

The Trevor Rose Podcast
Mr. Rose
Sharing insights on energy, finance & business related items
Episodes
Mentioned books

Apr 7, 2022 • 42min
#87: Jamie Murray (Murray Wealth Group) - The Importance of Building Financial Acumen, the Psychology of Investing & Where Interest Rates are Going
Welcome back to the rose bros podcast.This episode we are joined by Jamie Murray, head research and portfolio manager at the Murray Wealth Group.The Murray Wealth Group has grown from $70,000,000 under management to $250,000,000, and focuses on delivering high performance/low fee investment management to Canadian clients. MWG offers two different investment products including the Income Growth Fund - a long only portfolio consists of ~35 income oriented securities, and the Global Equity Growth Fund – a portfolio consisting of ~40 stocks, the majority of which are best-in-class global companies. You can also find Jamie regularly commenting on BNN Market Call, where he provides opinions on investing and the markets in general.We sat down for a smooth cup of rose bros coffee and discussed the importance of building financial acumen, the psychology of investing, where interest rates are going, & why optimism is important in investing. Also, this episode is also available on YouTube, so if you enjoyed the conversation, subscribe to the rose bros channel – it will go a long way to helping the show.Also, this week's podcast was brought to you by A1 Media. Looking to grow your business online? A1 can help grow your business through its bundled media packages including a website, newsletter, social media accounts, eCommerce storefront or podcast. Let A1 help tell your entrepreneurial story and reach millions of new customers. Check out a1dev.ca today for more details on how you can grow your business.Enjoy!Support the show

Mar 31, 2022 • 1h 15min
#86: Phil Hodge (Pine Cliff Energy) - Why Natural Gas Prices are Rising, 45% Free Cash Flow Yields, Increasing Dividends, Zero Debt & What it Means for Energy Shareholders
Welcome back to the rose bros podcast!This episode we are joined by Phil Hodge, President & CEO of Pine Cliff Energy.Pine Cliff Energy is a public company actively engaged in the exploration, development and production of natural gas, crude oil and natural gas liquids in Western Canada. Pine Cliff currently produces ~21,000 boe per day, and trades on the Toronto Stock Exchange with a market cap of approximately $400 million.As commodity prices continue to rise 2021/2022, Pine Cliff has enjoyed enormous gains including a 45% free cash flow yield, plans to eliminate all debt, and its first dividend scheduled to begin in May of 2022. With a single digit decline rate on production (industry average is ~ 30%), Pine Cliff plans to continue its steady growth rate as the Canadian energy industry recovers. We sat down for a smooth cup of rose bros coffee and discussed why natural gas prices are rising, capital allocation and how it affects shareholders, the realities of transitioning energy industry & how the invasion of Ukraine has affected global energy security. Also, this episode is also available on YouTube, so if you enjoyed the conversation, subscribe to the rose bros channel – it will go a long way to helping the show.Also, this week's podcast was brought to you by A1 Media. Looking to grow your business online? A1 can help grow your business through its bundled media packages including a website, newsletter, social media accounts, eCommerce storefront or podcast. Let A1 help tell your entrepreneurial story and reach millions of new customers. Check out a1dev.ca today for more details on how you can grow your business.Enjoy!Support the show

