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
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
The First Half of 2023 in the Energy Markets
01:54 • 3min
The Perma Bear and the Super Cycle
04:25 • 3min
The IEA's Net Zero by 2050 Report
07:00 • 3min
Energy Equity Analyst's Takeaways From a Super Vol Cycle
09:58 • 2min
Peak Demand Versus Peak Shale
12:07 • 3min
The Opportunity for the United States to Provide the Energy the World Needs
15:34 • 2min
The Importance of Investment in Energy Security
17:58 • 4min
The Pros and Cons of Switching to EVs
21:30 • 3min
The Long Term Perspective on Energy Transition
24:30 • 3min
What Are You Reading This Summer?
27:40 • 2min
Smarter Markets by Abaxx
29:58 • 2min