Best GRID Investor Podcasts (2025)

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Is America giving up on clean energy manufacturing? 1:00:54

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2h ago1:00:54

1:00:54

Over the last four years, the U.S. clean energy manufacturing sector saw a historic boom. Factory construction doubled, foreign firms opened production in dozens of states, and federal policy spurred over $150 billion in manufacturing plans. But a swirl of conflicting policies — from chaotic tariff threats to complex foreign sourcing rules — is fre…

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A Conversation with Jacob Ma-Weaver of Cable Car Capital LP 1:10:08

3h ago1:10:08

1:10:08

Jacob Ma-Weaver manages Cable Car Capital, LP, a San Francisco-based investment adviser and the general partner of Funicular Funds, LP. Funicular Funds has produced 17.1% net annualized returns since November 2013. The fund is currently closed to new investors. Join MicroCapClub and unlock the ability to listen and participate live in these discuss…

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PJM and the capacity crunch 33:43

37m ago33:43

33:43

The PJM capacity auction this month broke records with sky-high wholesale power prices — and that was by design. Under PJM’s auction rules, tight supply raises prices, incentivizing the development of new generation and encouraging existing generation to stay online. The big driver of that tight supply? Data-center driven load growth. The independe…

1
LV’s investment strategy, Nvidia, and gold with CIO Adam Ruddle 25:44

26m ago25:44

25:44

The UK Investor Magazine was thrilled to welcome Adam Ruddle, Chief Investment Officer of LV Group (Liverpool Victoria), to the podcast to delve into the group’s investment strategy and where it sees opportunities for its portfolios. This comprehensive discussion explores the current landscape for LV, covering everything from asset allocation strat…

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Cannara Biotech (LOVE.V): Premium Cannabis at Affordable Prices 1:02:27

9h ago1:02:27

1:02:27

Adam Wilk and Mathieu Martin, Portfolio Manager at Rivemont MicroCap Fund, have a conversation with Nicholas Sosiak, CFO of Cannara Biotech (LOVE.V/LOVFF). This MicroCap Business Breakdowns discussion took place live on July 30th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/ Cannara Biotech is a Canadian cannabis company …

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Smart Money - Strong Returns, Low Costs Attract Investors and Consolidators to Mineral/Royalty Firms 12:02

1d ago12:02

12:02

U.S. E&Ps’ strategic shift from growth at any cost to a laser focus on cash flows to fund shareholder returns revitalized their investor base. But that strategy has been challenged as crude oil prices have eroded since their mid-2022 peak, with producers struggling to balance the need to maintain output and the pressure to sustain dividends. In tod…

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Ep. 178: How the Rich Get Richer: Gabriel Shahin on Wealth Secrets 40:01

1d ago40:01

40:01

In this episode of The Jay Young Show, discover how top financial planner Gabriel Shahin, CFP®, MBA, reveals the real strategies the wealthy use to grow and protect their money in his new book, “How the Rich Get Richer.” In this episode of The Jay Young Show, we break down timely oil and gas news—including record-breaking U.S. onshore oil productio…

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EP 16: From Freelancer to Boutique STR with Karsen Murray’s Journey Through Motherhood, Marketing & Real Estate 47:39

1d ago47:39

47:39

In this heart-centered episode, Zoey B sits down with Karsen Murray (copywriter, mama, and first-time STR investor) whose journey from marketing manager to business owner to boutique cabin host will leave you inspired to pivot with purpose. Karsen shares the unfiltered story of how she: • Transitioned from a 9–5 to full-time freelancing (before it …

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West Texas Highway - Extensive Refining, Exports Make Houston a Prime Spot for Permian Crude 13:06

1d ago13:06

13:06

Crude oil producers in the prolific Permian Basin have plenty of options to move their barrels, especially since pipeline capacity currently exceeds production, but not every route out of the basin is equal. One of the hottest destinations for Permian crude is Houston, which boasts an attractive mix of refining and export demand. In today’s RBN blo…

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The great divergence: Can the grid catch up to transportation innovation? [partner content] 27:50

2d ago27:50

27:50

Why can your phone instantly reroute you around traffic, but your utility can't tell you when to charge your car for maximum savings? Why can Uber optimize thousands of drivers in real-time, while the electrical grid struggles to optimize distributed resources? Both transportation and electricity systems emerged during the Victorian era with remark…

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Into the Void - More on the Permian's Still-Expanding Produced Water Infrastructure 12:35

3d ago12:35

12:35

Through the early years of the Shale Era, produced water gathering systems in the Permian were mostly small, simple and focused solely on transporting the salty, petroleum- and mineral-tainted water emerging from wells to nearby saltwater disposal wells. In the 2020s, though, these systems — now mostly owned and operated by third-party produced wat…

