Sitemap - 2020 - #hottakeoftheday

#hottakeoftheday podcast Episode 94 – Best of 2020, Part I

2020 predictions and a look forward

Re-education camps for kids who can't read good

#hottakeoftheday podcast Episode 93 w/Betsy Mayotte

When economics matter

A Christmas Poem

The F word

If you want optimism...

Sinnerman

#MergerMonday! FANG bites in

#hottakeoftheday podcast Episode 92 w/Adam Anderson

Be your platform

Things aren’t back and we need to talk about it.

Update from DRW

Airbnb IPO

David Ramsden-Wood's #hottakeoftheday

Earthstone Energy acquisition

Making hay in oil and gas

#hottakeoftheday podcast Episode 91 w/Clay McDaniel

Credit cards, debt and the American dream of consumerism

#hottakeoftheday podcast Episode 90 w/Collin McLelland

The little engine that could...

#hottakeoftheday podcast Episode 89 w/Jeremy Ryan Slate

When cyclicals meet WFH

#hottakeoftheday podcast Episode 88 w/Casey Merriman

#hottakeoftheday podcast Episode 87 w/Dan Pickering

The Strangely Unscientific Masking of America

#hottakeoftheday podcast Episode 86 w/Harris Kupperman

We're back, baby!!!! Oil Prices gonna oil price

Kids

Personal Accountability

#hottakeoftheday podcast Episode 85 w/Josh Young

#hottakeoftheday podcast Episode 84 w/Ivor Cummins

#hottakeoftheday podcast Episode 83 w/Joseph Mills

Revisiting the DUC dilemma

#hottakeoftheday podcast Episode 82 w/Victoria Kennedy

When all logic flies out the window

It's been a minute, what a month!

#hottakeoftheday podcast Episode 81 w/Stacey McDonald

DRW in the War Room!

#hottakeoftheday podcast Episode 80 w/Justin Bliffen, Brigade

#hottakeoftheday podcast Episode 79 w/Ellen Wald, Author

Celebrating an anniversary

And now, for a change of pace

#hottakeoftheday podcast Episode 78 w/Suzanne Ogle, SGA

V... like for Vendetta: EQT for C"V"X Appalachia

#TechnicalTuesday: Year end reserves reporting

#MergerMonday (Cenovus and Husky, Contango and Mid-Con) and odds and ends

#hottakeoftheday Episode 77 w/ Clay Gaspar, WPX

Where there's smoke, there's fire (Part 3: EQT and CNX)

#hottakeoftheday takes on taxes

Looking back on the last 2 years

Where there's smoke, there's fire: Part 2 (Pioneer and Parsley)

Fire!! Fire! COP-CXO gets done

#hottakeoftheday Episode 76 w/Gregory Wrightstone

Jumping ahead of the news cycle

We now return to Tuesday's news

#hottakeoftheday Episode 75 w/Brian Mac Mahon

Where there's smoke... there's fire (COP-CXO)

#TechnicalTuesday: Microsoft

The morning after... it's a pill

#hottakeoftheday Episode 74 w/Ryan Zorn

DRW on Tripping over the Barrel

#hottakeoftheday Episode 73 w/Paul Sankey

Technical Tuesday: NextEra Energy

A tribute to one of my favorite bosses of all time: Shane Fross

#hottakeoftheday Episode 72 w/Chris Wright, Liberty

POTUS tests positive for Coronavirus

Optimism vs. Reality in oil prices

#hottakeoftheday Episode 71 w/Mark P. Mills

A #hottakeoftheday break from LinkedIn

DRW vs LinkedIn – Stay down!

#MergerMonday - Devon and WPX

DRW vs LinkedIn - Knocked out

#hottakeoftheday Episode 70 w/Johan Themaat

DRW vs LinkedIn, Round 2

@YPEOKC's annual golf tournament

#hottakeoftheday Episode 69 w/Dick Massimilian - Leadership Development

LinkedIn vs. DRW

Banned!

Conventional wisdom is often wrong

#hottakeoftheday Episode 68 w/Rob McBride, Enverus

The Art of War - #hottakeoftheday

Appeasement is a failed policy

DRW's Air Quality Rule Making testimony

Volatility in the marketplace

EIA reports imports down 416,000 bbls/d over last 7 days

#hottakeoftheday Episode 67 w/Jack Hamlin #ENERGYSTRONG

Technical Tuesday: ExxonMobil

Free to choose

#hottakeoftheday Episode 66 w/Scott Lapierre

You are the product of your own choice

Remembering 9/11

Today is a new day. Do something about it.

