January 25, 2023

“COP 37 Will Be Very Interesting” Featuring Stan Miranda, Partners Capital

We had a fantastic session today with Stan Miranda, Founder and Chairman of Partners Capital. Stan co-founded Partners Capital in 2001 with a goal to transform investment strategy. Today the company manages ~$45 billion of assets for endowments, foundations, institutions and private clients with seven offices across the globe. We covered a fascinating and broad range of topics, all centered around the practical investability of the energy transition.

The foundation for the conversation was a report that Partners Capital published last spring, "Global Energy Transition Investment Framework." In our discussion, we touch on what Stan is observing in the public equity space, the private equity energy transition approach, aspects of the transition Stan is most optimistic and most worried about, the first Clean Tech investing experience, the gap between government subsidies and total sector capital needs, the Partners Capital investing view on China, and the energy transition investing dilemma Stan describes as "a vast ocean of opportunity and all we have are these little straws to get the tiny bit of opportunity out of it." We end with feedback Stan has received since releasing the report and his thoughts on what the energy landscape might look like in ten years. Thank you, Stan, for joining late from London and for sharing your insights with us all!

To start the show Mike Bradley reviewed commodity and energy market performance from the past week and briefly touched on the premarket NYSE trading glitch which halted trading in numerous names. He also highlighted that natural gas continued its recent pullback and risks E&Ps potentially pulling back activity. He indicated that the upcoming debt ceiling saga will continue to weigh on market sentiment and wrapped up by highlighting some key themes from the kick-off of oil service Q4 earnings. Jeff Tillery continued the earnings conversation and shared his observations on what investors are listening for in the next few weeks.

Thanks to you all for your support and friendship!

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March 2, 2022

“If You Follow Fashion, You’ll Get Fleeced” – Martin Lovegrove

We are thrilled to have Martin Lovegrove, Co-Founder and Executive Chairman of Kirk Lovegrove & Company join us today. Martin has a wealth of knowledge and experience around strategic advisory, acquisitions, and divestitures with 50 years in the global oil and gas business. In his career, he has advised 120+ clients on over 500 mandates and has developed four independent successful advisory companies along the way. It was wonderful to visit with Martin and get his perspective on all the issues swirling around in today's world. Undeniably, a great deal has happened since last week's episode with Dr. Angela Stent and Dr. Dan Yergin. As we all watch the harrowing humanitarian crisis in Ukraine develop, we wanted to provide a list of organizations that are offering relief support to the country including a few charities specifically focused on children.

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Featured guest on this show include: