2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Obliterating Peak Oil Demand: OPEC WOO vs IEA WEO & NZ0
July 19, 2025, 12:59 p.m.
Super-Spiked Videopods (EP71): "Some Of The Above": A Preview
July 12, 2025, 12:59 p.m.
Super-Spiked Videopods (EP70): Themes and Research Ideas for 2H2025
June 28, 2025, 12:59 p.m.
Underlying Oil Market Fundamentals Matter Far More Than Middle East Supply Disruptions Over The Long Run
June 21, 2025, 12:59 p.m.
Super-Spiked Videopods (EP69): Long Takes on Israel-Iran
June 14, 2025, 12:59 p.m.
Super-Spiked Videopods (EP68): FAQs: Wishy-Washy Oil Commentary, Post-Shale Biz Model Opportunities
June 7, 2025, 12:59 p.m.
Super-Spiked Videopods (EP67): Lagging Oil and an Evolving Industry Structure
May 31, 2025, 12:59 p.m.
The Good, The Bad, and The Misunderstood Amidst Massive Macro Cross Currents
May 17, 2025, 12:59 p.m.
Super-Spiked Videopods (EP66): Earnings Season Long Takes: Peak Shale and Power Market Competition
May 10, 2025, 12:59 p.m.
Super-Spiked Videopods (EP65): Self Versus External Activism
May 3, 2025, 12:59 p.m.
A Look At Traditional Energy Profitability Amidst A Trade War-Driven Macro Mess
April 26, 2025, 12:59 p.m.
Super-Spiked Videopods (EP64): Long-Takes On A Macro Mess, 1 Week Later
April 12, 2025, 12:59 p.m.
Super-Spiked Videopods (EP63): “Long Takes” On Tariff Trade War, OPEC, and a Messy Macro
April 5, 2025, 12:59 p.m.
Super-Spiked Videopods (EP62): Energy Pragmatism & Climate: Pushback and Perspectives
March 29, 2025, 12:59 p.m.
What Does “Energy Pragmatism” Mean for Climate & Sustainability?
March 22, 2025, 12:59 p.m.
Super-Spiked Videopods (EP61): CERAWeek Takeaways: Pragmatism Meets an Uncertain Reality
March 15, 2025, 12:59 p.m.
“Long Takes” On OPEC+, Russia-Ukraine, and Tariff Wars
March 8, 2025, 2:15 p.m.
Super-Spiked Videopods (EP60): Energy Pragmatism Opportunities
March 1, 2025, 1:59 p.m.
The Rise of The Energy Pragmatism Era
Feb. 22, 2025, 1:59 p.m.
Super-Spiked Videopods (EP59): Hysteria and The Long-Term Impacts of a Policy Firehose
Feb. 15, 2025, 1:59 p.m.
AI-Driven Convergence: Energy, Power, and Technology
Feb. 8, 2025, 1:59 p.m.
Super-Spiked Videopods (EP58): DeepSeek, Davos, 45-47
Feb. 1, 2025, 1:59 p.m.
Top 10 Tactical Questions for 2025
Jan. 25, 2025, 1:59 p.m.
Super-Spiked Videopods (EP57): Super-Spiked Videopods (EP57): Big Questions on our Big Themes for 2025
Jan. 18, 2025, 1:59 p.m.
Big Themes for 2025: Energy Scenario Normalization, Power Surge, Technology-Driven Growth
Jan. 11, 2025, 1:59 p.m.