The Trevor Rose Podcast
Business & Finance
About
Sharing insights on energy, finance & business related items
Episodes
- Eric Nuttall (Ninepoint): $200 Oil – A Looming Energy Crisis
Eric Nuttall, from Ninepoint Partners, joins the podcast to discuss the topic of $200 oil and a potential energy crisis. Ninepoint Energy Fund is Canada's largest energy fund. Nuttall is frequently featured on financial news outlets.
- Ryan Bushell (Newhaven): Capital Preservation – Dividends & Energy Infrastructure
In this episode of The Trevor Rose Podcast, Ryan Bushell, CEO of Newhaven Asset Management, discusses capital preservation, dividend investing, and energy infrastructure. He shares insights from his experience in investment management and…
- Chris Carlsen (Birchcliff) - 20 Years in the Montney – Infrastructure, Growth & Discipline
Chris Carlsen, CEO of Birchcliff Energy, joins The Trevor Rose Podcast to discuss his two decades of experience in the Montney region. He shares insights into the infrastructure, growth, and discipline within the oil and natural gas indust…
- Doug Bartole (InPlay Oil) - Unlocking the Cardium in 2026
Doug Bartole, CEO of InPlay Oil, joins The Trevor Rose Podcast to discuss developing the Cardium in 2026. Bartole's experience includes leadership roles at Vero Energy Inc., True Energy, Husky Energy Inc., Renaissance Energy Ltd., and PanC…
- George Armoyan (Armco/Calfrac) - 50 Years of Investing: Lessons from Energy & Real Estate
George Armoyan, Executive Chairman of G2S2 Capital Inc. and President of Armco Capital Inc., joins The Trevor Rose Podcast to discuss his 50 years of investing experience, focusing on lessons from energy and real estate. He also talks abou…
- Terry Etam (Energy Columnist) - $100 Oil & Canada's Strategic Petroleum Reserve
On this episode, Terry Etam, energy executive and author, joins the podcast. He discusses topics including $100 oil and Canada's Strategic Petroleum Reserve.
- Dr. Elizabeth Cannon (CNRL/Mancal) - 40 Years of Leadership in Engineering, Energy & Education
Dr. Elizabeth Cannon, president emerita of the University of Calgary, shares insights from her 40 years of leadership in engineering, energy, and education. She discusses her career, including her work with GPS technology and her various l…
- Dane Gregoris (Enverus) - Why Capital Is Returning To CAD Energy
Dane Gregoris, Managing Director and Head of Oil and Gas Research at Enverus, joins The Trevor Rose Podcast to discuss capital returning to CAD Energy. He advises clients on strategic investment decisions and is frequently quoted on North…
- Pat Oliver (Bonterra) - The Evolution of Bonterra Energy
Pat Oliver, CEO of Bonterra, joins The Trevor Rose Podcast to discuss the evolution of Bonterra Energy. He shares his extensive experience in the energy sector.
- Trent Boehm (Redstone Oil Corp) - Starting A New Oil Company
In this episode of The Trevor Rose Podcast, Trent Boehm, CEO of Redstone Oil Corp, shares insights on starting a new oil company. He details his extensive experience in energy sales and capital markets.
- Bob Dhillon & Trina Cui (Mainstreet) - Q1 2026 Results Summary
Bob Dhillon, CEO, and Trina Cui, CFO, of Mainstreet Equity, join The Trevor Rose Podcast to discuss the company's Q1 2026 results. Mainstreet Equity is a TSX-listed real estate company.
- Bryan Gould (Aspenleaf) - 29 Years at Shell & Growing to 25,000 BOE/D
Bryan Gould, founder and executive chairman of Aspenleaf Energy, joins The Trevor Rose Podcast. He shares insights from his 29 years at Shell and discusses Aspenleaf Energy's growth to 25,000 BOE/D, operating in Alberta. Gould also details…
- Toby Rice (EQT) - How EQT Grew To 1 Million BOE/D
In this episode, Toby Rice, CEO of EQT, joins The Trevor Rose Podcast. He discusses how EQT grew to 1 million BOE/D. EQT is a NYSE-listed energy company with a market cap of approximately $35 billion.
