0:00 what's up boys hey Kurt de Cobain
0:08 long time no see what is your name say Kurt de Cobain
0:16 yeah just because that's his that's his that's his that was his real man
0:20 well i can't i don't know how are you boys good man see yeah good to see it yeah likewise yeah man likewise happy Thanksgiving week likewise are you going to get yeah what are y'all doing
0:41 i'm cooking tomahawks for the children coming in it's going to be good rosemary time butter he's all gonna be great nice mark what are y'all doinglaughs
0:56 I think we're going to do the Thanksgiving offering at federal American, although I could get over a rule.
1:03 We have everything got loaded today, so I won't be smoking a turkey this year.
1:13 Sirius, if you wanna come out to the eighth house, Brother Bobby crushes Thanksgiving. I mean, we'll have - I'm sure he does We'll have deep fried turkeys, roasted turkeys. He usually soaks a
1:29 duck in orange crush for about a week leading up, and then he deep fries that. Yeah, so - Oh. Seriously,
1:41 the - I appreciate that. Yeah, no, standing invited. Kirk, if y'all wanna come too, you're more than welcome to, but it sounds like you've got steaks, but it'll be better than federal American
1:52 girl.
1:54 Hey, Mark, what the fuck is going on with your Aggies, man? Yeah, well, I was lamenting in the, uh,
2:04 in the group text, right? When they went down 21 zip, I said, you know, FFS, it never fails. Critical road game late in the season was something on the line. They're going to find a way to
2:18 screw it up. So I, I kept telling that I didn't, I actually did not, I actually did not make it until the OT. So I told my long work friends, I'm like, we want them to win because we want to go
2:34 into college station with everything on the line and beat them. And everyone's like, no, we want them to lose. But no, I'm like, okay, great. When they beat us this Saturday, you're going to
2:45 hate yourself
2:48 So I checked StubHub before the game.
2:53 Yeah, most expensive phone college football game. Did you hear? That's all your Twitter. Yeah, 400 level was you're not getting a 400 level seat in the corner for less than 700,
3:06 which means you pay double that with all the fees stacked up on top of it. I haven't looked since the loss, but I can't imagine they've come down all that much. What is it after a 13-year hiatus?
3:19 It's amazing, dude. God bless America, it's back. The Midlands back, the Washington, Texas back, and Rice, are
3:30 you going to play the spoiler again, you know? Are you going? No, fuck that. I don't want to be even near that. I don't want to get. I was in Arkansas during the UT Arkansas game, but I wasn't
3:40 at the elotion with, you know, with Chuck, which kind of chucks people, you know, like Warren Stevens and those. Stevens are my people. They learned me how. I'm like dude me right out of
3:54 school. If I was a chuck, I'd feel more comfortable But I was in a place where my people don't probably get invited very often there, you know
4:06 Although I still haven't played it. I mean I suck at golf So I haven't I haven't badgered for the invitation because I just duff up the whole course and build guilty about it, you know Yeah, but I
4:18 hear it's gorgeous Evie. Well, they're they're so fine there. Good people. All righty. So what are we talking about? Well, we're just you Kirk. Yeah, I missed you guys We're drafting on a
4:31 surging Chuck Gates needs a job and as I said earlier today, I have zero time to put together a run of show we've talked about Trump and nukes and data centers and oil ad nauseam. So.
4:53 I think the whole landscape is currently being redefined and reshaped by none of the landman, which has gotten more than its fair share. Actually, not yet its fair share, let's just say that, of
5:12 an examination of the oil and gas industry and culture and pop culture. And I think, you know, in all seriousness, there's quite
5:23 the separation between the two schools of thought on, you know, well, those of us who watch it with some manner of subject matter expertise are somewhat preoccupied with the artistic and dramatic
5:39 license when, you know, it's really entertaining. But it also, I think, helps move the oil and gas industry back. to somebody put it to me the other day, normalizing the culture, which is, in
5:60 my mind, nothing but a good thing.
