Want to create an interactive transcript for this episode?
Podcast: C.O.B. Tuesday
Episode: "Switching From Capex to Opex" Featuring Derek Podhaizer, Barclays
Description: Today we had the pleasure of hosting our good friend Derek Podhaizer, Vice President of Equity Research at Barclays. Derek started his research career at the firm in 2014 and leads coverage of U.S. Onshore Energy Services and Geothermal. Given the recent flurry of activity within the services sector, including Tuesday’s SLB-ChampionX announcement (linked here), it was fantastic to hear Derek’s observations on the space including overall investor sentiment, emerging trends in services and geothermal, and investor perception and feedback. In our conversation with Derek, we discuss the significant changes in energy services over the past...