Podcast · Business

The Trevor Rose Podcast

by Mr. Rose · English · Business

Sharing insights on energy, finance & business related items

New episodes: Weekly
Typical length: 1 hr
Latest: 8 Oct 2026
Language: English

Latest episode

8 Oct 2026 · 1 hr 2 min

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

This episode we are joined by Mr. Adam Waterous - Executive Chairman of Strathcona Resources & Greenfire Resources - two TSX listed energy companies with market caps of ~$8 billion & ~$2 billion respectively. Mr. Waterous is also CEO of Waterous Energy Fund - a Calgary-based private equity firm with ~$3 billion under management. Prior to founding Waterous Energy Fund in January, 2017, Adam served as Global Head of Investment Banking and Head of Energy and Power, North America at Sc...

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Earlier episodes 29 most recent

S1 · E304 · 1 Oct 2026 · 1 hr 3 min
Travis Pace (Fortuna Operating) - Building a 30,000 Boe/d Non-Op Business
This episode we are joined by Mr. Travis Pace - CEO of Fortuna Operating - a private company that manages a non-op energy portfolio of ~30,000 boe/d on behalf of North Hudson Resource Partners - a private equity firm with ~$2 billion under management. Travis Pace serves as CEO of Fortuna Operating, which manages all non-op funds on behalf of Fortuna and North Hudson. Prior to Fortuna, Mr. Pace founded Corbin Development Group, LLC, a privately held non-op company where he built and le...
S1 · E303 · 24 Sep 2026 · 1 hr
Bobby Tudor (Artemis) — 20 Years at Goldman & Building an Energy Investment Bank
This episode we are joined by Mr.Bobby Tudor - CEO of Artemis Energy Partners - and board member of Murphy Oil - a NYSE listed energy company with a market cap of ~$5.5 billion. Mr. Bobby Tudor is the founder and CEO of Artemis Energy Partners, an Investing and Advisory platform focused on companies involved in the Global Energy Markets. Mr. Tudor is also a Retired Founder and CEO of Tudor, Pickering, Holt & Co. Prior to forming TPH, Mr. Tudor was a Partner at Goldman Sachs and a...
S1 · E302 · 17 Sep 2026 · 1 hr 33 min
Darcy Reding (Cavvy Energy) - LNG & $1,100/Ton Sulphur: The Evolution of Cavvy Energy
This episode we are joined by Mr. Darcy Reding - CEO of Cavvy Energy - a TSX listed energy company with a market cap of ~$700 million. Mr. Reding previously served as the Vice President of Operations & Geoscience at NAL Resources Management until the acquisition by Whitecap Resources in Q1 2021. Mr. Reding has 35 years of energy technical and leadership experience that spans across the upstream and midstream segments at NAL and previously with Norcen Energy, Northrock Resourc...
S1 · E301 · 10 Sep 2026 · 1 hr 26 min
Toby McKenna (Rockpoint) — Building North America's #1 Independent Gas Storage Company
This episode we are joined by Mr. Toby McKenna - CEO of Rockpoint Gas Storage - a TSX listed gas storage company with a total equity value of ~$3.4 billion. Mr. McKenna is the Chief Executive Officer at Rockpoint responsible for the management and performance of the corporation’s storage and retail distribution assets. He brings to Rockpoint Gas Storage over 30 years of experience in the energy industry with leadership roles across a wide spectrum of disciplines including gas storage a...
S1 · E300 · 3 Sep 2026 · 1 hr 20 min
Arjun Murti (Veriten) — $20 to $147 Oil: Super Spike vs. Super Vol
This episode we are joined by Mr. Arjun Murti - Partner at Veriten LLC and a Senior Advisor at Warburg Pincus. Mr. Murti has spent over 30 years on Wall Street as a sell-side equity research analyst, buy-side investor, advisor and board member covering the global energy sector. Mr. Murti previously served as a Partner at Goldman Sachs from 2006 to 2014. Prior to becoming Partner, he served as Managing Director from 2003 to 2006 and as Vice President from 1999 to 2003. During his t...
S1 · E299 · 1 Sep 2026 · 1 hr
Steve Glanville (STEP) — 4 Mile Laterals, COIL+™ & Building an Energy Services Platform
This episode we are joined by Mr. Steve Glanville - CEO of STEP Energy Services - a private energy services company with revenues of ~$1 billion. Mr. Glanville has served as STEP’s president and CEO since October 2022. A co-founder of STEP, he previously held the role of COO from the company’s inception in March 2011 before being appointed president in July 2021. In 2026, Mr. Glanville led the successful amalgamation of STEP and Sanjel, creating a stronger, integrated organization...
S1 · E298 · 27 Aug 2026 · 1 hr 23 min
Tony Marino (Tenaz Energy) — $65 Million to $2 Billion: The Netherlands' #1 Gas Producer
