PODCAST
#hottakeoftheday
by David Ramsden-Wood
David Ramsden-Wood's #hottakeoftheday hottakeoftheday.substack.com
Episodes
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The War on Inflation
Inflation, as it turns out, isn’t transitory. Not even close. It doesn’t instill much confidence that those on the Federal Reserve committee didn’t predict that 2 years (15 years!) of loose monetary policy would come home to roost. As a result, Jerome Powell, the Federal Reserve and anyone that...
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The SPR and the lunacy of politics
This week on the podcast, I revisit David Blackmon, the editor of Shale Magazine, co-host of In the Oil Patch radio and a frequent contributor to Forbes. In this 12 minute segment, we chat the SPR release, the Keystone pipeline and discuss what is the factor that makes the same politician take…
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Weekend Reading
This week, we released our latest podcast with Irina Slav, an energy writer who lives in Bulgaria and writes for oilprice.com and her own substack. I fully believe that Substack will replace MSM written media in the coming years. I encourage your to find authors and subscribe and get on board. I...
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We need to go full Howard
Insanity is doing the same thing over and over again, and expecting a different result. This is precisely the reason I have taken to trying to convert one person at a time who sits on the “we must transition from fossil fuels to save the planet” side of the fence. Debate and discussion is the…
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HTOYC- Mark Rossano on the Russian-Ukrainian conflict
In today’s excerpt from the full 150 minute podcast with Mark, we focus on the geopolitics of the Russian-Ukrainian conflict, historical ties and the key question of what does Putin want and how does it end? Meanwhile. President Zelenskyy gave a passionate speech to U.S. lawmakers March 16 and...
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#HTOYC- Mark Rossano on the upcoming food shortfall
In Part 2 of the #hottakeoveryourcommute, I break out Mark and my 8 minute conversation on the coming food crisis and we start with the Arab Spring and the below chart showing wheat prices over the last 25 years. Russia is the world’s largest exporter of wheat, and Ukraine is the 5th largest. As...
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HTOYC, rebooted
When we started “Hot Take over Your Commute” it was early 2020. People still drove to work everyday. We were new to the podcast game, and there was much debate about “what is the right format?” On the one hand, Joe Rogan. 3 episodes a week, 180 minutes long, topics all over the place. On the…
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#hottakeoftheday pod #136
I have been trying to get Shad Frazier on the podcast for the last year. We’ve been “LinkedIn friends” for a while now, and I always find his takes thoughtful and insightful. So today, we have him! One of the posts we talk about is this one- which is Shad’s thoughtful response to a study that was...
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#hottakeoftheday pod #135
This week, I welcome back Robert Bryce, the author of ‘A Question of Power’, the producer of the movie ‘Juiced’ on Amazon, and frequent contributor to Forbes. We talk all things energy: The European crisis, Russia, nukes, domestic energy policy, the latest with ERCOT and more. As energy policy...
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#hottakeoftheday pod #134 with Governor Candidate Heidi Ganahl
In 2018, after proposition 112 was defeated in Colorado, a ballot measure that would have changed setbacks to 2500’ for all oil and gas development, I thought defeat would put a pin in the issue for a while. It didn’t. Despite overwhelming majority support in places like Weld county where the...
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#hottakeoftheday pod #133
This week, we reboot the full podcast with guest Robert Hefner. After visiting with Chuck Yates last week on the “Chuck Yates Needs a Job” podcast, I was reminded how much I like doing it. Robert and I talk energy policy, social media, climate change and sprinkle it with laughs and fun. So, while...
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Episode 132
“Solving a problem gets in the way of alarmism.” - Jordan Peterson in conversation with Michael Shellenberger. I certainly don’t claim to have the definitive solutions, but in this hot take over your commute, we take 20 minutes to talk January 6th and the parallels to the BLM protests/riots in…
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#hottake over your commute
hottakeoveryourcommute is back for week 2. 14 minutes. Omicron is a decepticon here to destroy the earth … but really, is just because the White House lost face when OSHA got permanently stayed and the SPR release didn’t have the intended effect. Maybe if the secretary of the department of energy...
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Episode 130
I first met Doug Sandridge a year or so ago. He was giving a talk to the DAPL about the challenges to the energy transition. There are a lot of them and Doug did what Doug does, he researched them all. Our chat, his presentation and his work teaching at OU draw on that research and he carefully…
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Episode 129
In honor of Zoom falling 15% as a reminder “people do go on living despite the best wishes of politicians”, we are bringing back the 15 minute #hottakeoveryourcommute! Too bad all that oil from the SPR will just be sold to China and India since we don’t use the grade we are selling. This is a...
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#hottakeoftheday Episode 128
We had a lot of fun at the Hitachi Vantara Topgolf event in Houston tonight. Thank you to everyone who attended! As an aside, I have to say in an unpaid promotion, if you haven’t done Topgolf, even if you aren’t a golfer, you are really missing out! It’s a brilliant concept and as a golfer, the...