- W. Brett Wilson (Prairie Merchant) - FirstEnergy ~1992 & Dragons' Den Lessons
W. Brett Wilson, CEO & Chairman of Prairie Merchant Corp, joins The Trevor Rose Podcast to discuss his experiences co-founding FirstEnergy Capital Corp. and his time as a panelist on CBC Television's Dragons' Den. He also shares insights i…
- #263: Doomberg Part III: Venezuelan Oil & Why Energy Is Abundant
This episode of The Trevor Rose Podcast features the co-founder of Doomberg, who discusses Venezuelan oil and the abundance of energy. Doomberg is an independent publication focusing on energy, finance, geopolitics, and the economy.
- #262: Dr. Chris Keefer (Canadians for Nuclear Energy) ~600 TWh: Why Power Demand Is Growing
In this episode, Dr. Chris Keefer, President of Canadians for Nuclear Energy and host of The Decouple Podcast, joins The Trevor Rose Podcast. He discusses the topic of growing power demand and ~600 TWh.
- #261: Don Simmons (Hemisphere Energy) - Heavy Oil & Polymer Floods: Scaling to 3800 boe/d
Don Simmons, CEO of Hemisphere Energy, joins The Trevor Rose Podcast to discuss heavy oil and polymer floods, including scaling to 3800 boe/d. Simmons, a petroleum geologist, has experience discovering oil and gas in Western Canada and int…
- #260: Hon. Stockwell Day - Lowering Taxes, Cutting Debt & 50 Years of Politics
Hon. Stockwell Day, who served many years in Canadian politics, discusses lowering taxes, cutting debt, and five decades in politics. He also shares insights from his career at both provincial and federal levels of government.
- #259:Heather Exner-Pirot (Macdonald-Laurier) - Canadian Energy: MOU's, Pipelines & LNG
Heather Exner-Pirot, a Senior Fellow at the Macdonald-Laurier Institute, discusses Canadian energy policy, focusing on MOUs, pipelines, and LNG. She brings her extensive experience in Indigenous, Arctic, and resource development and govern…
- #258: Dan Halyk (Total Energy) - Cash Flows, Energy Services & New Markets
Dan Halyk, CEO of Total Energy Services, joins The Trevor Rose Podcast to discuss cash flows, energy services, and new markets. Halyk is the founder of Total Energy Services, a TSX-listed energy services company.
- #257: Vern Yu (AltaGas) - Gas Utilities, LPG Markets & Asian Export Opportunities
Vern Yu, CEO of AltaGas, joins The Trevor Rose Podcast to discuss gas utilities, LPG markets, and Asian export opportunities. He shares his experience and background in the energy infrastructure sector.
- #256: Manuj Nikhanj (Enverus) - Enverus Origins, A.I. Growth & Why Power Demand is Rising
Manuj Nikhanj, CEO of Enverus, joins The Trevor Rose Podcast to talk about the company's origins, the role of AI in its growth, and factors contributing to increased power demand.
- #255: Steve Letwin (Mancal) - Cash Flow, African Gold Adventures & Capital Allocation in 2025
Steve Letwin, CEO of Mancal Corporation, is featured on The Trevor Rose Podcast. He discusses cash flow, African gold adventures, and capital allocation in 2025, drawing from his extensive experience in natural resources and energy.
- #254: Grant Fagerheim (Whitecap) - Dividends, Shareholder Returns & Why Canadian Energy Is Growing
Grant Fagerheim, CEO of Whitecap Resources, joins The Trevor Rose Podcast to discuss dividends, shareholder returns, and the reasons behind the growth of the Canadian energy sector. He also shares insights from his extensive experience in…
- #253: Steve Loukas (Obsidian) - Waterfloods, 14% Oil Recovery & Return of Capital in 2026
This episode features Steve Loukas, CEO of Obsidian Energy, a TSX listed energy company. He discusses waterfloods, 14% oil recovery, and return of capital in 2026. Loukas also shares his experience in corporate transactions, capital market…
- #252: John Dielwart (TransAlta/ARC Resources) - Building ARC Resources, 1st Montney Wells & Canadian Power Markets
John Dielwart, Chairman of TransAlta and former CEO of ARC Resources, discusses his experience building ARC Resources from its start-up to a company with a $10 billion capitalization. He also shares insights on Montney wells and Canadian p…
- #251: Terry Etam (Energy Columnist) - Grid Stability, Canadian Pipelines & Why Public Opinion is Shifting
On The Trevor Rose Podcast, energy columnist Terry Etam discusses grid stability, Canadian pipelines, and how public opinion on energy is changing. Etam is an energy executive and author known for his contributions to boereport.com.