(Recorded August 6, 2026). This episode we are joined by Mr. Tony Marino - CEO of Tenaz Energy - a TSX listed energy company with a market cap of ~$2 billion. Mr. Marino is the former President and Chief Executive Officer of Vermilion Energy, Baytex Energy and Dominion Exploration Canada, with additional management and technical experience at AEC, Santa Fe Snyder, Plains Resources and Atlantic Richfield. He holds a Bachelor of Science in Petroleum Engineering from the University o...
S1 · E297 · 20 Aug 2026 · 52 min
Jeff Currie (Carlyle) — $83 Crack Spreads & Why Canadian Oil Became Valuable
(Recorded August 13, 2026). This episode we are joined by Mr. Jeff Currie - Chief Strategy Officer at Altis Partners and Senior Advisor to Carlyle, a global investment firm with ~$485 billion under management. Mr. Currie is also Executive Co-Chairman of Abaxx Markets, a co-founder and non-executive director of 1947 Oil & Gas, a director of Borr Drilling, and Chair of the Advisory Group at the Energy Policy Institute at the University of Chicago. Mr. Currie is the former Global...
S1 · E296 · 13 Aug 2026 · 1 hr 9 min
Steve Fagan (Strathcona) - Building 4 Companies in 40 Years: Sequoia to Strathcona
This episode we are joined by Mr. Steve Fagan - Vice Chairman of Strathcona Resources - a TSX listed energy company with a market cap of ~$9 billion. Mr. Fagan has more than 40 years of experience in the Canadian energy industry, building and monetizing exploration and production companies. He co-founded Strath Resources in January 2017, which later merged into Strathcona Resources, initially acquiring the Kakwa Montney for $280 million and with production growing from approximately 5,0...
S1 · E295 · 6 Aug 2026 · 1 hr 7 min
Pat Daniel (Former Enbridge CEO) - $7B to $30B: 11 Years Building Enbridge
This episode we are joined by Mr. Pat Daniel - former CEO of Enbridge - a TSX listed infrastructure company with a market cap of ~$170 billion. Pat Daniel served as President & CEO of Enbridge Inc. from 2001 to 2012, leading the company through a transformative decade in which its market value grew roughly fourfold - from approximately $7 billion to $30 billion - while delivering an average annual shareholder return near 16%. His career began at Occidental Petrochemicals befor...
S1 · E294 · 30 Jul 2026 · 50 min
Don Streu (Condor Energies) — 85 TCF: Building Central Asia's 1st LNG
This episode we are joined by Mr. Don Streu - CEO of Condor Energies - a TSX listed energy company with a market cap of ~$300 million. Mr. Streu has over 37 years experience in the oil and gas industry including 22 years with Chevron working in Angola, Indonesia, Nigeria, Canada and the United States. Mr. Streu was the asset manager of Angola’s first deepwater production: a 100,000 bopd operation that went from discovery to first oil in only 30 months. As Chevron Indonesia’s Plann...
S1 · E293 · 23 Jul 2026 · 52 min
Jeremy McCrea (BMO Capital Markets) — 8.3 Million Barrels: Canada's Pipeline Revival
This episode we are joined by Mr. Jeremy McCrea - Managing Director of Equity Research at BMO Capital Markets. Previously Mr. McCrea has held similar positions at Raymond James, AltaCorp Capital and National Bank Financial - with more than 20 years of experience exclusively covering the energy sector. Mr. McCrea also holds a Bachelor of Commerce degree from the University of Calgary and is a CFA® charterholder. Since 2004, Mr. McCrea’s views on energy are frequently sought a...
S1 · E292 · 16 Jul 2026 · 1 hr 3 min
Cole Smead (Smead Capital) — 25% ROE at 2x Book: Finding Value in Canadian Energy
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Cole Smead - CEO of Smead Capital Management - a registered investment advisor headquartered in Phoenix, AZ with offices in Jersey City, NJ and London, UK., with assets of approximately $6 billion under management. Cole Smead, CFA is Chief Executive Officer and Portfolio Manager where he oversees all activities of the firm. He is the final decision maker for all investment decisions in the firm’s interna...
S1 · E291 · 14 Jul 2026 · 57 min
Matt Rachiele (XXIII Capital) - 180 Million Sq Ft: Calgary's Industrial Real Estate Boom
This episode we are joined by Mr. Matt Rachiele - President & CEO of XXIII Capital - an industrial real estate firm with ~$100 million under management. Matt co-founded XXIII Capital Inc. in January 2023 and has nearly two decades of diversified commercial real estate, private equity and capital markets experience. He has played a key role on the execution of over $40 billion in completed transactions throughout his career. Matt's background includes holding various senior positions...
S1 · E290 · 9 Jul 2026 · 56 min
