Podcast
#128: Anthony Marino (Tenaz Energy) - 30% Recap Growth, Cost of Capital & How to Find Mispriced Assets
30% Recap Growth, Cost of Capital & How to Find Mispriced Assets
#127: Trevor Tombe (University of Calgary) - 2% Inflation, Healthy Interest Rates & Why the Alberta Economy is Growing
2% Inflation, Healthy Interest Rates & Why the Alberta Economy is Growing
#126: Michael Lobsinger (Eco-Flex Rubber Solutions) - 100,000,000 Recycled Tires & How it Benefits the Canadian Economy
100,000,000 Recycled Tires & How it Benefits the Canadian Economy
#125: Dr. Chris Keefer - 3 Advantages of Nuclear Energy & How it Impacts Traditional Industries
3 Advantages of Nuclear Energy & How it Impacts Traditional Industries
#124: Bruce Murray (Murray Wealth Group) - 47 Years on Bay Street & a Few Lessons Learned
47 Years on Bay Street & a Few Lessons Learned
#123: Tom MacInnis (Spark Capital) - 20 Years of Investment Banking & Why Return on Capital is Essential
20 Years of Investment Banking & Why Return on Capital is Essential
#122: Max Gagliardi (Ancova Group) - 3 Lessons From an Energy Billionaire & Why U.S. Shale Isn’t Growing
3 Lessons From an Energy Billionaire & Why U.S. Shale Isn’t Growing
#121: Eric Nuttall (Ninepoint Energy Fund) - $100 Oil, Dividends vs. Buybacks & Why EMT is Wrong
$100 Oil, Dividends vs. Buybacks & Why EMT is Wrong
#120: Jeremy McCrea (Raymond James) - 30% Fx Rates, Sustainable Dividends & How to be a Better Energy Investor
30% Fx Rates, Sustainable Dividends & How to be a Better Energy Investor
#119: Shubham Garg (White Tundra Investments) - 140% Returns, Physical vs. Financial Markets & Why Credit Risk is Impacting Energy
140% Returns, Physical vs. Financial Markets & Why Credit Risk is Impacting Energy
#118: Brad Docherty (Source Rock Royalties) - $13MM in Dividends, Acquisition Strategies & Canada’s Only Jr. Energy Royalty Co.
$13MM in Dividends, Acquisition Strategies & Canada’s Only Jr. Energy Royalty Co.
#117: Dave Spyker (Freehold Royalties) - 14x Payouts, Inflation Hedging & What Makes a Good Royalty
14x Payouts, Inflation Hedging & What Makes a Good Royalty
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