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Two Countries, One Market - The Theme for RBN's 2025 School of Energy: You Ain’t Seen Nothin' Yet! 14:15

4d ago14:15

14:15

It's an integrated energy market that stretches across the North American continent, from Texas and Florida to the mountains of British Columbia and Canada’s industrial heartland in Ontario/Quebec — a cross-border network so deeply connected, it functions as one massive, interdependent system for oil, natural gas and NGLs. That system is undergoing…

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A post-OBBB market recalibration 1:03:50

6d ago1:03:50

1:03:50

As America faces a surge in electricity demand, the federal government is working hard to slow the very resources needed to meet it. The “One Big Beautiful Bill” is expected to slash clean energy deployment by as much as 60% over the next decade — bringing back hard tax credit sunsets, introducing tight construction deadlines, and imposing strict f…

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Shake It Up - New Budget Bill Aims to Throttle Pace of EV Adoption, With Long-Term Consequences 11:44

7d ago11:44

11:44

Expectations for electric vehicle (EV) adoption in the U.S. took a sharp detour into uncharted territory earlier this month when President Trump signed the landmark budget reconciliation bill into law. Known as the One Big Beautiful Bill Act (OBBBA), the law dramatically scales back EV subsidies, eliminates penalties for automakers that don’t meet …

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Building the Biggest Bitcoin Mining Pool with Mike Colyer, CEO of Foundry 58:22

7d ago58:22

58:22

In this episode of Digital Gold, Mike Colyer provides an insider's readout on post-halving economics, supply chain arbitrage, and policy vectors steering Bitcoin's next-generation compute grid. Here are the key discussion points from the episode: 00:00:00 Introduction to Mike Colyer and Foundry 00:01:00 Mike Colyer's Bitcoin Journey and Motivation …

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Repurposing EV batteries for grid storage 29:35

7d ago29:35

29:35

The job of an EV battery is unforgiving. If its performance slips too far — say, lost acceleration or range — it's probably off to the recycling heap. That’s even though it may have plenty of usable life, if only for something less demanding than powering a vehicle. Grid storage is theoretically a gentler job, involving slower discharging and more …

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Options Open - Data Center Developers Increasingly Exploring Off-Grid Options for Power Generation 12:37

8d ago12:37

12:37

Perhaps the most hyped-up topic in energy these days is how much electricity new data centers will need to keep up with the increased use of artificial intelligence (AI). And that’s prompting some big questions, such as where all the power will come from and how much natural gas demand will rise. But another crucial question may be whether these da…

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Torn Between Two (Pipelines) - The Bakken Needs More Gas Takeaway. Which Project Will Advance? 10:54

9d ago10:54

10:54

The Bakken Shale needs more natural gas takeaway capacity, North Dakota wants to encourage more in-state consumption of Bakken-sourced gas, and two entities — WBI Energy and a combo of Intensity Infrastructure Partners and Rainbow Energy Center — have each proposed similar (but not identical) cross-state pipelines that would help achieve those aims…

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EP 15: Investments, Partnerships, Hosting for 20 Years with Marilynn Taylor 59:35

9d ago59:35

59:35

In this powerhouse episode, Zoey B sits down with Marilynn Taylor (Airbnb OG, real estate investor, and financial freedom advocate) who has been mastering short-term rentals for over two decades. From her early days as a ballerina and makeup artist to weathering economic downturns and building a multimillion-dollar portfolio, Marilynn shares the ra…

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Shake, Rattle and Roll - Produced Water Volumes, Regulation and Innovation in the Permian 10:29

10d ago10:29

10:29

There’s a lot going on in the Permian produced water space lately. Crude-oil-focused production in the prolific shale play is generating vast and increasing volumes of produced water that needs to be recycled or injected into disposal wells. State regulators, concerned about injection-related seismic activity, are tightening their rules, ramping up…

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Constrained by Grid and Politics, Ireland Looks for a New Era of Data Center Growth 19:22

10d ago19:22

19:22

Despite its relatively small size, Ireland is a heavyweight among global data center hubs. But that advantaged position has been thrown into doubt amid political gridlock. In this episode of Cool Vector, four Irish data center veterans explain why Ireland's continued leadership in data infrastructure will require close cooperation between governmen…

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#71. Marina Morgan—From Russia's Tech Giant to Silicon Valley Innovator 56:53

10d ago56:53

56:53

In this episode, Marina Morgan shares her inspiring journey from a successful corporate career in Russia to becoming an innovative entrepreneur in Silicon Valley. She discusses the challenges and motivations behind her transition, emphasizing the importance of embracing change and leveraging psychological insights to drive business success. Marina …

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Two Gunslingers - The Duel Over Moving Bakken Shale NGLs to Downstream Fractionators 13:17