Adam Rozencwajg (Goehring & Rozencwajg) - $70 Oil: Setting Up the Next Bull Market
This episode we are joined by Mr. Adam Rozencwajg - co-founder & managing partner of Goehring & Rozencwajg - a natural resource investment firm with ~$2.5 billion under management. Adam Rozencwajg is a Co-Founder and Managing Partner at Goehring & Rozencwajg (G&R), a premier global natural resource investment firm based in New York. With 17 years of investment management experience in the natural resource sector, Mr. Rozencwajg is recognized as a leading authority on com...
S1 · E289 · 2 Jul 2026 · 1 hr 6 min
Ben Dell (Kimmeridge) — $40M to $6 Billion: Building a Private Equity Firm in Energy
This episode we are joined by Mr. Ben Dell - co-founder & managing partner of Kimmeridge - a private equity firm with ~$6 billion under management. Ben Dell is a Managing Partner of Kimmeridge and oversees investment activity across the firm. He is closely involved in the screening of new geological opportunities and in the negotiation and execution of investment strategies. Prior to founding Kimmeridge, Mr. Dell was a Senior Equity Research Analyst for Oil and Gas Exploration...
S1 · E288 · 25 Jun 2026 · 47 min
Bonnie DuPont (Fmr. Enbridge/Bank of Canada) - 50 Years in Canadian Energy: Pipelines, Boards & What's Next
This episode we are joined by Mrs. Bonnie DuPont — director and former Calgary energy executive whose board career spans Viterra, NAV Canada, the Bank of Canada, AltaGas, Burke Construction, Silver Birch Energy, Silver Willow Energy, G3 Canada, and CustomerWorks. Mrs. DuPont executive career includes 13 years with Enbridge (formerly Interprovincial Pipelines) from 1997 to 2010, where she led talent and leadership development across the organization and oversaw the integration of the com...
S1 · E287 · 18 Jun 2026 · 46 min
Steve Larke (Headwater/Topaz): Why Canadian Energy Is Up 70%
This episode we are joined by Mr. Steve Larke - director at Topaz Energy, Headwater Exploration Inc. & Vermilion Energy - three TSX listed energy companies with market caps of ~$5 Billion, $3 Billion & $2.5 Billion respectively. Mr. Larke's previous roles include Operating Partner and Advisory Board member with Azimuth Capital Management Inc., an energy-focused private equity fund based in Calgary, Alberta. Prior to joining Azimuth Capital Management Inc., Mr. Larke was Managing...
S1 · E286 · 11 Jun 2026 · 1 hr 9 min
Danny Brown (Chord Energy): 4-Mile Laterals: Unlocking the Williston Basin
This episode we are joined by Mr. Danny Brown - CEO of Chord Energy - a NASDAQ listed energy company with a market cap of ~$8 billion. Mr. Brown has more than 25 years of experience in the oil and natural gas industry, having spent his career with Anadarko Petroleum Corporation (or one of its predecessors), until Anadarko was acquired by Occidental Petroleum in 2019. Mr. Brown began his career with Anadarko in 2006 upon the acquisition of Kerr-McGee Corporation. He held positions of inc...
S1 · E285 · 9 Jun 2026 · 41 min
Dan Pickering (Pickering Energy) - U.S. Shale, $90 Oil & The Strait of Hormuz
This episode we are joined by Mr. Dan Pickering - CIO & Founder of Pickering Energy Partners - an energy financial services company headquartered in Houston, USA with ~$16 billion invested in all energy sub-sectors. Mr. Pickering is the Chief Investment Officer at Pickering Energy Partners (PEP). PEP is a financial services firm focused on Investments and Advice in the energy sector – both traditional oil and gas and energy transition. Prior to PEP, Mr. Pickering served as the Presi...
S1 · E284 · 4 Jun 2026 · 57 min
Kaes Van't Hof (Diamondback) - Shale 2.0: Disciplined Permian Growth
This episode we are joined by Mr. Kaes Van't Hof - CEO of Diamondback Energy & Viper Energy - two NASDAQ listed energy companies with market caps of ~$60 billion & ~$16 billion respectively. Mr. Van’t Hof has served as the Chief Executive Officer and as a director of Diamondback since May 2025. Prior to his current position, he served as our President from February 2025 to May 2025, President and Chief Financial Officer from February 2022 to February 2025, Chief Fina...
S1 · E283 · 2 Jun 2026 · 1 hr 23 min
Cody Church (Clear North Capital/Strathcona) - From Harvard to Calgary: 30 Years in Private Equity
This episode we are joined by Mr. Cody Church - CEO of Clear North Capital, co-founder of TriWest Capital & board member of Strathcona Resources - a TSX listed energy company with a market cap of ~$10 billion. With a career spanning more than 25 years, Cody began his profession in 1993 as an Analyst for the Leveraged Finance Group of CS First Boston where he worked with financial buyers in areas of acquisition and divestiture, high-yield bonds, IPOs and re-financings. In 1995 ...
