The New Next

Matt and Mike discuss diesel shortages in the United States and some of the steps the federal government will take to ease supply constraints. Matt discusses where diesel comes from and how the shortage is affecting inflation. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect...

Matt and Mike discuss carbon capture technologies and how CO2 can be utilized in the future to produce more hydrocarbons in existing fields. Matt also discusses innovative technology to extract CO2 from ocean water and turn it into hydrochloric acid for industry use. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://ww...

Matt and Mike discuss venture capital and tech funding in a rising rate environment. Matt discusses the different metrics being enforced for funding in 2022 vs 2021 and before and what this means for near-long term public and private tech sector performance. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedi...

With punitive policies being discussed targeting the profits of US oil and gas companies, Matt and Mike discuss the realities of why oil and gas companies cannot just produce more and why that would not really solve the targeted problems. Matt discusses the different capital foundations of production versus service companies and the general market for the oilfield services industry in the US right...

Matt and Mike discuss rising rates, the effect on housing affordability, and if falling house prices are in our future. Matt and Mike discuss the rapid growth in house prices since 2020. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on LinkedIn: https://www.link...

Matt and Mike discuss some of the hurdles of replacing gasoline with hydrogen in the United States. Matt offers pathways to scale commerical hydrogen production and sales in the United States through central locations. -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mi...

Matt and Mike discuss lithium and minerals important to the energy transition and in particular the production of energy dense batteries. https://qz.com/2167432/lithium-mine-investments-lag-behind-ev-supply-chain/ -------------- Submit a question for The New Next: https://www.matthewadjensen.com/podcast Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewadjensen Connect with Mike on...

In today's podcast, we answer the first question submitted through our questions form located at https://www.matthewadjensen.com/podcast Aaron asks, "I would love to get your thoughts on Michael Moore's energy documentary "Planet of the Humans." There are a lot of interesting energy topics explored in the film." Mike and Matt discuss the film and related topics like renewable energy, biomass and c...

Mike and Matt debate coaching gurus in the social media age

The rising Federal Reserve rate Crashing growth stocks Correlation between liquidity and stock market growth Inflation and buying power

Fall in crypto prices Luna / Terra stable coin crash Wild West and talk about fools gold Irrational exuberance

Modern monetary theory drove the theory of inflation-less spending Putin's health

US spending package for Ukraine US vs Russia military spending Replacing Putin Russia and China's strengthening economic partnership

Student loan relief and discussion of student loan market

The effects of the Ukraine war on food commodities Cooking oil market destabilized with the Ukraine invasion Ukrainian wheat exports Indonesia palm oil export ban Consumer good shortages Diesel inflation

European energy prices US natural gas prices spike due to exports to Europe US Midterm Elections discussion Polarization of congress – it’s hard to be a moderate and win elections (Kendra Horn) The people voting to end US oil production now blaming US oil producers for “price fixing” The spike in mineral costs needed for the energy transition is causing evolving renewable economics Rivian IPO and...

Doubling of Russia’s oil revenue versus 2021 Financial sanctions hit the poor but have not been successful at defeating the war machine Russia forcing companies to pay for commodities in Rubles and India clearly stating they will continue to trade with Russia Saudi’s shifting away from the petrodollar Taking oligarchs’ stuff Sanctions are easy to avoid in 2022 and most countries are focused on fee...

Ukraine War update Comparisons of Ukraine War to the buildup prior to World War I and World War II China backing Russia Weird war vibes Media distractions while the world as we know it seems to be falling apart Public perception US funding for Ukraine War proposals versus Afghan direct military aid over War in Afghanistan Russia’s invasion calculus with same US foreign policy brain trust that was...

Elon Musk Twitter purchase Monthly active users as a valuation method for social media companies Advantages/disadvantages of going public as an internet company  Public companies need bots to maintain monthly active user metrics People have been focusing on culture war issues but why Twitter is a great business buy for Musk - Twitter job cuts, Twitter financials Why Twitter is a better purchase fi...

Food supply chain, fertilizer shortages, coming food shortages  Ukraine wheat production US food storages versus China food storages A near future where China leverages their food storage for geopolitical influence

Mike asks Matt about his newly published children's book, ABC's of Oil and Gas, now available on Amazon.

Going after what you want despite what others say - don’t let people rain on your dreams Living life like a child approaches play Journaling

Mike and Matt discuss the advantages of taking public tech companies private.

Why the Twitter board had to approve the Musk deal - board fiduciary duties and liability Founder stock structures to maintain control when public

NFTs Bored Ape Yacht Club hack $13M  Tulip Mania NFTs as a mechanism for artists to capture future sales value OpenSea NFT sales volume Virtual reality applications beyond media and entertainment  The gamification of war