Greg Zuckerman – The Frackers

A Book with Legs

Smead Capital Management

Investing, Business, Management

4.2 • 1.1K Ratings

🗓️ 7 February 2022

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

Buried deep underground lies a wealth of oil and natural gas. Embedded in shale, the major gas companies thought extraction was a waste of time. That all changed when a handful of men thought otherwise, thus creating the process now known as fracking.

In this episode, Cole Smead sits down with Greg Zuckerman, author of the book The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters. Greg introduces us to the men responsible for the birth of fracking and explains how the trajectory of the United States economy changed with the extraction of oil and natural gas.

Transcript

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0:00.0	You're listening to A Book with Legs, a podcast presented by Smead Capital Management.
0:08.0	At Smead Capital Management, we advise investors who fear stock market failure.
0:12.9	You can learn more at Smeadcap.com or by calling your financial advisor.
0:18.2	Welcome to a book with legs podcast.
0:23.9	I'm Cole Smead, president, and portfolio manager here at Smead Capital Management. At our firm, we're readers and book junkies. It can be said that
0:29.6	leaders are readers and we believe books provide us a great source of information for filtering
0:35.0	what is and isn't important for investors.
0:38.2	Investing is the last great liberal art and the best way to spend a lifetime of learning.
0:42.4	This podcast is for readers, thinkers, business-minded people, and investors who want to grow their
0:47.9	knowledge from great authors and their writing.
0:50.8	Charlie Munger often talks about using multiple mental models and analysis.
0:54.7	Our aim is for this podcast to help listeners test Munger often talks about using multiple mental models and analysis. Our aim is for this podcast to help listeners test mungers theory in business, markets, and people.
1:01.5	I'm glad you joined us for today's episode.
1:04.2	I personally think we're going to have a lot of fun and hear some great stories with our guests.
1:09.6	Greg Zuckerman is joining us to talk about his book, The Frackers, that was published in 2013.
1:15.3	Greg is an investigative journalist with the Wall Street Journal.
1:18.6	He is also the author of five other books, including his 2009 book, The Greatest Trade Ever,
1:24.3	and his newest book titled A Shot to Save the World, The Inside Story of the Life or
1:29.4	or Death Race for a COVID-19 vaccine. Before introducing Greg, I'd just like to tell listeners that I believe
1:35.3	Greg's book, The Frackers, is a seminal book to understanding how we got to where we are in the
1:40.1	energy business in 2021 and why those businesses in many cases have the current sentiment
1:46.6	they do among investors. So with no further ado, Greg, thanks for joining us today.
	...

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