Wouter van Kempen is the Chairman and CEO of DCP Midstream, the largest processor of natural gas in the US. Tune in to hear Wouter describe DCP's operational footprint, the game-changing technological advancements his company is implementing, and a truly compelling investment story. Transcript Available Soon
Bahir Manios is the CFO of Brookfield Infrastructure, one of the largest diversified infrastructure companies in the world. Tune in to hear Bahir discuss BIP's asset portfolio, investment philosophy, and a very compelling investment story. Transcript Available
Will Eglin is the CEO, President, and Trustee of Lexington Realty Trust. Tune in to hear Will describe Lexington's portfolio transformation and some really interesting insights into the real estate industry. Transcript Available
Devina Rankin is the CFO and SVP of Waste Management, the largest waste services company in North America. In this episode, Devina provides a brief history of the company and a great overview of the business. Tune in to learn about the business of waste, recycling, the outlook for the industry, and the details around a compelling investment story. Transcript Available
Ken Anderson served as Commissioner with the Public Utility Commission of Texas (PUCT) from 2008-2017. In this episode, Ken describes the history of ERCOT and discusses some of the issues the PUCT will likely have to deal with down the road. Ken also discusses some interesting regulatory and market considerations regarding Sempra's acquisition of Oncor, as well as some of the benefits of limited federal oversight in building out CREZ and potential changes to the regulatory framework in Texas.
Tom O'Flynn is the CFO of AES Corporation (AES). Tom provides a great overview of AES' business, discusses some really interesting catalysts for the company, and highlights a compelling investment case for the shares of AES' stock. Interview Transcript
Nathan Kroeker is the President and CEO of Spark Energy (SPKE). Tune in to hear Nathan describe Spark Energy's business model, the outlook for the industry, and an explanation as to why the retail energy services business is misunderstood by the broader market. Nathan outlines the most important aspects of the SPKE investment story and highlights the key elements of a really compelling investment idea. Interview Transcript
Chris Whalen is the Chairman of Whalen Global Advisors, an author, and co-founder of Institutional Risk Analytics. Chris is recognized as one of the investors who anticipated the eventual bankruptcy of Lehman Brothers and has a reputation as one of the foremost banking analysts on Wall Street. Tune in to hear Chris discuss banks, interest rates, and the leadership changes at the Federal Reserve.
Jim Lucier is a Managing Director at Capital Alpha Partners, a leading Wall Street research firm providing strategic policy analysis and political forecasting. Jim leads the energy, environmental, and tax practices at Cap Alpha. Tune in to hear Jim describe Trump's proposal to replace the Clean Power Plan (CPP) with the Affordable Clean Energy (ACE) rule, the Federal Energy Regulatory Commission (FERC) and its importance in the buildout of US energy infrastructure, and a conversation about...
Chad Plotkin is the CFO of Clearway Energy (CWEN), previously NRG Yield (NYLD). Tune in to hear Chad talk about the history of NRG Yield, the Global Infrastructure Partners (GIP) acquisition, and how CWEN's diversified asset portfolio differentiates this yieldco from the others. It's an extremely insightful interview, especially for investors who want to learn more about the unique and compelling capital allocation profile that renewable energy businesses have. Interview Transcript
Steve Fleishman is a Managing Director and Senior Analyst at Wolfe Research. Steve and his team cover the utilities, power, renewables, and midstream sectors at Wolfe Research. Steve has been Wall Street's top-ranked utility analyst 14 times! Tune in to hear Steve provide a great utility primer including a brief history of utilities, trends he and his team are following, and some of his thoughts on utility valuations today.
Curt Morgan is the President and CEO of Vistra Energy (VST). Tune in to hear Curt talk about the fascinating history of Vistra, some of the motivations and rationale for acquiring Dynegy, and a great explanation of how the integrated power model (generation + retail) provides cash flow stability. It's a great interview that underscores a compelling investment story! Interview Transcript
Mark Harding is the CEO and CFO of Pure Cycle Corp. (PCYO). Pure Cycle owns significant water rights in Colorado and provides water and wastewater services to residential, commercial, and industrial customers. Tune in to hear Mark talk about the fascinating subject of water rights in Colorado, the outlook for Pure Cycle to grow cash flows, and the compelling investment case for his company's stock. Interview Transcript
Steve Newby is the Founder and CEO of Summit Midstream Partners (SMLP). Tune in to hear Steve discuss Summit’s operations, his view on industry fundamentals, and what Steve and his team are doing to grow the business and improve cash flow stability. It’s a great interview that highlights the disconnect between a positive outlook and a seemingly mispriced security! Transcript Available
Part 2 of the interview with NRG Energy's EVP and CFO, Kirk Andrews. The second part of the interview addresses some of the changes the company has gone through over the past several years, the Transformation Plan that was outlined in mid-2017, and Kirk's capital allocation philosophy. Importantly, Kirk talks about the potential uses of cash over the next few years. It's a great interview with a CFO for whom I have a ton of respect. Check out Part 1 of this interview here. Interview...
Kirk Andrews, EVP and CFO of NRG Energy (NRG), discusses the history of NRG and describes some of the big factors that have affected the merchant power generation industry since the turn of the century. Part 1 of the Kirk Andrews interview provides some really interesting background on the power business in general, and fascinating insights into possibly the most underappreciated subsectors in the market today. Interview Transcript
Doug Blakeway is the founder and CEO of Nanotech Security Corp., a technology firm that develops and produces products using nanotechnology. Nanotech's cutting-edge products are currently used for anti-counterfeit and brand authentication, but the applications are far-reaching. Join IwtB to learn more about a fascinating technology and its many uses. Interview Transcript
A super educational interview with renowned Syria and Middle East expert, Professor Joshua Landis, the University of Oklahoma's Sandra Mackey Chair of International Studies and the university's Director of Middle East Studies, where we discuss the Trump Administration's decision to renew sanctions against Iran, the Syrian Civil War and the parties involved, the Kurdish conundrum, as well as the outlook for the Middle East region as a whole. A great podcast for anyone who would like to learn...
Chris Sighinolfi is a Managing Director and research analyst with Jefferies Research. Chris is one of Wall Street's top-rated analysts covering midstream, MLPs, and natural gas services. In this episode, Chris provides an excellent primer for the midstream/MLP sector. It's a great interview with Chris providing a lot of context and insight into an undervalued subsector of the energy industry. If you'd like to learn about midstream space from one of the best analysts on the Street, this is...
Mike Garland, President and CEO of Pattern Energy (PEGI), is a wind energy veteran who leads one of the most formidable wind energy companies in North America. Mike provides an enormous amount of context and insight into the wind energy business and the outlook for the industry, as well as critical perspectives as to how investors should be thinking about the PEGI investment thesis. Interview Transcript