Best Committee of 70 Podcasts (2025)

1
"You Have To Earn It Every Day" Featuring Mark Lashier, Phillips 66 59:20

2h ago59:20

59:20

Today we had the distinct pleasure of hosting Mark Lashier, Chairman and CEO of Phillips 66. Mark joined Phillips 66 as President and COO in 2021 and assumed the CEO role in July 2022. Prior to that, he served as the President and CEO of Chevron Phillips Chemical Company (CPChem), where he held several senior leadership roles, including Executive V…

1
"Are We Allies Or Are We Not?" Featuring Honorable Jason Kenney, Former Premier of Alberta 1:04:52

6d ago1:04:52

1:04:52

It was our privilege today to welcome the Honorable Jason Kenney, former Premier of Alberta, for a timely and insightful discussion on Canada’s upcoming federal election (April 28). Jason holds 25 years of public service at both the federal and provincial level with wide-ranging policy and leadership experience. He served as the 18th Premier of Alb…

1
"In Ukraine, 60-70% Of Russian Casualties Are Caused By Small Drones" With David Hambling, Author of "Swarm Troopers" 1:03:36

13d ago1:03:36

1:03:36

Today we had the pleasure of hosting David Hambling for a sweeping discussion on drone technologies and their applications. David is a journalist, author, and defense technology expert with over 20 years of experience. He writes for Aviation Week, Forbes, The Economist, New Scientist, Popular Mechanics, WIRED, and more (for an archive of David’s wr…

1
"It’s A Marathon With A Bunch Of Sprints Inside It" Featuring Matt Loszak and Jon Guidroz, Aalo Atomics 41:00

15d ago41:00

41:00

We are excited to share this Special Edition COBT featuring Matt Loszak, CEO, and Jon Guidroz, Senior Vice President of Commercial and Strategy, from Aalo Atomics. Founded in 2022, Aalo is a pioneering nuclear energy company working to revolutionize the industry by manufacturing entire nuclear plants using prefabricated, factory-built components. M…

1
"One Can Describe This As A Perfect Storm" With Dr. Kostas Bakoyannis, Fmr Mayor of Athens, European Committee of Regions 1:07:42

20d ago1:07:42

1:07:42

Today we had the pleasure of hosting Dr. Kostas Bakoyannis, Chair of the Committee on the Environment, Climate Change and Energy at the European Committee of the Regions. Kostas has served as a member of the Committee since 2020 and previously held elected roles as Mayor of Athens, Governor of Central Greece, and Mayor of Karpenisi. He brings nearl…

1
"I Call Trump 2.0 A Long Gamma Administration" Featuring Michael Kao, Akanthos Capital Management 1:02:31

27d ago1:02:31

1:02:31

Today we were delighted to welcome Michael Kao, Private Investor at Kao Family Office and CEO & Portfolio Manager of Akanthos Capital Management. Michael founded Akanthos in 2002 and transitioned to focus on his family office in 2019. Michael is also the author of "Kaoboy Musings” on Substack (linked here). Previously, he was a Portfolio Manager at…

1
The Psychology of Risk and Reward in Real Estate: Durable Value Ep 74 15:31

28d ago15:31

15:31

In this episode of 'Durable Value', hosts Ryan Swehla and Joe Muratore talk about the psychology behind risk and reward, particularly in the context of real estate investing. They discuss topics such as loss aversion, market cycles, and balancing caution with optimism, providing valuable insights and practical advice for investors at any stage in t…

1
"The Only Two Things In The World Perfectly Correlated Are Energy And Prosperity" With Dr. Paul Johnson & Jeff Miller 1:04:22

1M ago1:04:22

1:04:22

Today we had the very exciting opportunity to take COBT “On The Road” to the Colorado School of Mines (CSM) in Golden, CO, where we recorded a special live audience show featuring Dr. Paul Johnson, President of CSM, and Jeff Miller, Chairman, President, and Chief Executive Officer of Halliburton. Paul has led CSM for nearly ten years and brings ext…

