Best Provision Analytics Podcasts (2025)

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Ep299: FEOC Restrictions: The House Passed Foreign Entity of Concern Restrictions 25:42

22m ago25:42

25:42

Kristina Costa and Ted Lee, who were involved in FEOC guidance at the White House and Treasury during the Biden administration, and Kyle Sweeney with the NYU Tax Law Center, join us to discuss their concerns with the FEOC restrictions in the budget reconciliation bill that passed the US House this week.…

1
BDL a value play? Plus thoughts on SG & BLMN 22:20

8h ago22:20

22:20

Dale values symbol BDL and talks about the benefits of diverse menus in the restaurant business. Verbal disclosures read from 1:18-2:27. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click …

1
Ep298: Summary of Tax Provisions from House Ways and Means Committee 19:07

3d ago19:07

19:07

Hilary Lefko, Norton Rose Fulbright partner, joins us to discuss the Republicans' proposed plans for the future of renewable tax credits to be folded into the budget reconciliation bill later this year.By Norton Rose Fulbright

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Ep297: Energy Management for Data Centers 20:09

11d ago20:09

20:09

Michael Stadler, CTO of Xendee, discusses how microgrids are designed and operated to minimize costs, enhance reliability and achieve emissions goals. He explains how microgrids can address the growing electricity demand driven by AI and the challenges of utility upgrades and discusses the benefits of technologies like combined heat and power syste…

1
Ep296: Ascend Analytics CEO on Navigating the Energy Market 26:32

18d ago26:32

26:32

Gary Dorris, CEO of Ascend Analytics, discusses how his company uses software and data to understand the economic dynamics of energy supply. He explains the complexities of predicting power prices due to the increasing influence of renewables and storage and the importance of advanced computing and machine learning in optimizing asset management.…

1
Five Cyclically Adjusted Valuation Ratios 20:04

24d ago20:04

20:04

Dale talks about five Cyclically Adjusted Valuation Ratios: Cyclically Adjusted Enterprise Value to EBIT (CAEE™) , Cyclically Adjusted Price to Book (CAPB™), Cyclically Adjusted Enterprise Value to EBITDA (CAEVE™), Cyclically Adjusted Enterprise Value to Free Cash Flow (CAEF™), and Cyclically Adjusted Enterprise Value to Gross Profit (CAEG™) . Verb…

51
Ep295: Giraffe Financial CEO on Tax Credit Monetization 17:45

25d ago17:45

17:45

Jason Prince, CEO of Giraffe Financial, discusses tax credit monetization and the challenges and opportunities in the evolving landscape of climate incentives, including dealing with transaction costs and regulatory compliance, as he explains Giraffe Financial’s approach to make tax credit monetization accessible and efficient.…

1
CAEE™ Ratio 18:55

1M ago18:55

18:55

Dale discusses a novel approach to valuing individual stocks. Verbal Disclosures read from 2:54 - 3:50 . General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Demo" CAEE™ Ratio — Pate…

1
BFH , Credit card duopolies , retail stocks benefit? 23:14

1M ago23:14

23:14

Dale talks about BFH , Credit card duopolies , and how retail stocks benefit. Episode starts at 0:15 . Verbal Disclosures read from 0:50 - 2:00. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 …

51
Ep294: Navigating Utility-Scale Solar and BESS Development in 2025 34:44

1M ago34:44

34:44

Sabah Bayatli, president of OCI Energy, discusses the evolving policy and regulatory landscape shaping utility-scale solar and energy storage development in the US, including tariffs, the Inflation Reduction Act, interconnection challenges and contracting strategies and also explainsOCI Energy’s approach to geographic and technological diversificat…

1
Ep293: Data Center Financings 54:29

1M ago54:29

54:29

Four industry experts discuss what to expect from current financing structures for data centers. The four are Claus Hertel, managing director, Rabobank, Melih Ileri, SVP capital markets and strategy, DC BLOX, Mike Johnson, vice president, Nomura and Tim McGuire, senior director, project finance, Rowan Digital Infrastructure. The moderators are Chri…

