Altitude by Talon Podcast

We sit down with energy legends Scott Sheffield and Andrew Gould for an in-depth conversation on the future of power, oil, gas, and global energy markets. Energy shocks are increasingly being driven by events like Middle East tensions, the Strait of Hormuz, and shifting OPEC dynamics; all of which are impacting oil prices, supply, and the long-overlooked “risk premium” tied to the commodity price....

We sit down with Scott Sheffield, Founder and Former CEO of Pioneer Natural Resources, to unpack one of the most consequential careers in modern energy. He shares how he scaled Pioneer Natural Resources from a small West Texas operator into a shale powerhouse that ultimately sold to ExxonMobil for $70 billion, and the key decisions that shaped that journey. Sheffield walks through the rise of U.S....

In this episode of Altitude, we dive into what’s really driving energy markets today with Arjun Murti, former Goldman Sachs Partner, leading energy analyst, and the voice behind the “supercycle” oil call in 2024. He walks through his Wall Street career and how he developed a view on energy that challenges a lot of conventional thinking as well as energy stock picking. Murti explains why global dem...

On today’s episode of Altitude, we sit down with Andrew Gould, the former Chairman and CEO of Schlumberger ("SLB") and Executive Chairman of BG Group, to discuss how the global energy system works. He provides a window into the corporate history of SLB, including his own 37-year journey at the company. He explains why oil and gas will remain part of the mix, what is driving demand for na...

Dr. Diana Gragg leads the Explore Energy Program at Stanford’s Precourt Institute for Energy and teaches one of the university’s most popular courses on understanding energy. In this episode, she breaks down the “electrify everything” strategy, why solar and batteries are reshaping the power market, and how rising AI and data center demand is testing the limits of the U.S. grid. Drawing on her bac...

A quick preview of Inside the Thunderbirds with Col. Justin “Astro” Elliott. We talk leadership under pressure, how boundary avoidance quietly wrecks teams, and what leaders can do to address issues directly. Plus, a look at the news around the new F-47. Catch the full episode: Inside the Thunderbirds: Col. Justin "Astr...  #TalonTalks #Leadership #Thunderbirds Website: https://www.talon-cap....

Colonel Justin "Astro" Elliott commanded the U.S. Air Force Thunderbirds—the elite demonstration squadron featured in Netflix's "America's Thunderbirds." In this episode, Astro shares what it takes to lead a team that performs inches apart at 400+ miles per hour, and how those lessons translate to leadership in any high-stakes environment. Astro spoke at our Leadershi...

The fragility of the AI boom is that supply isn’t the only constraint—power is. The U.S. is pouring new energy into rebuilding the chip industry at home, but the real story is how fast the demand for computing is growing. In this episode, Chris Miller, author of Chip War: The Fight for the World’s Most Critical Technology, helps us explore why semiconductors became a geopolitical battleground and...