This week’s episode has it all, a meeting with Murray Edwards, a discussion about Canadian Energy and the TMX pipeline, listening to Mitch Rales on capital allocation and culture, a review of Waste Connections recent earnings results and then a feature discussion on Restaurant Brands.

0:00 Introduction
0:58 Ernest’s talks about meeting Murray Edwards, Chairman of Canadian Natural Resources
4:22 Murray Edwards’ rant on Canada’s energy policy
6:47 TMX Pipeline expansion is in business; what it means for Canada.
11:38 Natural Gas’ role in electricity demand
13:31 Listening to Mitch Rales on Capital Allocation
19:08 Follow up on Waste Connections
22:57 Feature discussion on Restaurant Brands
30:27 The genius of Patrick Doyle