Archive
Tag: Investment
Ep. 76 – On the Road: Weld County, CO “Feed the World, Fuel the World”
Tuesday was incredible. We traveled to Denver and drove about an hour to Greeley, Colorado. Greeley is the largest city (population of ~110K) in Weld County (~325K people). We went to Weld out of pure fascination – fascination with the county that produces over 80 percent of the oil and 60 percent of the total…
Special Edition – On the Road: Brownsville, Texas – The Hub for Humanity’s Growth as an Interplanetary Species
With so much in the news recently about the private “Race to Space,” you may share a curiosity of ours, and that is “how far along are the commercial space businesses that have planted roots in Texas?” We have specifically been drawn to the exciting developments rapidly unfolding at Boca Chica, Texas just outside Brownsville….
Ep. 69 – Live from Greentown Labs Houston with Emily Reichert
One year ago, Greentown Labs announced they were expanding to Houston to open their second incubator. Today, we were thrilled to visit their new space in Midtown and host this week’s session live with Emily Reichert, Chief Executive Officer. Their team has made tremendous progress over the past year and we are so pleased to…
Ep. 63 – Featuring Todd Kantor (Encompass Capital Advisors)
This week we had the great opportunity to visit with Todd Kantor, Founder, Managing Member and Portfolio Manager at Encompass Capital Advisors. Encompass is a highly regarded energy-focused investment firm, headquartered in New York. Today’s discussion touched on a bit of everything including current investment trends, the team at Encompass, ESG, natural gas outlook, SPACs,…
Ep. 61 – Discussion with Bill Farris of the National Renewable Energy Lab
Today we had the pleasure of hosting Bill Farris, Associate Laboratory Director for Innovation, Partnering, and Outreach at the National Renewable Energy Laboratory (NREL). In his role, Bill focuses on the NREL’s partnership activity and accelerating commercialization and the transfer of laboratory technologies to the marketplace. He’s worked on some pretty fascinating projects and we…
Ep. 45 – Two States: Georgia and Saudi Arabia Featuring Robert Bryce
For our first session of 2021, we were thrilled to welcome back an esteemed guest and great friend, Robert Bryce. Robert’s experience includes being an acclaimed author, moviemaker, speaker, columnist, and much more. Today’s focus was all about Saudi Arabia and Georgia. We also took a look back at 2020 and ended with our favorite…
Ep. 44 – Unpacking Bitcoin Featuring Danny Masters from CoinShares
In a year that witnessed the price of oil diving from $65 to below –$40 per barrel, we have also seen the price of bitcoin advance from $3,915 in March to a new all-time high above $28,365 this week. A host of extraordinary factors contributed to these outcomes. Our sense is the value drivers in…
Ep. 36 – Europe: Understanding What’s Happening “Over There”
Last week the markets were rocked by the news that Europe was going back into lockdown … at least in France, Germany and the UK. We got to thinking about the energy macro in Europe … not just because of the lockdowns, but also because of all the talk of the energy transition that comes…
Ep. 28 – Featuring Gauri Jauhar, Mohit Safar, Rajiv Gupta and David Blumental
Today on COBT we decided to tackle something that was way too big to handle… but we did it anyway. The topic was “India” and luckily we had some fantastic help in thinking through what’s playing out in what will soon be the world’s most populous country. Our esteemed panel of experts on “all things…