Podcast Episodes
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Super-Spiked Videopods (EP28): The End Is Not Near (for Oil...or Gas)
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2 years, 4 months ago
Super-Spiked Videopods (EP27): Is Oil A Sunset Industry? Part 1 - Demand
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2 years, 5 months ago
Super-Spiked Videopods (EP26): OPEC, Trading Noise, and Oil Super-Cycles
This week's video brings together our last two written posts that questioned the market's obsession with OPEC noise and short-term inventory changes,…
2 years, 6 months ago
Super-Spiked Videopods (EP25): Revisiting the Role of Oil & Gas in Energy Transition
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2 years, 7 months ago
Super-Spiked Videopods (EP24): Transitioning The Energy Transition To a Rest of World Focus
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2 years, 8 months ago
Super-Spiked Videopods (EP23): Where Are We In The Cycle
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2 years, 9 months ago
Super-Spiked Videopods (EP22): Risk Taking in the Age of Transition-Driven Austerity
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2 years, 9 months ago
Super-Spiked Videopods (EP21): Respect Your Elders: Lessons from King Coal for Oil & Gas
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2 years, 10 months ago
Super-Spiked Videopods (EP20): Free money bubble stocks, EV hockey sticks, and oil demand
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3 years ago
Super-Spiked Videopods (EP19): Diving in on 5 Big Questions for 2023, Part 1
A deep dive into question #1 of my “Five Big Questions At The Start of 2023”, which was how to think about ROCE volatility in the short-term versus t…
3 years ago