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Episode | Date |
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Super-Spiked Videopods (EP71): "Some Of The Above": A Preview
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Jul 12, 2025 |
Super-Spiked Videopods (EP70): Themes and Research Ideas for 2H2025
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Jun 28, 2025 |
Super-Spiked Videopods (EP69): Long Takes on Israel-Iran
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Jun 14, 2025 |
Super-Spiked Videopods (EP68): FAQs: Wishy-Washy Oil Commentary, Post-Shale Biz Model Opportunities
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Jun 07, 2025 |
Super-Spiked Videopods (EP67): Lagging Oil and an Evolving Industry Structure
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May 31, 2025 |
Super-Spiked Videopods (EP66): Earnings Season Long Takes: Peak Shale and Power Market Competition
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May 10, 2025 |
Super-Spiked Videopods (EP65): Self Versus External Activism
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May 03, 2025 |
Super-Spiked Videopods (EP64): Long-Takes On A Macro Mess, 1 Week Later
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Apr 12, 2025 |
Super-Spiked Videopods (EP63): “Long Takes” On Tariff Trade War, OPEC, and a Messy Macro
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Apr 05, 2025 |
Super-Spiked Videopods (EP62): Energy Pragmatism & Climate: Pushback and Perspectives
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Mar 29, 2025 |
Super-Spiked Videopods (EP61): CERAWeek Takeaways: Pragmatism Meets an Uncertain Reality
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Mar 15, 2025 |
Super-Spiked Videopods (EP60): Energy Pragmatism Opportunities
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Mar 01, 2025 |
Super-Spiked Videopods (EP59): Hysteria and The Long-Term Impacts of a Policy Firehose
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Feb 15, 2025 |
Super-Spiked Videopods (EP58): DeepSeek, Davos, 45-47
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Feb 01, 2025 |
Super-Spiked Videopods (EP57): Super-Spiked Videopods (EP57): Big Questions on our Big Themes for 2025
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Jan 18, 2025 |
Super-Spiked Videopods (EP56): Lessons from The End of the Energy Transition Era: Governance
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Dec 14, 2024 |
Super-Spiked Videopods (EP55): Bettering The Outlook for Energy
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Nov 23, 2024 |
Super-Spiked Videopods (EP54): Election Takeaways for the Energy Sector
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Nov 09, 2024 |
Super-Spiked Videopods (EP53): Structural Macro Drivers Transcend Elections
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Nov 02, 2024 |
Super-Spiked Videopods (EP52): Macro Turmoil and the G-Word (Growth)
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Oct 19, 2024 |
Super-Spiked Videopods (EP51): Copper, Crude, China, Normalization
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Oct 05, 2024 |
Super-Spiked Videopods (EP50): Live from St Andrews: 50th VideoPod Special
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Sep 21, 2024 |
Super-Spiked Videopods (EP49): 30 Years of Perpetual Transition: Geopolitics & Policy
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Aug 24, 2024 |
Super-Spiked Videopods (EP48): 30 Years of Perpetual Transition: Sectors
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Aug 17, 2024 |
Super-Spiked Videopods (EP47): 30 Years of Perpetual Transition: Macro
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Aug 10, 2024 |
Super-Spiked Videopods (EP46): Finding Common Ground on Energy Policy Choices
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Aug 03, 2024 |
Super-Spiked Videopods (EP45): Can You Trust The United Nations on Energy and Climate?
