WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. Ahead of what will be a holiday week off to celebrate America’s Birthday, we have five thoughts we wanted to share this week around key themes, research ideas, and some what ifs that we are thinking about: (1) What will it take to get the traditional energy sector, in particular those exposed to the crude oil value chain going again? (2) Private versus public company mindset and opportunities, (3) Domestic coal. (4) "Some of the above" as the correct macro framework for specific regions. (5) A changing Middle East. 🔔 4 Ways to Subscribe * All Content: If you subscribe to Super-Spiked via email, you will receive all content to your inbox and it is also all on the Super-Spiked website . I have been aiming to publish about once a week, usually on Saturday. Subscribe to Super-Spiked to receive all content via email and directly interact with me. Also available at https://veriten.com. * Veriten : You can now also subscribe to Super-Spiked content via the Veriten website ( here ) and also receive Veriten’s flagship COBT video podcast. * YouTube channel for video only: You can subscribe directly to the video feed of Super-Spiked Videopods on my YouTube channel Super-Spiked by Arjun Murti . * Apple Podcasts, Spotify for audio only. You can subscribe directly to the audio only feed on Apple Podcasts , Spotify or your favorite podcast player app. The podcast is simply the audio for the YouTube videos. ⚖️Disclaimer I certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue. 📜 Credits * Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato . * This episode of Super-Spiked Videopods was edited and produced by Veriten Productions. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com
