EP219: Sentiment Check: AI, Crude Oil, Price Gouging

EP219: Sentiment Check: AI, Crude Oil, Price Gouging

June 27, 2026 · 37 min

About this episode

The episode discusses the implications of negative AI sentiment on power demand, the challenges faced by crude oil bears, and the issue of price gouging by big oil companies.

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. This week we are starting a new series that we’ll do on occasion we are calling a sentiment check as way to talk about hot button issues we are getting questions on. As always, our aim is to provide longer-term perspectives and not hot take reactions. Three topics today: (1) Is Negative AI Sentiment A Risk to Power Demand? (2) Revenge of the Perma Crude Oil Bears? And (3) Is “Big Oil” Price Gouging? 0:00 Introduction 0:42 Negative AI Sentiment A Risk to Power Demand? 14:17 Revenge of the Perma Crude Oil Bears? 28:08 Is “Big Oil” Price Gouging? 32:27 On A Personal Note – World Cup Fans! 📜 Credits * Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato . * This episode of Super-Spiked Videopods was edited and produced by Veriten Productions. ⚖️Disclaimer I certify that these are my personal, strongly held views at the time of this post. My views are…

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