Falling Knives

#hottakeoftheday Episode 65 w/Puneet Nanda

Saudis cut October 2020 oil prices

You can always become better

#hottakeoftheday Episode 64 w/Mark Rossano

August jobs

Deals and 2021 Planning and Budgeting

Rules for Thee but Not for Me: Nancy Pelosi Hair Salon visit

Schlumberger and Liberty apply the pressure

2020 Work from home

#hottakeoftheday Episode 63 w/Vicki Hollub

Waiting tables

Live each day

Freedom of speech

Societal rules shell game

Masking obesity

Exxon kicked to the curb

#hottakeoftheday Episode 62 w/Danielle DiMartino Booth

What college is really about

Don't widen the education gap

Education Crisis for a Generation

Societal meltdown

2020 Natural Gas (debt) on the rise

2020 Natural Gas and keeping an eye on the data

#hottakeoftheday episode 61 w/Joshua Lock

Woodward travels

Tiger boots and panties redux

Southwestern acquires Montage

The best form of debt

#hottakeoftheday podcast Episode 60 w/Great American Mining

Time to open the economy

As long as we're printing money, how about 0% for 3 years

Tenacity 2020

Q2 numbers and the OSP surprise

And so, I write

Word of the day: Meritocracy

#hottakeoftheday podcast Episode 59 w/Bud Isaacs

#timetowakeup

Q3 is next - Hang on to your hats!

Merger Monday Sweepstakes

Q2 Earnings: XOM and CVX

Q2 earnings: APA, AR, CNX and DNR

Q2 Earnings: The artist formerly known as Encana

CNX pumped about midstream

2Q20 earnings underway

#hottakeoftheday podcast Episode 58 w/Harris Kupperman

I love teachers. But they exist for students.

What if I told you...

Inflation Nation

Technical Tuesday: Chevron buys Noble for $13 billion

Performance greatness and leadership today

Merger Monday: Chevron and Noble deal valued at $5 billion

#hottakeoftheday podcast #57 w/Tim Duncan, Talos Energy

Debt, hope, and boredom

DRW on the DAPL Webinar

Another one bites the dust

Journalism is dead

Who is John Galt?

New 52 week high

#hottakeoftheday podcast Episode 55 w/Alex Epstein

Would you drill now?

Hope is not a plan

Pipeline Shutdown

#hottakeoftheday podcast Episode 54 w/Art Berman

DRW with David Gibson, #VdoorLocksmith

Coronavirus: Why everyone was wrong

Rosehill Resources RSA

#hottakeoftheday podcast Episode 53, w/David Forsberg, Ascent Energy Ventures

Dear Creditors

Dear Equity Investors

If letter writers took truth serum

Please Lord, give me one more boom and I won't blow it

#hottakeoftheday podcast Episode 52 w/Rob Turnham, Goodrich Petroleum

I'm back...

Episode 51 - Education with Bob Ault, PhD

Turns out less may be more.....

Reimagining education

In Pulp Fiction, the Wolf said...

Fear of missing out is a thing

Episode 50! California oil and gas with CEO Chad Hathaway

A little foresight

Can we stop with incongruence? It’s giving me a headache.

DRW on CNBC PRO!

DRW as Guest: Conversations on the Primary Vision Network

Riots and protests are not the same thing

V shape recovery? Hope is not a plan

This post is about energy

Episode 49 - Tom Loughrey, Friezo Loughrey Oil Well Partners

I want the orange

A very slippery slope

A breakdown of trust and respect

Riverstone goes shopping

DRW on the Morning Fuel

Your career is a river (revisited)

My best advice: Love yourself

Episode 48 - Michael Teague, Adamantine Energy

To mask or not to mask, that is the question

Headlines get clicks, facts are stubborn and easy to hide

It used to seem crazy

Technical Tuesday: EIA Data

The Matrix, for real

Episode 47 - Dialogue with Billy Bailey

An optimistic post on wonderful things

Forbes article predicts fast jobs recovery

Oxy gets creative

Technical Tuesday: Shell sells an asset

Episode 46 - Laura Preng

Happy Mothers Day

Re-positioning oil and gas for a post COVID world

A new normal for education

The future of private equity in oil and gas

Episode 45 - The Josh Young Interview

Build a business

An investment thesis works... until it doesn’t

Episode 44 - Semler Brossy & Executive Comp

Kudos COP

Episode 43 - Jay Bryson, Chief Economist, Wells Fargo

Houston. We have a problem

Dear CDEV,

Episode 42 - LIVE Q&A with DRW

Technical Tuesday: Whiting Petroleum

A small reality check

Episode 41 - Oil and Gas Law with Bresee Carlson

An inconvenient truth

There is nothing to fear but fear itself

Episode 40 - The Tisha Schuller Interview

In defense of a solution

Episode 39 - DRW LIVEStream Q&A

I was wrong

Hope and a plan?

Episode 38 - Mark Rossano

The rollercoaster continues

If the Shutdowns are Supposed to Make us Feel Safer, They are Failing. Here’s Why.

Episode 37 - Enverus' Allen Gilmer

A prediction for the future

This one time at band camp

Episode 36: OPEC cut, now what? A LIVE Q&A with DRW

Big day for the Railroad Commission

The Seven Deadly Sins of the Coronavirus

DRW as Guest: Flipping the Barrel podcast

Lessons from the past

Episode 35 - Easter 2020

Good Friday

A month since the oil world changed... where are we now?