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Jul 20, 2024 |
Super-Spiked Videopods (EP44): American Energy Exceptionalism
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Jun 29, 2024 |
Super-Spiked Videopods (EP43): Returns AND Growth With Long-Term Buybacks
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Jun 15, 2024 |
Super-Spiked Videopods (EP42): Pushbacks and Random Thoughts
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May 18, 2024 |
Super-Spiked Videopods (EP41): Oil’s Peak Demand: Everyone Is Rich
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May 04, 2024 |
Super-Spiked Videopods (EP40): CROCI Deep Dive Discussion
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Apr 20, 2024 |
Super-Spiked Videopods (EP39): The New Energy Transition Narratives
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Mar 23, 2024 |
Super-Spiked Videopods (EP38): Pragmatizing The Energy Narrative
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Mar 09, 2024 |
Super-Spiked Videopods (EP37): Goodbye Europe, Hello Rest of World
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Feb 18, 2024 |
Super-Spiked Videopods (EP36): Pause: LNG Permits, Saudi Capacity, TSLA
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Feb 03, 2024 |
Super-Spiked Videopods (EP35): Growth, Returns, and Sub-Sector Themes
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Jan 20, 2024 |
Super-Spiked Videopods (EP34): Phasing-In Profitable Growth: 2024 Preview
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Dec 16, 2023 |
Super-Spiked Videopods (EP33): Returns, Risk Taking, and Resetting Valuation Higher
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Nov 18, 2023 |
Super-Spiked Videopods (EP32): Energy M&A Q&A
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Nov 04, 2023 |
Super-Spiked Videopods (EP31): Geopolitics and Transition Turmoil
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Oct 14, 2023 |
Super-Spiked Videopods (EP30): Profits Over Preaching
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Sep 23, 2023 |
Where Are We In The Cycle...In Pictures
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Aug 26, 2023 |
Super-Spiked Videopods (EP28): The End Is Not Near (for Oil...or Gas)
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Aug 19, 2023 |
Super-Spiked Videopods (EP27): Is Oil A Sunset Industry? Part 1 - Demand
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Jul 29, 2023 |
Super-Spiked Videopods (EP26): OPEC, Trading Noise, and Oil Super-Cycles
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Jun 24, 2023 |
Super-Spiked Videopods (EP25): Revisiting the Role of Oil & Gas in Energy Transition
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Jun 03, 2023 |
Super-Spiked Videopods (EP24): Transitioning The Energy Transition To a Rest of World Focus
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May 06, 2023 |
Super-Spiked Videopods (EP23): Where Are We In The Cycle
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Apr 15, 2023 |
Super-Spiked Videopods (EP22): Risk Taking in the Age of Transition-Driven Austerity
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Mar 18, 2023 |
Super-Spiked Videopods (EP21): Respect Your Elders: Lessons from King Coal for Oil & Gas
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Feb 18, 2023 |
Super-Spiked Videopods (EP20): Free money bubble stocks, EV hockey sticks, and oil demand
|
Jan 14, 2023 |
Super-Spiked Videopods (EP19): Diving in on 5 Big Questions for 2023, Part 1
|
Jan 07, 2023 |
Super-Spiked Videopods (EP18): Are We At Peak Energy? (Spoiler: Not even close)
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Dec 17, 2022 |
Super-Spiked Videopods (EP17): Attracting Capital Back to Traditional Energy
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Nov 26, 2022 |
Super-Spiked Videopods (EP16): Policy and “Climate Action” Madness
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Oct 29, 2022 |
Super-Spiked Videopods (EP15): WWLRD: Lee Raymond and Energy Transition
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Oct 08, 2022 |
Super-Spiked Videopods (EP14): Virtuous and vicious cycles
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Sep 17, 2022 |
Super-Spiked Videopods (EP13): When Markets Break: Oil Super-Spike July 2008
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Aug 27, 2022 |
Super-Spiked Videopods (EP12): The Role of Canadian Energy w/ @ArjunNMurti
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Aug 13, 2022 |
Super-Spiked Videopods (EP11): Super Vol Mindset, Part 2
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Jul 16, 2022 |
Super-Spiked Videopods (EP10): Super Vol Mindset for the Long Run
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Jul 09, 2022 |
Super-Spiked Videopods (EP9): Proxy Wars - Banks & Climate
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May 14, 2022 |
Super-Spiked Videopods (EP8): Live from St Andrews
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May 07, 2022 |
Super-Spiked Videopods (EP7): The New Energy Crisis Era
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Apr 16, 2022 |
Super-Spiked Videopods (EP6): Progress! (Rhetorically Speaking)
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Apr 05, 2022 |
Super-Spiked Videopods (EP5): Energizing Bitcoin
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Apr 02, 2022 |
Super-Spiked Videopods (EP4): Macro Commentary
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Mar 08, 2022 |
Super-Spiked Videopods (EP3): Super Vol vs Super-Cycle
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Feb 26, 2022 |
Super-Spiked Videopods (EP2): ESG 2.0 & Energy Transition Framework
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Jan 29, 2022 |
Super-Spiked Videopods (EP1): ROCE Deep Dive
|
Jan 02, 2022 |
Super-Spiked Podcast
|
Dec 21, 2021 |
Super-Spiked Podcast
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Dec 15, 2021 |
Super-Spiked Podcast
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Dec 08, 2021 |