Super-Spiked Podcast

WATCH the video on Substack by clicking the play button above or on YouTube (here).

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DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.

The firehose of news flow out of the new Trump administration since, and frankly preceding, his inauguration has not stopped. While US presidents throughout history seem to elicit strong reactions, President Trump inspires a degree of hysteria from those that oppose him and a do-no-wrong deference from his supporters. What we find is that whatever the issue is—it could be domestic spending, sanctions, or tariffs—when someone has an obviously dripping disdain for Trump, it weakens the efficacy of their argument, even if partly accurate. The opposite is also true. We find both extremes to be pretty unhelpful in sorting through what matters.

By the time this video podcast is published, President Trump will have only been in office for 4 weeks: there are still 3 years and 48 weeks to go—permanent freak out mode is not sustainable or healthy! In this week's video, which we recorded a little earlier than usual due to some travel this past week, we address a number of questions that have arisen. We are going to do our best to use our equity research analyst's mindset to assess policy actions taken or proposed. This means our only goal is to make the right call and provide the best insight we can for the companies we advise. We will keep our answers focused on how it all might impact the long-term energy macro and corporate strategy.

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* YouTube channel for video only: You can subscribe directly to the video feed of

Super-Spiked Videopods on my YouTube channel Super-Spiked by Arjun Murti.

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⚖️Disclaimer

I certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue.

📜 Credits

* Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato.

* This episode of Super-Spiked Videopods was edited and produced by Veriten Productions.