The Future of Energy with Veteran Analyst Arjun Murti
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...