#hottakeoftheday

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#hottakeoftheday Episode 75 w/Brian Mac Mahon Oct 15, 2020

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Have you ever wanted to learn about how venture capital in Silicon Valley world? Think you have an idea that can grow to $10 mm a month in revenue? Ever wondered why all these new start ups with fancy apps and lots of losses (think Uber) can go public? This is the show for you. We host Brian Mac Mahon from Expert Dojo. His energy, knowledge and passion shine through for the whole hour and I think this will be one of your favorite episodes. I know it is for me. #hottakeoftheday Episode 75 w/Brian Mac Mahon https://youtu.be/GBfARchnOGQ Podcast Audio About Brian Brian Mac Mahon Founder, Expert DOJO Brian Mac Mahon is a serial entrepreneur and investor and has owned companies in over 35 countries. He is also the owner of Expert DOJO, who are the largest International startup accelerator in Southern California. At Expert DOJO early stage startups receive $100,000 investment, success coaching, advice, and specialist help in all areas of their business growth. Their patented 12 step accelerator is unlike any other program available and gives direct access to specialists in branding, design, business planning, product fit, strategic planning, web development, growth hacking and so much more. In 2018 & 2019 Expert DOJO brought 400 companies through their startup programs and made 42 investments. They are planning to bring 2,000 companies through their program this year and make 25 more investments. All you want to know about Brian is contained in his TEDx talk Connect with Brian Expert DOJO's Website Instagram LinkedIn Brian's LinkedIn Facebook YouTube Pinterest TikTok

#hottakeoftheday Episode 74 w/Ryan Zorn Oct 12, 2020

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I met Ryan Zorn of Clear Creek Resource Partners about 18 months ago in 3 chance interactions in downtown Denver over about a week. Quiet, thoughtful and passionate the industry, I started following him on LinkedIn. His points are well laid out, thought through and speak to the larger issue of energy policy both here and abroad. Many requested I get Ryan on the podcast - and this week, we did. I hope you enjoy. #hottakeoftheday Episode 74 w/Ryan Zorn https://youtu.be/zDgWMI9d9Nk Audio only Podcast Related Links Clear Creek Industry Resources Page Clear Creek Resource Partners Industry Resources Bertha Benz Videos Bertha Benz: The Journey That Changed Everything (YouTube) Mercedes - Bertha Benz: The Journey That Changed Everything (Vimeo) Mortality related to indoor/outdoor air pollution (WHO) Air pollution, INDOOR Air Pollution, OUTDOOR Op-Ed Links: OPINION: Colorado’s oil & gas improves millions of lives OPINION: Potential oil and gas setbacks will impact consumers here and beyond About Ryan Ryan Zorn is President & CFO of Clear Creek Resource Partners in Denver. He is a native of Fort Morgan and graduate of Colorado School of Mines. He and his family enjoy all the mountains have to offer and consume as many Colorado peaches as their food budget allows. RYAN ZORN President & Chief Financial Officer Clear Creek Resource Partners Ryan Zorn is President & Chief Financial Officer of Clear Creek Resource Partners. Ryan has over 20 years of finance and investment experience in the upstream oil and gas sector. In addition to co-leading the Clear Creek management team, Ryan is responsible for the company’s corporate finance, business development and strategic planning. Ryan’s corporate background includes Bonanza Creek Energy (Senior Vice President of Finance from October 2012 to April 2016), Bijou Capital Management (Founder and Portfolio Manager from December 2010 to June 2012), Saracen Energy Advisors (Director and Portfolio Manager from December 2005 to May 2010), Simmons & Company International (Vice President of E&P Equity Research from February 2003 to November 2005), Goldman Sachs & Company (Equity Research Associate from January 2002 to February 2003) Simmons & Company International (Equity Research Associate from October 1999 to February 2003), Nesbitt Burns Securities (Investment Banking Analyst from July 1998 to October 1999), and John S. Herold (M&A Analyst from January 1997 to July 1998) Ryan was born and raised in Fort Morgan, Colorado and holds a Bachelor of Science degree in Economics from the Colorado School of Mines. He is a past member of the Colorado Oil & Gas Association’s Advisory Board of Directors. Ryan is a board member and treasurer for the University Park Community Council and coaches youth basketball and football.