1
"Debt To Fret" Featuring Dr. Scott Tinker, Switch Energy Alliance 1:03:07

1M ago1:03:07

1:03:07

Today we had the pleasure of hosting our good friend Dr. Scott Tinker, Chairman of Switch Energy Alliance, CEO of Tinker Energy Associates, and Director Emeritus of the Bureau of Economic Geology at UT Austin. Scott also hosts “Energy Switch,” a PBS talk show featuring America’s leading experts on energy and climate. His work is focused on uniting …

1
The Importance of Portfolio Diversification | Durable Value Ep. 73 12:35

2M ago12:35

12:35

In this episode of Durable Value, Joe Muratore and Ryan Swehla talk about the intricacies of portfolio composition and the vital role diversification plays within it. They explore various aspects, from balancing risk and opportunity to the importance of geographic and asset-type diversification. Whether you're invested in industrial, multifamily, o…

1
"If You Get Energy Wrong, Nothing Else Matters" Featuring U.S. Energy Secretary Chris Wright 46:49

2M ago46:49

46:49

We are very excited to share this Special Edition COBT on the 5th Anniversary of We are very excited to share this Special Edition COBT on the 5th Anniversary of COBT. Our very first show was March 10, 2020 (exactly 5 years ago today!), and we are beyond thrilled that Secretary Chris Wright joined us to commemorate the event. This week will be his …

1
The Role and Functioning of Investment Committees | Durable Value Ep. 72 13:13

2M ago13:13

13:13

In this episode of Durable Value, Joe and Ryan weigh in on the essential role of investment committees in making sound investment decisions. They discuss how investment committees serve as a system of checks and balances, ensuring alignment with overall objectives and providing a platform for objective critique and strategic approval. The conversat…

1
"It’s About Keeping Your Eyes On The Horizon" Featuring Neil Mehta & Carly Davenport, Goldman Sachs 1:02:52

2M ago1:02:52

1:02:52

Today we had a fantastic session with Neil Mehta, Managing Director and Head of North American Natural Resources Equity Research, alongside his colleague Carly Davenport, Vice President of Equity Research, with Goldman Sachs. Neil joined Goldman in 2008 and oversees research coverage across oil and gas, utilities, midstream, metals and mining, and …

1
"The Troubled Energy Transition" Featuring Dr. Dan Yergin, S&P Global 42:45

2M ago42:45

42:45

Today we had the honor of welcoming back our good friend Dr. Dan Yergin, Vice Chairman of S&P Global, Chairman of CERAWeek, and Pulitzer Prize-winning author of “The Prize” and more recently “The New Map.” He is widely recognized as one of the foremost experts on energy, geopolitics, and the global economy and his achievements and contributions to …

1
"My Worry Is We Become Like France" Featuring Dr. Lars Schernikau and Dr. Daniel Stelter 57:27

2M ago57:27

57:27

Today we had two stellar guests for a COBT discussion focused on Germany’s significant upcoming election on February 23. We had the pleasure of hosting our good friend Dr. Lars Schernikau alongside Dr. Daniel Stelter. Lars is an energy economist, commodity trader, entrepreneur, and the author of “The Unpopular Truth about Electricity and the Future…

1
"From A Canadian Point Of View, We’re Bewildered" Featuring Hon. Lisa Raitt, CIBC 53:35

3M ago53:35

53:35

Today we were delighted to welcome the Honorable Lisa Raitt, Vice-Chair of Global Investment Banking at CIBC, for an insightful discussion focused on the implications of recent U.S.-Canada trade developments. Lisa joined CIBC Capital Markets in 2020 following an eleven-year tenure in the Government of Canada. Her distinguished career includes servi…

1
"You’re Going To Start To See a Widening Competitive Moat" Featuring David Bat, Kimberlite Research 1:04:07

3M ago1:04:07

1:04:07

It’s a big week in Houston with NAPE in town, and we were thrilled to welcome our good friend David Bat, President of Kimberlite Research, for an in-depth discussion of the latest OFS activity, trends, and technologies. David joined Kimberlite in 2015 and holds over 30 years of experience spanning upstream, power, and oilfield research. Kimberlite …

