Super-Spiked Podcast

Arjun Murti
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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

  1. 14 FEB

    Super-Spiked Videopods (EP91): Long-Takes From The Road: FAQ on "Take Risk"

    For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck. 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 a lightly edited transcript using the blue Download buttons below. We are still in road warrior mode, having only been at our primary residence for 13 of the first 45 days of 2026. Though I have to say, industry events this year in Miami, Whistler, and Cabo will leave many of you not feeling too sorry for us. So this week we have a very quick FAQ on the “take risk” messaging we’ve been using for 2026, and they are all around the theme of how to think about corporate strategy in a world of maturing US shale oil. 🔔 4 Ways to Subscribe * All Content: If you subscribe to Super-Spiked via email, you will receive all content to your inbox and it is also all on the Super-Spiked website. I have been aiming to publish about once a week, usually on Saturday. * Veriten: You can also subscribe to Super-Spiked content via the Veriten website (here) and receive Veriten’s flagship COBT video podcast. * YouTube channel for video only: You can subscribe directly to the video feed of Super-Spiked Videopods on my YouTube channel Super-Spiked by Arjun Murti. * Apple Podcasts, Spotify for audio only. You can subscribe directly to the audio only feed on Apple Podcasts, Spotify or your favorite podcast player app. The podcast is simply the audio for the YouTube videos. 📜 Credits * Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato. * This episode of Super-Spiked Videopods was edited and produced by Veriten Productions. ⚖️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 affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com

    19 min

  2. 7 FEB

    Super-Spiked Videopods (EP90): Picture Show: AI to Power to Metals to Oil?

    For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck. 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 a lightly edited transcript and the slide deck using the blue Download buttons below. This week we have some fun with Bloomberg pictures we created that highlight the information one can sometimes glean about traditional energy from other commodity markets like copper and other metals and minerals. Through the first half of the 2000s super-cycle, we used to spend a bunch of time looking at copper, steel, and iron ore for hints on what was going on with China, global oil demand, and broader macro conditions. Like oil, those other areas are plays on global GDP growth and infrastructure expansion, CAPEX if you will. Today, we think we are in the early days of another one of those cycles via the combination of AI & digital transformation, expanding energy access, and growing geopolitical competition when it comes to both industrial reshoring and also military. We see each of those trends contributing to a virtuous GDP cycle. In the five pictures we go through today, we show that AI & tech started the trend, which then spread to power markets and most recently to copper and other metals. We think oil markets will be the next to benefit. Our base case view has been that oil is in a bottoming phase characterized by perhaps modest oversupply in 1H2026 but no oil glut, and that the next upcycle takes hold either later this year or 2027. Either way, now is the time for energy companies to be thinking about where they want to take risk in order to drive shareholder value for the decade ahead. 🔔 4 Ways to Subscribe * All Content: If you subscribe to Super-Spiked via email, you will receive all content to your inbox and it is also all on the Super-Spiked website. I have been aiming to publish about once a week, usually on Saturday. * Veriten: You can also subscribe to Super-Spiked content via the Veriten website (here) and receive Veriten’s flagship COBT video podcast. * YouTube channel for video only: You can subscribe directly to the video feed of Super-Spiked Videopods on my YouTube channel Super-Spiked by Arjun Murti. * Apple Podcasts, Spotify for audio only. You can subscribe directly to the audio only feed on Apple Podcasts, Spotify or your favorite podcast player app. The podcast is simply the audio for the YouTube videos. 📜 Credits * Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato. * This episode of Super-Spiked Videopods was edited and produced by Veriten Productions. ⚖️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 affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com

    22 min

  3. 31 GEN

    Super-Spiked Videopods (EP89): Long-Takes From The Road: Taking Risk

    For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck. 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 a lightly edited transcript and the slide deck using the blue Download buttons below. We are just back from nine days on the road across the western U.S. and British Columbia. A key theme we highlighted at both the Goldman Sachs energy conference in Miami earlier this month and at a CIBC dinner panel last week in Whistler was the need for companies to take risk. Three points we discuss in the video podcast: (1) Why the “take risk” messaging now?: (2) The distinction between large-cap and SMID-cap risk taking; and (3) SMID-cap opportunities. 🔔 4 Ways to Subscribe * All Content: If you subscribe to Super-Spiked via email, you will receive all content to your inbox and it is also all on the Super-Spiked website. I have been aiming to publish about once a week, usually on Saturday. * Veriten: You can also subscribe to Super-Spiked content via the Veriten website (here) and receive Veriten’s flagship COBT video podcast. * YouTube channel for video only: You can subscribe directly to the video feed of Super-Spiked Videopods on my YouTube channel Super-Spiked by Arjun Murti. * Apple Podcasts, Spotify for audio only. You can subscribe directly to the audio only feed on Apple Podcasts, Spotify or your favorite podcast player app. The podcast is simply the audio for the YouTube videos. 📜 Credits * Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato. * This episode of Super-Spiked Videopods was edited and produced by Veriten Productions. ⚖️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 affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com

