Rafi Tahmazian, Senior Portfolio Manager at Canoe Financial, discusses his updated investment thesis and the golden era of energy investment banking. They explore the positive changes in the industry, potential risks and opportunities in energy investing, and advise investors to be pragmatic when reading biased journalism. They also touch on Warren Buffett's investments, the psychology of investing, and successful market trend recognition. Additionally, they discuss successful investment opportunities in the energy sector and highlight the importance of introducing young innovators into the fishing industry.