Episode 34 - The Rob Kalbouss dialogue

Wait, what? Have we changed the mandate?

Technical Tuesday!

Episode 33: The Tariff Post Video Companion

Tariffs, price wars, and other mysteries explained

Episode 32: The John Hofmeister Interview

Queue theory

Ummm.. excuse me, WTF?!

Episode 31: The Colorado School of Mines Students Interview

COMMENTARY: Masks-for-all for COVID-19 not based on sound data

Today is the first day of the rest of your life

A fork in the river

Before...

Episode 30: #hottakeover-no-commute

DRW on Digital Wildcatters Live EP 001

Flattening all the curves

Why producers should want to shut in

The Olympics... delayed

The American dream... broken

Episode 29: The Colorado Oil & Gas Association

History, revisited

Episode 28: #hottakeover-your-commute

Data point: ventilators

Well, I haven't seen that before

DRW on CNBC's Fast Money

Episode 27: Bryan Lastrapes, Moelis & Company

And now, for something more normal

Authorities and Armageddon

Let the data lead you (the most important post I’ve ever written)

Episode 26: #hottakeover-your-commute

I'm conflicted

Episode 25: The Mark Rossano Interview

The Path Forward

Hedge your bets

Episode 24: Your Crisis Companion podcast

Why the world changed

Manic Monday

I'm scared

Episode 23: hottakeover-your-commute

Episode 22: Jigar Shah, President and co-founder of Generate Capital

An intelligent conversation about coronavirus

ESG vs. "Keep it in the Ground"

Thirsty Thursday: EOG, the conclusion

Management teams lost in the SMOG

Episode 21: Kathryn Mills from The Crude Audacity

Technical Tuesday: EOG Resources

Have the wisdom to accept the things we cannot change

Episode 20: hottakeover your commute

2014: The sequel

Episode 19: A special edition #hottakeover your commute

Coronavirus Warning

Attention: “Should be” buyers of CDEV

Episode 18: Financial hedging and the AEGIS Energy Risk Interview

Technical Tuesday with Cimarex

We DON'T have a "G" problem...

Episode 17: #hottakeover your commute

Anti-frac means anti-America

It takes a village, and Greta is no different...

Growing production? Why not? I beat my children, too.

Thirsty Thursday: Antero Resources, Part 2

Episode #16: Lindsey Buck & Eric Marshall

David vs. Goliath

Technical Tuesday: Antero Resources (Part 1)

Second order consequences

A perfect day in California, brought to you by oil and gas

Episode #15: #hottakeover your commute

Stop being so politically correct. It's not endearing. It's endangering.

A love letter... to everyone!

Thirsty Thursday: CNX Resources

Episode #14: Ouch

If you were wondering if the market is rational, it isn't

Technical Tuesday: Chesapeake Energy

Pandemic Strikes!

Episode #13: #hottakeover your commute

A new name, a new compensation vision

Live NOT from NAPE 2020

Gone with the Wind ~

Valuation: Let's check the wind ~

I'm gonna need you to come in on Saturday

Episode #12: You Pay Them What?

Technical Tuesday with Oasis

An Oasis or a Mirage

Monthly EIA 914 Report

Episode #11: #hottakeover your commute

Down for a Cure

Episode #10: Todd Brooker with Cawley Gillespie

Prisoners Dilemma

Bubble boy

Mom. I've made it. I've really made it.

Dear CDEV,

Life is fragile

Revisiting the Black Death

Episode #9: #hottakeover your commute

Umm... I think I'm full

Molehill or mountain?

Episode #8: Joe DeDominic of Anschutz Exploration

Powder River Basin Podcast companion

Turn on your fireplace, even if you don't have to

Technical Tuesday: Dear Callon (a different approach)

Another Sunday, another IKEA run

Networking the wrong way

Episode #7: #hottakeover your commute

Trust your path

Fund manager takes on the climate

Technical Thursday: PDC and SRC unite

Episode #6: Emergency SMOG Alert

A rose by any other name

Episode #5: Chris Kalnin with Kalnin Ventures

Technical Tuesday: PE/JAG Quick look

Why the long face?

US power generators set for another big year in coal plant closures in 2020

An unstoppable force meets an immovable object

Episode #4: Harnessing my inner mean girl

Can I borrow your soapbox?

If you are chased by a bear... go with natural gas

The way leadership should work

DRW on BLOOMBERG!

The Growth Dilemma

You must be this tall to ride this ride...

Episode #3: The #EverybodyElse moment contest winners

A former empire strikes back

What the frac is going on?

Technical Tuesday: DJ Basin

Under/over the hedge

Episode #2: #hottakeover your commute - Iran

You don't need a canary if you don't have a coal mine

A Canary in the Coal mine

Episode #1: #hottakeoftheday

Pentagon bails out US Badcos

False Humility Will Not Save the Planet

The investment thesis has changed

Y2K, crisis averted