    12 min

  4. 17 GEN

    Super-Spiked Videopods (EP88): Geopolitical Pragmatism and Crude Oil Markets

    For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck. 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 a lightly edited transcript and the slide deck using the blue Download buttons below. 2026 kicked off with the dramatic news of the US’s incursion into Venezuela and capture of its president Nicolas Maduro. Protests against the ruling regime in Iran have also captured the world’s attention. We will aim to put those events into the context of our long-term oil macro view, which of course is our focus at Super-Spiked. As a reminder and as a disclaimer, we look at these events through our lens as an energy equity research analyst and a current partner at Veriten. There is no commentary in this video about specific companies. ⚡️On A Personal Note: RIP Bob Weir 🔔 4 Ways to Subscribe * All Content: If you subscribe to Super-Spiked via email, you will receive all content to your inbox and it is also all on the Super-Spiked website. I have been aiming to publish about once a week, usually on Saturday. Subscribe to Super-Spiked to receive all content via email. * Veriten: You can also subscribe to Super-Spiked content via the Veriten website (here) and receive Veriten’s flagship COBT video podcast. * YouTube channel for video only: You can subscribe directly to the video feed of Super-Spiked Videopods on my YouTube channel Super-Spiked by Arjun Murti. * Apple Podcasts, Spotify for audio only. You can subscribe directly to the audio only feed on Apple Podcasts, Spotify or your favorite podcast player app. The podcast is simply the audio for the YouTube videos. 📜 Credits * Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato. * This episode of Super-Spiked Videopods was edited and produced by Veriten Productions. ⚖️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 affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com

    24 min

  5. 20/12/2025

    Super-Spiked Videopods (EP87): Good Call-Bad Call For 2025 Tactical Questions

    For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck. 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 a lightly edited transcript and the slide deck using the blue Download buttons below. Last week’s video podcast was a look back on our Big Themes for 2025 that we highlighted in January (here). We did pretty well with the 3 main themes, but not so good on 4 sub-topics we teased. We will aim to be better targeted on what we highlight for 2026. This week we evaluate how we did on our “Top 10 Tactical Calls” that we published in late January (here). We use a “Good Call” or “Bad Call” framework to assess how we did. Spoiler alert: Overall we did well, but were far from perfect. Finally, we do a broader assessment on how we are feeling about major Super-Spiked themes and topic areas after what has now been 4 years of publishing. What are we proud of, what if anything are we not, and what are we thinking looking ahead. We heard from many of you that appreciated that we did a proper assessment of our calls. Someone even said we were a tough self-grader. It baffles us why everyone doesn’t take this approach. Companies put out targets or promises, Wall Street analysts make calls and publish outlook reports, academia and policy shops do their own version of opinion making. All those groups, in our humble opinion, would benefit from doing their own self-assessment. People like them! It’s popular. It builds credibility and accountability. This will be our final Super-Spiked of 2025. We will return most likely on January 10th. On behalf of everyone associated with Super-Spiked and Veriten, we wish you and your families a Happy Hanukkah, Merry Christmas, Happy New Year, and a great Holiday Season!!! 🔔 4 Ways to Subscribe * All Content: If you subscribe to Super-Spiked via email, you will receive all content to your inbox and it is also all on the Super-Spiked website. I have been aiming to publish about once a week, usually on Saturday. Subscribe to Super-Spiked to receive all content via email. * Veriten: You can also subscribe to Super-Spiked content via the Veriten website (here) and receive Veriten’s flagship COBT video podcast. * YouTube channel for video only: You can subscribe directly to the video feed of Super-Spiked Videopods on my YouTube channel Super-Spiked by Arjun Murti. * Apple Podcasts, Spotify for audio only. You can subscribe directly to the audio only feed on Apple Podcasts, Spotify or your favorite podcast player app. The podcast is simply the audio for the YouTube videos. 📜 Credits * Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato. * This episode of Super-Spiked Videopods was edited and produced by Veriten Productions. ⚖️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 affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com

    30 min

  6. 13/12/2025

    Super-Spiked Videopods (EP86): A Look Back on Our “Big Themes for 2025”

