On the poddy today we interviewed Arjun Murti, a former head of energy research and partner at Goldman Sachs, who now publishes a Substack called Super-Spiked as well as working at energy research, strategy and investing group Veriten.
We covered plenty of ground, including Arjun’s guiding principle on meeting the worlds energy needs, each nation’s focus on energy independence, how cyclical businesses should be financed, the recent spate of M&A in the sector, the changing attitude of banks toward financing traditional energy as well as the attitudes from the investment community.
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(0:00:00)Intro
(0:01:22)Guiding principles for energy
(0:10:26)China's energy philosophy
(0:21:19)Sad story of Venezuela
(0:22:28)Energy financing
(0:27:26)Investment mandates
(0:34:54)Trading multiples
(0:39:19)AI
(0:43:58)US stigma for Nuclear
(0:50:28)Hydrogen
(0:54:28)Fortress balance sheet
(0:57:05)Bias in energy reporting
