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Jonathan Farber on Chuck Yates Needs A Job
Manage episode 435387981 series 3441209
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In this episode of "Chuck Yates Needs a Job," Chuck and Collin McLelland sit down with Jonathan Farber of Lime Rock Partners for a conversation that’s equal parts financial acumen and unapologetic razzle-dazzle. Farber, fresh off his 79x windfall from the CrownRock sale, unpacks the nerve required to sit on an asset longer than most marriages last. And speaking of enduring relationships, Farber also spills on his side gig—helping Chuck’s ex-wife pick out a Ferrari, because apparently, private equity doesn’t stop at energy investments.
What starts as a humble brag session quickly turns into a dissection of why the divestment movement is as logically sound as a lead balloon and how surviving the oil patch requires the kind of stubbornness usually reserved for mules and billionaires. With a blend of razor-sharp wit and sardonic insights, this episode is for those who appreciate their financial wisdom served with a side of roast. If you’re looking for a finance podcast with the intellectual sting of William Buckley and the comedic bite of Don Rickles, buckle up—this one’s for you.
00:00 - Intro
07:58 - Lime Rock’s Structure
11:39 - Capital Discipline
15:42 - The Wolfberry
19:01 - Last Mover Advantage
22:37 - Current Market Trends
23:17 - Market Consolidation
29:00 - Minerals in Energy
30:50 - Chuck Yates on Lime Rock
33:54 - Non-Operational Strategy
36:00 - Successful Deal-Making
40:53 - Early Career Insights
47:16 - Energy Finance History
50:05 - Investment Banking Overview
52:58 - Founding First Reserve
55:29 - Energy Private Equity Origins
58:10 - Matt's Poker Career
01:01:40 - Limited Partner World
01:05:14 - Benefits of Hydrocarbons
01:10:58 - Energy Scarcity Discussion
01:12:30 - Investor Mindset Shift in Oil & Gas
01:16:14 - Global Energy Needs
01:18:30 - Nuclear Power & Synthetic Hydrocarbons
01:19:00 - Future of Hydrocarbons
01:20:30 - College Study Recommendations
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