    For Super-Spiked subscribers that prefer that written posts, this week we are including for the first time a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck. 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 a lightly edited transcript using blue Download button below. In this week’s video podcast we take a look back at the major themes we highlighted at the start of this year in a written post on January 11, 2025 (here). The 3 major topic areas were (1) energy scenario normalization; (2) power; and (3) how we thought about various energy sources and technologies. We had also teased several sub-themes about crude oil, China, M&A, and US/Canada policy. With nearly a year’s hindsight, we did decently well on the three major topic areas, but left a lot to be desired on the four bonus topics. We believe it is always a good idea with those kind of posts to revisit how things played out. 🔔 4 Ways to Subscribe * All Content: If you subscribe to Super-Spiked via email, you will receive all content to your inbox and it is also all on the Super-Spiked website. I have been aiming to publish about once a week, usually on Saturday. Subscribe to Super-Spiked to receive all content via email. * Veriten: You can also subscribe to Super-Spiked content via the Veriten website (here) and receive Veriten’s flagship COBT video podcast. * YouTube channel for video only: You can subscribe directly to the video feed of Super-Spiked Videopods on my YouTube channel Super-Spiked by Arjun Murti. * Apple Podcasts, Spotify for audio only. You can subscribe directly to the audio only feed on Apple Podcasts, Spotify or your favorite podcast player app. The podcast is simply the audio for the YouTube videos. 📜 Credits * Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato. * This episode of Super-Spiked Videopods was edited and produced by Veriten Productions. ⚖️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 affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com

    23 min

  7. 22/11/2025

    Super-Spiked Videopods (EP85): Long-Takes From The Road: The Middle East

    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 are coming to you this week from the Middle East. We are in the middle of a great trip that has been put together by the Center on Global Energy Policy, where we are an advisory board member. As of this recording, we have spent time in Abu Dhabi, Dubai, and Riyadh, with 2 more stops still to come. We are going to have to keep this video short amidst a packed schedule, so will limit our comments to some quick macro takeaways on (1) oil markets; (2) China’s manufacturing dominance; and (3) other energy sources. 🔔 4 Ways to Subscribe * All Content: If you subscribe to Super-Spiked via email, you will receive all content to your inbox and it is also all on the Super-Spiked website. I have been aiming to publish about once a week, usually on Saturday. Subscribe to Super-Spiked to receive all content via email. * Veriten: You can also subscribe to Super-Spiked content via the Veriten website (here) and receive Veriten’s flagship COBT video podcast. * YouTube channel for video only: You can subscribe directly to the video feed of Super-Spiked Videopods on my YouTube channel Super-Spiked by Arjun Murti. * Apple Podcasts, Spotify for audio only. You can subscribe directly to the audio only feed on Apple Podcasts, Spotify or your favorite podcast player app. The podcast is simply the audio for the YouTube videos. 📜 Credits * Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato. * This episode of Super-Spiked Videopods was edited and produced by Veriten Productions. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com

    11 min
  8. Super-Spiked Videopods (EP84): A Virtuous Power Growth Dynamic?

    15/11/2025

    Super-Spiked Videopods (EP84): A Virtuous Power Growth Dynamic?

    For Super-Spiked subscribers that prefer that written posts, this week we are including for the first time a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck. 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 a lightly edited transcript using blue Download button below. DOWNLOAD a pdf of the slide deck using the blue Download button below. This week we dive into the global macro picture around the power super cycle theme, what we are calling Power Surge! There is a lot of attention especially here in the U.S. about the domestic opportunity set. We share that enthusiasm but view the power super cycle as a global theme as well. Some of the major questions we hope to address either in this video podcast or in future weeks include: Does a power super-cycle imply an acceleration in global GDP growth like we saw 20 years ago with the China/BRICs expansion theme? Will a power super-cycle lift all energy boats or just some? What might be the drivers of different energy sources doing better or worse than expected in the coming decade? And finally what are the best ways for corporates and investors to play the power super-cycle theme? This week we focus on: (1) global trends in power vs oil demand; (2) regional variations in growth. Key messages: (1) the idea that we will have a power super-cycle but plateauing oil demand is non-sensical...both will grow (2) US appears to be joining notable emerging markets as a pro-growth region. 🔔 4 Ways to Subscribe * All Content: If you subscribe to Super-Spiked via email, you will receive all content to your inbox and it is also all on the Super-Spiked website. I have been aiming to publish about once a week, usually on Saturday. Subscribe to Super-Spiked to receive all content via email. * Veriten: You can also subscribe to Super-Spiked content via the Veriten website (here) and receive Veriten’s flagship COBT video podcast. * YouTube channel for video only: You can subscribe directly to the video feed of Super-Spiked Videopods on my YouTube channel Super-Spiked by Arjun Murti. * Apple Podcasts, Spotify for audio only. You can subscribe directly to the audio only feed on Apple Podcasts, Spotify or your favorite podcast player app. The podcast is simply the audio for the YouTube videos. 📜 Credits * Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato. * This episode of Super-Spiked Videopods was edited and produced by Veriten Productions. ⚖️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 affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com

    26 min
Elenco completo (94)

Descrizione

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

Informazioni

  • Creatore
    Arjun Murti
  • Anni di attività
    2021 - 2026
  • Puntate
    94
  • Classificazione
    Contenuti adatti a tutti
  • Copyright
    © Arjun Murti
  • Sito web del podcast
    Super-Spiked Podcast

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