1
"You Don’t Deregulate By Writing A Regulation" Featuring Philippe Ducom, ExxonMobil Europe 1:10:48

3M ago1:10:48

1:10:48

It was our privilege today to welcome Philippe Ducom, President of ExxonMobil Europe, for a discussion centered on Europe’s challenges regarding energy policy and overall economic competitiveness. Philippe has been with ExxonMobil for 37 years and began his career as an engineer at the Notre-Dame de Gravenchon Chemical plant in Seine-Maritime. Over…

1
Peter Finley: From Navy to Wall Street | Ep. 71: Durable Value 17:57

3M ago17:57

17:57

In this episode of Durable Value, Ryan Swehla sits down with Peter Finley, head of institutional capital markets at Graceada Partners. With his extensive background in real estate and capital markets, Peter shares invaluable insights from his days in the Navy to navigating market cycles on Wall Street. He discusses the evolution of institutional la…

1
"Large Hyperscalers Have The Healthiest Balance Sheets Of Any Companies In All Of Human History" - Chairman Gleeson, PUCT 1:00:44

3M ago1:00:44

1:00:44

Today we had the honor of hosting Chairman Thomas Gleeson of the Public Utility Commission of Texas for an insightful and timely discussion focused on power, the dynamics involved, and the power revolution happening in Texas and globally. Chairman Gleeson was appointed by Governor Abbott to his role in January of 2024. He brings 15-years of experie…

1
"This Is Not Just The World Looking At Greenland; Greenland, Too, Is Looking At The World" With Dr. Mark Nuttall, U of A 1:02:25

3M ago1:02:25

1:02:25

Many of you have likely noticed the growing interest in Greenland making headlines recently, including the U.S.’s overt interest in potentially “acquiring” the country. As we’ve followed these developments, we have been intrigued to explore further and were fortunate to connect with Dr. Mark Nuttall, Professor and Henry Marshall Tory Chair of Anthr…

1
"The Biggest Bottleneck Is Moving Energy From Where It’s Created To Where It’s Needed" With Rob West, Thunder Said Energy 59:58

4M ago59:58

59:58

Today we are thrilled to kick off the first COBT episode of 2025 with our good friend Rob West, Founder and Lead Analyst at Thunder Said Energy. Rob started Thunder Said in 2019 and provides unique, thought-provoking, and economic-driven insights into energy transition research and technologies. He is a long-time energy analyst and previously built…

1
"When We Say America First, I Hope Other Countries Do The Same" - Dr. Ann Bluntzer Pullin, Hamm Institute 45:42

4M ago45:42

45:42

This week we were on the road in Oklahoma City and had the exciting opportunity to sit down with Dr. Ann Bluntzer Pullin, Executive Director of the Hamm Institute for American Energy at Oklahoma State University. Ann was appointed to Executive Director in August and has over 25 years of experience in higher education as a professor and administrato…

1
The "Why" | Ep. 70: Durable Value 17:01

4M ago17:01

17:01

In this episode, from the 2024 investor day, Ryan talks about the why of Graceada partners. He talks about the foundational principles and history of Graceada Partners, exploring their conservative investment strategies, lessons learned from the Great Financial Crisis, and their focus on secondary and tertiary real estate markets in the Western U.S…

1
"The Right Way For Trump To Ditch The Paris Agreement" With Dr. Steven Koonin, Stanford University’s Hoover Institution 58:59

4M ago58:59

58:59

Today we were thrilled to visit with Dr. Steven Koonin, Senior Fellow at Stanford University’s Hoover Institution, for the final COBT episode of 2024. Dr. Koonin joined the Hoover Institution this year following 12 years at NYU, serving as a professor in the Schools of Business, Engineering, and Physics. Before his tenure at NYU, Dr. Koonin served …

