All Episodes
Super-Spiked Podcast — 108 episodes
EP218: WWLRD and the Strait of Hormuz Crisis
EP217: Long-Takes From The Road: Vegas, Vienna, ZeroHedge, and Oil Macro Crunch Time
SoH Crisis Drags On, But Some Thematic Clarity Emerging (EP216)
EP215: Long-Takes: What can E&Ps learn from US refiners amidst a Geopolitical Super Vol macro backdrop?
EP100: Immutable Themes and Reframing Macro Scenarios
EP99: Long-Takes: Iran, UAE & OPEC, Canada
Energy Tech, Convergence, and the Hyperscalers
EP98: A New Era of Geopolitical Super Vol
EP97: Peace Sells, We Are Buying
EP96: CERAWeek 2026 Takeaways
EP95: Q&A on Long-Term Impacts of War in Iran
Super-Spiked Videopods (EP94): Strait of Hormuz: Assesssing Impacts on Oil, LNG
Super-Spiked Videopods (EP93): Long-Take From The Road: War in Iran
Super-Spiked Videopods (EP92): Long-Takes From The Road: Terminal Value
Super-Spiked Videopods (EP91): Long-Takes From The Road: FAQ on "Take Risk"
Super-Spiked Videopods (EP90): Picture Show: AI to Power to Metals to Oil?
Super-Spiked Videopods (EP89): Long-Takes From The Road: Taking Risk
Super-Spiked Videopods (EP88): Geopolitical Pragmatism and Crude Oil Markets
Super-Spiked Videopods (EP87): Good Call-Bad Call For 2025 Tactical Questions
Super-Spiked Videopods (EP86): A Look Back on Our “Big Themes for 2025”
Super-Spiked Videopods (EP85): Long-Takes From The Road: The Middle East
Super-Spiked Videopods (EP84): A Virtuous Power Growth Dynamic?
Super-Spiked Videopods (EP83): Then and Now: Five Thoughts On Energy Super-Cycles
Super-Spiked Videopods (EP82): Long-Takes From The Road: Power Surge!
Super-Spiked Videopods (EP81): Substantive Sustainability in a Post Net Zero World
Super-Spiked Videopods (EP80): Long-Takes from The Road: Macro Scenarios, Contrarian Datapoints, Oil Bottoming Phase
Super-Spiked Videopods (EP79): Traditional Energy Profitability: Closer To Trough Than Peak
Super-Spiked Videopods (EP78): Long-Takes From The Road: Policy Shifts, Non-Glutted Oil Markets, and Turning The Tide
Super-Spiked Videopods (EP77): The Misunderstood Unwind of OPEC Quota Cuts
Super-Spiked Videopods (EP76): Are Underlying Oil Balances Less Bearish Than Feared?
Super-Spiked Videopods (EP75): Obliterating Mainstream Macro Narratives: Natural Gas
Super-Spiked Videopods (EP74): What’s In. What’s Out. A Check-In on Big Themes for 2025
Super-Spiked Videopods (EP73): Mid-Year Check-In on Top 10 Tactical Questions for 2025
Super-Spiked Videopods (EP72): Obliterating Peak Oil Demand: FAQ
Super-Spiked Videopods (EP71): "Some Of The Above": A Preview
Super-Spiked Videopods (EP70): Themes and Research Ideas for 2H2025
Super-Spiked Videopods (EP69): Long Takes on Israel-Iran
Super-Spiked Videopods (EP68): FAQs: Wishy-Washy Oil Commentary, Post-Shale Biz Model Opportunities
Super-Spiked Videopods (EP67): Lagging Oil and an Evolving Industry Structure
Super-Spiked Videopods (EP66): Earnings Season Long Takes: Peak Shale and Power Market Competition
Super-Spiked Videopods (EP65): Self Versus External Activism
Super-Spiked Videopods (EP64): Long-Takes On A Macro Mess, 1 Week Later
Super-Spiked Videopods (EP63): “Long Takes” On Tariff Trade War, OPEC, and a Messy Macro
Super-Spiked Videopods (EP62): Energy Pragmatism & Climate: Pushback and Perspectives
Super-Spiked Videopods (EP61): CERAWeek Takeaways: Pragmatism Meets an Uncertain Reality
Super-Spiked Videopods (EP60): Energy Pragmatism Opportunities
Super-Spiked Videopods (EP59): Hysteria and The Long-Term Impacts of a Policy Firehose
Super-Spiked Videopods (EP58): DeepSeek, Davos, 45-47
Super-Spiked Videopods (EP57): Super-Spiked Videopods (EP57): Big Questions on our Big Themes for 2025
Super-Spiked Videopods (EP56): Lessons from The End of the Energy Transition Era: Governance
Super-Spiked Videopods (EP55): Bettering The Outlook for Energy
Super-Spiked Videopods (EP54): Election Takeaways for the Energy Sector
Super-Spiked Videopods (EP53): Structural Macro Drivers Transcend Elections
Super-Spiked Videopods (EP52): Macro Turmoil and the G-Word (Growth)
Super-Spiked Videopods (EP51): Copper, Crude, China, Normalization
Super-Spiked Videopods (EP50): Live from St Andrews: 50th VideoPod Special
Super-Spiked Videopods (EP49): 30 Years of Perpetual Transition: Geopolitics & Policy
Super-Spiked Videopods (EP48): 30 Years of Perpetual Transition: Sectors
Super-Spiked Videopods (EP47): 30 Years of Perpetual Transition: Macro
Super-Spiked Videopods (EP46): Finding Common Ground on Energy Policy Choices
Super-Spiked Videopods (EP45): Can You Trust The United Nations on Energy and Climate?
