EP99: Long-Takes: Iran, UAE & OPEC, Canada

About this episode

This episode discusses macroeconomic risks related to the Strait of Hormuz, the UAE's withdrawal from OPEC, and energy investment opportunities in Canada.

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 have some quick comments on a trio of topics including (1) macro risk/reward at the two-month anniversary of the Strait of Hormuz being closed, (2) UAE’s decision to withdraw from OPEC, and (3) the attractiveness of Canada for energy investment. All these themes fit well within our Geopolitical Super Vol theme. 0:00 Introduction 0:42 Macro risk/reward at the 2-month anniversary of the Strait of Hormuz being closed 8:27 UAE’s decision to withdraw from OPEC 13:08 The attractiveness of Canada for energy investment. 17:45 On A Personal Note Subscribe to receive all content. Also available at Veriten.com. 📜 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…

People in this episode

Host: Arjun Murti

Topics covered

• macro risk/reward
• UAE OPEC withdrawal
• Canada energy investment
• geopolitical themes
• Strait of Hormuz

Keywords

• macro risk
• UAE
• OPEC
• Canada
• energy investment
• Strait of Hormuz
• geopolitical

Mentioned in this episode

Organizations: OPEC, Veriten

Books & works: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato

Places: Iran, UAE, Canada, Strait of Hormuz

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