The Trevor Rose Podcast

Greetings & welcome back to the rose bros podcast.This episode we are joined by Patrick De Haan - head of petroleum analysis at Gasbuddy.com - a technology company that offers mobile applications and websites for tracking crowd-sourced locations and prices of gas stations and convenience stores in the United States, Canada and Australia.Patrick has analyzed and tracked oil markets and fuel prices since 2005, when Patrick and a professor at Grand Valley State University launched a blog that shared oil market insights and predicted gas price movements. Patrick then went to work with GasBuddy in 2009, where he does petroleum analysis, and regularly provides commentary to U.S. news and international media outlets.Patrick is also a  graduate of DePaul University with a degree in Business Economics.Among other things, we sat down and discussed $0.50/L gas prices during Covid-19, North American storage levels, summer demand, & the best places to find cheap gas. Enjoy.This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.      Support the show

Greetings & welcome back to the rose bros podcast.This episode we are joined by the Honorable Rick Orman - CEO of Surmont Energy & Former Alberta MLA/Cabinet Minister.Mr. Orman has more than 50 years of business experience serving as Chairman, CEO and Corporate and Lead Director of a number of publicly traded companies listed on the TSE, TSX, NASDAQ and HKEX, including  NovAtel Inc., Daylight Energy Ltd and Sinopec Daylight Ltd. He is a director of Persta Resources Inc., WesCan Energy Corp., CannaPharmaRx, and Spoke Resources Ltd., and, since 2020, Surmont Energy Ltd.From 1986-1993 he was twice elected to the Alberta Legislature and served in three portfolios – Minister of Employment, Minister of Labour, Minister of Energy. Mr. Orman graduated from Eastern Washington University (Honors) in 1971.Among other things we sat down and discussed energy entrepreneurship, working alongside numerous Alberta Premiers, recruiting Ralph Klein & the Alberta Advantage.Enjoy.This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.      Support the show

Greetings & welcome back to the rose bros podcast.This episode we are joined by Mr. Arjun Murti - board member at ConocoPhillips,  Partner at Veriten LLC,  and a Senior Advisor at Warburg Pincus. Mr. Murti previously served as a Partner at Goldman Sachs from 2006 to 2014. Prior to becoming Partner, he served as Managing Director from 2003 to 2006 and as Vice President from 1999 to 2003.During his time at Goldman Sachs, Mr. Murti worked as a sell-side equity research analyst covering the energy sector. He was co-director of equity research for the Americas from 2011 to 2014. Previously, Mr. Murti held equity analyst positions at JP Morgan Investment Management from 1995 to 1999 and at Petrie Parkman from 1992 to 1995. Mr. Murti serves on the advisory board of ClearPath, Columbia Center on Global Energy Policy and as a trustee of Kent Place School.Mr. Murti also publishes “Super-Spiked” on Substack, a newsletter that takes aim at a messy energy transition era and the clash of energy commodity & equity markets with energy & climate policy, ESG initiatives, and geopolitics.Mr. Murti also holds B.S., B.A. – Finance from the University of Denver.Among other things, we sat down and discussed Lessons from 15 years at Goldman Sachs, top quartile returns & why there is opportunity in Canadian energy.Enjoy!This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Eco-Flex Recycled Rubber Solutions. Eco-Flex has been providing  the oil and gas industry with matting and safety walkways for 30 years, with mats that are a resilient, flexible, and an eco-friendly option for your toughest site conditions. With shock absorption, insulation, and easy maintenance, Eco-Flex mats are the perfect choice for any job. Checkout eco-flex.com for more details. This episode is brought to you by Canada Action - whose aim is to promote the science and positivity about Canadian oil and natural gas. The world absolutely needs more Canadian energy - join the conversation at canadaaction.ca or on social media.Support the show

Greetings & welcome back to the rose bros podcast.This episode we are joined by Brian Boulanger - CEO of Arc Financial.ARC invests in early stage, growth focused oil and gas companies and in established, growth focused energy transition companies with high quality management teams. Since the launch of the first ARC Energy Fund in 1997, ARC has invested over $5 billion of capital in more than 180 companies. Brian joined ARC in 1997, and has overall responsibility for managing ARC Financial Corp., including the strategy and performance of the ARC Energy Funds and both investor and portfolio company relations. He is the Chair of ARC’s Executive Committee and is a member of ARC’s Investment Committee. Brian holds a Bachelor of Commerce in Business Administration from the Ivey Business School at Western University, is a CFA Charterholder and an Institute of Corporate Directors Certified Director.Enjoy.This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Eco-Flex Recycled Rubber Solutions. Eco-Flex has been providing  the oil and gas industry with matting and safety walkways for 30 years, with mats that are a resilient, flexible, and an eco-friendly option for your toughest site conditions. With shock absorption, insulation, and easy maintenance, Eco-Flex mats are the perfect choice for any job. Checkout eco-flex.com for more details. This podcast episode is brought to you by Canada Action  - whose aim is to promote the importance of Canada’s oil and natural gas sector. Energy and resources are the bedrock of our nation’s entire economy and our day-to-day lives. Checkout canadaaction.ca to order some free stickers to show your support.Support the show

