Always Be Building

This episode's guest is Cody Spaulding the founder of Scissortail Pipe. Cody is a local OKC guy and an oilfield entrepreneur.  He cut his teeth working for a larger oilfield service company, then eventually went out on his own and built a pipe brokerage business.  This episode we discuss Cody's path to entrepreneurship and the lessons he learned from his Dad. We dive into the pipe busine...

This episode's guest is Scott Willis with Grizzle.  Grizzle is a media driven investment firm that provides research and investment products for its clients. Scott's company has leaned hard into social media content to provide value for their clients.  This episode we do a deep dive into the Uranium markets and how Grizzle sees different opportunities to play the space. We talk about Ura...

This episode's guest is Ben Justman, the founder of Peony Lane Vineyards. Ben is making some amazing wine using natural processes at the highest winemaking elevation in the country. He is also accepting Bitcoin for the sale of his products and utilizing the circular economy of Bitcoin for everyday transactions.  This episode we discuss what lead Ben to become an entrepreneur and move back to...

This episode's guest is Taylor Jones with Techvestor, a large scale vacation home short term rental fund. Taylor is always posting some amazing STR content on Twitter showing his company's properties and the strategies they use to scale a fast growing STR fund. This episode we discuss what Taylor looks for in a market before investing in short term rentals. We dive into how his company h...

This episode we have returning guest Daniel Turner, the founder of Power the Future. Daniel is always great to have on the podcast and discuss the craziness going on with our energy policy decisions. This episode we dive into multiple topics related to the ironically named Inflation Reduction Act, and how green energy policies are hurting the American energy complex and pushing more power to China...

This episode's guest is Mike Singleton, the founder of Invictus Research, a macro research firm. He regularly puts out great macro videos talking about what is going on in the markets. This episode we discuss the recent macro numbers coming out and what it means for the economy. We talk about the Fed and get Mike's view on interest rates and inflation. Lastly, we dive into the equities m...

This episode I had on two of the Rockstars that work for Ancova (our energy business) to discuss our new Commercial Management Platform "Ancova View." We discuss the complexities of selling oil, natural gas, and NGLs, and how there is a data problem when processing these sales. We talk about commercial contract side of the business and why these agreements are complicated and difficult t...

This episode's guest is Calvin Froedge, the founder of Marhelm, a maritime transport analytics platform. Calvin came on the podcast last year on an episode where we had a two person panel and since then I'd been wanting to get him back on the show as a solo guest. I enjoy following Calvin on Twitter where he frequently posts about his investment themes around commodities, real estate and...

This episode's guest is Paul Kromidas the founder of Summer. Paul and his team have created a "try it before you buy it" vacation home business where they provide multiple ways to acquire a short-term vacation rental.  Paul is an Airbnb alumni, with deep experience growing and scaling venture-backed hospitality businesses. Summer has raised over $13 million in seed financing from le...

This episode we have returning guest and friend Michael Gayed, the founder of the Lead Lag Report. Michael is one of my favorite content creators with his no BS takes on the market and the fact that he is in the arena duking it out everyday with his investment funds.  This episode we cover a wide range of topics on the current market dynamics, from bonds, to equities, to the macro economy. We dive...

This episode's guest is Blake Rocha (aka MrFiveToEight). Blake started off riding the meme stock craze then cashed out and started investing in short-term rentals. He has a huge social media following and puts out a ton of content. His flashy style is hated on by some, but I found Blake to be a super knowledgeable guy and very generous sharing his insights in this episode.  This episode we di...

This episode we have returning guest and former co-host of the Talk Energy Insights podcast, David Heikkinen.  Heik recently started a new role as Executive Vice President at Carbonvert, where they are advancing the future of carbon capture projects in the U.S.  This episode we discuss the current state of carbon capture and what has changed with the recent new regulations and laws that have been...

This episode we have returning guest Marty Bent, the founder of TFTC podcast and partner with Ten31 Investments and Standard Bitcoin Mining.  Marty is one of the guys that originally sent me down the Bitcoin mining rabbit hole and has one of the highest signal podcasts in the space.  This episode we discuss chokepoint 2.0 where the US government is cracking down on banking institutions that have a...

