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.

DOWNLOAD a pdf of a moderately edited transcript and the slide deck using the blue Download buttons below.

This week we are starting a new series that we’ll do on occasion we are calling a sentiment check as way to talk about hot button issues we are getting questions on. As always, our aim is to provide longer-term perspectives and not hot take reactions. Three topics today: (1) Is Negative AI Sentiment A Risk to Power Demand? (2) Revenge of the Perma Crude Oil Bears? And (3) Is “Big Oil” Price Gouging?

0:00 Introduction

0:42 Negative AI Sentiment A Risk to Power Demand?

14:17 Revenge of the Perma Crude Oil Bears?

28:08 Is “Big Oil” Price Gouging?

32:27 On A Personal Note – World Cup Fans!

* 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.

⚖️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.

Subscribe to receive all content. Also available at Veriten.com.

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