The Trevor Rose Podcast

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

Greetings & welcome back to the rose bros podcast.This episode we are joined by Tom MacInnis – CEO of Spark Capital Corp. & Southern Pacific Resources.Board member of Rok Resources, Chair of Tennis Alberta, and sits on the advisory committees for the private equity funds managed by Lex Energy Partners in Regina.Previously, Founder & Managing Director of Investment Banking, Tristone Capital, followed by Head of Energy Financial Markets and Energy Investment Banking for National Bank of Canada, working on over 1200 M&A & capital raising transactions representing over $125 Billion in transaction value. Among other things we discussed the craft of investment banking, return on capital vs. return of capital & the value of good management.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 Max Gagliardi - co-founder of the Ancova  group of companies (ancova.com | ancova.io).  Prior to forming Ancova in 2014, Mr. Gagliardi held commercial and financial roles at multiple corporations. He has participated in a variety of roles on deal teams for over $16 billion in M&A transactions across the Energy Industry.Max hosts Always Be Building Podcast focused on business, entrepreneurship, the markets, and Max's personal interests.   Max has a BS and MBA from Oklahoma State University, he is a lifelong resident of Oklahoma and currently lives in Edmond with his wife and three sons.Among other things we discussed lessons from late energy billionaire Aubrey McClendon, why US isn’t growing, the future of energy & why it never pays to bet against America. 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 Eric Nuttall - partner and senior portfolio manager with Ninepoint Partners and the Ninepoint Energy Fund.  The Ninepoint Energy Fund is Canada's largest energy fund with ~$1.9 billion under management, primarily invested in Canadian mid-cap energy companies.Eric's views on energy are frequently sought after by BNN Bloomberg, CNBC, The Globe and Mail, The National Post, and other media organizations.Eric graduated with High Honours from Carleton University with an Honours Bachelor of International Business.Among other things we discussed $100 oil, dividends vs. share buybacks, the importance of trust when investing & why Efficient Market Theory is wrong.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 Jeremy McCrea- Director - Energy Research at Raymond James Ltd. Jeremy McCrea joined Raymond James in 2015 as an energy analyst with more than 18 years of experience exclusively covering the energy sector.He has previously held similar positions at AltaCorp Capital and National Bank Financial. McCrea holds a Bachelor of Commerce degree from the University of Calgary and is a CFA® charterholder.Since 2004, Mr. McCrea’s  views on energy are frequently sought after by institutional funds, as well as various media outlets including The Globe and Mail, National Post, Bloomberg and BNN.We sat down, and among other things discussed falling oil prices, retail vs. institutional investors, out of favor sectors & echo chambers, but overall, how to be a better investor as it relates to the energy sector.  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 - Shubham Garg, CEO & founder of White Tundra Investments.Shubham graduated from the University of Alberta with a BSc in Engineering, and has combined his hands on experience into White Tundra Investments - a mid-seven figure portfolio focused on undervalued Canadian Oil & Gas E&P's.White Tundra is also Shubham’s next step in sharing his knowledge and simplifying energy investing in order to attract more interest in the sector. We sat down and among other things, discussed fund performance, the difference between financial and physical oil markets, recent M&A activity, echo chambers and how credit risk is impacting energy markets. 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 Brad Docherty - Founder, Chairman, President & C.E.O of Source Rock Royalties - Canada’s only junior publicly listed energy royalty company with ~75,000 gross acres of royalty lands and a market cap of ~$30 million.Since 2014, Source Rock has grown consistently through acquisitions, paying approximately $13MM in dividends with the use of no debt. Brad graduated from Mount Royal University with a Bachelor of Applied Justice Studies in Criminology, and the University of Victoria with a Bachelor of Laws degree. Among other things, we discussed being Canada’s only junior energy royalty company, the sweet spot for acquisitions, win-win deals, why royalties can be a tool in the capital structure & how technology is unlocking new opportunities in 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