Super-Spiked Podcast · Nova Podcast

Loading podcast…

Episodes · 25

EP217: Long-Takes From The Road: Vegas, Vienna, ZeroHedge, and Oil Macro Crunch Time

Jun 6, 2026 · 12m

SoH Crisis Drags On, But Some Thematic Clarity Emerging (EP216)

May 30, 2026 · 18m

EP215: Long-Takes: What can E&Ps learn from US refiners amidst a Geopolitical Super Vol macro backdrop?

May 16, 2026 · 14m

EP100: Immutable Themes and Reframing Macro Scenarios

May 9, 2026 · 25m

EP99: Long-Takes: Iran, UAE & OPEC, Canada

May 2, 2026 · 19m

Energy Tech, Convergence, and the Hyperscalers

Apr 25, 2026 · 23m

EP98: A New Era of Geopolitical Super Vol

Apr 18, 2026 · 32m

EP97: Peace Sells, We Are Buying

Apr 11, 2026 · 28m

EP96: CERAWeek 2026 Takeaways

Mar 28, 2026 · 23m

EP95: Q&A on Long-Term Impacts of War in Iran

Mar 21, 2026 · 36m

Super-Spiked Videopods (EP94): Strait of Hormuz: Assesssing Impacts on Oil, LNG

Mar 14, 2026 · 35m

Super-Spiked Videopods (EP93): Long-Take From The Road: War in Iran

Mar 7, 2026 · 17m

Super-Spiked Videopods (EP92): Long-Takes From The Road: Terminal Value

Feb 28, 2026 · 8m

Super-Spiked Videopods (EP91): Long-Takes From The Road: FAQ on "Take Risk"

Feb 14, 2026 · 18m

Super-Spiked Videopods (EP90): Picture Show: AI to Power to Metals to Oil?

Feb 7, 2026 · 22m

Super-Spiked Videopods (EP89): Long-Takes From The Road: Taking Risk

Jan 31, 2026 · 11m

Super-Spiked Videopods (EP88): Geopolitical Pragmatism and Crude Oil Markets

Jan 17, 2026 · 23m

Super-Spiked Videopods (EP87): Good Call-Bad Call For 2025 Tactical Questions

Dec 20, 2025 · 30m

Super-Spiked Videopods (EP86): A Look Back on Our “Big Themes for 2025”

Dec 13, 2025 · 23m

Super-Spiked Videopods (EP85): Long-Takes From The Road: The Middle East

Nov 22, 2025 · 10m

Super-Spiked Videopods (EP84): A Virtuous Power Growth Dynamic?

Nov 15, 2025 · 25m

Super-Spiked Videopods (EP83): Then and Now: Five Thoughts On Energy Super-Cycles

Nov 8, 2025 · 13m

Super-Spiked Videopods (EP82): Long-Takes From The Road: Power Surge!

Oct 25, 2025 · 8m

Super-Spiked Videopods (EP81): Substantive Sustainability in a Post Net Zero World

Oct 18, 2025 · 33m

Super-Spiked Videopods (EP80): Long-Takes from The Road: Macro Scenarios, Contrarian Datapoints, Oil Bottoming Phase

Oct 11, 2025 · 12m