6:03 Yeah, good. Have you seen it? Are we rolling, by the way? Yeah,
6:11 so we've been recording like the whole time we've been on. So we're on, we're on, we're on
6:19 right now Sure, and you can tell Jacob to start it whenever. I kind of liked all the Aggie stuff. Well, let's go. Well, someone do a welcome to BDE and we'll cut that, right? I mean, we'll
6:31 cut it to the front. Ah, we can just roll into it. That's kind of rogan-esque. You just kind of roll into it. Do welcome to a bourbon and scotch version of BDE on a Thanksgiving week. Good to
6:45 see you together, together, yeah Cheers. You're mixing bourbon and scotch. Well, I drink scotch, but sometimes bourbon, depending on what I'm mixing it with, right? This is all I have left.
6:59 But, let's say one thing, boys, we are back. Sandy McGee's cheesecake.
7:08 Cheers. Let's do it. We're back to cast strength, man. Finally, oil and gas is back to cast strength. There's no watering down this bullshit anymore. We're back. I mean, land man is a good
7:20 sort of like, as we were just talking about, maybe some of it is sort of over exaggerated, but we're back to the nomenclature of, we know what's real. And oil and gas is fully, I mean, there's
7:34 no one letter anymore. It's fully here. You know, when I think back to kind of the 80s, and what ultimately at its core did Reagan do, He made it cool to be an American again. And as weird as
7:51 this sounds, I kind of think drill baby drill has made it cool to be an energy guy again. I'm really starting to get that vibe. You know, 5 million people watch land man, the first episode,
8:05 everybody's kind of digging on it. Chris writes now going to be secretary of energy and he's as good as anybody out there in terms of speaking. Dare I say you watch CNN, Fox News, reasonable ask
8:23 type conversations about energy and trade-offs. You know, knock on wood, but it's good to be an energy guy again.
8:32 Dude, absolutely. I was a reading, let me just like, I was going back to kind of reading, you know, let's just talk like, you know, our friend Jigger Shaw as the Department of Energy Load
8:46 Programs Office. And I'm reading his latest newsletter calledThe Sector Spotlight on Grid Solutions. And this is the knowing clitcher. And mind you, the timing of this newsletter after the
9:02 election, quote, US. electricity demand is set to increase significantly in the coming decades due to greater electrification, manufacturing, expansion, and data center development And the DOE
9:18 loans program office excelling deployment of a variety of innovative technologies to modernize the electric grid. And here's the kicker, supporting the resilience and reliability of our power system
9:30 and helping meet electricity demand growth. So I'm almost finding it a little bit funny to me
9:40 that he is speaking more to the economics, if you will, of. resilience of making the grid more efficient using quote unquote clean technology, which still leaves a little bit of a bitter taste in
9:56 my mouth. But what do you, what say you guys? I'm finding it was super interesting kind of this, this new sort of language we're seeing just like a week, week out, two weeks out. Yeah, I think
10:10 the financial aspect of it is front and center And as you pointed out, I think in an earlier tweet that we got to talk about the economics now.
10:24 And that's, that's always been the case, but it's not, you know, it's not been,
10:32 it's, it's not been the, the priority talking point in the dominant narrative up until very recently when all this took hold. And I do think,
10:44 I do think it's a good thing. that you can captivate people with a show like Landman and not get twisted off on what's accurate and what's not most of the day-to-day, particularly for those of us
11:04 who used to practice reservoir engineering that would make for a very dramatic show. And I'll watch anything with Billy Bob Thornton because it usually means I'm going to get a really good character.
11:18 And so giving life to all that in capturing and keeping people's attention in purely an entertainment sense, I think with the opportunity - I don't know if you - Chuck, you saw the latest episode -
11:34 there was quite the dissertation on renewables and particularly wind power in one scene And that seems. I'll ever Twitter, by the way. That's been making me play it on Twitter over and over again.
11:50 Three years ago, Chris Wright asked Alex. So three years ago, three years ago, that does not make the final edit. Absolutely not. So as music fans, and let me apologize to our high IQ listeners
12:10 and viewers because this is gonna kill them But I live in analogies, and I love, and music's a great analogy, but I've been sort of thinking about the juxtaposition of sort of what this transition
12:23 we're going through, especially the land man. And I saw an old clip of Chris Cross's sailing. And can you hear it? Sailing. The wind industry is living its best yacht rock lives. I mean, it's
12:32 out there catching breezes, building turbines and saying, Don't mind me!
