The Trevor Rose Podcast
Jeff Currie (Carlyle) — $83 Crack Spreads & Why Canadian Oil Became Valuable
$83 Crack Spreads & Why Canadian Oil Became Valuable
Steve Fagan (Strathcona) - Building 4 Companies in 40 Years: Sequoia to Strathcona
Building 4 Companies in 40 Years: Sequoia to Strathcona
Pat Daniel (Former Enbridge CEO) - $7B to $30B: 11 Years Building Enbridge
$7B to $30B: 11 Years Building Enbridge
Don Streu (Condor Energies) — 85 TCF: Building Central Asia's 1st LNG
85 TCF: Building Central Asia's 1st LNG
Jeremy McCrea (BMO Capital Markets) — 8.3 Million Barrels: Canada's Pipeline Revival
8.3 Million Barrels: Canada's Pipeline Revival
Cole Smead (Smead Capital) — 25% ROE at 2x Book: Finding Value in Canadian Energy
25% ROE at 2x Book: Finding Value in Canadian Energy
Matt Rachiele (XXIII Capital) - 180 Million Sq Ft: Calgary's Industrial Real Estate Boom
180 Million Sq Ft: Calgary's Industrial Real Estate Boom
Adam Rozencwajg (Goehring & Rozencwajg) - $70 Oil: Setting Up the Next Bull Market
$70 Oil: Setting Up the Next Bull Market
Ben Dell (Kimmeridge) — $40M to $6 Billion: Building a Private Equity Firm in Energy
$40M to $6 Billion: Building a Private Equity Firm in Energy
Bonnie DuPont (Fmr. Enbridge/Bank of Canada) - 50 Years in Canadian Energy: Pipelines, Boards & What's Next
50 Years in Canadian Energy: Pipelines, Boards & What's Next
Danny Brown (Chord Energy): 4-Mile Laterals: Unlocking the Williston Basin
4-Mile Laterals: Unlocking the Williston Basin
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