Super-Spiked

EP231: Good Call Bad Call FAQ on Oil Markets

Navigating The Energy Macro

5 hrs ago • Arjun Murti

3

14:00

EP230: Long Takes From The Road: CEOs and Strategy Change

Corporate Strategy

Oct 3 • Arjun Murti

9

8:12

September 2026

EP229: NYC Climate Week Takeaways: Glass Half Full

Sustainable Prosperity

Sep 26 • Arjun Murti

9

1

11:57

EP228: 20 Years of “A View From Wall Street” at Oxford

Corporate Strategy

Sep 19 • Arjun Murti

14

10

43:38

EP227: Fall Progress Report on our Big Themes for 2026

Navigating The Energy Macro

Sep 12 • Arjun Murti

16

2

25:19

August 2026

EP226: End of Summer Macro Thoughts

Navigating The Energy Macro

Aug 22 • Arjun Murti

12

4

31:32

EP225: Long-Takes From The Road: Countering Consensus Corporate Strategy Narratives

Navigating The Energy Macro

Aug 15 • Arjun Murti

11

2

10:29

EP224: Mini-Dives: New vs Old Europe

Navigating The Energy Macro

Aug 8 • Arjun Murti

17

8

1

13:28

SoH Crisis Takeaways: Sustainable Prosperity (EP223)

Sustainable Prosperity

Aug 1 • Arjun Murti

12

3

18:04

July 2026

EP222: SoH Crisis Takeaways: Sector Performance

Navigating The Energy Macro

Jul 25 • Arjun Murti

15

18:30

SoH Crisis Takeaways: Obliterating Peak Oil Demand, SoH Edition (EP221)

Obliterating Peak Oil Demand

Jul 18 • Arjun Murti

13

2

18:21

EP220: SoH Crisis Takeaways: Top Surprises and Non-Surprises

Navigating The Energy Macro

Jul 11 • Arjun Murti

11

19:32