#hottakeoftheday Episode 73 w/Paul Sankey Oct 08, 2020

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Very few people can get away with saying “I’m gonna move fast and not treat you like 3rd graders so you are going to have to keep up”. My guest this week is one of them. Paul Sankey has had a deep history with the energy industry and my favorite thing, analysis, data and figuring out where things are going and how people tick. If you know Paul, you know this was a great conversation. If you don’t know Paul, you should listen and follow his research. Hope you enjoy. #hottakeoftheday Episode 73 w/Paul Sankey https://youtu.be/8u7M6UdlLAQ Audio Podcast About Paul Paul Sankey, the widely-followed oil analyst who was first to call for negative oil prices when COVID began impacting world markets, started his own research firm Sankey Research, breaking free from the limitations of Big Bank agendas. He has ranked “all-American” research analyst many times since arriving on Wall Street in 2004 to follow US oil & gas markets and equities. Among other recognized calls, Sankey tagged premium oil company EOG “The Apple of Oil”, ExxonMobil “The Big Unit”, pushed “The Diamond Age of Refining” over the past decade for US refiners, and has called for “The Renaissance” in US Exploration and Production in terms of companies reducing growth, reducing debt, and increasing cash return to shareholders. He has also styled himself an “analyst as activist” and heavily covered controversies such as Chevron vs Oxy for Anadarko, and most recently the sum-of-the-parts argument around Marathon Petroleum. Sankey started covering oil in 1990 out of Manchester University, joining the IEA in Paris, with subsequent stints at Wood Mackenzie, Deutsche Bank, Wolfe Research, and most recently Mizuho. He has ranked consistently highly or #1 in many investor surveys since becoming a sellside analyst in 2000.

#hottakeoftheday Episode 72 w/Chris Wright, Liberty Oct 05, 2020

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This week on the #hottakeoftheday podcast, we are joined by Chris Wright, President and CEO of Liberty Oilfield Services. Between Chris’s advocacy of at risk kids in Denver and his involvement in ACE charities, his advocacy for sound and and logical energy policy, and his leadership in the community at large, he also discusses the acquisition of Schlumberger’s North American frac business. It was a great conversation and I hope you enjoy. #hottakeoftheday Episode 72 w/Chris Wright, Liberty https://rumble.com/embed/v7zyff/?pub=27oxp Audio Podcast About Chris Chris Wright CEO, Liberty Oilfield Services Chris Wright serves as Chief Executive Officer and Chairman of the Board of Liberty Oilfield Services. Additionally, Chris founded and serves as Executive Chairman of Liberty Resources, a Bakken-focused E&P company and Liberty Midstream Solutions. He has had a lifelong passion for energy and its role in human life. He has spoken on energy to the UK House of Lords, the States Attorneys General, Federal and State Judges, debated the merits of the shale revolution on TV and given over 100 talks. Chris completed an undergraduate degree in Mechanical Engineering at MIT and graduate work in Electrical Engineering at both UC Berkeley and MIT. Chris founded Pinnacle Technologies and from 1992 - 2006 years served as CEO. Pinnacle created the hydraulic fracture mapping industry. Pinnacle's innovations in fracturing practices helped launch commercial shale gas production in the late 1990’s. Chris was Chairman of Stroud Energy, an early shale gas producer, prior to its sale to Range Resources in 2006. Chris currently serves on the Board of Directors for Liberty Resources, Urban Solutions Group, US Ceramics and the Federal Reserve Bank, Denver Branch. Chris has consulted and taught courses on all six inhabited continents and authored / co-authored over 60 technical papers and articles. He has received numerous industry awards and several U.S. patents. Chris also worked on fusion energy, solar energy, and geothermal energy. Chris grew up in Colorado and is a passionate skier, cyclist, climber, and outdoor enthusiast. He serves on the board of numerous nonprofits including PERC, ACE Colorado, ACE Montana, PRI, and the YCCF.

