Episode 205 – Oil & Gas Experts Reveal Energy Market Secrets | Jordan Strebeck & Chas Perry

Episode 205 – Oil & Gas Experts Reveal Energy Market Secrets | Jordan Strebeck & Chas Perry

Podcast episode

Episode 205 – Oil & Gas Experts Reveal Energy Market Secrets | Jordan Strebeck & Chas Perry

Join hosts Richard Cunningham and Luke Roush as they take their first deep dive into the energy markets with two legends from the Permian Basin in Midland, Texas. Jordan Strebeck of Fortress Energy Partners and Chas Perry of PBEX offer insider perspectives on oil and gas investing, geopolitics, and how energy production enables human flourishing globally.

All opinions expressed on this podcast, including the team and guests, are solely their opinions. Host and guests may maintain positions in the companies and securities discussed. This podcast is for informational purposes only and should not be relied upon as specific investment advice for any individual or organization.

Episode Notes

Two energy industry veterans from the heart of America’s oil country share what’s really happening in energy markets and why it matters for investors, the economy, and global human flourishing. Jordan Strebeck of Fortress Energy Partners and Chas Perry of PBEX explain how technological breakthroughs transformed the US from energy dependent to energy dominant, and what that means for faith-driven investors.

Discover why the Permian Basin produces half of America’s oil within 200 miles of Midland, Texas, how horizontal drilling and fracking revolutionized energy extraction, and why natural gas could be the key to cheaper electricity and AI infrastructure. Our guests also address the geopolitical implications of energy independence and the industry’s shift toward capital discipline over rapid growth.

CHAPTERS

00:40 Welcome and introductions from Midland, Texas

02:10 Why Midland is the epicenter of American energy

03:59 Understanding oil and gas business models

07:28 Fortress Energy Partners and PBEX business overview

12:14 Explaining minerals, royalties, and working interests

16:32 Upstream, midstream, downstream terminology

19:06 Conventional vs unconventional oil extraction

22:36 Technology revolution and US production growth

26:43 Geopolitics, tariffs, and industry capital discipline

35:03 AI, electricity demand, and natural gas opportunity

40:31 Energy density and global human flourishing

44:46 Domestic energy policy and grid infrastructure challenges

53:04 Personal reflections on balance and contentment

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Episode 001 – What is the Faith Driven Investor? with Henry Kaestner and Aimee Minnich

Episode 001 – What is the Faith Driven Investor? with Henry Kaestner and Aimee Minnich

Podcast episode

Episode 001 – What is the Faith Driven Investor? with Henry Kaestner and Aimee Minnich

We’re so excited to finally launch the Faith Driven Investor podcast. Over the next several weeks, we’ll feature episodes tailored for fund managers, investors, business owners, and pastors who believe God owns it all and who care deeply about how we steward our investments for financial return and gospel-centered transformation. If that sounds interesting to you, tune in today.

This week’s episode features Henry Kaestner of Sovereign’s Capital and Aimee Minnich of Impact Foundation. Together they discuss the faith driven investing movement, what God has been and is doing, and what the future of this movement looks like.

As you listen, we hope you get as excited about the launch of the new Faith Driven Investor website and podcast as we are. Our hope is that both of these resources will help you on both your spiritual and professional journey. Check out the links below to see the rest of the site and don’t hesitate to let us know what you think! As always, we’re relying on you, our community, to make these resources the best they can possibly be.

Episode 1 - What is the Faith Driven Investor? with Henry Kaestner and Aimee Minnich

by Faith Driven Investor

All opinions expressed on this podcast, including the team and guests, are solely their opinions. Host and guests may maintain positions in the companies and securities discussed. This podcast is for informational purposes only and should not be relied upon as specific investment advice for any individual or organization.

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We know that as an Entrepreneur, your most valuable asset is time. So each month we take the very best of the podcast, the blog and all the news, resources, and upcoming events happening across the space and bring it to you.

Episode 004 – How Faith Conversations Strengthen the Culture and Value of Companies with Christeen Rico

Episode 004 – How Faith Conversations Strengthen the Culture and Value of Companies with Christeen Rico

Podcast episode

Episode 004 – How Faith Conversations Strengthen the Culture and Value of Companies with Christeen Rico

Faith-Based Employee Resource Groups. This term may be new to you, or it may be something you’re already participating in. Either way, this episode is for you. Christeen Rico is leading the conversation around ERGs, and what she shared in our conversation was both informative and insightful.

If you don’t know, ERGs are groups within companies that foster community and conversation among like-minded people. Companies like Apple, Google, Facebook, Toyota, and many more are creating these types of groups, so we’re grateful that Christeen dropped by to give us the inside scoop. 

