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

Podcast: Super-Spiked Podcast · Arjun Murti

Opublikowano: 2026-05-16

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 using the blue Download button below. There is no PowerPoint slide deck this week. This week we introduce the topic of how to think about energy equity valuations given a Geopolitical Super Vol macro backdrop. Traditional valuation metrics like EV/EBITDA are likely to prove especially unhelpful at a time of major geopolitical uncertainty and...