12:43 I'm just coasting along on the trade winds. It's not far to never, never land. Oh, the canvas can do miracles. Just the dream and the wind to carry me. If you just think about the wind industry
12:58 and crisscross is sailing, it all makes sense. Like it's just a big dream. And especially when there's no wind, you know? It's just hilarious. And I think about like, I listen to that song and
13:13 I'm like, I'm sitting in a man's tucket. I'm like, man, wouldn't clean energy just be so great? And that's kind of what we were living in, sort of this Neverland. But then I think about oil and
13:23 gas and land, man. I'm like, I don't know if y'all are fans of Wade Bowen, but you probably are. He has that great song off his self-produced album, Everything Has Your Memory, and it's a sad
13:36 song. But everywhere I go, you're still there. And I was like, man, this is oil and gas It's like your first love. You can pretend to move on, but it keeps showing up. You need plastics, you
13:47 need heating, a full tank of gas. Oh, look, it's oil and gas stand, remember me. Every road, every turn, yeah, that's asphalt, baby. Wind and solar don't exactly pay highways. Oil and gas
13:59 is out here saying you need me whether you like it or not. I can't escape the echoes of you. I mean, it just, it's a song, and we need to write a song about this, boys. But as I was thinking
14:12 through this, man, we're at this incredible transition, and we're going back to the heartache and just the good old days. And
14:21 land man brings us back to
14:25 the soft-spoken conservative that is dying in some cases, but fighting to put food on the table. And for the last few decade or so has been unable to really speak their mind, but they're just
14:40 killing to put, to keep this economy pumping. And I think Landman is paying justice for sort of those unsung heroes, if you will, that are just like, they put their head down and they work. And
14:52 that's awesome. What do you think?
14:56 Yeah, I had a buddy that just stand up comedian, T. Sean Shannon, he won an Emmy when he was writing for Saturday Night Live. He wrote for Lenov. And he's a hometown Houston boy. And he used to
15:11 do this routine about, you know, Houston is like the girl, you don't want to chase in the bar, you know, it's always like the girls are going, Oh, she's great. She makes her own clothes. And
15:29 all the other girls like her and, you know, it's kind of this hard sell. I think that's kind of where oil and gas has been. And now we've got Demi Moore inLandman, playing oil and gas. And so,
15:43 yeah, it's kind of like we're back, baby.
15:47 Are they feeling, do they feel like they're middling? I mean, I'm sure you've been too probably, are you not an extra chock? Did they not call you for a to try out what happened? You would have
15:59 thought I would have made it, but no, I did not get the call. As someone that has gotten back to entertainment, let me tell you exactly what went down They're like, we can't afford Chuck. Go to
16:13 John Hamm or somebody, like, we know we can't. I mean, you know the Chuck, that guy needs his own jet. We can't do it. So I think it's a little bit of a - One-out lawyer, he bitches all the
16:25 time. You should just be proud of yourself. And you were too different. I
16:32 mean, back to the economics point that you made, Kirk,
16:40 I guess a higher profile setting, we talked about it the last couple of weeks, Chuck. You know, the
16:48 way I think about it is, you know, COP 29 ended with an agreement. They didn't get to
16:55 a trillion dollars. They got to 300 billion when we all know that the original100 billion was slow to
17:05 be achieved. And, you know, basically you're signing up the US for a large proportion of that. And the,
17:17 you know, the pushback on the form that that takes has been more along the lines of, well, we want these to be grants,
17:27 which we know the accounting around that. And
17:32 my thought was, you know,
17:36 just keeping up with it through Bloomberg Green. newsletters every morning over the last couple of weeks is, Man, read the room.
