EP226: End of Summer Macro Thoughts

Podcast: Super-Spiked Podcast · Arjun Murti

Opublikowano: 2026-08-22

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 buttons below. We have another audio only post as we enter the final stretch of summer. Our next episode will most likely be the Saturday following Labor Day. This week we want to share various observations about the energy macro, policy, and corporate strategy—the core topics we focus on with Su...