The Minerals and Royalties Podcast

Bill Smith (Managing Broker), Will Smith (Managing Broker), and Tom Lacey (Business Development) of CX Energy join the podcast to discuss their leasehold and minerals brokerage business in Appalachia and how their Landowner Advocacy strategy has helped assemble tens of thousands of acres for operators over the years. **Disclaimer: This podcast is meant for informational purposes only and does not...

Kris Sinclair - CEO of The Texas Royalty & Mineral Company joins the podcast in an emotional discussion around the adversity he and his partner Max Gallegos had to overcome two years ago when Toby Martinez suffered a medical incident that suddenly removed him as CEO of The Texas Mineral Company. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investm...

Derren Geiger - CEO of Cornerstone Acquisition & Management returns to the podcast to breakdown the global macro scene and it's impact on the oil & gas minerals and nonop space. In particular, Derren opines on the status quo of the Petro Dollar, waning demand for US Treasuries, and the trickle-down effect of the Ukraine and Iran Wars on globally traded commodities. **Disclaimer: This p...

Suren Nannapaneni, Family Office Advisor & Advisor to Tokenized Energy joins the podcast to discuss macro investment trends across the Digital Investment Space. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice. A big thanks to our 3 Minerals & Royalties Podcast Sponsors: --Tokenized Energy: If you are interested in allocating cap...

Kyle Chapman, Co-Founder of M1neral joins the podcast to discuss how his team's tech platform is streamlining workflows around minerals acquisitions and portfolio management. During the episode, Kyle also pontificates on where AI is mostly likely going to unlock value in the minerals space. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment a...

Will Shen, Co-Founder & Portfolio Manager of Alpha Omega Digital Assets Fund joins the podcast as part of the new Digital Investment Series. After spending ~10 years with Eagle Global Advisors as a principal investor in the Oil & Gas Public Equities space, Will made the jump into the digital investment space and launched Alpha Omega Digital Assets fund with a focus on Crypto and other digi...

Brandon Myers - Head of Research at Novi Labs joins the podcast to walk through some of the trends and insights his team is seeing from their research regarding remaining inventory, operator behavior and technology innovation. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice. A big thanks to our 3 Minerals & Royalties Podcast Sponsor...

Wil Harris - Chief Commercial Officer of Energy Substantiation joins the podcast as part of our new Digital Investment Series to talk about his team's recent launch of the WTI Coin, which is a crypto token backed by a physical barrel of oil. During the episode, Wil walks through the functionality of the WTI Coin and how it is expanding optionality and liquidity in the oil & gas investment...

Phillip Dunning - Sr. Director of Product Management at Enverus joins the podcast to break down the 10+ year journey of acquisitions and product development that is took to launch Enverus' new Minerals Marketplace offering, **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice. A big thanks to our 4 Minerals & Royalties Podcast Sponso...

Nick O'Grady (CEO) and Adam Dirlam (President) from NOG return to the podcast in January 2026 to recap their M&A activity from the past 12-18 months and opine on acquisition opportunities across the Lower 48. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice. A big thanks to our 4 Minerals & Royalties Podcast Sponsors: --Token...

Steve Foerster (President) and Taylor McIntyre (Director) of Sentry Mineral Holdings join the podcast to talk about their team's PDP Minerals acquisition strategy and how they look to partner with Family Offices and High Net Worth investors who are interesting in owning minerals for the long-term. **Disclaimer: This podcast is meant for informational purposes only and does not constitute inves...

Chip Simmons & Adrian Macias, the Co-Founders of Tokenized Energy join the podcast to talk about how their team is fractionalizing investment access to professionally sourced, underwritten, and managed oil & gas minerals, royalties, and non-op assets. By leveraging blockchain technology & tokenization, their team is literally putting minerals & nonop deals in the palm of your hand...

Mac Stockdale - CEO of Quanta joins the podcast to talk about Algo Trading, his firm's new methodology aimed at adding more value to the hedging strategies of E&P, Mineral, and NonOp companies. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice. A big thanks to our 4 Minerals & Royalties Podcast Sponsors: --Tokenized Energy: If...

David Morgan, one of the world's most respected voices in precious metals, Author of the book "The Silver Manifesto", and Publisher of the research newsletter "The Morgan Report" joins the podcast to assess the current state of the global financial system and the role of oil & gas, precious metals, bitcoin, and AI going forward. David also walks through what he think wi...

Matt Marshall - President of AEGIS CTA comes back onto the podcast to unpack the hornets nest that is Global Geopolitics and how everything is affecting oil & gas strip and futures. Throughout the episode, Matt opines on Venezuela, OPEC, Iran, China, Russia, Data Centers, and much much more. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment...

Beau Turner - Owner of Abundant Mines, a Bitcoin Mining & Development firm based in Oregon joins the podcast to talk all things Bitcoin Mining & Data Centers, how they intersect with the oil & gas industry, and how they compare to other kinds of commodity & sound money investments like gold. **Disclaimer: This podcast is meant for informational purposes only and does not constitute...

Chuck Yates, long-time private equity professional, fellow podcaster, and self-proclaimed "Galactic Viceroy" of Collide, an AI Enterprise Software company, joins the podcast to give some insight on his personal origin story and where + when his eccentric & outlaw personality came from. Later in the episode, Chuck unpacks some of the workflow automations & case-studies that his te...

Lawrence Labanowski - VP of Mergers & Acquisitions at TPL Corporation joins the podcast to break down TPL's acquisition strategy, including the 3 large minerals transactions that TPL has press released since August 2024. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice. A big thanks to our 3 Minerals & Royalties Podcast Spons...

Tait Duryea - CEO of Turbine Capital, an investment fund backed by airline pilots, came onto the podcast to break down his team's investment strategy across real estate and oil & gas. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice. A big thanks to our 3 Minerals & Royalties Podcast Sponsors: --Tracts: If you are interested...

Michael Hillebrand - CEO of Huntley & Huntley came onto the podcast to walk through his team's integrated approach to Upstream, Midstream, Minerals, & NonOp, which ultimately culminated in a $1.8 Billion exit to EQT in July 2025. Towards the end of the episode, Michael also walks through the data center development landscape in the Marcellus and what makes Pennsylvania so attractive for pr...

Tawnya Bell - Partner and Team Lead of the Corporate M&A Practice at R. Reese & Associates (RR&A) joins the podcast to talk all things fundraising, including the process of fund formation, how to stay in compliance, and trends she is seeing across the LP space. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice. A big thanks to...

John Paul Merritt - CEO of Pony Oil joins the podcast to discuss Top Leasing in the Permian Basin, why he thinks it is an essential tool needed to maximize value for mineral owners, and how he has been battling Pioneer & Exxon in a $500mm+ Top Lease Lawsuit over the past few years. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice. A...

Marian Pasko - CEO at Paradise Valley Mineral Management (PVMM) joins the podcast to walk through her team's approach to managing mineral rights and working interest. Throughout the episode, Marian showcases how their team's backgrounds uniquely position PVMM to work with Tribal Nations, Endowments, Non-Profits, & Accidental Owners and how they leverage scale to incentivize Operators to accele...

Zac McCarroll - Managing Director of Real Assets at Apogem Capital joins the podcast to walk through his 20+ years of investment experience in Natural Resources, the market trends influencing Apogem's investment strategy, and why his team continues to be bullish on natural resources. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice. A bi...

Daniel Herz - CEO of Whitehawk Energy recently came back onto the podcast to break down their latest transactional activity in 2025, including their Marcellus minerals acquisition from San Jacinto Minerals and their acquisition of PHX Minerals. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice. A big thanks to our 3 Minerals & Royalti...