Greetings & welcome back to the rose bros podcast.This episode, we are joined by Barry Schwartz - Chief Investment Officer at Baskin Wealth Management. Baskin Wealth Management, is a customized wealth management solutions and services to families and foundations with $1 million or more to invest. Barry joined Baskin Wealth Management in 2000 and became a partner in 2005. Barry is also a frequent commentator on the markets on national television, radio and in the press. His Twitter is full of wisdom about the market, and he regularly publishes insightful editorials on the Baskin Wealth Management blog. Barry is currently involved in many community charitable organizations, and serves on the investment committee of Robbins Hebrew Academy. Barry holds an MBA degree, and is also a CFA designation holder.Among other things, we sat down and discusses turning $100k into an investment career, buying quality stocks for the long term & investing as a craft. Enjoy!This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.      Support the show

Greetings & welcome back to the rose bros podcast.This episode, we are joined by Anthony Marino - President & Chief Executive Officer of Tenaz Energy.Tenaz Energy is a publicly listed energy company on the TSX with a market cap of ~$65,000,000.Tenaz has domestic operations in Canada, along with offshore gas assets in the Netherlands. Anthony Marino is former President and CEO of Vermilion Energy, Baytex Energy and Dominion Exploration Canada, with additional management and technical experience with AEC, Santa Fe Snyder, Plains and Atlantic Richfield.Mr. Marino holds a BS Petroleum Engineering (U. of Kansas), MBA (California State U.), Chartered Financial Analyst (CFA).In addition, Mr.Marino is a Non-Independent Director, Board, Tenaz Energy.Among other things we sat down and discussed growing the Tenaz recapped share price by 30%, reducing cost of capital & how to spot mispriced assets. Enjoy.This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Eco-Flex Recycled Rubber Solutions. Eco-Flex has been providing  the oil and gas industry with matting and safety walkways for 30 years, with mats that are a resilient, flexible, and an eco-friendly option for your toughest site conditions. With shock absorption, insulation, and easy maintenance, Eco-Flex mats are the perfect choice for any job. Checkout eco-flex.com for more details. Support the show

Greetings & welcome back to the rose bros podcast.This episode we are joined by Trevor Tombe - Professor of Economics & Research/ Fellow at The School of Public Policy at the University of Calgary.Trevor’s academic research explores international trade, macroeconomics, and fiscal federalism.Trevor is also co-director of Finances of the Nation - which aims to assemble Canadian public finance data, analysis, and commentary and make it available to researchers, journalists, students, and the general public.Trevor holds a PhD in Economics - University of Toronto (2011), MA in Economics -  University of Toronto (2006), BBA in Finance and Economics - Simon Fraser University (2005). Among other things, we sat down and discussed inflation & the Central Bank 2% target rate, healthy interest rates & why the Alberta economy is growing. Enjoy.This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.      Support the show

Greetings & welcome back to the rose bros podcast.This episode we are joined by Mike Lobsinger - Vice President of Eco-Flex Recycled Rubber Solutions.Eco-Flex manufactures products made from 100% recycled rubber for commercial, industrial, residential and agricultural applications.Eco-Flecx employs ~30 people,  out of a 35,000 square-foot plant in Alberta where it recycles ~6 million tires a year and in its 30 year lifespan - has recycled approximately 100,000,000 tires.Eco-Flex recently hit ~$10,000,000 in revenues & opened a new plant in Texas, USA.Among other things, we sat down and discussed running a profitable green business, recycling 100M tires, sourcing assets from NASA & how recycling tires is good for the Alberta & the Canadian economy.Enjoy.This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.      Support the show

Greetings, & welcome back to the rose bros podcast.This episode we are joined by Dr. Chris Keefer - ER Physician & nuclear advocate.Dr. Keefer is a  ER Physician at a hospital in Toronto & the President of Canadians for Nuclear Energy Association. In addition, he is the host of the The Decouple Podcast  which focuses on energy technology and its ecological impacts. Dr. Keefer holds a bachelors degree from Guelph University & Medical Doctorate from McMaster University where he completed his residency program. Dr. Keefer completed his Emergency Residency Program at the University of Toronto in 2013.Among other things, we sat down and discussed the advantages of nuclear energy & how it impacts traditional energy.Enjoy.This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.      Support the show

Greetings & welcome back to the rose bros podcast.This episode we are joined by Bruce Murray - CEO & CIO of The Murray Wealth Group.Prior to launching MWG in 2015, Bruce spent 25 years at McLean Budden as an Executive Vice President and Managing Director. He was one of the key Portfolio Managers of the Canadian Equity Growth Fund, one of the largest equity portfolios in Canada at the time, the American Equity Fund, the International Equity Fund and the Global Equity Growth Fund. As a Portfolio Manager on the American Equity, he enjoyed one of the best track records in the industry, growing the portfolio to over $5 billion. In total, Bruce helped to grow McLean Budden’s equity portfolios to around $30 billion in assets under management from 1990 until its sale to MFS Investment Management in 2011. Bruce also ran portfolios for high net worth individuals, in which MWG will specialize.Prior to McLean Budden, Bruce was Vice President and Equity Analyst at Nesbitt Thomson from 1985 to 1990 where he achieved top rank as a Special Situations Analyst in the Brendan Wood International Survey of institutional investors.Bruce started his investment career in 1976 at Crown life Insurance Company in Toronto as an International Economist and Financial Services Analyst and was Manager Canadian Equities when he left in 1985 to join Nesbitt Thomson.Among other things, we sat down and discussed 40 years on Bay Street, and a few of the lessons learned along the way. Also, apologies in advance : the conversation picked up a rouge radio wave while recording a few times, but you should be able to hear the conversation just fine.  Enjoy.This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.      Support the show