Tav’s 2 Cents

Simon Handrahan - Invest For The Long Run

Check out this great chat with Simon Handrahan of Margin Of Safety Investing! This was a fantastic discussion and one that I am happy to share with anyone who is interested to listen!

In this episode we discuss:

1:36 Simon’s thoughts on Constellation Software

8:00 Serial acquirers

12:57 Why Simon recently purchased stock in Atlas Engineered Products (Ticker:AEP.V)

20:40 Potential benefits of investing in micro cap stocks

26:46 Who has influenced Simon’s investing style the most to date, and what did they teach him

31:22 Simon’s thoughts on investing in a companies with strong management teams such as Brookfield Asset Management, Berkshire Hathaway, or Constellation Software.

Thanks for watching/listening!

If you're interested in Simon's content you can find links to his Substack as well as his Twitter handle below.

Simon’s substack https://www.marginofsafetyinvesting.com

Simon’s Twitter @MOS_Investing

Doomberg - Banking Matters

He's back! Doomberg is always a fantastic guest and did not disappoint this time around. This was an interesting moment in my podcasting journey as I found myself recording an interview with a green chicken named Doomberg during a banking crisis. Nonetheless, a great pod indeed!

In this podcast, Doomberg and I discuss;

00:44 What’s happening in banking

05:20 Why are big banks hesitant to acquire smaller banks?

08:20 Does a crisis create an environment for big players to take more market share?

10:29 What happens when everyone moves their money from small regional banks to big “too big to fail” banks?

15:05 Bank runs aren’t new so why are we, and the fed, so worried?

19:35 What role does crypto have to play in the modern monetary system?

22:19 Can Bitcoin be used to export energy?

24:42 How may the banking crisis impact oil prices and the economy?

27:00 What does Doomberg think is the most significant event in the last 5 years?

Hope you enjoy the pod!

If you would liked this episode and would like to see more, you can find Doomberg's content via the links below

Substack: https://doomberg.substack.com/about

Twitter: https://twitter.com/DoombergT?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

All the best!

Joe

Lawson Steele - Carbon/Crypto Worlds Merge

If you’ve been following carbon, you probably know who Lawson Steele is by now. Lawson has worked in various utility investment analysis guises, achieving top survey ratings in each capacity: European utilities analyst (and followed EUETS carbon market since 2004), Latin American utilities analyst, Global utilities strategist, and Global utilities specialist sales.

In this episode we focus on the EUETS and Lawson’s new startup Kakubi.

01:25 We open the conversation with a brief history of the EUETS and how it differs from the voluntary carbon market

05:19 The stability of the EUETS

08:48 Where we are in the cycle on EUAs

15:05 What is Kakubi?

25:43 Will Article 6 or voluntary credits ever play a role in EUA pricing?

29:44 Are there any plans for voluntary credit tokens on Kakubi?

33:30 How does Lawson see the energy picture moving forward

If you liked Lawson’s perspectives, or would like to take a look at Kakubi, you can find the links for Lawson’s social media accounts as well as Kakubi’s site below!

Kakubi: https://kakubi.com

Lawson’s Twitter: @LawsonSteele3

Lawson’s Linkedin: https://www.linkedin.com/in/lawsonsteele/?originalSubdomain=uk

Thanks for watching/listening!

Robert Bryce - The Iron Law of Electricity

Robert Bryce is a true master of his field. Robert is a Texas-based author, journalist, podcaster, film producer, and public speaker.  Over the past three decades, his articles have appeared in numerous publications including the Wall Street Journal, New York Times, National Review, Field & Stream, and Austin Chronicle.

In this pod, Robert and I discuss the massive and amazingly interesting topic of energy. I can’t stress enough the knowledge that Robert holds in this area so it goes without saying that this pod was both a joy to record and to watch back!

Topics covered in this episode include;

01:34 Roberts opinion on energy over the next 10 years

05:53 Roberts thoughts on Net-Zero

07:10 Issues arising in Europe’s energy sector

10:33 Robert’s thoughts on how we may produce power in the future

16:05 Roberts thoughts on NuScale, SMRs (Small Modular Reactors), and the Nuclear Regulatory Committee

22:35 Roberts thoughts on fusion

29:05 Roberts thoughts on upgrading the grid

32:25 What sectors may benefit from difficulties in upgrading the grid

35:58 Robert’s thoughts on ESG

41:35 What impact will the war in Ukraine have on energy markets moving forward

45:19 Roberts thoughts on the US SPR

47:12 How much influence do politicians hold in regard to the energy market

This was a fantastic episode and one that I am happy to share with anyone who cares to watch/listen!

If you’re still reading this, thank-you for the support!

You can find more from Robert at https://robertbryce.com or check out his substack at https://robertbryce.substack.com

Thanks again!

Peter Sainsbury - Carbon Update

Check out my most recent interview with Peter Sainsbury!

