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Super-Spiked Videopods (EP63): “Long Takes” On Tariff Trade War, OPEC, and a Messy Macro
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 p…
Published on 7 months ago
Super-Spiked Videopods (EP62): Energy Pragmatism & Climate: Pushback and Perspectives
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 th…
Published on 7 months, 1 week ago
Super-Spiked Videopods (EP61): CERAWeek Takeaways: Pragmatism Meets an Uncertain Reality
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STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.
This past week we at…
Published on 7 months, 3 weeks ago
Super-Spiked Videopods (EP60): Energy Pragmatism Opportunities
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 th…
Published on 8 months, 1 week ago
Super-Spiked Videopods (EP59): Hysteria and The Long-Term Impacts of a Policy Firehose
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 th…
Published on 8 months, 3 weeks ago
Super-Spiked Videopods (EP58): DeepSeek, Davos, 45-47
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 th…
Published on 9 months, 1 week ago
Super-Spiked Videopods (EP57): Super-Spiked Videopods (EP57): Big Questions on our Big Themes for 2025
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 b…
Published on 9 months, 3 weeks ago
Super-Spiked Videopods (EP56): Lessons from The End of the Energy Transition Era: Governance
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 c…
Published on 10 months, 3 weeks ago
Super-Spiked Videopods (EP55): Bettering The Outlook for Energy
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 c…
Published on 11 months, 2 weeks ago
Super-Spiked Videopods (EP54): Election Takeaways for the Energy Sector
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 ana…
Published on 11 months, 4 weeks ago