1
Ep292: Tariff Impact on the Infrastructure Sector 16:35

1M ago16:35

16:35

Stefan Reisinger, Norton Rose Fulbright partner, joins us to discuss the newly imposed tariffs and how they may affect the infrastructure industry.By Norton Rose Fulbright

1
Ep291: Not Science-Fiction: How Reflect Orbital is Creating Sunlight at Night 25:31

2M ago25:31

25:31

Ally DeGunther, vice president of strategy for Reflect Orbital, joins us to discuss the company’s development of technology that uses satellites to reflect sunlight after dark, and how this technology could be applied.By Norton Rose Fulbright

1
Ep290: New Solutions in Energy Storage 24:49

2M ago24:49

24:49

Rob Piconi, CEO of Energy Vault, joins host Todd Alexander to discuss the energy storage market and novel storage solutions that Energy Vault has been working on.By Norton Rose Fulbright

1
Dole Foods an asset play 35:46

2M ago35:46

35:46

Correction: In this episode, I mistakenly referenced the wrong land valuation for Dole. Dole had a certain number of acres publicly listed on their website. However, just because a company operates on land doesn’t necessarily mean they own it. I initially assumed Dole owned certain land in the Philippines, but after revisiting their 10-K and 20-F f…

1
Ep289: Challenges of Greenfield Solar Development in 2025 21:04

2M ago21:04

21:04

Vitaly Lee, EVP and Chief Development Officer of Qcells, joins us to discuss the outlook of greenfield solar development in 2025, the M&A market outlook, and more.By Norton Rose Fulbright

1
Net net stock - VNDA 29:18

2M ago29:18

29:18

Dale values symbol VNDA and talks about the benefits and risks of "net-net" stocks. Verbal disclosures read from 2:27 - 3:40. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Dem…

1
Ep288: MicroGrids: A Piece of the Energy Supply Puzzle 11:03

2M ago11:03

11:03

Kirk Edelman, CEO of SolMicroGrid, joins us to discuss microgrids, their benefits, how they can be deployed, and more.By Norton Rose Fulbright

1
Ep287: ETCH’s Clean Hydrogen and Decarbonization Process 15:56

2M ago15:56

15:56

Katie Ellet, CEO of ETCH, joins us to discuss ETCH’s process for decarbonizing natural gas to produce clean hydrogen and solid carbon.By Norton Rose Fulbright

1
Ep286: Sustainability Roundtable’s Reverse Auction Procurement System 27:03

3M ago27:03

27:03

Jim Boyle, CEO of Sustainability Roundtable Inc., joins us to discuss the reverse auction procurement process system Sustainability Roundtable has developed where companies and municipalities can incentivize the development of new renewable energy projects.By Norton Rose Fulbright

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Ep285: Community Solar in Urban Environments 24:04

3M ago24:04

24:04

Jared Haines, CEO of Catalyze, joins us to discuss the community solar development process and success Catalyze has had in the New York community solar market.By Norton Rose Fulbright

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Ep284: How Water-Based Batteries Can Be A Solution For Energy Storage 24:03

3M ago24:03

24:03

Eugene Beh, CEO of Quino Energy, joins us to discuss how water-based batteries can meet the growing demand for long-term and middle-term energy storage.By Norton Rose Fulbright

1
Ep283: What is Carbon Upcycling? 23:47

3M ago23:47

23:47

Apoorv Sinha, CEO of Carbon Upcycling, joins us to discuss how his company is taking carbon emissions from industrial processes and upcycling them into new materials.By Norton Rose Fulbright

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Ep282: CRC-IB on the US Renewables Market in 2025 27:52

4M ago27:52

27:52

Britta von Oesen, partner and managing director at CRC-IB, joins us to discuss the US renewables market, with a particular focus on the M&A market.By Norton Rose Fulbright

