SmarterMarkets™

Summer Playlist 2023 Episode 2 | Arjun Murti, Former Head of Equity Research on Energy Sector at Goldman Sachs, Partner at Veriten, & Publisher of “Super-Spiked” on Substack

Jul 29, 2023

32:25

Creator website

AI Chapters

Episode notes

Introduction

2min

The First Half of 2023 in the Energy Markets

3min

The Perma Bear and the Super Cycle

3min

The IEA's Net Zero by 2050 Report

3min

Energy Equity Analyst's Takeaways From a Super Vol Cycle

2min

Peak Demand Versus Peak Shale

3min

The Opportunity for the United States to Provide the Energy the World Needs

2min

The Importance of Investment in Energy Security

4min

The Pros and Cons of Switching to EVs

3min

10.

The Long Term Perspective on Energy Transition

3min

11.

What Are You Reading This Summer?

2min

12.

Smarter Markets by Abaxx

2min

Our Summer Playlist rolls on this week with Arjun Murti. Arjun is the Former Head of Equity Research on the Energy Sector at Goldman Sachs, a Partner at Veriten, and the publisher of “Super-Spiked” on Substack. SmarterMarkets™ host David Greely catches up with Arjun midway through the year to get his thoughts on where we are in the energy super vol cycle.