#hottakeoftheday Episode 71 w/Mark P. Mills Oct 01, 2020

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It’s hard to say “favorite” episode because I love them all. Every conversation I have, I learn, and its my favorite thing about hosting a podcast - the guests. But. I really liked this conversation with Mark P. Mills of the Manhattan Institute. So much data, knowledge and insight over the hour. I bought his most recent book “Digital Cathedrals” and “The Bottomless Well” immediately following our discussion and the conversation pairs extremely well with our next episode with Chris Wright of Liberty Oilfield Services. Lots to unpack, I hope you enjoy. #hottakeoftheday Episode 71 w/Mark P. Mills https://youtu.be/pUmwRdMrfco Audio Podcast About Mark Mark Mills is a senior fellow at the Manhattan Institute, a faculty fellow at Northwestern University’s engineering school, and a partner in Cottonwood Venture Partners. He writes frequently for the Wall Street Journal, Forbes, and numerous other outlets. He earlier served as chairman and CTO of ICx Technologies, helping take it public in a 2007 IPO. He is author of Digital Cathedrals: The Information Infrastructure Era (Encounter Books, 2020) and Work In The Age Of Robots (Encounter, 2018), and earlier co-authored the book, The Bottomless Well, which rose to #1 in Amazon science. He served in the White House Science Office under President Reagan, and began his career as an experimental physicist and engineer in semiconductors and fiber optics. Additional Info For cannon of writings (and longer bio): www.tech-pundit.com https://www.manhattan-institute.org/expert/mark-p-mills Technology and the City, Mark P. Mills, City Journal, September 2, 2020 Energy dependencies: Green Energy’s Overseas Dependence, Mark P. Mills, National Review, July 5, 2020

#hottakeoftheday Episode 70 w/Johan Themaat Sep 28, 2020

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This week, the C-Level View #hottakeoftheday podcast sits down with Black Canyon Midstream Chairman and CEO Johan Themaat (pronounced You-won Themaaaaaaaaat). Kidding... we talk the origins of original names, midstream, bid ask spread, and partnering with the right people. I hope you enjoy. #hottakeoftheday Episode 70 w/Johan Themaat https://youtu.be/kKG-UWcTE-w Audio podcast About Johan For the past three years, Johan Themaat has been leading the Black Canyon Midstream team. Johan grew up in South Africa, where he received his engineering degree. Johan moved to the US twenty years ago to pursue an MBA. After completing an MBA at Tulane University in New Orleans, Johan fell into the energy business as an investment banker in Houston focused on the midstream sector. In 2011, after a few Colorado ski vacations, Johan and his family moved to Denver, which he is thrilled to call home. In Denver, Johan joined High Sierra Energy, later acquired by NGL Energy Partners, as a Vice President, responsible for M&A and Investor Relations. At High Sierra Energy and NGL, Johan helped grow the water midstream and crude midstream businesses, and supported M&A activities across the company. Since 2014, Johan has been an entrepreneur, first starting First River Energy, a crude gathering company, and joining Black Canyon Midstream in the second half of 2016. Johan lives in Cherry Hills Village with his college sweetheart and two kids, enjoys snowboarding and skiing with his family in Winter Park, and keeps a music hobby alive by volunteering on the music production team at church. SUBSCRIBE! Be sure to please SUBSCRIBE to the YouTube channel here: SUBSCRIBE to the podcast at: On Apple Podcasts: On Spotify On GooglePlay On Stitcher On Blubrry SIGN UP to receive DRW's daily email here CONNECT WITH DRW! Twitter: @hottakeoftheda3 Facebook: https://www.facebook.com/hottakeoftheday/ Email: drw@hottakeoftheday.com BUY #hottakeoftheday merch! https://teespring.com/stores/aliens-landing

#hottakeoftheday Episode 69 w/Dick Massimilian – Leadership Development Sep 24, 2020