- #250: Murray Mullen (Mullen Group) - 75 Years of Logistics, NAFTA & Why Canada Needs Pipelines
Murray Mullen, CEO of Mullen Group, joins the podcast to discuss 75 years of logistics, NAFTA, and the necessity of pipelines for Canada. He also shares his experiences and the growth of Mullen Group, a TSX-listed logistics company.
- #249: Lucy Hargreaves (Build Canada) - Cutting Spending, Lowering Regulations & Canadian Optimism
Lucy Hargreaves, CEO of Build Canada, joins the podcast to discuss her organization's efforts to drive economic growth and prosperity in Canada. She shares insights into Build Canada's initiatives, including policy development, open-source…
- #248: Bob Dhillon (Mainstreet) - 25 Years of Growth, Mid-Market Value & Early Real Estate Deals
Bob Dhillon, President and CEO of Mainstreet Equity, discusses his experience in the real estate sector and the growth of his TSX-listed company over the past 25 years. The conversation covers his early business deals, his work in the mid-…
- #247: Mike Rose (Tourmaline) - The Berkley Days, Montney 1st Innings & Canadian LNG Growth
Mike Rose, CEO of Tourmaline Oil Corp, discusses his career in the oil and gas industry, including his roles at Berkley Petroleum Corp and Duvernay Oil Corp. The conversation covers his experience with the Montney formation and the growth…
- #246: Brian Schmidt (Tamarack Valley) - Waterfloods, Dividends & Expanding the Clearwater
Brian Schmidt, the CEO and founder of Tamarack Valley Energy, joins the podcast to discuss waterfloods, dividends, and the expansion of the Clearwater formation. The episode also covers his extensive background in the energy industry and h…
- #245: Kaes Van't Hof (Diamondback) - Diamondback Origins, $60 Oil & Growth in the Permian
Kaes Van't Hof, CEO of Diamondback Energy, joins The Trevor Rose Podcast to discuss the company's origins and growth in the Permian Basin. He also shares insights on the impact of $60 oil on the industry.
- #244: Ian Anderson (Trans Mountain) - 40 Years of Building Canadian Infrastructure
Former Trans Mountain CEO Ian Anderson discusses his 44-year career in the Canadian utility and pipeline industry. He reflects on his extensive experience in building infrastructure and his current roles in advisory and board positions.
- #243: JP Lachance (Peyto Exploration) - Low Costs, Profitable Growth & 27 Years in the Deep Basin
JP Lachance, the CEO of Peyto Exploration, discusses his career in the energy industry and the company's strategies regarding low costs and profitable growth in the Deep Basin.
- #242: Michael Culbert (ARC Resources/TC Energy) - The Home Oil Days, Early Montney & Building Canadian LNG in 2025
Michael Culbert, a board member of ARC Resources and TC Energy, discusses his extensive career in the North American energy industry. He reflects on the Home Oil era and shares insights on the development of Canadian LNG projects for 2025.
- #241: Chris Doornbos (E3 Lithium) - Critical Minerals, Alberta Made Lithium & Investor Returns
Chris Doornbos, CEO of E3 Lithium, joins the podcast to discuss critical minerals, lithium production in Alberta, and providing value for shareholders. They also cover his experience in capital raising, project execution, and the standards…
- #240: Mark O’Byrne (Schlumberger/Obyco) - 40 Years of Energy Services: From Kuala Lumpur to Texas
Mark O'Byrne, President of Obyco Consulting and former Schlumberger Canada executive, discusses his 40-year career in the energy services sector. He reflects on his professional experiences ranging from Kuala Lumpur to Texas.
