Trevor Rose Podcast

216 Folgen

1. #136: Cole Smead (Smead Capital) - Investing as a Negative Art, 30% Return on Equity & Why Energy Stocks Are Undervalued

   Vom: 2.8.2023
2. #135: Peter Vinall (Sustane Technologies) - 200 Tonnes of Garbage, Circular Waste Solutions & How There’s Financial Opportunity

   Vom: 20.7.2023
3. #134: Robert McNally (Rapidan Energy Group) - Advising U.S. Presidents, $150 Oil & Why Energy is More Important than Ever

   Vom: 12.7.2023
4. #133: Patrick De Haan (GasBuddy.com) - $0.50 Gas Prices, North American Storage Levels & Where to Fill Up Cheap

   Vom: 6.7.2023
5. #132: Honorable Rick Orman (Surmont Energy) - Lessons from 50 Years of Alberta Energy & Politics

   Vom: 29.6.2023
6. #131: Arjun Murti (Veriten) - Lessons From 15 Years at Goldman Sachs, Top Quartile Returns & Why There is Opportunity in Canadian Energy

   Vom: 23.6.2023
7. #130: Brian Boulanger (Arc Financial) - 12x Returns, People Over Projects & What to Look For in an Energy Investment

   Vom: 15.6.2023
8. #129: Barry Schwartz (Baskin Wealth Management) - Turning $100k into an Investing Career, Buying Quality Stocks & Investing as a Craft

   Vom: 8.6.2023
9. #128: Anthony Marino (Tenaz Energy) - 30% Recap Growth, Cost of Capital & How to Find Mispriced Assets

   Vom: 31.5.2023
10. #127: Trevor Tombe (University of Calgary) - 2% Inflation, Healthy Interest Rates & Why the Alberta Economy is Growing

    Vom: 25.5.2023
11. #126: Michael Lobsinger (Eco-Flex Rubber Solutions) - 100,000,000 Recycled Tires & How it Benefits the Canadian Economy

    Vom: 18.5.2023
12. #125: Dr. Chris Keefer - 3 Advantages of Nuclear Energy & How it Impacts Traditional Industries

    Vom: 11.5.2023
13. #124: Bruce Murray (Murray Wealth Group) - 47 Years on Bay Street & a Few Lessons Learned

    Vom: 3.5.2023
14. #123: Tom MacInnis (Spark Capital) - 20 Years of Investment Banking & Why Return on Capital is Essential

    Vom: 20.4.2023
15. #122: Max Gagliardi (Ancova Group) - 3 Lessons From an Energy Billionaire & Why U.S. Shale Isn’t Growing

    Vom: 13.4.2023
16. #121: Eric Nuttall (Ninepoint Energy Fund) - $100 Oil, Dividends vs. Buybacks & Why EMT is Wrong

    Vom: 6.4.2023
17. #120: Jeremy McCrea (Raymond James) - 30% Fx Rates, Sustainable Dividends & How to be a Better Energy Investor

    Vom: 30.3.2023
18. #119: Shubham Garg (White Tundra Investments) - 140% Returns, Physical vs. Financial Markets & Why Credit Risk is Impacting Energy

    Vom: 23.3.2023
19. #118: Brad Docherty (Source Rock Royalties) - $13MM in Dividends, Acquisition Strategies & Canada’s Only Jr. Energy Royalty Co.

    Vom: 16.3.2023
20. #117: Dave Spyker (Freehold Royalties) - 14x Payouts, Inflation Hedging & What Makes a Good Royalty

    Vom: 8.3.2023