Show notes

Today, I’m joined by Leadership Development expert Dick Massimilian and we discuss Myers Briggs, building a team, how you assess you fit, and what it is to be an executive coach and have self awareness about your strengths and weaknesses. Building a career is hard. Doing it with a view of who you really are, what you will and won’t stand for, and how you work with others are key skills that help move you forward. I hope you enjoy. #hottakeoftheday Episode 69 w/Dick Massimilian - Leadership Development https://youtu.be/ZLxEa5P6Vfk Audio Podcast About Dick Dick has an M.B.A. in Finance from The Wharton School of the University of Pennsylvania and a B.A. in Political Science from Yale. He is a former Wharton Public Policy Fellow and taught Strategic Leadership as an adjunct faculty member in the Masters of Organization Development and Leadership Program at St. Joseph’s University. Dick wrote How to Lead an Effective Meeting (and get the results you want). He is a public speaker on the topic of effective meetings and works with people on how to speak powerfully and effectively to groups of any size. He has authored numerous published articles. He is Past President of the Yale Club of Dallas and sits on the Board of the North Texas Chapter of US Lacrosse. Professional Development Consultant Experience Dick works with individuals, teams and organizations committed to great leadership. He knows that great leadership is no accident. He founded, built and sold a business and co-owns Highland Park Housekeeping, a luxury home cleaning company. A leadership architect, he understands the worlds of the Fortune 100 C-Suite executive, of the start-up entrepreneur and of leaders throughout public and private companies and professional services firms. Global Perspective Dick Massimilian is a global leadership advisor. He has consulted and coached in North America, South America, Europe and Asia. Dick has directed large-scale change initiatives in the telecommunications, banking and retail industries in the US and Europe. His prior consulting experience includes integrating European acquisitions for a multi-billion dollar US-based fiber and cable manufacturer, coaching the head of largest division of a telecommunications manufacturer through a two-year culture change initiative and directing project teams in Luxembourg, the Netherlands, and Belgium. Industry Reach Dick has in-depth experience in the technology, oil and gas, pharmaceutical and financial services industries. His clients have included Hewlett Packard, Xerox, Corning, Diamondback Energy, Oasis Petroleum, Johnson & Johnson, Bristol Myers Squibb, JP Morgan Chase, HSBC, Merrill Lynch and UniCredit Banca.

#hottakeoftheday Episode 68 w/Rob McBride, Enverus Sep 21, 2020

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We don’t always talk natural gas but it’s had a historic run.... and crash within the last two weeks - which shows just how volatile things are. Today, we are joined by Rob McBride to talk all things natural gas. It’s a fun show. Hope you enjoy! #hottakeoftheday Episode 68 w/Rob McBride, Enverus https://youtu.be/14toLSTEGcs Audio Podcast About Rob Rob McBride is the Sr. Director of Strategy and Analytics at Enverus. He previously managed natural gas trading at Hess and BNP Paribas, and served as the director of business development of energy markets products at Bloomberg LP.

#hottakeoftheday Episode 67 w/Jack Hamlin #ENERGYSTRONG Sep 16, 2020

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This week in our Wednesday show, we talk to Jack Hamlin, the former President of Summit Engineering Services, which was acquired by Sargent & Lundy in March. Jack is also the co-founder of Energy Strong, a grass roots energy advocacy group dedicated to educating the public about the benefits and safety of oil and gas development to the citizens and municipalities starting in Colorado and expanding it to other oil producing states. As we have recently seen, the sweeping power of the new and the overwhelming support for measures that are effectively causing oil and gas development and investment to leave the state, grass roots involvement is key. On September 17, the commission will hear testimony on additional proposed rule changes to air quality and we encourage industry to participate. Information on how to participate and talking points can be found on the Energy Strong website. #hottakeoftheday Episode 67 w/Jack Hamlin #ENERGYSTRONG https://youtu.be/-8vwUB_U48g?t=158 Audio Podcast Colorado Oil and Gas Conservation Commission (COGCC) Senate Bill 19-181 Rulemaking Calendar Air Quality Control Commission Colorado Air Quality Hearings - Sept. 17 & 18 September 17 & 18 meeting registration SIGN UP TODAY! LET YOUR VOICE BE HEARD! Jack's Testimony before the COGCC I am representing Energy Strong and myself – a front range citizen in this discussion, which is essentially extremist Boulder politicians vs the entire state. 3 basic themes my comments will cover Fossil Fuels are extremely safe and have made our lives better than at any time in human history, despite anecdotal claims to the contrary. There is a massive Health and Safety risk of transitioning away from Fossil Fuels – which are reliable – for renewables, which are intermittent. Economic risk SB-181 poses. I love Colorado. I’ve been here my whole life, and despite our population growing exponentially, the air and water are cleaner today than they were in 1978 the year I was born. Overall, besides urban sprawl, the state is in better shape than ever before (in terms of environment) Colorado has been producing oil for over 100 years and has some of the lowest overall cancer rates and the best qualities of life in the nation. I get that people wish the world had a static climate, but it never has, and it never will – the truth is that everyone on this call uses oil and natural gas because it makes their lives better and protects us all from Colorado’s natural climate, which has always been a dangerous place to live. Extreme weather, blizzards, fires, droughts. Fossil Fuels allow us to thrive here with tremendous confidence – from turning on a switch to heat/cool our homes, to bringing us clean drinking water. Colorado is blessed to have the outstanding local talent and abundance of natural resources and has become the GOLD STANDARD for safe and environmentally friendly O&G production. We do it better than anyone in the world. I am an advocate for exporting our model of Oil & Gas production, transmission and refining globally, not banning it. In contrast, a handful of fringe Boulder politicians want to force the entire state to mirror California’s failed energy policies, under the guise of public health and safety. By essentially copying California’s energy policies in Colorado, this commission will be complicit in: Creating higher Energy Prices resulting in energy poverty Intermittent electric service that cannot meet demand Hampering economic growth Leaving mountains of debt - Colorado is currently sitting at a $3.3 Billion budget shortfall All of these things create health/safety risks that are not being quantified in this discussion. California's current Blackouts and fiscal despair are a prelude to these unsustainable pursuits. Because of misguided over-regulation and mandates, they now IMPORT 60% of their oil from places like the middle east.