1
Ep281: Hydrogen Takeoff? 55:10

4M ago55:10

55:10

Four industry experts discuss the final rules released earlier this month by The US Treasury to make it easier to claim tax credits for making hydrogen. The four are Rachel Crouch, chief counsel, hydrogen, The AES Corporation, Matt McMonagle, CEO & Founder, NovoHydrogen, Josh Stolaroff, CEO, Mote Hydrogen and Jacob Susman, CEO, Ambient Fuels, LLC. …

1
Ep280: Forecasting Electricity Prices 27:25

4M ago27:25

27:25

Gary Cate, director of energy market analytics at Fluence, joins the podcast to discuss electricity price forecasting and its role in the energy services sector.By Norton Rose Fulbright

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Ep279: Cost of Capital: 2025 Outlook 57:13

4M ago57:13

57:13

Four project finance industry veterans talk about what to expect in the year ahead for tax equity, tax credit sales and debt. The four are Jack Cargas, managing director and head of tax equity origination, Bank of America, Ralph Cho, co-CEO, Apterra Infrastructure Capital, Rubiao Song, managing director and head of energy investments, JPMorgan, and…

1
Ep278: Venture Capital in the Renewable Energy Sector 26:13

5M ago26:13

26:13

Amy Duffuor, co-founder and general partner of Azolla Ventures, joins us to discuss venture capital investments in the renewable energy sector.By Norton Rose Fulbright

1
Ep277: Using Analytics to Help Investors 24:59

5M ago24:59

24:59

Michelle Demers, CEO of Boundless Impact and Analytics, joins us to discuss the use of data to help investors understand climate-related risks.By Norton Rose Fulbright

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Ep276: The Department of Commerce’s New Anti-Dumping Duties 15:59

5M ago15:59

15:59

Stefan Reisinger, Norton Rose Fulbright partner, joins us to discuss the new anti-dumping duties on imported solar panels using cells made in Thailand, Cambodia, Malaysia and Vietnam.By Norton Rose Fulbright

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Ep275: Paradigm Shift 28:46

6M ago28:46

28:46

A new report by Wood Mackenzie predicts a number of consequences from rising US demand for electricity. Chris Seiple, vice chairman, energy transition and power & renewables of Wood Mackenzie, discusses the findings.By Norton Rose Fulbright

1
Ep274: Market Forecasts Post-Election 54:51

6M ago54:51

54:51

Five prominent stock analysts discuss how they expect policy changes in the wake of the Trump victory to affect renewable energy, storage, transmission, RNG and other parts of the energy transition sector. The five are George Gianarikas, managing director and senior analyst, Canaccord Genuity, Joe Osha, senior managing director for equity research,…

1
Ep273: Post-Election Outlook for Renewables and Other Parts of the Energy Transition 55:30

6M ago55:30

55:30

Five Washington insiders discuss the election results to assess what they mean for renewable energy, carbon capture, clean hydrogen, RNG and other parts of the energy transition. The five are Michael Catanzaro, CEO, CGCN Group, Richard Glick, principal, GQ New Energy Strategies, Hannah Hawkins, principal, KPMG, David Kautter, federal specialty tax …

1
Ep272: The DOE on Lending Agreements 22:56

7M ago22:56

22:56

Leslie Biddle, Deputy Under Secretary for Commercialization and Finance, and Art Scavone, Senior Advisor to the Under Secretary for Infrastructure, join us to discuss the DOE-lender relationship and the soon to be released Government-Creditor Agreement. Links for more information on the Government-Creditor Agreement: Government-Creditor Agreement |…

1
Ep271: What Does the Data Say About Tax Credit Transferability 17:26

7M ago17:26

17:26

David Burton, partner at Norton Rose Fulbright, joins us to give an update on the tax credit transferability market.By Norton Rose Fulbright

1
Ep270: Making Deals in the Thermal and Renewable Markets 31:47

7M ago31:47

31:47

Akshat Kasliwal, managing consultant at PA Consulting, joins us to give his thoughts on the thermal and renewables markets.By Norton Rose Fulbright

1
Ep269: AlphaStruxure’s CEO on Microgrids 19:47

7M ago19:47

19:47

Juan Macias, CEO of AlphaStruxure, joins us to discuss what microgrids are and how they are at the core of his company’s energy service providing business.By Norton Rose Fulbright

