The Trevor Rose Podcast

Mr. Rose
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Dec 8, 2022 • 57min

#107: Brandon Swertz (Archer Exploration Corp) - 6 Exits, Bootstrapping & How Energy Supply Works

Greetings, and welcome back to the rose bros podcast..This episode we are joined by Brandon Swertz - President and CEO of Archer Exploration Corp.Over the past two decades, Mr.Swertz leveraged his original $100,000 saved up working on drilling rigs into six exits, with executive roles at both exploration & production companies and service side businesses. Mr. Swertz most recent sale of Anegada Oil Corp. to Tamarack Valley Energy in June 2021, was for approximately $500 million.We sat down for a smooth cup of rose bros coffee and discussed leveraging $100k into six exits, fixing up energy properties, learning hard lessons from others, evolving business practices, realities of energy supply.Enjoy!This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel. Also, 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
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Dec 1, 2022 • 1h 23min

#106: Ryan Bushell (Newhaven Asset Management) - How to Build a Portfolio, Detecting Skin in the Game & Backwards Energy Policy

Greetings, and welcome back to the rose bros podcast.This episode we are joined by Ryan Bushell - President and Portfolio Manager at Newhaven Asset Management.Mr. Bushell is a regular contributor to The Globe and Mail, Reuters and Bloomberg’s Canadian divisions. Mr. Bushell has been a regular guest on several BNN programs, including Market Call, since 2011, and is a repeat guest on Bloomberg TV Canada.Mr. Bushell has a Bachelor of Management and Organization Studies specializing in Finance from the University of Western Ontario, and is a member of the CFA Society Toronto.We sat down for a smooth cup of rose bros coffee and discussed How to Build a Portfolio, Inflation, Backwards Energy Policy, Consistent Returns & Detecting Skin in the Game, investing in crypto currencies and more.Enjoy!This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel. Also, 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
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Nov 24, 2022 • 43min

#105: Steve Buytels (Tamarack Valley Energy) - Why to Protect the Balance Sheet, Rose Colored Glasses & Ensuring Capital Discipline

Greetings, and welcome back to the rose bros podcast.    This episode we are joined by Steve Buytels – CFO of Tamarack Valley Energy - a TSX listed energy company with daily production of ~40,000 boe/d and a market cap of approximately $3 Billion. Steve’s experience includes 13 years of energy capital markets, finance and advisory services as the Managing Director & Co-Head of Institutional Energy Equities at Stifel FirstEnergy as well as a Principal at independent investment bank - Peters & Co in the Institutional Equities group. Mr. Buytels holds a Chartered Financial Analyst Designation and a Bachelors of Management from the University of Lethbridge.We sat down for a smooth cup of rose bros coffee and discussed why its important to protect the balance sheet from downside risk, capital disciple, choosing the correct discount rate, having rose colored glasses in the energy industry and thinking for the long term. This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel. Also, 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
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Nov 15, 2022 • 45min

#104: Craig Fuller (FreightWaves) - Why Global Supply Chain is Pointing to Dark Clouds Over the Economy

Greetings, and welcome back to the rose bros podcast.   This episode we are joined by Craig Fuller - CEO and Founder of FreightWaves - the largest provider of proprietary high frequency data & market intelligence to the global supply chain industry (think Bloomberg for finance). Data on the movement of goods across the world (air, ocean, rail, truck) allows customers to understand the state of physical goods in the economy and manage their business operations more effectively. FreightWavesprovides supply chain data on about 85% of the physical goods in the global economy from Iowa to China - which in turn represents ~40% of the total world economy and trillions of dollars in value. As a result, this data is able to provider a good bellwether on the state of the global economy. Prior to founding FreightWaves, Fuller was the founder and CEO of TransCard, a fleet payment processor that was sold to US Bank. He also is a trucking industry veteran, having founded and managed the Xpress Direct division of US Xpress Enterprises, the largest provider of on-demand trucking services in North America.We sat down for a smooth cup of rose bros coffee and discussed how Freight waves helps supply chain business, the current oversupply of goods on the market and the resulting bullwhip effect, why North American supply chains are vulnerable, how supply chain is a good bellwether for the economy and why its pointing to dark clouds now.Enjoy!This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel. Also, 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
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Oct 20, 2022 • 41min

#103: Terry Etam (Energy Columnist) - Why High Energy Prices Are Bittersweet

Greetings & welcome back to the rose bros podcast.  This episode we are joined by Terry Etam - energy executive, best-selling author of the The End of Fossil Fuel Insanity & contributor to the boereport.com Terry’s wide range of energy experience includes executive level positions & writing best selling novels & hands on experience in the field. You can find Terry's writing on the boereport.com as well as his personal website publicenergynumberone.comWe sat down for a smooth cup of rose bros coffee and discussed why high energy prices are bittersweet, the general public’s complacency towards reliable energy, misguided energy policies & a lot more.Enjoy!This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel. Also, 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
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Oct 13, 2022 • 53min

#102: (Doomberg) - The Work of My Life: How Doomberg Started & Why the Media Ecosystem is Changing

Greetings & welcome back to the rose bros podcast.This episode, we are joined by the co-founder of Doomberg – an anonymous news publication that provides in-depth analysis of financial and economic trends, highlighting information missing from mainstream media. For example, Doomberg was one of the first news publications to warn of the looming energy crisis that has since come true, as most of Europe & the rest of the world faces crippling energy prices. Started in May of 2021, Doomberg launched as an anonymous publication arm to its content creation consulting business after a client suggested building their own content.Through a process of continuous improvement, Doomberg has grown to the #1 paid finance newsletter on Substack with ~85,000 email subscribers & ~200,000 Twitter followers. We sat down for a smooth cup of rose bros coffee, and among other things discussed the ratio of things you have to do vs. what you get to do during the work day, the definition of a content creator & how you can make a living doing it, education vs. entertainment, thinking for a living, combining doing what you love & doing what you’re good at, platitude dwellers & a lot more.Enjoy!This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel. Also, 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
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Oct 6, 2022 • 51min