1
Jonathan Woloshin: Investment Strategies and Real Estate Investments | Durable Value Ep.69 32:16

4M ago32:16

32:16

In this episode of Durable Value, Ryan speaks with Jonathan Woloshin, Head of Real Estate Research for UBS Wealth Management's CIO Office. Jonathan shares insights on his role and expertise in the U.S. real estate market, from residential and commercial real estate to lodging, and discusses key trends and regulatory actions affecting the sector. Th…

1
“We Are In Business To Stay In Business” Featuring Miguel Galuccio, Vista Energy 1:10:13

5M ago1:10:13

1:10:13

Today we had a unique and fascinating opportunity to visit with Miguel Galuccio, Chairman and CEO of Vista Energy, at Vista’s offices in Neuquén, Argentina. Miguel is a highly accomplished energy entrepreneur and serves as an Independent Board Member at SLB and GridX in addition to his role at Vista. Prior to founding Vista, Miguel served as the Ch…

1
"Don’t Shoot At A Nuclear Power Plant" Featuring Director General Rafael Grossi, International Atomic Energy Agency 47:42

5M ago47:42

47:42

It was an honor today to welcome Dr. Rafael Grossi, Director General of the International Atomic Energy Agency (IAEA). Dr. Grossi is a distinguished diplomat with an esteemed career spanning 40 years in nuclear non-proliferation and disarmament. He has served as the IAEA’s Director General since December 2019 and was re-appointed for a second four-…

1
"From Pennsylvania To New Orleans, With Love, Honor and Respect" Special Edition Thanksgiving COBT 36:07

5M ago36:07

36:07

Since we started COBT in 2020, we have gotten into the tradition of doing a Thanksgiving show each year. In our previous episodes, we have enjoyed showcasing and thanking the hardworking people working in energy who make Thanksgiving Day possible. Without them, the day simply isn’t possible and we extend our thanks to them all again today. This yea…

1
"Let The Value Of Reliability Get Back To The Front Of The Line Where It Belongs" Featuring Pablo Vegas, ERCOT 59:12

5M ago59:12

59:12

Today we had the honor of hosting Pablo Vegas, President and CEO of the Electric Reliability Council of Texas (ERCOT). Pablo was appointed as CEO by Governor Abbott in October 2022, after previously serving as Executive Vice President of NiSource and Group President of NiSource Utilities. His previous management roles included senior positions with…

1
Ed Sprague Jr - Building A Legacy of Winning | Durable Value Ep. 68 25:11

5M ago25:11

25:11

In this episode of Durable Value, Joe interviews Ed Sprague Jr., the Director of Baseball Operations for the Oakland Athletics. They discuss Ed's impressive career, starting from his achievements in college baseball and the Olympics to his successful stint in Major League Baseball. Ed shares insights into what it takes to be a consistent winner and…

1
"We Have Two Problems In Our State: Flaring And Unreliable Power" Featuring Mayor Lori Blong, Midland 59:33

5M ago59:33

59:33

Today we were honored to host Mayor Lori Blong of Midland. Lori is a proud Midland native and previously served on the Midland City Council and as Mayor Pro Tempore before being elected Mayor in 2022. In addition to her duties as Mayor, Lori is a Founder and Partner of Octane Energy. She began her career as an educator in the Permian Basin and has …

1
"There Won’t Be Many More COPs Where You Can Ignore Reality" Featuring Michelle Manook, FutureCoal 58:36

6M ago58:36

58:36

Today we had the pleasure of hosting Michelle Manook, CEO of FutureCoal, for an insightful discussion on coal from a global perspective – an important yet often overlooked topic. Michelle joined FutureCoal in 2019 and previously held senior roles at Orica, Archer Energy, Brockman Mining, and Woodside. As CEO, she leads FutureCoal’s mission to suppo…

1
"What Does Energy Look Like Over The Next Four Years?" With Anne Bradbury, Bill Flores and Maria Korsnick 56:18

