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.

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Click here to watch a video of this episode.
00:00 - Intro
01:00 - Who is Doug Terreson
10:46 - The Era of the Supermajor
13:56 - The Supermajor Report Insights
17:33 - Supermajor Reaction Analysis
19:40 - The Louis Rukeyser Show Influence
23:10 - Understanding the Supermajor Era
26:05 - Investor Impact on CEO Decisions
27:55 - Business Fundamentals Explained
32:45 - Supermajor Era Overview
37:05 - Sinopec's Role in the Industry
37:31 - Venezuela's Oil Challenges
42:00 - The Golden Age of Refining
51:00 - 2008 Oil Price Spike Analysis
54:20 - Coping with Job Loss
57:34 - Oil Market Perspective in 2014
01:01:40 - Capital Discipline Pledge
01:06:50 - Shale Revolution Overview
01:13:31 - Shale 2.0 Developments
01:17:48 - Geopolitical Risks in Oil
01:18:48 - Fishing Insights
01:22:42 - Winning the Fishing Tournament

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Can’t Deny It

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