{"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":5181,"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.Click here to watch a video of this episode.00:00 - Intro01:00 - Who is Doug Terreson10:46 - The Era of the Supermajor13:56 - The Supermajor Report Insights17:33 - Supermajor Reaction Analysis19:40 - The Louis Rukeyser Show Influence23:10 - Understanding the Supermajor Era26:05 - Investor Impact on CEO Decisions27:55 - Business Fundamentals Explained32:45 - Supermajor Era Overview37:05 - Sinopec's Role in the Industry37:31 - Venezuela's Oil Challenges42:00 - The Golden Age of Refining51:00 - 2008 Oil Price Spike Analysis54:20 - Coping with Job Loss57:34 - Oil Market Perspective in 201401:01:40 - Capital Discipline Pledge01:06:50 - Shale Revolution Overview01:13:31 - Shale 2.0 Developments01:17:48 - Geopolitical Risks in Oil01:18:48 - Fishing Insights01:22:42 - Winning the Fishing Tournamenthttps://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}