Skip to content
The Trevor Rose Podcast cover art

All episodes

The Trevor Rose Podcast, 308 episodes. Page 1 of 4.

#
Title
1

Will Ulrich (Presidio) — 500% Returns Buying Old Wells

2

Chris Carter (NGP) — 38 Years of Energy Private Equity

3

Terry Etam — $40B vs. $4B: Which Pipeline Gets Built?

4

Adam Waterous (Strathcona) — How Canada Can 2x Oil Production

5

Travis Pace (Fortuna Operating) - Building a 30,000 Boe/d Non-Op Business

6

Bobby Tudor (Artemis) — 20 Years at Goldman & Building an Energy Investment Bank

7

Darcy Reding (Cavvy Energy) - LNG & $1,100/Ton Sulphur: The Evolution of Cavvy Energy

8

Toby McKenna (Rockpoint) — Building North America's #1 Independent Gas Storage Company

9

Arjun Murti (Veriten) — $20 to $147 Oil: Super Spike vs. Super Vol

10

Steve Glanville (STEP) — 4 Mile Laterals, COIL+™ & Building an Energy Services Platform

11

Tony Marino (Tenaz Energy) — $65 Million to $2 Billion: The Netherlands' #1 Gas Producer

12

Jeff Currie (Carlyle) — $83 Crack Spreads & Why Canadian Oil Became Valuable

13

Steve Fagan (Strathcona) - Building 4 Companies in 40 Years: Sequoia to Strathcona

14

Pat Daniel (Former Enbridge CEO) - $7B to $30B: 11 Years Building Enbridge

15

Don Streu (Condor Energies) — 85 TCF: Building Central Asia's 1st LNG

16

Jeremy McCrea (BMO Capital Markets) — 8.3 Million Barrels: Canada's Pipeline Revival

17

Cole Smead (Smead Capital) — 25% ROE at 2x Book: Finding Value in Canadian Energy

18

Matt Rachiele (XXIII Capital) - 180 Million Sq Ft: Calgary's Industrial Real Estate Boom

19

Adam Rozencwajg (Goehring & Rozencwajg) - $70 Oil: Setting Up the Next Bull Market

20

Ben Dell (Kimmeridge) — $40M to $6 Billion: Building a Private Equity Firm in Energy

21

Bonnie DuPont (Fmr. Enbridge/Bank of Canada) - 50 Years in Canadian Energy: Pipelines, Boards & What's Next

22

Steve Larke (Headwater/Topaz): Why Canadian Energy Is Up 70%

23

Danny Brown (Chord Energy): 4-Mile Laterals: Unlocking the Williston Basin

24

Dan Pickering (Pickering Energy) - U.S. Shale, $90 Oil & The Strait of Hormuz

25

Kaes Van't Hof (Diamondback) - Shale 2.0: Disciplined Permian Growth

26

Cody Church (Clear North Capital/Strathcona) - From Harvard to Calgary: 30 Years in Private Equity

27

Mike Backus (Outwest Energy) - Starting From 0 Bbl/d: Building Outwest Energy

28

John Forgeron (Compass/Northbase): 400MW — Building North America's Power Infrastructure

29

Bevin Wirzba (South Bow) — Reviving Keystone: ~1M BBL Prairie Connector

30

Doomberg: The Strait of Hormuz is Closed — What It Means for Canadian Pipelines

31

Neil Roszell (Headwater) - 8x Reserve Growth: Building Value Through the Drill Bit

32

Eric Nuttall (Ninepoint): $200 Oil – A Looming Energy Crisis

33

Ryan Bushell (Newhaven): Capital Preservation – Dividends & Energy Infrastructure

34

Chris Carlsen (Birchcliff) - 20 Years in the Montney – Infrastructure, Growth & Discipline

35

Doug Bartole (InPlay Oil) - Unlocking the Cardium in 2026

36

George Armoyan (Armco/Calfrac) - 50 Years of Investing: Lessons from Energy & Real Estate

37

Terry Etam (Energy Columnist) - $100 Oil & Canada's Strategic Petroleum Reserve

38

Dr. Elizabeth Cannon (CNRL/Mancal) - 40 Years of Leadership in Engineering, Energy & Education