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#hottakeoftheday pod #127
It had been a hot minute since we had Mark Rossano on to talk data and with unemployment at 5.9%, inflation being called transitory and the federal reserve meeting this week with the debt ceiling looming …. I thought it was time we get an update. As always, we cover a lot. Because data is good,...
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#hottakeoftheday pod #126
When I met Kendall Johnson 3 months ago, I was fascinated by the progression in the way “supply chain management” is looked at. Kendall works for a large independent oil and gas company in the US and has spent most of his career thinking about logistics, cost management and how to make things…
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#hottakeoftheday pod #125
For episode 125, we thought we would do something different. Jon Wolf and I don’t know each other, but we have exchanged lots of DMs debating data and statistics and nuance. Since Peter Zeihan, Bill Brandenburg and Stephen Vladeck are all very happy to share opinion pieces but not be debated on...
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#hottakeoftheday podcast #124
This week on the podcast, I am joined by Alex Kuiper and we cover a lot. From transitioning out of the military and into law school, following in your dad’s footsteps, what’s going on in Afghanistan, the future of energy in the U.S. and most importantly, the Adam McCauley golf tournament that...
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#hottakeoftheday Episode 123
In the third hard core energy podcast for this week, I’m excited about this repeat guest. For those who have heard me live, you know in all my speeches I reference Robert Bryce and his book ‘A Question of Power,’ his movie Juiced’ on Amazon Prime and his podcast ‘Power Hungry’. There are a lot of...
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#hottakeoftheday Episode 122
Another day, another hard core oil and gas podcast with Chris Atherton, the CEO of EnergyNet. We talk M&A, market trends and the federal lease sale in September 2018 that coincided with the sale of OneEnergy Partners and the transition from the old “acquire and flip” to the “drill your returns”...
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#hottakeoftheday Episode 121
This week, the podcast goes back to it’s roots with a deep dive on global energy, oil, gas, electric vehicles and the energy transition. You don’t want to miss this one. Artem is the Head of Shale Research at Rystad Energy with main responsibilities in analyzing upstream E&P data from…
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#hottakeoftheday podcast Episode 120
Vid About Nhan Nhan Nguyen is FRACPRO’s business development manager and strategist responsible for assessing and predicting trends in the upstream industry - working with software developers to solve real world problems. Nhan developed and is working with the FRACPRO team to execute a four step...
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#hottakeoftheday podcast #118
This week on the pod we invite on Ron Gusek, the President of Liberty Oilfield Services. We talk the Schlumberger acquisition, the importance of oil and gas, have some fun with best practices and talk about the future of frac, data and the oilfield. I really like the direction of Liberty and very...
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#hottakeoftheday podcast Episode 117
This week on the podcast, I invited Shamik Mehta with Hitachi Vantara to discuss the world of data. Join us for a fascinating conversation about the world of IT. From the fact the 99% of gathered data isn’t analyzed to the birth of the cloud, Shamik has an amazing way of articulating how…
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#hottakeoftheday podcast #116 w/Adam Kaat
This week on the #hottakeoftheday podcast, I welcome a passenger from my Uber driving, Adam Kaat, the author of the recent book "Life on the Grocery Line". During the pandemic Adam was working at Whole Foods and he shares his stories, we talk about how we met, what it's like to be a minimum wage...
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#hottakeoftheday podcast episode #115 w/Patrick Moore
This week, the #hottakeoftheday podcast returns with Patrick Moore, the Director of the CO2 coalition. The reason I love podcasting is some topics are like a dinner with wine: you need time, conversation and thought. This week, we talk about the miracle gas that is CO2 and discuss- is it bad? Why...
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#hottakeoftheday podcast Episode #114
As energy policy in the United States (and other places) continues to be driven by narrative and lobbyists instead of facts and reliability, ERCOT in Texas has a strange week this week: they issued two power warnings asking customers to conserve energy. In April. Now, I love the great state of...
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#hottakeoftheday podcast Episode #113
This week, we are joined by Chris Bird of Exponent Energy. Chris was featured in April 2020 in an article in Bloomberg that talked about the great short. We revisit the lockdowns, the short thesis, what’s changed, a look at commodity prices go forward and the federal reserve, its impact and what...
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#hottakeoftheday podcast Episode 112
This week I am joined by Michael Lynch, a contributor to Forbes, to talk EVs, energy policy, the roaring 22s and how to shift from “narrative” to newsworthiness. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit...
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#hottakeoftheday podcast Episode 111
This week, we go into the world of Chart Industries. We talk with CEO Jill Evanko on the technology required to do the future of gasification for hydrogen, LNG and a whole bunch more. It’s a fascinating episode. I know I learned a lot and I hope you enjoy. About Jill Jillian C. Evanko Jillian...
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#hottakeoftheday podcast Episode #110
This week I visit with Jennifer Gremmert, the Executive Director of Energy Outreach Colorado which leads a network of industry, state and local partners to Support, Stabilize and Sustain Coloradans to afford their energy needs. Energy is important. We need to spend a lot of time talking about it....
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#hottakeoftheday podcast Episode #109 w/Robert Bryce!