- #239: Cole Smead (Smead Capital) - Energy Consolidation, Investor Returns & Economic Optimism
Cole Smead, CEO of Smead Capital Management, discusses energy consolidation, investor returns, and economic optimism on The Trevor Rose Podcast.
- #238: Jim Bertram (Keyera) - Building Canadian Infrastructure, Keyera Origins & Creating Value in Midstream
Jim Bertram, Chair of Keyera Corp, joins The Trevor Rose Podcast to discuss building Canadian infrastructure, the history of Keyera, and creating value in the midstream sector. The conversation covers Mr. Bertram’s career, including his ti…
- #237: Myron Stadnyk (Whitecap/Vermilion/Mancal) - Building ARC Resources, Exploring the Montney & Canadian Energy Going Forward
Myron Stadnyk, Chairman of Vermilion Energy and former CEO of ARC Resources, joins the podcast to discuss his career, the growth of ARC Resources, the Montney formation, and the future of the Canadian energy industry.
- #236: Rick Rule (Battle Bank/Rule Investment Media) - 50 Years of Resource Investing: Adventures in Gold & Other Related Stories
Rick Rule, the CEO of Rule Investment Media and co-founder of Battle Bank, discusses his 50-year career in resource investing. He shares professional insights from his time at Sprott US Holdings and his experience in sectors including mini…
- #235: Bob McNally (Rapidan) - The White House Days & How Swing Producers Affect Oil Prices
Bob McNally, founder of Rapidan Energy Group, joins the podcast to discuss his background as a White House energy advisor and his analysis of how swing producers impact global oil prices. The conversation also covers his career in energy m…
- #234: Jodi Anhorn (GLJ) - Enhanced Oil Recovery, Independent Evaluations & Optimism for Canadian Infrastructure
Jodi Anhorn, CEO of GLJ, joins The Trevor Rose Podcast to discuss his career, the evolution of his energy evaluations firm, and global energy demands. The conversation also covers enhanced oil recovery, independent evaluations, and the Can…
- #233: Dan Debow (Build Canada/Loblaws/Shopify) - Energy Corridors, Tech Ventures & How Economic Growth Drives Prosperity
Dan Debow, a board member of Build Canada and Loblaws, joins The Trevor Rose Podcast to discuss topics including energy corridors, technology ventures, and the role of economic growth in prosperity.
- #232: Michael Kanovsky (Sky Energy) - The Northstar Energy Days, Bonavista Origins & Ingredients for Long Term Investing
Michael Kanovsky, founder and CEO of Sky Energy Corp., discusses his career in the oil, gas, and renewable energy sectors, as well as his approach to long-term investing. The episode covers the origins of Bonavista Petroleum and the histor…
- #231: Dan Pickering (Pickering Energy Partners) - U.S. Shale, Permian vs. S&P 500 Returns & American Companies Looking North
In this episode of The Trevor Rose Podcast, Dan Pickering of Pickering Energy Partners discusses trends in U.S. shale, comparisons between Permian and S&P 500 returns, and the strategies of American companies regarding investment opportuni…
- #230: Jeremy McCrea (BMO Capital Markets) - Cognitive Biases 101: Helping Energy Investors Make Better Decisions
Jeremy McCrea, Managing Director of Equity Research at BMO Capital Markets, discusses how cognitive biases affect energy investors and provides insights on making better investment decisions.
- #229: Mike Belenkie (Advantage Energy) - Infrastructure, Cash Flow & Canadian LNG Opportunities Ahead
Mike Belenkie, CEO of Advantage Energy, discusses infrastructure, cash flow, and Canadian LNG opportunities. The episode covers his professional background in the energy industry and his leadership experience at Advantage Energy.
- #228: Hilary Foulkes (Chord/Pine Cliff/TPH & Co.) - Adventures in Northern Saskatchewan, Hard Rock Origins & CAN/U.S. Mergers
This episode features guest Hilary Foulkes, who discusses her career in the energy industry, including her roles at Chord Energy, Pine Cliff Energy, and TPH Canada. The conversation covers her experiences in Northern Saskatchewan, her back…