39

Dane Gregoris (Enverus) - Why Capital Is Returning To CAD Energy

40

Pat Oliver (Bonterra) - The Evolution of Bonterra Energy

41

Trent Boehm (Redstone Oil Corp) - Starting A New Oil Company

42

Bob Dhillon & Trina Cui (Mainstreet) - Q1 2026 Results Summary

43

Bryan Gould (Aspenleaf) - 29 Years at Shell & Growing to 25,000 BOE/D

44

Toby Rice (EQT) - How EQT Grew To 1 Million BOE/D

45

W. Brett Wilson (Prairie Merchant) - FirstEnergy ~1992 & Dragons' Den Lessons

46

#263: Doomberg Part III: Venezuelan Oil & Why Energy Is Abundant

47

#262: Dr. Chris Keefer (Canadians for Nuclear Energy) ~600 TWh: Why Power Demand Is Growing

48

#261: Don Simmons (Hemisphere Energy) - Heavy Oil & Polymer Floods: Scaling to 3800 boe/d

49

#260: Hon. Stockwell Day - Lowering Taxes, Cutting Debt & 50 Years of Politics

50

#259:Heather Exner-Pirot (Macdonald-Laurier) - Canadian Energy: MOU's, Pipelines & LNG

51

#258: Dan Halyk (Total Energy) - Cash Flows, Energy Services & New Markets

52

#257: Vern Yu (AltaGas) - Gas Utilities, LPG Markets & Asian Export Opportunities

53

#256: Manuj Nikhanj (Enverus) - Enverus Origins, A.I. Growth & Why Power Demand is Rising

54

#255: Steve Letwin (Mancal) - Cash Flow, African Gold Adventures & Capital Allocation in 2025

55

#254: Grant Fagerheim (Whitecap) - Dividends, Shareholder Returns & Why Canadian Energy Is Growing

56

#253: Steve Loukas (Obsidian) - Waterfloods, 14% Oil Recovery & Return of Capital in 2026

57

#252: John Dielwart (TransAlta/ARC Resources) - Building ARC Resources, 1st Montney Wells & Canadian Power Markets

58

#251: Terry Etam (Energy Columnist) - Grid Stability, Canadian Pipelines & Why Public Opinion is Shifting

59

#250: Murray Mullen (Mullen Group) - 75 Years of Logistics, NAFTA & Why Canada Needs Pipelines

60

#249: Lucy Hargreaves (Build Canada) - Cutting Spending, Lowering Regulations & Canadian Optimism

61

#248: Bob Dhillon (Mainstreet) - 25 Years of Growth, Mid-Market Value & Early Real Estate Deals

62

#247: Mike Rose (Tourmaline) - The Berkley Days, Montney 1st Innings & Canadian LNG Growth

63

#246: Brian Schmidt (Tamarack Valley) - Waterfloods, Dividends & Expanding the Clearwater

64

#245: Kaes Van't Hof (Diamondback) - Diamondback Origins, $60 Oil & Growth in the Permian

65

#244: Ian Anderson (Trans Mountain) - 40 Years of Building Canadian Infrastructure

66

#243: JP Lachance (Peyto Exploration) - Low Costs, Profitable Growth & 27 Years in the Deep Basin

67

#242: Michael Culbert (ARC Resources/TC Energy) - The Home Oil Days, Early Montney & Building Canadian LNG in 2025

68

#241: Chris Doornbos (E3 Lithium) - Critical Minerals, Alberta Made Lithium & Investor Returns

69

#240: Mark O’Byrne (Schlumberger/Obyco) - 40 Years of Energy Services: From Kuala Lumpur to Texas

70

#239: Cole Smead (Smead Capital) - Energy Consolidation, Investor Returns & Economic Optimism

71

#238: Jim Bertram (Keyera) - Building Canadian Infrastructure, Keyera Origins & Creating Value in Midstream

72

#237: Myron Stadnyk (Whitecap/Vermilion/Mancal) - Building ARC Resources, Exploring the Montney & Canadian Energy Going Forward

