SmarterMarkets™ When Markets Break Episode 3 | Arjun Murti, Former Head of Energy Equity Research, Goldman Sachs
Aug 27, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 6min
What Was Your Super Spike Call?
05:32 • 3min
Is There a Super Spike?
08:54 • 3min
Oil and Gas - Are You Seeing the Investment Problem?
11:35 • 3min
What Was Your Experience With Oil Prices in the Summer of 2008?
14:10 • 4min
Oil Analyst - My Regret That I Missed the Core Signal
18:38 • 2min
Is It Tough to Step Away From Being a Rock Star?
20:26 • 2min
I'm Not Always the Bullish Person, I'll Be the Bearish Person
21:59 • 3min
The Last Lever to Bring Supply and Demand Into Balance
25:00 • 4min
I Don't Like the Terms Super Cycle
28:49 • 3min
Gaslight Will Be the Last Thing to Find in the Housing Crisis
32:11 • 2min
The Number vs the Framework
34:10 • 5min
The Core Mission of Super Spiked on Sub Stack
39:36 • 2min
Smarter Markets by Abax Podcast
41:49 • 3min