#101: Rafi Tahmazian (Canoe Financial) - Why the Energy Industry Is a Broken Bank Machine Spitting Out Cash

Greetings & welcome back to the rose bros podcast.This episode, we are joined by Rafi Tahmazian - senior portfolio manager & director at Canoe Financial - a Canadian independent investment management firm with approximately $14 Billion under management. Prior to Canoe, Rafi spent 13 years at First Energy Capital, a leading investment dealer that focused on the energy industry.He left the firm in 2008 as Vice Chairman and Managing Director, and has held numerous public and private, charity and government Board positions.He is currently on the board of directors for Artis Exploration Ltd, Aureus Energy Services Inc., Well Ventures Corp, Chance Oil and Gas Ltd., and Alberta Teachers Retirement Fund.Mr. Tahmazian holds a Bachelor of Arts degree in Economics from the University of Calgary.We sat down for a smooth cup of rose bros coffee and among other things discussed why energy is a catalyst for life and death, record breaking Federal & Provincial tax revenues, the problem with top town governments, separating good energy investments from the best, and why today’s energy industry is akin to a broken bank machine spitting out cash. Enjoy!This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel. Also, this week's podcast was brought to you by Rundle Eco Services. Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry? Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint. The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc. Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today. Also, 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
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Sep 29, 2022 • 44min

#100: Tim Egen (Canadian Gas Association) - How Natural Gas Can Fight Inflation, Reduce C02 Emissions & Increase Canadian Tax Revenues

Greetings & welcome back to the rose bros podcast.This episode, we are joined by Tim Egen – President of the Canadian Gas Association.Founded in 1907, The Canadian Gas Association (CGA) is the voice of Canada’s natural gas industry. Members include distribution companies, transmission companies, equipment manufacturers and other service providers.  Natural gas has a central place in Canada’s energy mix, supplying 38 percent of the country’s energy needs while two-thirds of Canadians rely on natural gas for heat and power. Prior to his appointment Tim was the President of High Park Group (HPG), a public affairs consulting firm.Mr. Egan serves as Canada’s representative at the International Gas Union, sitting on the Executive Committee and as the Regional Coordinator for North America.Mr. Egan is a publisher of the Energy Regulation Quarterly, and editor of the magazine Energy.He has an undergraduate degree in history from the University of Ottawa, and common and civil law degrees from McGill University. He was call to the Ontario bar in 1995.It was a long form discussion as we sat down for a smooth cup of rose bros coffee and discussed how natural gas can help flight inflation, reduce C02 emissions, is ethically produced in Canada, and how Canadian Federal tax revenues are enjoyed by all Canadians. Enjoy!This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel. Also, this week's podcast was brought to you by Rundle Eco Services. Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry? Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint. The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc. Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today. Also, 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
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Sep 22, 2022 • 1h 4min

#99: Steve Larke (Topaz Energy) - Capital Discipline vs. Wildcatting, Respecting the Balance Sheet & Why We Need All Forms of Energy

Hello & welcome back to the rose bros podcast.This episode, we are joined by Steve Larke – Corporate Director at Topaz Energy, Vermilion Energy Inc. & Headwater Exploration Inc. Mr. Larke's previous roles include Operating Partner and Advisory Board member with Azimuth Capital Management Inc., Managing Director and Executive Committee member with Calgary-based Peters & Co. from 2005 to 2015, and prior thereto, was Vice-President and Director with TD Newcrest from 1997 to 2005. Mr. Larke has a Bachelor of Commerce degree (with distinction) from the University of Calgary and has earned the Chartered Financial Analyst (CFA) and Institute of Corporate Directors (ICD.D) designations.It was a long form discussion as we sat down for a smooth cup of rose bros coffee and discussed why we need all forms of energy, capital discipline vs. wildcatting, de-stabilizing the energy grid, respecting the balance sheet & metaphorical balloons. Enjoy!This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel. Also, this week's podcast was brought to you by Rundle Eco Services. Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry? Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint. The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc. Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today. Also, 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
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Sep 15, 2022 • 46min

#98: Brett Colvin (Goodlawyer) - A Legal Startup, Being Too Frugal to Fail & Why There’s More VC Capital Available Than Ever

Welcome back to the rose bros podcast.This episode, we are joined by Brett Colvin co-founder & CEO of Goodlawyer - a Canadian legaltech startup that leverages technology to make it faster, easier, and more affordable for you to get legal help.Brett started Goodlawyer after working at one of Canada's largest law firms as a corporate lawyer when he saw that most people can't afford the legal help they need. Typical firm rates were simply out of reach, so Brett teamed up with a developer, left the firm, and started Goodlawyer.So far, the company raised $1MM in their pre-seed fundraise and are looking to raise $3MM in their upcoming seed round as they expand their business.We sat down for a smooth cup of rose bros coffee and discussed the lifetime value of customers, word of mouth marketing, network effects, why its better than ever to raise venture capital funding and why Alberta is a great place for entrepreneurs. This episode is also available on YouTube, so check out the rose bros channel, and if you enjoyed the conversation, subscribe to the channel. Also, this week's podcast was brought to you by Rundle Eco Services. Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry? Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint. The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc. Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today. Also, 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.Enjoy!Support the show

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