EP218: WWLRD and the Strait of Hormuz Crisis

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 transcript and the slide deck using the blue Download buttons below.This week we provide our latest thoughts on the Strait of Hormuz Crisis and the news of a “peace deal” having been reached between the U.S. and Iran. We recorded this on Wednesday, June 17, two days ahead of the expected signing on Friday, June 19. We think these comments will hold up even if there are any unexpected developments prior to Saturday publication. If not, we will follow up on Twitter-X and LinkedIn. 0:00 Introduction 0:43 Lee Raymond – Greatest CEO of My Career 4:24 SoH Crisis – Big Picture Thoughts On Oil Markets 8:07 SoH Crisis – Crude Oil S/D 19:12 War & Peace – USA vs Iran 21:38 Long-Term Energy Macro Implications 25:55 WWLRD If He Was An Active CEO Now? 31:10 On A Personal Note – A New Top Life Moment 📜 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.⚖️DisclaimerI 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.Subscribe to receive all content. Also available at Veriten.com. 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