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PODCAST

Super-Spiked Podcast

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

business investing

All Episodes

22:54

Super-Spiked Videopods (EP68): FAQs: Wishy-Washy Oil...

Super-Spiked Podcast ·

2025/06/07

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.This week we wanted to address two questions that have come up from our recent posts and videos. The first on why are we not more pound-the-table bullish on crude oil after noting how inexpensive it is versus a bunch of other commodities. The second question is what kind of capital return could work is on what kind of

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19:51

Super-Spiked Videopods (EP67): Lagging Oil and an...

Super-Spiked Podcast ·

2025/05/31

This week we will have some fun with Bloomberg charts as it relates to the crude oil macro. We noted in our The Good, The Bad, and The Misunderstood Amidst Major Macro Cross Currents written post from two weeks ago (here) that crude oil remains a critically important energy source albeit with conflicting cross currents that are both bullish (US shale maturity tailwinds) and bearish (China slowdown headwinds, OPEC+ supply increases). Whatever one’s view of oil, it is still a huge driver of sentiment

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20:36

Super-Spiked Videopods (EP66): Earnings Season Long...

Super-Spiked Podcast ·

2025/05/10

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.We continue our series of “long takes” amidst the macro mess we are slogging through and wanted to hit upon a couple of observations coming out of a surprisingly interesting quarterly earnings season that we think are relevant as corporates and investors think through long-term implications and opportunities. The first

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27:04

Super-Spiked Videopods (EP65): Self Versus External...

Super-Spiked Podcast ·

2025/05/03

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.We wanted to follow up on the Special Edition episode of this week’s Close of Business Tuesday video podcast where we interviewed Mark Lashier, the CEO of Phillips 66. P66 is in the midst of a proxy battle with Elliott Advisors. I will refer everyone to that episode (here) as well as the published materials from both the

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18:33

Super-Spiked Videopods (EP64): Long-Takes On A Macro...

Super-Spiked Podcast ·

2025/04/12

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.We will start with an apology to those of you that prefer the written notes but with the Super Vol nature of this tariff trade war and the dramatic market moves, we are going to do another short video. We tried our best to avoid “hot takes” and stick with how to think about what it means for the Energy sector over the long

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12:23

Super-Spiked Videopods (EP63): “Long Takes” On Tariff...

Super-Spiked Podcast ·

2025/04/05

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.We had intended to publish a written note this week that we thought had some interesting analysis on energy sub-sector profitability over what we consider to be the 2021-2024 mini-cycle. But President Trump’s April 2 “Liberation Day” Rose Garden event squashed those publication plans. OPEC decided to add to the noise with

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29:26

Super-Spiked Videopods (EP62): Energy Pragmatism &...

Super-Spiked Podcast ·

2025/03/29

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.This week's video is a follow up to last week's written post titled "What Does Energy Pragmatism Mean for Climate & Sustainability" (here). We wanted to expand on some of the points in our own voice and also address various questions and pushback we

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24:40

Super-Spiked Videopods (EP61): CERAWeek Takeaways:...

Super-Spiked Podcast ·

2025/03/15

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.This past week we attended CERAWeek by S&P Global in Houston. Pragmatism, balance, and realism have been the themes uttered by just about every single speaker. Some have long been in this camp. Others are new. All are welcomed. We are still embracing inclusivity at Super-Spiked. Some will say we shouldn’t be so forgiving to

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35:03

Super-Spiked Videopods (EP60): Energy Pragmatism...

Super-Spiked Podcast ·

2025/03/01

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 needs with non-sensical net-zero-is-all-that-matters energy outlooks that would subjugate vast swaths of humanity to

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28:53

Super-Spiked Videopods (EP59): Hysteria and The...

Super-Spiked Podcast ·

2025/02/15

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. While US presidents throughout history seem to elicit strong reactions, President Trump inspires a degree of hysteria from

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22:06

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

Super-Spiked Podcast ·

2025/02/01

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 an incredible first week and a half since the US inaugurated its 47th president. A fire hose of Trump-driven news has

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30:06

Super-Spiked Videopods (EP57): Super-Spiked Videopods...

Super-Spiked Podcast ·

2025/01/18

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 before we have a new administration here in the U.S. And as we highlighted in our last few Super-Spiked’s from December as

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25:45

Super-Spiked Videopods (EP56): Lessons from The End...

Super-Spiked Podcast ·

2024/12/14

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 learned from what was an insane period of time. This week will dive into the importance of governance, an area that frankly

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28:39

Super-Spiked Videopods (EP55): Bettering The Outlook...

Super-Spiked Podcast ·

2024/11/23

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 equity analyst’s mindset, which means it does not matter what we personally think about an issue, we are just trying to

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28:54

Super-Spiked Videopods (EP54): Election Takeaways for...

Super-Spiked Podcast ·

2024/11/09

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 hope will happen. And we will do our best to stick with that in this video podcast, though when it comes to emotionally charged

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26:15

Super-Spiked Videopods (EP53): Structural Macro...

Super-Spiked Podcast ·

2024/11/02

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 November 5 US elections. We are seeing a lot of punditry commentary about what choosing one side or the other would mean for

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20:18

Super-Spiked Videopods (EP52): Macro Turmoil and the...

Super-Spiked Podcast ·

2024/10/19

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 to how companies can think about outperformance through all the volatility. One can’t be frozen and simply wait for a

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20:48

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

Super-Spiked Podcast ·

2024/10/05

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 energy transition,” “peak oil and gas demand,” and ESG hysteria we think is fading. It is being replaced with what we would

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12:40

Super-Spiked Videopods (EP50): Live from St Andrews:...

Super-Spiked Podcast ·

2024/09/21

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.We are using the occasion of our 50th Super-Spiked video podcast to provide thoughts, lessons learned, and new perspectives gained from the first 49 videopods, 90 written posts, and what is now nearly 3 years of publishing Super-Spiked content. As always, we are especially

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31:24

Super-Spiked Videopods (EP49): 30 Years of Perpetual...

Super-Spiked Podcast ·

2024/08/24

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 provide the third installment of our August series on “30 Years of Perpetual Transition” with a look at a number of noteworthy geopolitical and policy developments that have occurred. A key

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