Super-Spiked Videopods (EP44): American Energy Exceptionalism
Super-Spiked Videopods (EP43): Returns AND Growth With Long-Term Buybacks
Super-Spiked Videopods (EP42): Pushbacks and Random Thoughts
Super-Spiked Videopods (EP41): Oil’s Peak Demand: Everyone Is Rich
Super-Spiked Videopods (EP40): CROCI Deep Dive Discussion
Super-Spiked Videopods (EP39): The New Energy Transition Narratives
Super-Spiked Videopods (EP38): Pragmatizing The Energy Narrative
Super-Spiked Videopods (EP37): Goodbye Europe, Hello Rest of World
Super-Spiked Videopods (EP36): Pause: LNG Permits, Saudi Capacity, TSLA
Super-Spiked Videopods (EP35): Growth, Returns, and Sub-Sector Themes
Super-Spiked Videopods (EP34): Phasing-In Profitable Growth: 2024 Preview
Super-Spiked Videopods (EP33): Returns, Risk Taking, and Resetting Valuation Higher
Super-Spiked Videopods (EP32): Energy M&A Q&A
Super-Spiked Videopods (EP31): Geopolitics and Transition Turmoil
Super-Spiked Videopods (EP30): Profits Over Preaching
Where Are We In The Cycle...In Pictures
Super-Spiked Videopods (EP28): The End Is Not Near (for Oil...or Gas)
Super-Spiked Videopods (EP27): Is Oil A Sunset Industry? Part 1 - Demand
Super-Spiked Videopods (EP26): OPEC, Trading Noise, and Oil Super-Cycles
Super-Spiked Videopods (EP25): Revisiting the Role of Oil & Gas in Energy Transition
Super-Spiked Videopods (EP24): Transitioning The Energy Transition To a Rest of World Focus
Super-Spiked Videopods (EP23): Where Are We In The Cycle
Super-Spiked Videopods (EP22): Risk Taking in the Age of Transition-Driven Austerity
Super-Spiked Videopods (EP21): Respect Your Elders: Lessons from King Coal for Oil & Gas
Super-Spiked Videopods (EP20): Free money bubble stocks, EV hockey sticks, and oil demand
Super-Spiked Videopods (EP19): Diving in on 5 Big Questions for 2023, Part 1
Super-Spiked Videopods (EP18): Are We At Peak Energy? (Spoiler: Not even close)
Super-Spiked Videopods (EP17): Attracting Capital Back to Traditional Energy
Super-Spiked Videopods (EP16): Policy and “Climate Action” Madness
Super-Spiked Videopods (EP15): WWLRD: Lee Raymond and Energy Transition
Super-Spiked Videopods (EP14): Virtuous and vicious cycles
Super-Spiked Videopods (EP13): When Markets Break: Oil Super-Spike July 2008
Super-Spiked Videopods (EP12): The Role of Canadian Energy w/ @ArjunNMurti
Super-Spiked Videopods (EP11): Super Vol Mindset, Part 2
Super-Spiked Videopods (EP10): Super Vol Mindset for the Long Run
Super-Spiked Videopods (EP9): Proxy Wars - Banks & Climate
Super-Spiked Videopods (EP8): Live from St Andrews
Super-Spiked Videopods (EP7): The New Energy Crisis Era
Super-Spiked Videopods (EP6): Progress! (Rhetorically Speaking)
Super-Spiked Videopods (EP5): Energizing Bitcoin
Super-Spiked Videopods (EP4): Macro Commentary
Super-Spiked Videopods (EP3): Super Vol vs Super-Cycle
Super-Spiked Videopods (EP2): ESG 2.0 & Energy Transition Framework
Super-Spiked Videopods (EP1): ROCE Deep Dive
Super-Spiked Podcast
Super-Spiked Podcast
Super-Spiked Podcast