EP98: A New Era of Geopolitical Super Vol

Podcast: Super-Spiked Podcast · Arjun Murti

Opublikowano: 2026-04-18

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. As we teased in last week’s video, we want to expand on the evolution of our Super Vol commodity macro framework to explicitly rebrand it Geopolitical Super Vol. Since Russia-Ukraine, we have resisted the super-cycle framing that we think implies a smoothness to an up...