17:46 Trump was a
17:49 major presence even though he wasn't there, and it just seemed to be
17:57 a little bit tone deaf to continue to plow ahead when you clearly had a
18:03 diminished roster of global leaders who have attended. And so it does feel like a big political pivot is underway, and it'll be interesting to see how strongly that takes hold and grows in other
18:22 parts of the world that are much farther down their unfortunate paths like the UK and Germany But I mean, I almost felt like when I read Al Gore's tweet about it, that he was crying. I mean, it
18:37 was. Yeah, while the agreement reached at COP 29, avoids immediate failure, it is far from a success. And he just whines. Whines about it's the bare minimum. And blah, blah, blah, and our
18:51 primary task in the coming years is blah, blah, blah, blah. So anyway, usually Al's
19:02 like big cheerleader on any of these agreements. And the fact he's just whining and crying tells you where we're at.
19:11 I think one of the, one of the real, I guess more esoteric values of land man is that it does give you a glimpse both from kind of a physical aesthetic of what the oil field looks like. And it
19:27 looks like a rough, tough place. And kind of the human side of the field hands, I think is. is. very useful in painting a picture of what, you know,
19:47 the hard core, hard working heart of the oil and gas industry is all about. I mean, one of the more compelling back and forth if you're uninitiated as a young person looking for a path in life or a
20:02 professional path or a career path, I think there was one exchange in the first episode where he talked about, well, he's, you know, 22-year-old had done some prison time, but, you know, now
20:15 he's got a shot at making200, 000 a year. But that also means getting up really early in the morning and going out and doing very dangerous hard work from which, you know, in this episode, you
20:28 might not come home. And so the, really, the reality of the human side of that, I think, has been very well portrayed. And it really humanizes the industry for a mass audience that is mainly
20:45 looking for quality entertainment and high production value, which, you know, those shows are important. I was thinking earlier, too. God, Mark. Just to bring one of our buddies into it,
20:59 Michael F. Smith wroteThe Good Hand a few years ago. I was thinking, you know, all the, kind of all the criticism ofLandman about, well, you know, the things that they depict are so far from
21:14 the reality of how things work. Who cares? I can take Michael F. Smith's story and turn it into a mini-series. And there's enough drama, dysfunction, and danger in what he actually experienced.
21:28 And it's pure non-fiction, right? So there's plenty of that in terms of entertainment value. If we don't get hung up on - You know, the industry's
21:41 traditional method of messaging, which is to certainly over-jargonize and look down at it with
21:51 some disdain for those who really just don't understand how things work. I wanna get somebody interested first in the way to do this. I mean, entertainment business shapes culture. And so let's
22:03 not also, let's give a shout out for, it's okay if land man glamorizes a very dirty and rough business. And yeah, actually, I mean, let's, who can argue that I don't know if all the Permian,
22:19 you know, wouldn't pass OSHA standards, but I mean, back when my grandfather was running West Texas as, you know, making sure all these oil and gas companies had pipes and other shit, there's no
22:32 way that they were freaking safe. It's gotten more safe and standard safety is number one in the industry, but one of the important things that I think LAMM is done and I would have liked about it
22:46 and hopefully will do is it glamorizes for those children and future people in the industry that it's a cool or it's a good place to be and I should respect and admire those people 'cause they do make
23:00 the country work. And I think that's one of the things that was interesting to me when I moved back from Austin to Houston and got started investing in energy technology companies is people look down
23:13 upon the industry. People were ashamed to talk about what they did and like that is insane when you think about it.