Mar 24, 2022 • 31min
#85: Doug Hicks (Nature's Pond) - Creating Natural Products & Tracking Contributions to the Environment
Welcome back to the rose bros podcast!This episode we are joined by Doug Hicks - President of Nature's Pond & Koender's Water Solutions for another edition of the Rundle Eco-Capitalism Podcast Series, where the idea is to explore companies giving back to the environment while also making a profit. Nature's Pond & Koenders provides natural pond care solutions to keep freshwater resources healthy & clean as an alternative to chemical-based treatments.In addition, Nature's Pond has developed a range of natural-based, concentrated cleaning and disinfecting products used across Canada in commercial buildings and homes. All of Nature's Pond products are 100% bio-degradable and made from natural based ingredients, helping to reduce their environmental footprint. We sat down for a smooth cup of rose bros coffee and discussed how natural products can be used in industrial applications, the challenges and opportunities of creating natural products , the history of Nature's Pong & Koenders, what goes in to tracking environmentally friendly alternatives and a lot more.Enjoy!Also, this week's podcast was brought to you by A1 Media.Looking to grow your business online?A1 can help grow your business through its bundled media packages including a website, newsletter, social media accounts, eCommerce storefront or podcast.Let A1 help tell your entrepreneurial story and reach millions of new customers.Check out a1dev.ca today for more details on how you can grow your business.Also, looking to learn more about everything from healthcare to the outdoors, investing and local news?Check out the rose bros newsletter!The rose bros newsletter is sent twice a week and is packed with interesting articles, new podcast episodes, book recommendations, pictures, quotes and tweets.Head over to rosebros.ca and learn more today. Support the show

Mar 16, 2022 • 1h 15min
#84: Guy Spier (Aquamarine Capital) - The Power of Authenticity, Playing 100% in Center Court, Structuring Your Environment & Lessons From Warren Buffett
Welcome back to the rose bros podcast!This episode we are joined by Guy Spier - managing director of Aquamarine Capital. Aquamarine Capital is an investment fund whose philosophy was inspired by the original 1950’s Warren Buffett partnerships to provide shareholder returns.Aquamarine began in 1997 with capital from fiends and family, and has grown to approximately 150 clients with $350 million under management. Guy is also known for his winning bid of $650,0000 with Mohnish Pabrai to have lunch with Warren Buffett in 2008, and is also the best selling author of The Education of a Value Investor - a novel that tells the story of Guy's personal development as he emulates Warren Buffett in all aspects of life.We sat down for a smooth cup of rose bros coffee and discussed the power of being authentic, playing 100% in center court, the value of structuring your environment, checking your flanks and, lessons from Warren Buffett.Also, apologies in advance for the abrupt end to the conversation, we had some technical difficulties, but you can find the full conversation on YouTube under the rose bros podcast.Enjoy.Also, looking to learn more about everything from healthcare to the outdoors, investing and local news?Check out the rose bros newsletter!The rose bros newsletter is sent twice a week and is packed with interesting articles, new podcast episodes, book recommendations, pictures, quotes and tweets.Head over to rosebros.ca and learn more today. Support the show

Mar 3, 2022 • 33min
#83: Rick Koshman (BluMaple Capital) - Making a Return on Low Carbon Investments, Emerging Technologies, Shareholder Alignment & Funding Gaps in the Marketplace
Welcome back to the rose bros podcast!This episode we are joined by Rick Koshman, founder & managing director of BluMaple Capital, for another edition of the Rundle Eco-Capitalism Podcast Series, where the idea is to explore companies giving back to the environment while also making a profit. BluMaple is an investment fund currently in the process of raising $350-$500 million to solve the funding gap that exists between small and large entities focused on low-carbon business models.Examples of companies that BluMaple is currently targeting include plastic recycling, solar & geothermal energy, bio-fuels, lithium & hydrogen technologies. BluMaple aims to leverage its investment capital and owner/operator experience to help companies grow to their next stage, while also providing shareholders of BluMaple a profitable rate of return in exchange. You can learn more about what BluMaple is up to at: https://blumaplecapital.com/We sat down for a smooth cup of rose bros coffee and discussed Making a Return in Low Carbon Investments, Emerging Technologies, Shareholder Alignment, Funding Gaps in the Marketplace and a lot more. Enjoy! Also, this week's podcast was brought to you by A1 Media.Looking to grow your business online?A1 can help grow your business through its bundled media packages including a website, newsletter, social media accounts, eCommerce storefront or podcast.Let A1 help tell your entrepreneurial story and reach millions of new customers.Check out a1dev.ca today for more details on how you can grow your business.Also, looking to learn more about everything from healthcare to the outdoors, investing and local news?Check out the rose bros newsletter!The rose bros newsletter is sent twice a week and is packed with interesting articles, new podcast episodes, book recommendations, pictures, quotes and tweets.Head over to rosebros.ca and learn more today. Support the show

