Podcast Index

Podcasts

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Super-Spiked Podcast

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Super-Spiked Podcast

Arjun Murti

EP219: Sentiment Check: AI, Crude Oil, Price Gouging

June 27, 2026 8:00am 37 min

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 moderately edited tra...

EP218: WWLRD and the Strait of Hormuz Crisis

June 20, 2026 8:00am 37 min

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 moderately edited tra...

EP217: Long-Takes From The Road: Vegas, Vienna, ZeroHedge, and Oil Macro Crunch Time

June 06, 2026 8:00am 12 min

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 moderately edited tra...

SoH Crisis Drags On, But Some Thematic Clarity Emerging (EP216)

May 30, 2026 8:00am 18 min

We are now recording an audio version of written posts that we will upload to Apple, Spotify, and YouTube, which you can listen to by clicking the button the play button above.As the Strait of Hormuz (SoH) Crisis complet...

EP215: Long-Takes: What can E&Ps learn from US refiners amidst a Geopolitical Super Vol macro backdrop?

May 16, 2026 8:00am 14 min

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 moderately edited tra...

EP100: Immutable Themes and Reframing Macro Scenarios

May 09, 2026 8:00am 25 min

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 moderately edited tra...

EP99: Long-Takes: Iran, UAE & OPEC, Canada

May 02, 2026 8:00am 19 min

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 moderately edited tra...

Energy Tech, Convergence, and the Hyperscalers

April 25, 2026 8:00am 23 min

We are now recording an audio summary of written posts that we will upload to Apple, Spotify, and YouTube and you can listen to by clicking the button below.This week we expand on the Energy Technology component of our G...

EP98: A New Era of Geopolitical Super Vol

April 18, 2026 8:00am 32 min

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 moderately edited tra...

EP97: Peace Sells, We Are Buying

April 11, 2026 8:00am 28 min

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 transc...

EP96: CERAWeek 2026 Takeaways

March 28, 2026 8:00am 23 min

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 transc...

EP95: Q&A on Long-Term Impacts of War in Iran

March 21, 2026 8:00am 36 min

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 transc...

Super-Spiked Videopods (EP94): Strait of Hormuz: Assesssing Impacts on Oil, LNG

March 14, 2026 8:00am 35 min

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 Subs...

Super-Spiked Videopods (EP93): Long-Take From The Road: War in Iran

March 07, 2026 8:00am 17 min

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 Subs...

Super-Spiked Videopods (EP92): Long-Takes From The Road: Terminal Value

February 28, 2026 8:00am 8 min

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 Subs...

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

February 14, 2026 8:00am 18 min

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 Subs...

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

February 07, 2026 8:00am 22 min

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 Subs...

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

January 31, 2026 8:00am 11 min

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 Subs...

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

January 17, 2026 8:00am 23 min

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 Subs...

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

December 20, 2025 8:00am 30 min

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 Subs...

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