Ford Takes $19.5B EV Hit, BP Dumps CEO, & Trump “Blockades” Venezuela | BDE 12.19.25

Studio one glow up and the gang is officially back as Kirk Coburn, Chuck Yates, and Mark Meyer trade Texas football and tamale truths, then jump into Ford’s EV write down, BP’s CEO shuffle and what it signals, a quick tour of PE continuation funds around Ascent, and Trump turning up pressure on Venezuela before sliding into holiday stories and band lore.

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Click here to view the episode transcript.

00:00 Studio one return and catching up
02:05 Nantucket, offshore wind, and moving to Dallas
11:20 Ford EV impairment and the pivot back
21:05 BP CEO exit and Meg O’Neill incoming
32:10 Ascent bid and continuation fund basics
39:57 Venezuela pressure and oil angle
45:28 Holiday stories and Christmas rituals
50:57 Rice band legends and sign off

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