1
Ep268: The Offshore Wind Market in California 24:57

7M ago24:57

24:57

Adam Stern, executive director of Offshore Wind California, joins us to discuss developments in the California offshore wind market.By Norton Rose Fulbright

1
Ep267: A Venture Capitalist’s Take on Climate Tech 31:02

8M ago31:02

31:02

Albert Bielinko, general partner at Titanium Ventures, joins us to give venture capital’s perspective on investing in climate tech. Also, please stay until the end to hear our guest’s predictions on this year’s MLB World Series!By Norton Rose Fulbright

1
Ep266: Reunion Co-Founders on the Tax Credit Market 35:55

8M ago35:55

35:55

Andy Moon and Billy Lee, co-founders of Reunion, join us to give an overview of the tax credit market and what Reunion is doing to lower the transaction costs for market participants.By Norton Rose Fulbright

1
Ep265: Greenbacker Principal on Infrastructure and Renewables Investment 19:13

8M ago19:13

19:13

Quinn Pasloske, principal at Greenbacker, joins us to discuss Greenbacker’s approach to infrastructure and renewable energy investment and current market economics.By Norton Rose Fulbright

1
Ep264: The Federal Reserve Reviews Basel III 9:11

8M ago9:11

9:11

David Burton and Tim Byrne, partners in Norton Rose Fulbright, join us to discuss the likely outcome of the Federal Reserve's review of the application of Basel III to the risk weighting imposed on commercial banks when they make tax credit equity investments.By Norton Rose Fulbright

1
Ep263: Extreme Weather and the Grid 22:19

9M ago22:19

22:19

Michael Levy, head of global asset resilience at Baringa, a management consultancy, discusses how utilities and other energy companies are planning for extreme weather events.By Norton Rose Fulbright

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Episode 6 - Navigating the AI Adoption Challenge: Intelligence Projects vs. IT Projects 42:13

9M ago42:13

42:13

Episode Description: In this episode, we dive into the emerging challenges companies face when scaling AI and generative AI solutions beyond proof of concept. Our discussion centers on the fundamental differences between treating AI initiatives as traditional IT projects versus recognizing them as intelligence projects—each requiring a distinct app…

1
Ep262: PEI Global Partners on the Development Loan Sector 28:12

9M ago28:12

28:12

John Bills, partner of PEI Global Partners, joins us to discuss the development loan sector and how PEI has been instrumental in structuring and arranging many energy and infrastructure deals.By Norton Rose Fulbright

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Ep261: Cresta’s Managing Partner on Clean Energy Investment 29:38

9M ago29:38

29:38

Chris Rozzell, managing partner at Cresta Fund Management, joins us to discuss Cresta’s background, the sectors in which it has been investing and more.By Norton Rose Fulbright

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Ep260: EV Realty CEO on EV Fleet Infrastructure 23:52

10M ago23:52

23:52

Patrick Sullivan, CEO of EV Realty, joins us to discuss medium-to-heavy commercial fleet EV infrastructure.By Norton Rose Fulbright

1
Ep259: sonnen Senior Vice President on Energy Storage Systems 24:21

10M ago24:21

24:21

Geoff Ferrell, senior vice president at sonnen, joins us to explain how energy storage systems can help utilities manage their grids.By Norton Rose Fulbright

1
Ep258: Riverside Advisors on Financial Hedging 24:58

10M ago24:58

24:58

Christ Frost and Steve Plake, partners at Riverside Advisors, join us to discuss financial hedging, an important tool in project financings.By Norton Rose Fulbright

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Ep257: EPSA CEO on Recent Policies and Their Effect on the Grid 27:51

10M ago27:51

27:51

Todd Snitchler, president and CEO of the Electric Power Supply Association, joins us to discuss how recent policies are impacting the electricity markets and how they may shape the future electric grid.By Norton Rose Fulbright

Podcasts Worth a Listen

Provision Analytics Podcasts

Podcasts Worth a Listen