EP217: Long-Takes From The Road: Vegas, Vienna, ZeroHedge, and Oil Macro Crunch Time

Podcast: Super-Spiked Podcast · Arjun Murti

Opublikowano: 2026-06-06

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. A few oil macro oriented thoughts today following an interesting week that started at a fuels distribution conference in Las Vegas just prior to last weekend and ended in Vienna on Monday at the OPEC Secretariat where I moderated one of two non-OPEC supply outlook...