If you’re an entrepreneur looking for ways to foster faith-based conversations within your business, Christeen will tell you exactly what it takes to form these groups. Or, if you’re an investor looking to get involved with companies that already have ERGs, Christeen will help you understand why these groups are important and how they add value.

Apart from that, Christeen was also a fun person to spend time with, and we think you’ll find this episode one worth listening to. Enjoy!

Useful Links:

Christeen Rico LinkedIn

Companies with Employee Resource Groups

Work and Faith Workshop

Faith and Work Movement

Episode 4 - How Faith Conversations Strengthen the Culture and Value of Companies with Christeen Rico

by Faith Driven Investor

All opinions expressed on this podcast, including the team and guests, are solely their opinions. Host and guests may maintain positions in the companies and securities discussed. This podcast is for informational purposes only and should not be relied upon as specific investment advice for any individual or organization.

Subscribe to the newsletter

Stay Connected
to the Movement

We know that as an Entrepreneur, your most valuable asset is time. So each month we take the very best of the podcast, the blog and all the news, resources, and upcoming events happening across the space and bring it to you.

Episode 008 – Rooting for Rivals with Peter Greer, CEO of Hope International

Episode 008 – Rooting for Rivals with Peter Greer, CEO of Hope International

Podcast episode

Episode 008 – Rooting for Rivals with Peter Greer, CEO of Hope International

“The goal is not to grow an organization—it’s to build the Kingdom of God.”

Now, if you’ve followed along with us for a while you may remember Peter Greer from an episode we did with him on the Faith Driven Entrepreneur podcast. If you haven’t already, we highly recommend listening to that interview. But in this episode, we’re talking specifically about his book Rooting for Rivals

Peter is going to explain why he believes that leaders in this Faith Driven Investing community can multiply their impact when they focus on collaboration and cooperation. He shares both anecdotal and analytical evidence to support his theory, and we think you’ll be glad you listened in…

Useful Links:

Rooting for Rivals Book

Rooting for Rivals Podcast

How to Slay a Dragon: FDE Podcast with Peter Greer

Episode 8 - Rooting for Rivals with Peter Greer, CEO of Hope International

by Faith Driven Investor

All opinions expressed on this podcast, including the team and guests, are solely their opinions. Host and guests may maintain positions in the companies and securities discussed. This podcast is for informational purposes only and should not be relied upon as specific investment advice for any individual or organization.

Subscribe to the newsletter

Stay Connected
to the Movement

We know that as an Entrepreneur, your most valuable asset is time. So each month we take the very best of the podcast, the blog and all the news, resources, and upcoming events happening across the space and bring it to you.

Episode 009 – Chickens, Chaplaincy, and How Faith Shapes Publicly Traded Companies with Donnie Smith, former CEO of Tyson Foods

Episode 009 – Chickens, Chaplaincy, and How Faith Shapes Publicly Traded Companies with Donnie Smith, former CEO of Tyson Foods

Podcast episode

Episode 009 – Chickens, Chaplaincy, and How Faith Shapes Publicly Traded Companies with Donnie Smith, former CEO of Tyson Foods

Today’s episode finds us in Tennessee talking to Donnie Smith, who previously served many years as CEO of Tyson Foods and oversaw record growth and some pivotal acquisitions.

Donnie’s contagious enthusiasm and passion characterized his tenure at the company, which he joined in 1980 at one of the entry-level management roles. He led Tyson Foods to be a company with a conscience, focused on feeding the world great, affordable food, while also making a positive difference in people’s lives. On a national level, fewer high profile companies have utilized chaplaincy as a tool to care for a diverse workforce. 

As we think about how faith and chaplaincy intersect with the world of public equities we couldn’t think of anyone better to share about their experience. Tune in to hear Donnie talk about what it was like living out his faith in a publicly-traded company and some of his personal experience in Faith Driven Investing.

Useful Links:

Donnie Smith RightNow Media Videos

Truth at Work: Donnie Smith

Former Tyson CEO Focuses on Family Legacy

Episode 9 - Chickens, Chaplaincy, and How Faith Shapes Publicly Traded Companies with Donnie Smith, former CEO of Tyson Foods

by Faith Driven Investor

All opinions expressed on this podcast, including the team and guests, are solely their opinions. Host and guests may maintain positions in the companies and securities discussed. This podcast is for informational purposes only and should not be relied upon as specific investment advice for any individual or organization.

Subscribe to the newsletter

Stay Connected
to the Movement

We know that as an Entrepreneur, your most valuable asset is time. So each month we take the very best of the podcast, the blog and all the news, resources, and upcoming events happening across the space and bring it to you.