Super-Spiked Podcast

Mar 01 2025 63 ep. 23 mins 29

Super-Spiked Podcast artwork

Super-Spiked Podcast focuses on the mission of everyone on Earth someday becoming energy rich and what that would mean for corporate strategy and energy & environmental policy, markets and commodities

arjunmurti.substack.com

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Super-Spiked Videopods (EP60): Energy Pragmatism Opportunities

Mar 01 2025 35 mins

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.We follow up on last week’s post that heralded The Rise of the Energy Pragmatism Era (here). No more inverting the hierarchy of

Super-Spiked Videopods (EP59): Hysteria and The Long-Term Impacts of a Policy Firehose

Feb 15 2025 28 mins

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.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. Whi

Super-Spiked Videopods (EP58): DeepSeek, Davos, 45-47

Feb 01 2025 22 mins

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.As long-time Super-Spiked subscribers know, we are not about “hot takes” on the issue of the day. With that said, it’s been

Super-Spiked Videopods (EP57): Super-Spiked Videopods (EP57): Big Questions on our Big Themes for 2025

Jan 18 2025 30 mins

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.It’s been a great start to the year for the traditional energy and power sectors broadly speaking. This video will publish just two days befo

Super-Spiked Videopods (EP56): Lessons from The End of the Energy Transition Era: Governance

Dec 14 2024 25 mins

WATCH the video on Substack by clicking the play button above on YouTube (here).STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We follow up on our written post from last week, Reflections On The End of The Energy Transition Era (here), to talk about important lessons lear

Super-Spiked Videopods (EP55): Bettering The Outlook for Energy

Nov 23 2024 28 mins

WATCH the video on Substack by clicking the play button above on YouTube (here).STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.We hope all of you that tune in or read Super-Spiked know that we try our hardest to be non-partisan and present views from what we refer to as an

Super-Spiked Videopods (EP54): Election Takeaways for the Energy Sector

Nov 09 2024 28 mins

This week we provide some initial thoughts on the U.S. election, the bulk of which was decisively declared on election night itself. We regularly emphasize that we aim to bring an equity research analyst’s mindset to evaluating the energy sector. That means we are simply trying to make the correct call on what we think will happen—not what we personally wish would happen or hop

Super-Spiked Videopods (EP53): Structural Macro Drivers Transcend Elections

Nov 02 2024 26 mins

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the GREY button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We recorded this video podcast with a little less than a week to go before the Novembe

Super-Spiked Videopods (EP52): Macro Turmoil and the G-Word (Growth)

Oct 19 2024 20 mins

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the GREY button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.Amidst the geopolitical and macro turmoil, we take a step back this week to turn back t

Super-Spiked Videopods (EP51): Copper, Crude, China, Normalization

Oct 05 2024 20 mins

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the GREY button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.This week we continue the theme of normalization. The 2020-2023 period of “urgent ene