Feb 23, 2022 • 32min
#82: Eco-Capitalism Series - Jamie Bakos (Titan Clean Energy Projects) - The Carbon Cycle, a $200 Billion Industry & How to Make a Profit From It
Welcome back to the rose bros podcast!This episode we are joined by Jamie Bakos, President of Titan Clean Energy Projects, for another edition of the Rundle Eco-Capitalism Podcast Series, where the idea is to explore companies giving back to the environment while also making a profit. Titan collects & repurposes waste products such as wood waste and agricultural residue (think flax or hemp) and converts the material into pure carbon for future use in products like soil additives, animal feed and water and purification.Instead of burning carbon trapped in waste products, Titan is able to prevent additional carbon from being released into the atmosphere. In addition, Titan has recently developed a use for the activated carbon in new plastic products, and has been generating revenue from selling carbon credits as well.We sat down for a smooth cup of rose bros coffee and discussed the carbon cycle and how new products can be made from waste products, the $200 billion carbon credit market, finding product market fit, the $5 billion carbon extraction industry and a lot more. Also, this week's podcast was brought to you by A1 Media.Looking to grow your business online?A1 can help grow your business through its bundled media packages including a website, newsletter, social media accounts, eCommerce storefront or podcast.Let A1 help tell your entrepreneurial story and reach millions of new customers.Check out a1dev.ca today for more details on how you can grow your business.Also, looking to learn more about everything from healthcare to the outdoors, investing and local news?Check out the rose bros newsletter!The rose bros newsletter is sent twice a week and is packed with interesting articles, new podcast episodes, book recommendations, pictures, quotes and tweets.Head over to rosebros.ca and learn more today. Support the show

Feb 15, 2022 • 23min
#81: Eco-Capitalism Series - Cory Dosdall (Ascend EcoTech) - A 1.4 Trillion Litre Problem
Welcome back to the rose bros podcast!This episode we are joined by Cory Dosdall, President of Ascend EcoTech, for another edition of the Rundle Eco-Capitalism Podcast Series, where the idea is to explore companies giving back to the environment while also making a profit.Ascend EcoTech is a wastewater cleaning and purifying business that provides sustainable chemistry solutions to water used in pulp & paper, oil & gas, agriculture and mining industries. The goal of Ascend is to allow companies to be able to reuse all water 100% instead of having to constantly use fresh water in their day to day operations. Instead of using synthetic chemicals to purify water, Ascend has created a natural mixture that is environmentally friendly. We sat down for a smooth cup of rose bros coffee and discussed the problem of contaminated water used in industry, how water purification technology is improving , the challenges of using fresh water in industry, giving back to the environment while making a profit and a lot more.Also, this week's podcast was brought to you by A1 Media.Looking to grow your business online?A1 can help grow your business through its bundled media packages including a website, newsletter, social media accounts, eCommerce storefront or podcast.Let A1 help tell your entrepreneurial story and reach millions of new customers.Check out a1dev.ca today for more details on how you can grow your business.Also, looking to learn more about everything from healthcare to the outdoors, investing and local news?Check out the rose bros newsletter!The rose bros newsletter is sent twice a week and is packed with interesting articles, new podcast episodes, book recommendations, pictures, quotes and tweets.Head over to rosebros.ca and learn more today. Support the show

