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We are still in road warrior mode, having only been at our primary residence for 13 of the first 45 days of 2026. Though I have to say, industry events this year in Miami, Whistler, and Cabo will leave many of you not feeling too sorry for us. So this week we have a very quick FAQ on the “take risk” messaging we’ve been using for 2026, and they are all around the theme of how to think about corporate strategy in a world of maturing US shale oil.

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📜 Credits

* Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato.

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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.

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