Super-Spiked Podcast

By Arjun Murti

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Image by Arjun Murti

Category: Investing

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Subscribers: 8
Reviews: 0
Episodes: 74

Description

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

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