Matt Miller is the Managing Director of Grey Rock Investment Partners. Matt co-founded Grey Rock as a traditional oil and gas manager in 2013. Today, the firm manages $1 billion across both natural resources and renewables by identifying attractive niches in each that do not tradeoff human interest for returns. Our conversation covers Matt’s path to the energy sector and founding of Grey Rock, the ongoing need for natural resources, and the identification of dislocations that create niche opportunities. We turn to Grey Rock’s own ‘energy transition’ intended to resolve ESG pressures while meeting client return objectives, including the overcapitalization of most renewable strategies, discovery of an attractive niche in carbon capture, and complexity in making it work. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Dan Ariely is a leading behavioral economist, author, entrepreneur and the James B. Duke Professor of Psychology and Behavioral Economics at Duke University. Dan is a founding partner of Irrational Capital, an investment research firm that quantifies the impact of corporate culture and employee motivation on financial performance.    My initial conversation with Dan two years ago has been one of the most downloaded episodes of the show, and a recent research piece by JP Morgan entitled The Human Capital Factor that highlights his work got me excited to catch up with him again.   Our conversation covers many aspects of his continuing research to identify positive human capital practices and performance in the workplace, including data collection and assessment, gender differences, goodwill, ESG, and changes during Covid. We then turn to the practical application of the research in the capital markets through two indexes and customized research.  We close by talking about Dan’s new research projects and some of his favorite recent answers to his Ask Ariely column in the WSJ.   Learn More Subscribe: Apple | Spotify | Google   Follow Ted on Twitter at @tseides or LinkedIn Subscribe Monthly Mailing List  Read the Transcript