This week I host Robert Bryce for our podcast next week. His Power Hungry podcast is phenomenal. His book ‘A Question of Power’ is an incredible journey with electrons. We have a lot of advocates for energy. For reason. And for understanding tradeoffs. We need to amplify their voices. Take the...
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#hottakeoftheday podcast Episode 108 w/Ryan Ray
This week, we are joined by Ryan Ray, the host of ‘The oil and gas podcast’ and War Room Media collaborator. Ryan and I are both of a similar mind that the media model needs to change and that independent thought, discussion and debate are important. We have collaborated to bring readers “Wald...
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#hottakeoftheday podcast Episode 107 w/Jerry McHugh
I’ve know Jerry McHugh for a number of years and in our chats at various industry events, I always put myself in his shoes. A true entrepreneur. San Juan Resources is a Private Capital, private oil gas producer in the San Juan basin. We talk about when he started it, the last 40 years in the...
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#hottakeoftheday podcast Episode 106 w/Que Spaulding
This week, I am joined by Que Spaulding, the former President of Hertz and Stars Encore. After an incredibly successful career, Que shares his stories and thoughts on how today’s macro environment compares to the civil unrest of the 60s; how business and media have changed and puts things into…
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#hottakeoftheday podcast Episode 105 w/Dan Pickering
Dan Pickering rejoins the podcast after an exciting 3 months. Last time we had Dan on, it was Thanksgiving, the vaccine had just been released and oil had begun its ascent. Now.... oil is over $60. Gas is over $3. Some energy equities have rallied more than 500%. We catch up on what’s happened,...
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#hottakeoftheday podcast Episode 104 w/Trisha Curtis
This week we are joined by Trisha Curtis, the founder of PetroNerds. We talk all things oil and gas and for those who know either of us, you know we speak fast. The two of us together is like a 9 hour podcast in 50 minutes. We talk Bakken, energy policy, the future of US oil and gas, Saudi and a...
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#hottakeoftheday podcast Episode 103 w/Steve Stine
This week, we wanted to do something a bit different but really relevant. Meet Steve Stine. Teacher, guitar wizard and now the face of GuitarZoom. Find out how he built a brand in a sea of musicians, what advice he has for would be entrepreneurs that want to start their own journey, and why when...
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#hottakeoftheday podcast Episode 102 w/Tracy Shuchart
This week, I’m fanboi excited to welcome Tracy Shuchart (aka @chigrl on Twitter) on the podcast to talk Keystone, oil and gas, commodities, lockdowns, travel, and life. She is a must-follow on Twitter to stay on top of trends, data and things that move markets. I really enjoyed the conversation…
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#hottakeoftheday podcast Episode 101 w/Mike Chism
This week, Mike Chism, CEO of Mile High Psychiatry joins me to talk mental health. I don’t think I’m alone when I say 2020 was an emotional rollercoaster and I know I - for one - for sure experienced depression, anxiety, fear and hopelessness. So I wanted to invite someone on the show that was a...
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#hottakeoftheday podcast Episode 100 w/Art Berman
If you went into a coma on this day in 2020, you would wake up to a world different, but quite similar, except you don’t see a lot of teeth everyday. For our 100th episode, we invited Art Berman back to refresh our views with his outlook on oil and natural gas prices. Things have changed a lot...
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#hottakeoftheday Episode 99 - PVN Pre-Game Show with Mark Rossano
If you aren’t following Mark Rossano, you are missing out on a huge amount of data (which, when used correctly becomes knowledge). Whether it’s the economy, energy or commodities and the EIA data, Mark breaks it down every week better than anyone. In partnership with PrimaryVision, we are…
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#hottakeoftheday podcast Episode 98 w/Chuck Yates
On this episode of the podcast, we welcome Chuck Yates. Chuck and I met a few months ago, first via phone and then over a great Houston lunch. I like Chuck a lot. He is thoughtful, insightful, caring and has a unique flair which he brings to everything he does (and wears). The first time I heard…
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#hottakeoftheday podcast Episode 97 w/Bresee Carlson
“Can the President ban frac’ing?” It’s a question I hear a lot. And while it’s neither legal nor investment advice, we welcome Bresee Carlson of Kuiper Law Firm back on the podcast to talk federal issues, and life under a democratic sweep. Data is cool. We are apolitical. About our Sponsor…
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ABOUT THIS SHOW
David Ramsden-Wood's #hottakeoftheday
hottakeoftheday.substack.com
HOSTED BY
David Ramsden-Wood
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Frequently Asked Questions
How many episodes does #hottakeoftheday have?
#hottakeoftheday currently has 46 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is #hottakeoftheday about?
David Ramsden-Wood's #hottakeoftheday hottakeoftheday.substack.com
How often does #hottakeoftheday release new episodes?
#hottakeoftheday has 46 episodes. Check the episode list to see recent publication dates and frequency.
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You can listen to #hottakeoftheday on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts #hottakeoftheday?
#hottakeoftheday is created and hosted by David Ramsden-Wood.
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