{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Chuck Yates Got A Job","title":"Can’t Deny It","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/71d7c547\"></iframe>","width":"100%","height":180,"duration":5118,"description":"Chuck chats with the GOAT oil research analyst Doug Terreson about his new book Can’t Deny It, recounting his days at Schlumberger, Morgan Stanley and Evercore ISI. Doug made three of the greatest calls in the energy business if not all investing. “Era of The Super Majors”, “The Golden Age of Refining” and “The Pledge” are amazing stories of doing the fundamental research and bucking the Wall Street consensus. And of course he begged the oil price collapse in 2008 when the rest of Wall Street was predicting $200 oil. This is a must listen for any investor.\nClick here to watch a video of this episode.\n00:00 - Intro\n01:00 - Who is Doug Terreson\n10:46 - The Era of the Supermajor\n13:56 - The Supermajor Report Insights\n17:33 - Supermajor Reaction Analysis\n19:40 - The Louis Rukeyser Show Influence\n23:10 - Understanding the Supermajor Era\n26:05 - Investor Impact on CEO Decisions\n27:55 - Business Fundamentals Explained\n32:45 - Supermajor Era Overview\n37:05 - Sinopec's Role in the Industry\n37:31 - Venezuela's Oil Challenges\n42:00 - The Golden Age of Refining\n51:00 - 2008 Oil Price Spike Analysis\n54:20 - Coping with Job Loss\n57:34 - Oil Market Perspective in 2014\n01:01:40 - Capital Discipline Pledge\n01:06:50 - Shale Revolution Overview\n01:13:31 - Shale 2.0 Developments\n01:17:48 - Geopolitical Risks in Oil\n01:18:48 - Fishing Insights\n01:22:42 - Winning the Fishing Tournament\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}