73

#236: Rick Rule (Battle Bank/Rule Investment Media) - 50 Years of Resource Investing: Adventures in Gold & Other Related Stories

74

#235: Bob McNally (Rapidan) - The White House Days & How Swing Producers Affect Oil Prices

75

#234: Jodi Anhorn (GLJ) - Enhanced Oil Recovery, Independent Evaluations & Optimism for Canadian Infrastructure

76

#233: Dan Debow (Build Canada/Loblaws/Shopify) - Energy Corridors, Tech Ventures & How Economic Growth Drives Prosperity

77

#232: Michael Kanovsky (Sky Energy) - The Northstar Energy Days, Bonavista Origins & Ingredients for Long Term Investing

78

#231: Dan Pickering (Pickering Energy Partners) - U.S. Shale, Permian vs. S&P 500 Returns & American Companies Looking North

79

#230: Jeremy McCrea (BMO Capital Markets) - Cognitive Biases 101: Helping Energy Investors Make Better Decisions

80

#229: Mike Belenkie (Advantage Energy) - Infrastructure, Cash Flow & Canadian LNG Opportunities Ahead

81

#228: Hilary Foulkes (Chord/Pine Cliff/TPH & Co.) - Adventures in Northern Saskatchewan, Hard Rock Origins & CAN/U.S. Mergers

82

#227: Robyn Regehr (Calgary Flames/Blueline Oilfield Rentals) - Winning the Stanley Cup, 15 Years in the NHL & Energy Entrepreneurship

83

#226: Karen Nielsen (Fmr. ATCO/ARC Resources) - Early Field Days, Montney Origins & How Power Markets Influence Energy Prices

84

#225: Eric Nuttall (Ninepoint) - Election Results, Oil Volatility & Why Canada Needs to Build Infrastructure Projects

85

#224: James Pasieka (Fmr. McCarthy Tétrault) - 50 Years of Law: From Texaco Beginnings to Libyan Oil Deals & Chinese Ventures

86

#223: John Jeffrey (Saturn Oil & Gas) - Bootstrapping to 40,000 boe/d, Mid-Life Cycle Assets & Perspectives of Junior E&P

87

#222: Jordan McNamee (Optimist Fund) - Finding Growth Companies, Capitalizing on Market Volatility & Building an Investment Fund

88

#221: Mac Van Wielingen (Viewpoint Group) - Family Wisdom, the Origins of ARC Financial & Navigating Investment Risk

89

#220: Amber Kanwar (In the Money Podcast) - Building a New Media Company, the Art of Conversation & 15 Years at BNN

90

#219: Herb Pinder Jr. (Goal Group of Companies) - Olympic Medals, Private Equity, Western Alienation & 50 Years of Saskatoon Business

91

#218: Tom MacInnis (Spark Capital) - Private Energy Markets, the Tristone Capital Days & Canadian M&A in 2025

92

#217: Arjun Murti (Veriten) - The End of the Energy Transition Era & What it Means for Investors

93

#216: Jamie Murray (Murray Wealth Group) - Out of Favor Stocks, Protecting Capital, Energy Tariffs & Market Opportunities in 2025

94

#215: Jim Gray (Canadian Hunter Exploration) - The Can Hunter Days, Pioneering the Deep Basin & 90 Years of Staying Active

95

#214: Arun Chandrasekaran (National Bank Financial) - Capital Markets, Avoiding Consensus & Why the Lifecycle of Canadian Energy Will Continue

96

#213: Charles Guedo (8am Solutions) - A.I. Trends, Tech in Calgary & Finding Market Opportunities in Software

97

#212: Jason Landau & Eugene Vath (Waratah Capital) - Capital Allocation in the Canadian Energy Industry: Considerations on Growth vs. Investor Returns

98

#211: Rob Broen (Athabasca Oil) - Stock Buybacks, 80 Years of Reserves & Why Return of Free Cash Flow is Good for Investors

99

#210: Jeff Robson (Vada Capital) - Building a Family Office, Adventures in Rodeo & Private Equity Differentiation

100

#209: Jamie Mackie (Richardson Wealth) - The Wilson Mackie Days, 150 Years in Calgary & Opportunities in the Wealth Management Sector