6M ago56:18

56:18

Happy Veterans Day to all who served and Happy Remembrance Day for our British, Canadian, and Australian friends. Today (and every day), we thank you and your families for your service and sacrifice. With the election behind us and the transition of a new administration on the horizon, we brought together three esteemed friends of the firm and prev…

1
Niche Investing in the Institutional Real Estate Space | Durable Value Ep. 67 7:18

6M ago7:18

7:18

In this episode of Durable Value, Joe and Ryan discuss the increasing trend of niche investing in the institutional real estate space. They explore why more capital is being allocated to private real estate and the advantages of focusing on secondary and tertiary markets. With an emphasis on multifamily and multi-tenant industrial properties, they …

1
"After This Election We’re Still All Going To Be Texans And Americans" Featuring Senator John Cornyn, R-TX 48:59

6M ago48:59

48:59

Today we had the honor of hosting Senator John Cornyn of Texas, who has served in the US Senate since 2002 and is now in his fourth term. Senator Cornyn has been a steadfast advocate for Texas interests and supports policies that promote responsible domestic traditional energy production while exploring new energy sources to strengthen US energy in…

1
"None Of It Matters If You Don’t Have Power" Featuring Peter Lake, Former Public Utility Commission of Texas 1:04:55

6M ago1:04:55

1:04:55

Today we had the privilege of hosting Peter Lake, former Chairman of the Public Utility Commission of Texas (PUCT). Peter was appointed by Governor Greg Abbott to stabilize and strengthen the Texas electrical grid following Winter Storm Uri in 2021. He concurrently served as a Board Member of ERCOT and concluded his term with the PUCT in June 2023.…

1
Investing in Secondary and Tertiary Markets: Benefits and Misconceptions | Durable Value Ep. 65 10:00

6M ago10:00

10:00

In Episode 65 of Durable Value, Ryan and Joe discuss the advantages of investing in secondary and tertiary markets compared to larger gateway cities. Our latest research, led by Ryan, debunks common misconceptions, illustrating the long-term stability, diverse economic drivers, and higher cash flow potential of smaller markets. These markets offer …

1
"We Aren’t In A Position Where We Can Be Exclusionary" Featuring Dr. Carolyn Kissane, NYU 1:06:43

7M ago1:06:43

1:06:43

Today we were delighted to welcome Dr. Carolyn Kissane, Associate Dean of Graduate Programs and Global Affairs at NYU’s Center for Global Affairs. Dr. Kissane is a Lifetime Member of the Council on Foreign Relations, a Senior Fellow at the George H.W. Bush Foundation for US-China Relations, Co-Host of “The Clean Energy Revolution” Podcast, and Foun…

1
How We Manage Risk In A Downturn | Durable Value Ep. 66 6:33

7M ago6:33

6:33

In this Episode, Joe and Ryan discuss the intricacies of managing risks during a downturn in the real estate market. They discuss the importance of focusing on cash flow, especially in challenging economic times, and the strategies they use to ensure stability and growth. This episode covers their approach to conservative debt, the necessity of hav…

1
"We’re All In Bubbles And We Have To Get Out Of Them" Featuring Dr. David Spence, Author of "Climate of Contempt" 59:32

7M ago59:32

59:32

Today we had the opportunity to visit with Dr. David Spence, Chair in Natural Resources Law at the University of Texas and Author of “Climate of Contempt: How to Rescue the U.S. Energy Transition from Voter Partisanship.” Dr. Spence joined the University of Texas faculty in 1997 and his research focuses on the law and politics of energy regulation.…

1
"This Was A Preventable Event" Featuring Dr. Salvatore Mercogliano, Campbell University 52:35

7M ago52:35

52:35

We are excited to share this Special Edition COBT focused on the impact of the recent dockworkers’ strike and its implications for the energy sector. As we send this out, you may have heard the strike has been suspended. It was and is a fascinating situation… and wait until you meet who we found to discuss the issues. We were lucky enough to connec…

1
"We Cannot Exist Without Shipping" Featuring Toni Stojcevski and David Millar, Wärtsilä 1:01:25

