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

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 7 months, 3 weeks ago

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

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).

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DOWNLOAD a pdf of the slide deck by c…


Published on 8 months, 4 weeks ago

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

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 9 months, 3 weeks ago

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

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 10 months ago

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

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



WATCH the video on YouTube by clicking the RED button above.

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Published on 10 months, 1 week ago

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

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



WATCH the video on YouTube by clicking the RED button above.

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Published on 10 months, 3 weeks ago

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

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



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Published on 11 months, 1 week ago

Super-Spiked Videopods (EP50): Live from St Andrews: 50th VideoPod Special

Super-Spiked Videopods (EP50): Live from St Andrews: 50th VideoPod Special



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Published on 11 months, 3 weeks ago

Super-Spiked Videopods (EP49): 30 Years of Perpetual Transition: Geopolitics & Policy

Super-Spiked Videopods (EP49): 30 Years of Perpetual Transition: Geopolitics & Policy



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Published on 1 year ago

Super-Spiked Videopods (EP48): 30 Years of Perpetual Transition: Sectors

Super-Spiked Videopods (EP48): 30 Years of Perpetual Transition: Sectors



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Published on 1 year ago





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