Archive

Tag: Trends

Ep. 96 – Featuring Rob West

For our first COBT episode of 2022, we had the great pleasure of hosting Rob West, Founder and Lead Analyst at Thunder Said Energy. With the ongoing crisis in European gas markets and the tense uncertainties over Russian troop deployments along Ukraine’s border, it was rather fitting that Rob joined us live from Estonia for…

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Ep. 71 – “And Now for a Rousing Halftime Show!” Featuring TPH Research

We have an exciting episode for you today! For the first time, representation from the entire TPH Research Team headlined this week’s session to share key observations from the first half of the year and key focus areas as we enter the second half of 2021. Our all-star TPH Research lineup and their respective topics…

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Special Edition – The Future of Travel Featuring Jason Schenker

We have a COBT Special Edition for you this week! We had the pleasure of visiting with a great friend of the firm, Jason Schenker. Jason is Chairman of the Futurist Institute, President of Prestige Economics and a renowned futurist, economist, speaker and author. This special edition is centered around Jason’s latest book, “The Future…

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Ep. 66 – Corporate Governance Featuring Les Csorba

We were thrilled to welcome Les Csorba, Partner in the CEO and Board of Directors Practice at Heidrick & Struggles for this week’s COBT session. Les is a highly experienced executive placement expert and his work focuses on senior-level assignments including CEO and board members across the entire energy value chain. Les began with providing…

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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,…

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Ep. 54 – Featuring Tisha Schuller

Welcome to another edition of COBT! This week we were thrilled to be joined by Tisha Schuller, Founding Principal of Adamantine Energy and Author of “The Gamechanger’s Playbook: How Oil & Gas Leaders Thrive in an Era of Continuous Disruption” to discuss a number of energy and environmental related topics. Tisha’s experience includes environmental consulting,…

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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…

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Ep. 42 – A Matter of National Security

We were thrilled to host this week’s session with Dr. Kenneth Pollack, Resident Scholar at the American Enterprise Institute (AEI). Dr. Pollack has an incredibly impressive background on Middle Eastern and National Security Policy. His experience includes a tour of duty at the CIA, serving twice at the National Security Council, working for the Joint…

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Ep. 27 – Featuring David Bat and John Daniel

We have an OFS action-packed day for you today! We were thrilled to host two OFS stars: David Bat, President of Kimberlite Oilfield Research, and John Daniel, Founder and President of Daniel Energy Partners. These two guys both have their own firms, their own views, and lots of experience to boot. We had a great…

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