Feb 10, 2022 • 43min
#80: Eric Nuttall (Ninepoint Energy Fund) - 600% Returns, Going Against the Grain & Why Energy Stocks are Rising
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 Enery Fund.The Ninepoint Energy Fund is Canada's largest energy fund with $1.4 billion dollars under management, and was the number one performing energy fund in the world in 2021.Ninepoint focuses on a portfolio of mid-cap energy companies with a majority of its investment based in Canada.Last year, the Ninepoint Energy fund returned 186% to its owners and has continued to see its fund outperform the market as the Canadian energy industry recovers. We sat down for a smooth cup of rose bros coffee and discussed earning 600% returns, being the last man standing in energy investing, the value of good management, why energy stocks are rising and a lot more.Also, this week's podcast was brought to you by A1 Media.Looking to grow your business online?A1 can help grow your business through its bundled media packages including a website, newsletter, social media accounts, eCommerce storefront or podcast.Let A1 help tell your entrepreneurial story and reach millions of new customers. Check out a1dev.ca today for more details on how you can grow your business. Also, looking to learn more about everything from healthcare to the outdoors, investing and local news?Check out the rose bros newsletter!The rose bros newsletter is sent twice a week and is packed with interesting articles, new podcast episodes, book recommendations, pictures, quotes and tweets.Head over to rosebros.ca and learn more today. Support the show

Feb 2, 2022 • 35min
#79: Eco-Capitalism Series - Dan Zembal (PolyAg Recycling) - How Full Circle Recycling Works, Reusing Waste Products & Skin In the Game
Welcome back to the rose bros podcast!This episode we are joined by Dan Zembal - President of PolyAg Recycling - for another installment of the Rundle Eco-Capitalism Series, where the idea is to explore companies that are giving back to the environment, and also making a profit.In a nutshell, PolyAg Recycling collects used grain bags from farmers and then preprocess' them through a cycle of shredding, washing and melting to create individual plastic pellets. These pellets are then sold to other companies who require them for material to make new products such as the synthetic wood used to build new decks.Also, companies are now using PolyAg's recycled pellets to make brand new grain bags in an example of full circle recycling. We sat down for a smooth cup of rose bros coffee and discussed how PolyAg works, Full Circle Recycling, Reusing Waste Products, Skin the Game, good books and a lot more.Enjoy!Also, This week's podcast was brought to you by A1 Media.Looking to grow your business online?A1 can help grow your business through its bundled media packages including a website, newsletter, social media accounts, eCommerce storefront or podcast.Let A1 help tell your entrepreneurial story and reach millions of new customers. Check out a1dev.ca today for more details on how you can grow your business. Also, looking to learn more about everything from personal health, exercise, investing to local news?Check out the rose bros newsletter!The rose bros newsletter is sent twice a week and is packed with interesting articles, new podcast episodes, book recommendations, pictures, quotes and tweets.Check out rosebros.ca and learn more today. You wont regret it.Support the show

Jan 27, 2022 • 30min
#78: Eco-Capitalism Series - Mike Rutherford (Rundle Eco Services) - How Rundle Recycled 1,000,000 lbs of Plastic, What Eco-Capitalism Means, & Company Shareholders Role in the Environment
Welcome back to the rose bros podcast!This episode we are joined by Mike Rutherford - President of Rundle Eco Services for part II of our ongoing conversation.We sat down for a smoooth cup of rose bros coffee and discussed how Rundle recycled 1,000,000 lbs. of plastic, what Eco-Capitalism means, new companies that are making a profit and helping the environment, shareholder concerns for the environmental, good books and a lot more. Also, we have also decided to re-start the Rundle Eco Capitalism Podcast Series where the idea is to explore people and companies that are giving back to the environment while also making a profit.Myself and Mike Rutherford hope to cover handful on companies in the next few months, so stay tuned to learn more about this exciting subject.Enjoy!Also, This week's podcast was brought to you by A1 Media.Looking to grow your business online?A1 can help grow your business through its bundled media packages including a website, newsletter, social media accounts, eCommerce storefront or podcast.Let A1 help tell your entrepreneurial story and reach millions of new customers. Check out a1dev.ca today for more details on how you can grow your business. Support the show


