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Transcript

Super-Spiked Videopods (EP54): Election Takeaways for the Energy Sector

Geopolitics & Policy

This week we provide some initial thoughts on the U.S. election, the bulk of which was decisively declared on election night itself. We regularly emphasize that we aim to bring an equity research analyst’s mindset to evaluating the energy sector. That means we are simply trying to make the correct call on what we think will happen—not what we personally wish would happen or hope will happen. And we will do our best to stick with that in this video podcast, though when it comes to emotionally charged topics like elections, we’d have to admit that some amount of wish casting and personal opinion will creep in.

In terms of Super-Spiked subscribers, we are going to guess that many of you, perhaps even a majority, will be pretty excited about the election results. But we also take a lot pride in the fact that we have a substantial contingent of subscribers that were hoping for a different outcome. The world is a better place for all of those viewpoints. And we thank all of you, those that agree with us and those that disagree, for your ongoing constructive engagement. As we repeatedly say, we are looking for the pushback to our views. It makes us better analysts.

2024 11 10 Election Takewaways
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⚖️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.

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