S1 · E282 · 28 May 2026 · 54 min
Mike Backus (Outwest Energy) - Starting From 0 Bbl/d: Building Outwest Energy
This episode we are joined by Mr. Mike Backus - CEO of Outwest Energy - a startup oil & gas company based in Calgary, Alberta, Canada. Mike Backus has over 25 years of experience in a variety of engineering, operational, finance and executive roles. Prior to founding Outwest, Mike was a member of the executive teams at Kiwetinohk Energy Corp and Painted Pony Energy where he was the Chief Operating Officer, responsible for the Development and Operations prior to the corporate s...
S1 · E281 · 26 May 2026 · 51 min
John Forgeron (Compass/Northbase): 400MW — Building North America's Power Infrastructure
This episode we are joined by Mr. John Forgeron - CEO of Compass Energy Systems - a compression, processing, and power systems company with revenues of ~ $1 billion. Mr. Forgeron is also Chairman of Northbase Finance - a specialty finance company in the energy business. Also, Mr. John Forgeron would like to dedicate this episode to Phil Ness. In January of 2026 Compass lost a founding partner. Phil’s impact lives on through Compass' people and facilities, and they are grateful for all h...
S1 · E280 · 21 May 2026 · 1 hr 11 min
Bevin Wirzba (South Bow) — Reviving Keystone: ~1M BBL Prairie Connector
This episode we are joined by Mr. Bevin Wirzba - CEO of South Bow - a TSX listed infrastructure company with a market cap of ~$10 billion. Mr. Wirzba was an integral part of the TC Energy Executive Leadership Team. He oversaw the strategy and corporate development teams and led TC Energy’s Canadian Natural Gas and Liquids transportation businesses. During his time at TC Energy, Bevin was responsible for the successful mechanical completion of the Coastal GasLink pipeline project, ...
S1 · E279 · 19 May 2026 · 36 min
Doomberg: The Strait of Hormuz is Closed — What It Means for Canadian Pipelines
This episode we are joined by the co-founder of Doomberg – an independent publication that provides a lateral-thinking approach to topics in energy, finance, geopolitics, and the broader economy. Doomberg has grown to one of the top paid finance newsletters on Substack, with ~375,000 subscribers. Among other things we learned about The Strait of Hormuz is Closed — What It Means for Canadian Pipelines. Enjoy. Thank you to our sponsors. Without their support this episode would not be p...
S1 · E278 · 14 May 2026 · 1 hr
Neil Roszell (Headwater) - 8x Reserve Growth: Building Value Through the Drill Bit
This episode we are joined by Mr. Neil Roszell - Executive Chairman of Headwater Exploration - a TSX listed energy company with a market cap of ~$3 billion. Mr. Roszell has been a founder/executive member of Raging River Exploration Inc., Wild Stream Exploration Inc., Wild River Resources Ltd., Eagle Rock Exploration Ltd., Prairie Schooner Petroleum & Great Northern Exploration Ltd. Mr. Roszell graduated from the University of Regina with a Bachelor of Applied Science in Indus...
S1 · E277 · 7 May 2026 · 52 min
Eric Nuttall (Ninepoint): $200 Oil – A Looming Energy Crisis
Greetings & welcome back to the podcast. This episode we are joined by Mr. Eric Nuttall - partner and senior portfolio manager with Ninepoint Partners, and the Ninepoint Energy Fund - Canada's largest energy fund with ~$2 billion under management. Mr. Nuttall's views on energy are frequently sought after by BNN Bloomberg, CNBC, The Globe and Mail, The National Post, and other media organizations. Mr. Nuttall also earned a Bachelor of International Business degree (High Honours) fr...
S1 · E276 · 30 Apr 2026 · 56 min
Ryan Bushell (Newhaven): Capital Preservation – Dividends & Energy Infrastructure
Greetings & welcome back to the podcast. This episode we are joined by Mr. Ryan Bushell - CEO of Newhaven Asset Management - an investment firm with ~$500 million under management. Ryan Bushell joined Newhaven in 2018 from one of Canada’s longest tenured Investment Managers, where he was co-head of the investment team responsible for meeting investment objectives for private and institutional clients. Mr. Bushell holds the Chartered Financial Analyst (CFA) and Canadian I...

About The Trevor Rose Podcast

Sharing insights on energy, finance & business related items

The Trevor Rose Podcast is a English business podcast from Mr. Rose. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: Mr. Rose
Language: English
Category: Business
New episodes: Weekly
Typical length: 1 hr
Latest episode: 8 Oct 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id1493491566

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