7M ago1:01:25

1:01:25

Today we were delighted to host Toni Stojcevski, General Manager of Project Sales & Development at Wärtsilä Marine alongside David Millar, Principal of Markets, Legislative, and Regulatory Policy at Wärtsilä Energy. For those of you who aren’t familiar with Wärtsilä, the company is a famous Finnish provider of marine engines and also a large player…

1
"Our Corporations Are The World’s Leaders For A Reason" Featuring Ryan McLeod & Dan Neff, Wachtell, Lipton, Rosen & Katz 1:14:38

7M ago1:14:38

1:14:38

Many of you have likely noticed, as we have, some of the news coming out of Delaware about certain rulings, the debate around those rulings, and the subsequent debate around actions taken by the legislature to clarify Delaware law. As we’ve read about these developments, we were intrigued and turned to the team at Wachtell, Lipton, Rosen & Katz (WL…

1
"If You’re Afraid Of Climate Change AND Nuclear Power, You Have A Math Problem" With Roger Pielke Jr., The Honest Broker 1:07:36

7M ago1:07:36

1:07:36

Today we were delighted to welcome back our good friend Roger Pielke Jr. for an engaging discussion on the evolving climate policy and energy landscape. Roger is the author of “The Honest Broker” on Substack which reaches 30,000+ subscribers across 153 countries. He is a Nonresident Senior Fellow at the American Enterprise Institute where he focuse…

1
"We’re An All-Of-The-Above Firm" Featuring Jack Belcher, John Sandell and Sarah Venuto, Cornerstone Government Affairs 1:05:19

8M ago1:05:19

1:05:19

Today we had the pleasure of hosting the team from Cornerstone Government Affairs for an engaging discussion on energy policy and the upcoming US Presidential Election with Jack Belcher, Principal, John Sandell, Principal, and Sarah Venuto, Principal and Counsel. Cornerstone is an independent bipartisan consulting firm specializing in federal and s…

1
"We Hadn’t Built A Nuclear Unit In The US From Start To Finish In 30 Years" With John Williams, John Kotek & Bill Flores 45:37

8M ago45:37

45:37

We are thrilled to share this COBT episode recorded live from Plant Vogtle featuring John Williams, Senior Vice President of Technical Services and External Affairs at Southern Nuclear, John Kotek, Senior Vice President of Policy Development and Public Affairs at the Nuclear Energy Institute (NEI), and Bill Flores, Vice Chairman of ERCOT and Verite…

1
Ryan Swehla - UC Berkeley Haas Business School - Graceada Partners Real Estate Strategies Overview 16:58

8M ago16:58

16:58

Ryan Swehla from Graceada Partners shares his presentation for UC Berkeley Haas Business School’s executive education program for public pension trustees. His presentation goes over the Graceada Partner's strategies, focusing on core, value-add, and opportunistic approaches. He explains the benefits and characteristics of these strategies, discusse…

1
"It’s Doing All Of The Above" Featuring Senator Kay Bailey Hutchison & John Rutherford, KBH Energy Center 43:19

8M ago43:19

43:19

We were honored this week to welcome Senator Kay Bailey Hutchison and John Rutherford for this Special Edition COBT. Senator Hutchison is a Founding Member of the KBH Energy Center at the University of Texas and has had a distinguished career in both the public and private sectors, including serving as the US Ambassador to NATO. We previously had t…

1
"Argentina May Be Unrecognizable 10 Years From Now, Like It Used To Be" Featuring Bill Von Gonten, WDVGE 57:08

8M ago57:08

57:08

Today we were delighted to welcome our good friend Bill Von Gonten, Founder and CEO of W.D. Von Gonten Engineering (WDVGE). Bill is a renowned oil and gas expert and entrepreneur. He founded W.D. Von Gonten & Co. in 1995, pioneering the volumetric assessment of US gas shales. In 2013, Bill established W.D. Von Gonten Laboratories, a core testing fa…

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Committee Of 70 Podcasts

Podcasts Worth a Listen