In this episode Peter and I discuss:

00:16 The macro outlook for energy in Europe

03:20 Net-zero sentiment in Europe

04:38 Whether politicians are focused on carbon reduction or energy security

06:00 How to gain exposure to EUAs in the EUETS

09:25 What is the thesis on the voluntary carbon market and how does it differ from compliance markets

15:00 Is anyone talking about carbon credits?

17:05 What kind of price action can we expect to see from EUAs moving forward into 2023

25:00 Which industries may be best positioned to capitalize on carbon compliance markets

31:00 What other markets may be of interest other than carbon markets

32:50 What lessons can we learn from gambling that we may be able to apply to investing

36:32 How do sport betting odds and stock valuations compare

Overall this was a great discussion and I hope you enjoy the pod!

You can find Peter's substack at https://carbonrisk.substack.com, his site https://materials-risk.com, and published books at https://www.amazon.com/Peter-Sainsbury/e/B017V3RMZO%3Fref=dbs_a_mng_rwt_scns_share

Shubham Garg - Investing In Oil

I am excited to announce that Shubham Garg has returned to Tav's 2 Cents for another fantastic episode!

Shubham is one of the best sources of oil related content on the internet as it relates to investing and Shubham's insights in this episode will not disappoint!

In this episode we discuss

00:30 White Tundra Investments

02:35 What characteristics to look for in a oil company

07:42 The Impact of Scale on O&G Companies

11:50 How to Build a Portfolio of O&G Companies

16:21 Macro Lessons Learned in 2022

21:09 China 28.38 Emerging Markets

34.40 The US Dollar's Impact On Oil

39:30 Shubham's Thoughts on MEG Energy (MEG.TO, MEGEF)

45:57 The O&G Sector Rewarding Shareholders in 2023

50:37 Shubham's Thoughts on Surge Energy (SGY.TO, ZPTAF)

All in all a great discussion! Hope you enjoy the show!

You can find more of Shubham's content/research at https://www.whitetundra.ca I highly recommend anyone interested in O&G check out his site, there is a ton of great information there including WhIte Tundra Investment's holding and Shubham's personal portfolio.

The Best of 2022

Here it is, a highlight reel for 2022.

I am so grateful to every one of my guests on Tav’s 2 Cents and have learned a ton from each and every one of them!

This episode is a special edition compilation of my favourite moments and learning points from this past year.

Hope you enjoy!
Joe

Sae’Von Springer - The Crypto Ecosystem

The wild world of crypto is something to behold.. In a relatively short period of time we have witnessed bitcoin's cataclysmic rise from less than a penny, to pizza money, to 70K USD, and back down to 16K USD where we currently sit today (02JAN2023).

At a time when FTX, a leader amongst crypto exchanges has filed for bankruptcy, and cryptocurrencies are in what appears to be a systemic bear market, I felt the need to invite Sae'Von Springer back on the show to give us an update on all things crypto.

Sae'Von is the author of "The Blockchain Blueprint" (now available) and is the founder of Native Assets, a blockchain firm specializing in educational training, detailed industry analysis, and corporate advising.

Needless to say, Sae'Von is well versed in the ever-evolving world of crypto and a fantastic guest for any podcast. It was a blast interviewing Sae'Von for this episode of Tav's 2 Cents!

Hope you enjoy the show!

Thanks for listening,

Joe

You can find Sae'Von's website at https://www.nativeassets.co and linktree for additional content here https://linktr.ee/saevonspringer

Doomberg - Energy Is Life

There are interviews that make you think, and then there are interviews like this pod with Doomberg.

The knowledge of energy and financial topics that Doomberg has at his disposal is truly amazing! Doomberg showed up in full force for this pod and put on a clinic!

I hope you enjoy listening to this one, I know I did!

If you would liked this episode and would like to see more, you can find Doomberg's content via the links below

Substack: https://doomberg.substack.com/about

Twitter: https://twitter.com/DoombergT?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

All the best,

Joe

Ellen Wald, PH.D. - The OPEC+ Effect

Oil is one of the most important commodities on the planet today. Without oil, and the energy that oil provides our modern economy, our current way of life would essentially come to a standstill..

It should come as no surprise then that the oil landscape both politically and financially is unequivocally interesting! 

For this reason, I truly enjoy any opportunity to discuss oil with someone as educated and informed as the guest for this podcast Ellen Wald PH.D. Ellen is a historian and scholar of the energy industry and western involvement in the Middle East. Ellen wrote the book Saudi, Inc.: The Arabian Kingdom's Pursuit of Profit and Power, and has a vast knowledge of the Middle East and oil markets in general.

As you can imagine, this was an amazing podcast and one that I hope you will enjoy!

If you’d like to hear/read more from Ellen, you can find her content here: http://www.ellenrwald.com/

Thanks for listening!

Joe