This episode's guest is Yaron Brook the author of the book Equal is Unfair, the Chairman of the Ayn Rand Institute, and the host of the Yaron Brook show.  I read Yaron's book back in 2014 and it sent me down the Ayn Rand rabbit hole reading her books and listening to her interviews.  This episode we talk about the wealth gap and why equality of outcomes only comes through regulations tha...

This episode's guest is Jusper Machogu. Jusper works in the agriculture industry in Kenya and is an advocate for bringing more fossil fuel energy to his country.  Jusper also puts out great content on Twitter and shows the work involved with making a living without modern fossil fueled powered machines.  We talk about the agriculture industry in Africa, and the challenges faced. Jusper gives...

This episode we have returning guest Luke Gromen, the founder of Forest for the Trees. Luke is one of my favorite macro analysts and I follow his work very closely.  This episode we talk about the current macro environment and what Luke is paying attention to in these volatile times. Luke talks about the problems we are facing with “Peak Cheap Energy” and how this trend will have a ripple effect a...

This episode's guest is Chris Sass, the host of the Insider's Guide to Energy and the co-founder of Fidectus. Chris is consistently putting out energy content and it was long over due to have him on the podcast to "talk energy" This episode we talk about his company Fidectus and the tech solutions they have built for the after-settlement process of energy marketing. We talk abo...

This episode's guest is a special one, my business partner and co-founder of Ancova, Mark Edge. I'd been twisting Mark's arm to come on the podcast for 2 years, and he finally made an appearance!  Mark and I founded the company almost 9 years ago, and prior to that we worked together at Chesapeake Energy. So for the better part of the last 12 years he has been a mentor and influenti...

This episode’s guest is Edmund Knolle, the commercial lead for Gulf Coast Midstream. Edmund is a midstream expert who has also dabbled in the Bitcoin mining space. We met a few years back at the Digital Wildcatters Empower conference.  In this episode we discuss the history of natural gas storage in the U.S., including the recent trends emerging in the space due to the increased volatility of natu...

This episode’s guest is James Roller, a managing partner at Victorum Capital. James and his partner started Victorum as an investment club based out of OKC, where they would source and evaluate investment opportunities for their LPs. Since then, they have refined their vision and have moved to a traditional investment fund model pursuing opportunities across the tech space.  This episode we discus...

In this episode, we welcome back Mike Umbro, the founder of Californians for Energy & Science, an organization that advocates for a practical and science-based approach to energy policy. Mike shares with us his latest endeavors with the organization, we also talk about his innovative Geothermal project that uses conventional reservoirs in CA for solar energy storage. We also continue our conve...

This episode’s guest is Noelyne Sumba. Noelyne lives in Africa and has real world experience with the issues around money and energy across the continent.  This episode we discuss the recent events of Nigeria trying to go “cashless” using their own CBDC. We talk about the energy constraints within the different communities and how having a lack of reliable energy can impact life. Lastly, we discus...

This episode's guest Joe Consorti, a talented macro analyst whose economic insights and commentary have earned him a well-deserved spot among the rising stars of the industry.  This episode, we delve into the current state of the bond markets and what the yield curve is indicating about the economy. We also explore the latest developments in the job market, including the recent surge in layof...

This episode's guest is Arjun Murti, the host of the Super Spiked podcast and partner at Veriten.  Arjun spent the first 15 years of his career at Goldman Sachs and worked his way to becoming a Partner. Then he decided to take time off to pursue his personal interests and spend time with his family.  Arjun recently got back into the game joining the team over at Veriten, and he has also been...

This episode's guest is Antonia Botero, the founder of MaddProject. Antonia has an undergraduate degree in architecture and a masters in Urban Planning from MIT. Her company is a boutique consulting firm focused on project management for real estate developers.  In this episode we talk about the different real estate development projects she has done in her career, and the challenges she has...