Episode Details

Tait Duryea joins Adam, Cam, and Vanessa to break down a fractured, lopsided economy, why the Fed is flying blind, and how he built a diversified private equity firm without syndicating a single deal. Talk on energy, tax strategy, and why relationships beat AI, every time.

Timestamps

00:00 Intro & Why Tait Is Built Different
 01:21 Cam on the Throwback Dynamic
 02:35 Tait Unpacks the Turbine Origin Story
 03:26 The Macro: "Crashing Up," Fed Chaos, and the Tale of Two Economies
 06:37 The Three Pillars: CRE, Private Credit, and Waypoint Energy
 09:16 Why a Diversified Menu Beats a Single Asset Class
 12:02 The Five Core Values That Run the Firm
 16:20 "Keep AI Off the Customer"
 18:22 Natural Gas, Data Centers, and the Next Energy Play
 19:00 The Oil & Gas Tax Hack Most Investors Miss
 20:17 The Colorado Shareholder Event Invite
 20:50 Tait's Final Words & See You in the Room

Resources

• Free Oil & Gas Tax Guide: turbinecap.com/ebook
• Turbine Capital: turbinecap.com
• See Tait speak live at our event