Macro Voices MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape
22 snips
Mar 14, 2024 Explore the future of energy markets and transitions with former Goldman Sachs partner Arjun Murti. Dive into the complexities of energy transitions, including renewable sources, geopolitical motivations, and economic conditions. Get insights on oil demand trends, energy crisis, market behavior, and opportunities in Uranium and copper markets. End with listener engagement and resource promotion.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Insights on Oil Market and Energy Transition
02:28 • 3min
Navigating the Complex Energy Transition Landscape
05:34 • 28min
Navigating the Energy Crisis
33:27 • 15min
Market Trends and Stock Analysis
48:40 • 10min
Exploring Uranium and Copper Markets
58:54 • 5min
Wrapping Up with Listener Engagement and Resources Promotion
01:03:28 • 3min