{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Chuck Yates Got A Job","title":"Jonathan Farber from Lime Rock Partners","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/0c4e1c08\"></iframe>","width":"100%","height":180,"duration":5119,"description":"Jonathan Farber of Lime Rock Partners joins Chuck Yates and Collin McLelland to talk about his impressive 79x return from the CrownRock sale and the patience it takes to hold onto assets in the energy sector. Along the way, Farber shares a humorous story about helping Chuck’s ex-wife pick out a Ferrari, showing that private equity extends beyond just energy investments. The conversation dives into the flaws of the divestment movement and the stubbornness required to survive in the oil patch, all delivered with a sharp blend of financial insights and humor.\nClick here to watch a video of this episode.\n\n00:00 - Intro\n07:58 - Lime Rock’s Structure\n11:39 - Capital Discipline\n15:42 - The Wolfberry\n19:01 - Last Mover Advantage\n22:37 - Current Market Trends\n23:17 - Market Consolidation\n29:00 - Minerals in Energy\n30:50 - Chuck Yates on Lime Rock\n33:54 - Non-Operational Strategy\n36:00 - Successful Deal-Making\n40:53 - Early Career Insights\n47:16 - Energy Finance History\n50:05 - Investment Banking Overview\n52:58 - Founding First Reserve\n55:29 - Energy Private Equity Origins\n58:10 - Matt's Poker Career\n01:01:40 - Limited Partner World\n01:05:14 - Benefits of Hydrocarbons\n01:10:58 - Energy Scarcity Discussion\n01:12:30 - Investor Mindset Shift in Oil & Gas\n01:16:14 - Global Energy Needs\n01:18:30 - Nuclear Power & Synthetic Hydrocarbons\n01:19:00 - Future of Hydrocarbons\n01:20:30 - College Study Recommendations\nhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters","thumbnail_url":"https://img.transistorcdn.com/c5WQufo5wbt5DUoayihGmjPfi-6mpIXlFv-B8NwxUXk/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS81ODIw/NmQyYjMwOTI3MTcw/NjU3ZTI2NDViYTlk/M2NkNi5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}