#hottakeoftheday Episode 66 w/Scott Lapierre Sep 14, 2020

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Is shale a Ponzi scheme, improperly capitalized, or is it a little from Column A and a little from column B? Much of this comes down to the reservoir engineering: recovery factors, drove mechanisms, oil and gas in place. One of the critics of the overvaluation in the early days was Scott Lapierre, who joins me this week to talk about what what wrong, how do we know, and how do we fix it. Even if you aren’t a reservoir engineer, we boil it down to the key elements using props and analogies so think of it as a reservoir engineering teach-in with the objective: “is this thing on??” I hope you enjoy. #hottakeoftheday Episode 66 w/Scott Lapierre https://www.youtube.com/watch?v=rPGJtUplTsM&t=1 Audio Podcast Article Controversial Theory Proven Valid as ‘Bubble-Point Death’ Rages across Midland Basin Despite Three Years of Industry Denial About Scott Shale Specialists was founded by Scott Lapierre in June of 2016 with the goal of offering his impactful, extensively integrated across disciplines, and proven innovations in shale reservoir characterization to the industry at large. After graduating in 1995 with a Bachelor of Science in geology from the University of South Alabama, Scott began his oil industry career in operations as a formation evaluation field engineer assigned in the GOM deepwater and shelf. In 2005 Scott transitioned from data acquisition to data interpretation by joining ConocoPhillips as a petrophysicist in their Subsurface Technology group. As the Shale Resource Revolution exploded onto the scene in 2007, Scott had been testing and developing shale-specific log interpretation and core measurement techniques to extract critical information that could be used to gain a technical exploration advantage in prospecting for shales. In 2009 Scott joined Pioneer Natural Resources to help them explore for opportunities to produce liquids from shales. From 2009 to 2012, Scott leveraged global access to log and core data to further develop and test log interpretation, core processing, and mapping techniques to precisely determine hydrocarbon concentrations from legacy data to support competitive exploration. His pioneering integration of geochemistry with petrophysical interpretation enabled the use of original oil-in-place (OOIP) as a primary tool for exploration and development. By 2013, Scott had shifted focus toward follow-up review of maturing prospects heavily steered toward using his OOIP work products. In trying to understand why two shales with nearly identical hydrocarbon quantities, mineralogies and reservoir pressures would recover dramatically different oil and gas quantities he discovered but one explanation capable of explaining all such observations. If he modeled the primary source of mechanical energy driving oil production to the surface as being dominated by oil-phase expansion, all observed variations could be explained. In essence, Scott had discovered that the industry-wide assumption that reservoir drive energy was dominated by solution gas expansion, a conventionally gracious reservoir drive mechanism (i.e. capable of high recovery efficiency), was incorrect. Such a discovery bore good news and bad news. The good news was that recovery factor need no longer be relegated to a reactive, after-the-fact sanity check of the reasonability of forecasts. Instead, recovery factor could now be proactively predetermined independent of any production or knowledge of hydrocarbon concentration. The bad news? When recovery factor was combined with OOIP to compute Recoverable Oil-in-Place, there would instantly be unambiguous upper limits to total oil recovery that would restrict the number of drillable locations and ultimate well recoveries. Unable to gain much traction with his discovery, Scott set out to test his idea by creating a startup E&P company. He co-raised $100 million in private equity from Natural Gas Partners and co-founded PCORE Exploration and Produ...

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