SmarterMarkets™

When Markets Break Episode 3 | Arjun Murti, Former Head of Energy Equity Research, Goldman Sachs

Aug 27, 2022

44:28

Creator website

Highlights

AI Chapters

Episode notes

The Last Lever to Bring Supply and Demand Into Balance

03:49

Oil Analyst - My Regret That I Missed the Core Signal

01:48

The Core Mission of Super Spiked on Sub Stack

02:13

Introduction

6min

What Was Your Super Spike Call?

3min

Is There a Super Spike?

3min

Oil and Gas - Are You Seeing the Investment Problem?

3min

What Was Your Experience With Oil Prices in the Summer of 2008?

4min

Oil Analyst - My Regret That I Missed the Core Signal

2min

Is It Tough to Step Away From Being a Rock Star?

2min

I'm Not Always the Bullish Person, I'll Be the Bearish Person

3min

The Last Lever to Bring Supply and Demand Into Balance

4min

10.

I Don't Like the Terms Super Cycle

3min

11.

Gaslight Will Be the Last Thing to Find in the Housing Crisis

2min

12.

The Number vs the Framework

5min

13.

The Core Mission of Super Spiked on Sub Stack

2min

14.

Smarter Markets by Abax Podcast

3min

To close out our When Markets Break series, SmarterMarkets host David Greely sits down with Arjun Murti, the Former Head of Energy Equity Research at Goldman Sachs and the publisher of Super-Spiked on Substack. David and Arjun discuss the July 2008 spike in WTI crude oil prices to a record high of $147 a barrel and their subsequent collapse.