Banking, 43% Share Reduction & Opportunities in Energy Services

#158: Derek Evans (MEG Energy) - $2 Decisions, the Renaissance Days & Why Low Costs are Important in the Energy Business

#157: Jason Landau (Waratah Capital) - Taming Volatility, Compounding at 10% & the Investment Case for Natural Gas

#156: Steve Mesler (Classroom Champions) - Listening, Doing Difficult Things & a Few Lessons From the Ups & Downs in Life

#155: Rafi Tahmazian (Canoe Financial) - Holiday Special: An Updated Investment Thesis & the Golden Era of Energy Investment Banking

#154: Hilary Foulkes (Enerplus/Pine Cliff/TPH & Co.) - Earning a Seat at the Table, Going West & the Value of Patience in Business

#153: Bob Chaisson (Karve Energy) - 8 Exits, Going from $0.25 to $30 & Why it Pays to be Unconventional

#152: Ian MacGregor (North West Capital) - Refineries, Museums & Real Estate: A Few Lessons from 50 Years in Business

#151: Andrew Judson (Fort Capital) - Adventures in Investment Banking, Watching $1.00 Grow to $18 & Why Energy M&A Will Continue

#150: Steve Larke (Topaz/Headwater/Vermilion) - The Efficiency Paradox, Inflation & Why Global Energy Demand is up 35%

Global energy demand continues to rise despite efficiency gains, a phenomenon explained by Jevons paradox, where technological improvements lead to increased consumption rather than reduction. Fossil fuels remain essential for the foreseeable future, as renewable energy sources have yet to meet the growth in global dem...

#149: Brendan McCracken (Ovintiv) - Building Inventory, Durable Returns & Why Intangible Culture Matters

#148: Rene Amirault (Secure) - 80% Recurring Cash Flow, Emphasizing the Field & Why Customer Service Matters