Podcast Episodes
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Super-Spiked Videopods (EP18): Are We At Peak Energy? (Spoiler: Not even close)
In this video I address the age-old question: “Are we at peak for traditional energy?” This is a question always asked after seemingly every rally ir…
3 years, 1 month ago
Super-Spiked Videopods (EP17): Attracting Capital Back to Traditional Energy
A discussion on attracting capital flows back to traditional energy, which I believe is critically needed if we are ever to move to a healthier energ…
3 years, 1 month ago
Super-Spiked Videopods (EP16): Policy and “Climate Action” Madness
A framework for investors and Oil & Gas companies in navigating the madness that is US/Canada/EU energy public policy and so-called “climate actions”…
3 years, 2 months ago
Super-Spiked Videopods (EP15): WWLRD: Lee Raymond and Energy Transition
A follow-up on last week's post discussing former Exxon CEO Lee Raymond's unique approach to leadership and ensuring Exxon was a dominant S&P 500 lea…
3 years, 3 months ago
Super-Spiked Videopods (EP14): Virtuous and vicious cycles
This week’s Super-Spiked Videopod examines the interplay between the various themes I have been highlighting in Super-Spiked and how they reinforce o…
3 years, 4 months ago
Super-Spiked Videopods (EP13): When Markets Break: Oil Super-Spike July 2008
This is the audio from my appearance on the Smarter Markets podcast published August 27, 2022. It was hosted by David Greely, a former Goldman Sachs …
3 years, 4 months ago
Super-Spiked Videopods (EP12): The Role of Canadian Energy w/ @ArjunNMurti
This week’s videopod was originally recorded on Twitter Spaces on August 7, 2022, where I joined #COM to discuss my outlook for Canadian energy. It i…
3 years, 5 months ago
Super-Spiked Videopods (EP11): Super Vol Mindset, Part 2
⚖️ Disclaimer
I certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affi…
3 years, 6 months ago
Super-Spiked Videopods (EP10): Super Vol Mindset for the Long Run
⚖️ Disclaimer
I certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affi…
3 years, 6 months ago
Super-Spiked Videopods (EP9): Proxy Wars - Banks & Climate
Bank Proxy Statements and IEA Net Zero Report
Please find below links to the referenced 2022 proxy statements for the banks mentioned in the videopod.…
3 years, 8 months ago