11d ago13:17

13:17

Associated gas production in the Bakken Shale continues to increase and, with more NGL pipeline capacity coming online and a new option on the horizon, there’s a gunfight brewing between two of the U.S.’s largest midstreamers. At one end of a dusty Wild West street stands the sheriff in town, ONEOK, which recently completed an expansion of its Elk …

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Tantalus Systems (GRID.TO): Helping Utilities Modernize Distribution Grids 1:16:59

12d ago1:16:59

1:16:59

Adam Wilk and Jeff Kowal have a conversation with President and CEO Peter Londa of Tantalus Systems (GRID.TO). This MicroCap Business Breakdowns discussion took place live on July 17th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/ Tantalus Systems (GRID.TO) is a technology company dedicated to helping utilities modernize …

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What can ag tech learn from clean energy? 1:05:09

14d ago1:05:09

1:05:09

The story of climate change is usually told through fossil fuels — pipelines, coal plants, oil companies. But there's another story that accounts for nearly a third of global emissions: agriculture. And we've barely begun to grapple with it. In this episode of Open Circuit, we're joined by Michael Grunwald, longtime journalist and author of the new…

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Where the Green (and Tall) Grass Grows - REX Pipeline's Evolution Continues With Possible New Permian Link 13:48

14d ago13:48

13:48

The Rockies Express Pipeline (REX) has been transformative. Originally built as a west-to-east pipeline, its main job was to give Rockies natural gas a way to reach premium markets in the Midwest and the Northeast. But by the time it was constructed, surging production in the Marcellus and Utica shales had overwhelmed the need for Rockies gas in th…

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How Crypto Brought Innovation to the Data Center Industry 22:10

15d ago22:10

22:10

The future of the data center industry is being shaped by a use-case pivot among crypto miners, as well as by energy innovations within the crypto industry that make compute more efficient, say two Macquarie Group analysts. In an interview with Cool Vector, Macquarie senior equities analyst Paul Golding and Charles Yonts, Head of Sustainability Res…

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Five big questions emerging from the OBBB 46:19

14d ago46:19

46:19

The One Big Beautiful Bill (OBBB) complicates things. Together with a related executive order, it dismantled key parts of the Inflation Reduction Act, while also injecting uncertainty into tax credit eligibility. The uncertainty in particular throws a wrench into project planning and leaves big questions about the impact across climate tech. So wha…

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Help Me, OBBBA - New Budget Law Boosts Carbon Sequestration, Enhanced Oil Recovery 14:50

16d ago14:50

14:50

The budget reconciliation bill signed into law July 4 by President Trump — known as the One Big Beautiful Bill Act (OBBBA) — dramatically scales back a number of clean-energy tax credits and adds a new layer of complexity for some projects, leading to a lot of doom and gloom around clean-energy initiatives, but the new legislation is a big positive…

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Ep: 177: Texas Flood Relief, $18 Trillion Oil Forecast, and AI’s Role in the Future of Energy 45:09

16d ago45:09

45:09

In this episode of The Jay Young Show, Jay Young and Jordan Soto break down the biggest oil and gas headlines shaping the global energy landscape: Texas Flooding Crisis – Over 100 lives lost and many still missing. Hear how you can help local businesses and vetted relief organizations in the Texas Hill Country. OPEC’s $18.2 Trillion Forecast – Why …

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Changes - Future Looks Bright for CITGO's Three U.S. Refineries as Courtroom Drama Nears End 11:56

16d ago11:56

11:56

The bitter, eight-year battle to control CITGO Petroleum’s three U.S. refineries could soon be coming to an end. A Delaware court has recommended a $7.38 billion bid from Dalinar Energy Corp., the U.S. subsidiary of Canadian miner Gold Reserve Ltd. There’s opposition, but a final decision could be just weeks away. In today’s RBN blog, we’ll discuss…

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EP 14: House Hacking, High Returns, How to find intentional investments with Nicole Baldwin 45:57

17d ago45:57

45:57

In this vibrant episode of Off Grid with Zoey B, we meet Nicole Baldwin, real estate investor, agent, and all-around short-term rental strategist, who turned early entrepreneurial hustle into a powerful real estate career rooted in strategy, grit, and intentionality. From flipping designer jeans on eBay in high school to house hacking her first pro…

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Turn The Page - EU Efforts to Move Away from Russian Gas Add Uncertainty to Global LNG Market 11:03

17d ago11:03

11:03

The European Union (EU) has taken a number of steps in recent years to end its reliance on Russian natural gas, which accounted for nearly half of the bloc’s supplies before the 2022 invasion of Ukraine. But while the changes happening in Europe might provide a boost for global LNG exporters, including projects in operation or under development in …

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America’s building bottleneck 59:15

18d ago59:15

59:15

America is choosing obstruction over abundance. While AI, clean energy, and advanced manufacturing require massive infrastructure investments, we're trapped in a permitting system designed for a different era — and a political system that rewards blocking over building. In this episode of Open Circuit, we're joined by Brian Deese, former director o…