23:22 It's technically a proficient and demanding industry on the planet, I think. I mean, without a question. So let's do this We're doing this Monday night, 8 30. Thanksgiving week. I said a couple
23:37 of years ago on BDE. Someone's always going to have a little bit more than you. Someone's always going to have less and that at the end of the day, what they really find when they look at the
23:48 psychological studies, people that are happy or people that are grateful. So Kirk, give me something you're grateful for this year. Man, I am just grateful to be with you guys. I'm grateful that
24:03 my family's going to, we're going to be together. I'm just happy about that. I'm not going to, nothing else. I'm glad that we live in a country that finally, maybe, that we can not be ashamed
24:19 of who we are and what we believe and we can say it. Nice. What about you, Mark? Well, I'm grateful and have been for a number of years for this group and the opportunity be around. I would say
24:36 the next generation, you know, the larger Digital Wildcatters group and one of the best things about being around those that are kind of pushing the envelope on technology is
24:53 it really, excuse me, really satisfies
24:58 just something that I've been about for my lifetime is, you know, what can I learn today? And there's a lot of just great discoveries and learning about
25:12 or from this next generation. And so having the opportunity to be around that on a regular frequent basis, I'm grateful for. I'm just also very grateful that, you know, my family is healthy and
25:27 happy. And we're in the midst of a little bit of, um, physical relocation upheaval, but onto new adventures as well. You can get a little stale and stagnant
25:44 being somewhere for a quarter of a century. So it's freeing up some opportunities on some other front. So grateful for, even though I'm sitting in an empty house right now, grateful for the
25:59 opportunity to start that adventure with good health and, you know, happy family. And you're grateful for the horns coming in to your little town of College Station to wick your ass. How about
26:14 that? Yeah, there's that spoiler roll. I'll be grateful for that if we can pull off that
26:23 outside looking in on the CFP, if we can pull off the spoiler roll and drop Texas into
26:30 having to play in the first round. which may not even happen if they lose.
26:35 So this is kind of interesting. The eldest kiddo was in town a few weeks ago and we actually went to a bar and had a beer and we were sitting there having a beer and Charlie told me she voted for the
26:51 first time in her life this year and it actually got to her. I mean, she kind of felt the gravity of the moment and just what a privilege that was. And then the middle daughter Sarah called me one
27:07 day and she's a freshman at Vandy and anyway, she calls and she said, Hey daddy, I just mailed my ballot back inso I could cancel you out. And it was the first time she'd ever voted. And you know,
27:24 we get so jaded and cynical about politics and hate each other that. seeing the innocence of my two children actually voting and participating in democracy really nails home the fact. We've got a
27:39 great fucking country here. And I think everything that you guys said that you're grateful for, I'm grateful for as well. And I think it really comes from the fact that we're blessed. We won the
27:50 geographic lottery by being Americans and getting to live in this great country. And despite all our faults, I do think eventually we get it right in the end. And so God bless America. Amen.
28:06 We're all so charming. All right guys, well, happy Thanksgiving. Enjoy your steaks. Mark, if you guys decide y'all want turkey and roasted duck and all that. I'm sorry, it's what, an hour,
28:21 hour and a half from your house to - What else am I gonna do? Yeah, well, we're gonna be at Mom and Dad's, which is about a mile from my house. Y'all are more than welcome to. So spend the night
28:32 if you want to, but feel free to come on. Mama always says we eat it in and it usually happens at about 230 or 3. So that's how that goes down. You didn't express your gratitude for a couple of
28:47 his road win.
28:50 Oh gosh, so a really good friend of mine is Pete Stahl. He's the lead singer of the punk band Scream And the interesting thing is 18 year old Dave Grohl was their drummer. And when Scream
29:07 was kind of breaking up a group named Nirvana called and said, Hey Dave, will you come play drums for us? And Dave went to Pete and said, Hey, what do I do? And Pete goes, Man, we're just a
29:20 mess. I'd go to Seattle and play with those guys if I were you. So the Foo Fighters song, My Hero, Dave Grohl wrote to Pete Saul, 'cause if Pete doesn't tell him to go, you know, Dave would
29:31 have hung around. Pete is the world's biggest Redskins or commanders fan. And, you know, I'm a big Cowboys fan. And so we've been friends for a while. We always go back and forth. I just texted
29:44 him about the game on Sunday. What the fuck? That was just crazy. That was a mess. And he goes, yeah, yeah, I go, I can't even gloat about this. My gosh, it's a mess. So that was fun Well,
29:57 to counter, you guys talking about UT and AM ticket prices, I've heard that Cowboys Giants tickets can be had for5.
30:11 It's like the old - It's like the old Dallas, for sure. Like the old meme, somebody broke into my car and left me two Cowboys tickets. Right. And then I reported it to the police, and they made
30:22 me take two more or something Yeah
30:26 All right, boys, well, happy Thanksgiving and enjoy time with your families. And we'll do it again next week.