About this episode

The episode discusses terminal value recognition in traditional energy sectors, including coal and copper, amidst the A.I. boom and geopolitical competition.

For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck. 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 lightly edited transcript using the blue Download buttons below. We would encourage those of you that only listen to or watch the video podcasts to go and read our written post from last week ( here ), as we plan to be more inclusive of coal, copper, and critical minerals going forward to go along with our analysis and commentary on traditional and new energy and power. The title was “Undirsuptable” and focused on the significant profitability and growth opportunities we see in oil, gas, coal, copper, and critical minerals amidst the A.I. boom and our new era of geopolitical competition. This week we want to address a comment we received last weekend about how we think about terminal value in especially the legacy areas of energy; we will add coal and copper to that list. In a…

People in this episode

Host: Arjun Murti

Topics covered

• terminal value
• energy sector
• coal
• copper
• geopolitical competition
• A.I. boom
• profitability

Keywords

• terminal value
• energy
• coal
• copper
• A.I. boom
• geopolitical competition
• profitability
• investing
• business

Mentioned in this episode

Organizations: Apple Podcasts, Spotify, YouTube, Substack

Books & works: Undirsuptable

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