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#70. Frank Rizzo—Transforming Trailer Parks: Frank Rizzo's Vision for Affordable Living 39:25

18d ago39:25

39:25

In this episode of the Income Flip Podcast, we dive deep into the world of real estate investment with seasoned expert Frank Rizzo. With over 25 years in the industry, Frank shares his journey from a young entrepreneur to a successful real estate investor. Discover the strategies that helped him navigate the Great Recession, his focus on unique inv…

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We're an American Band - Foreign Firms Step Up Investments in U.S. Production and Infrastructure 15:22

18d ago15:22

15:22

The uncertainty and angst spurred by the ongoing trade war doesn’t seem to have dampened foreign companies’ interest in acquiring upstream and midstream energy assets in the U.S. The recent rumor — still unconfirmed — that Mitsubishi Corp. is in talks to acquire Aethon Energy Management’s massive holdings in the Haynesville for a reported $8 billio…

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My Way - ExxonMobil's Strategy for Wink to Webster Pipeline Enhances Control of Permian Crude 13:07

21d ago13:07

13:07

The Wink to Webster Pipeline, operated by ExxonMobil, stands out as the largest crude oil pipeline by capacity exiting the prolific Permian Basin in West Texas. What makes it even more of a midstream icon is the company’s hands-on management of the entire process, from the production well to the long-haul run to delivery to ExxonMobil’s refineries.…

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Tumult in residential solar 36:34

21d ago36:34

36:34

Residential solar has had a rough couple of years. In 2024, the market contracted 31% and major companies like Sunpower and Titan went bankrupt. Now, only halfway through 2025, Sunnova and Mosaic have filed for bankruptcy, too. The market has suffered from low demand, high interest rates, and major policy changes like California’s cuts to net meter…

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Some Like It Hot - Geothermal Energy May Be Poised For Growth Thanks to Shale Drilling Advances 13:57

22d ago13:57

13:57

Drilling techniques originally developed to unlock oil and gas from shale formations are increasingly being adapted to access and extract heat from deep underground rock formations, enabling the generation of electricity from geothermal sources. And while geothermal’s share of total U.S. electricity generation remains quite small, it may be poised …

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Ep. 176: Texas Floods, Energy Policy Shifts & Global Trade Showdown 40:46

23d ago40:46

40:46

Tune into this episode of The Jay Young Show with Jay and his co-host Jordan Soto for the latest in oil and gas news and more. The episode addresses the devastating Texas Hill Country flooding impacting Kerrville, Hunt, and Comfort, sharing vital information on how to help affected communities. Hearts are with the over 80 individuals lost and many …

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Movers and Shakers - Midstreamers Using Acquisitions and Buyouts to Shake Up Their Portfolios 12:38

23d ago12:38

12:38

You might have thought the flurry of acquisitions and buyout deals that midstream companies entered into over the past couple of years would have satisfied their evident desire to refocus, expand and reshape their businesses. But you’d be wrong. In the first half of 2025 — a period of considerable uncertainty in the energy industry — midstream play…

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EP 13: Conventional Vs. Unconventional Lending with Jessica Khani 51:13

24d ago51:13

51:13

What happens when you quit your six-figure job with no backup plan—but a whole lot of faith? In this powerful episode of Off Grid with Zoey B, we sit down with Jessica Khani, a former healthcare executive turned real estate entrepreneur, who bet everything on herself—and won. Jessica walks us through her inspiring journey from burnout and hustle cu…

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Wish You Were Here - Delay to Dow's Alberta Cracker Expansion Creates Uncertainty for Energy Suppliers 14:00

24d ago14:00

14:00

Alberta’s petrochemical industry received bad news in late April when Dow, one of the world’s largest petrochemical companies, announced that it was delaying construction on an immense expansion of its ethane cracker in Fort Saskatchewan, AB, only a little more than a year after sanctioning the project. Although the length of the delay remains unce…

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Undervalued UK equities, emerging markets, and trade tariff positioning with Dan Boardman-Weston 34:40

24d ago34:40

34:40

The UK Investor Magazine was delighted to welcome Dan Boardman-Weston, CEO of BRI Wealth Management, back to the podcast for an insightful conversation about UK equities, trade tariffs, interest rates, emerging markets, and asset allocation considerations for the rest of 2025. This podcast explored the current global economic landscape and investme…

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No, solar didn’t collapse Spain's grid 1:06:45

25d ago1:06:45

1:06:45

When 47 million people across Spain and Portugal lost power for nearly half a day in April, the finger-pointing began immediately. "Too much renewable energy," declared the critics. Even U.S. Energy Secretary Chris Wright piled on: "When you hitch your wagon to the weather, it's a risky endeavor.” There's just one problem with this blame-renewables…