Podcasts about cellos

We're in the midst of a kind of animation renaissance with the release of shows like PANTHEON, SCAVENGERS REIGN, and COMMON SIDE EFFECTS. Not to mention revivals of hit comedies like KING OF THE HILL and FUTURAMA and irreverent superhero shows like INVINCIBLE and CREATURE COMMANDOS. DJ is joined by Johnny 2 Cellos to discuss what this means for the future of animated shows for adults! Pre-Order DJ's New Comic! https://dangerboi.backerkit.com/hosted_preorders

Team Omo answers listener submitted questions

Jerry interviews violin makers Michael Doran and Ryan Soltis about making new models and personal models. Special Guests: Michael Doran and Ryan Soltis .

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.We will start with an apology to those of you that prefer the written notes but with the Super Vol nature of this tariff trade war and the dramatic market moves, we are going to do another short video. We tried our best to avoid “hot takes” and stick with how to think about what it means for the Energy sector over the long run—i.e., the “long takes.” For companies and investors that are not trying to day trade this crazy market, there are some fundamental questions about how to think about the macro, CAPEX, M&A, and what to do with so much uncertainty. We would like to wish everyone that celebrates a Happy Easter. We too will be enjoying the long weekend and will publish our next Super-Spiked in two weeks.

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.We had intended to publish a written note this week that we thought had some interesting analysis on energy sub-sector profitability over what we consider to be the 2021-2024 mini-cycle. But President Trump's April 2 “Liberation Day” Rose Garden event squashed those publication plans. OPEC decided to add to the noise with its own surprise announcement that it would add additional volumes. As of the April 3 close, energy equities, oil commodities, and the broader stock market have been hit hard and we have pivoted this week to producing a short video podcast to share our thoughts. With the major caveat that we are one day into whatever this potential new paradigm is—and given our aversion to providing “hot takes” on the news of the day—we wanted to offer some initial long-term perspectives on macro developments, i.e., “long takes” so to speak.

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 the slide deck by clicking the blue Download button below.This week's video is a follow up to last week's written post titled "What Does Energy Pragmatism Mean for Climate & Sustainability" (here). We wanted to expand on some of the points in our own voice and also address various questions and pushback we have received.Our key messages this week: (1) Energy pragmatism means a return to energy's natural hierarchy of needs, rather than the inverted version that pretended anyone anywhere prioritizes carbon emission reductions over energy availability and reliability; (2) investment flows into non-fossil fuel energy sources are not impacted by western world virtue signaling, as the climate bubble actually peaked way back in 2021; (3) the other 7 billion people in developing markets hold the key to how energy markets will evolve in coming decades, not us Lucky 1 Billioners.

Katherine and Joshua talk bows with bow maker Richard Morency. Special Guest: Richard Morency .

Back to the 90s, zurück in eine Zeit als das «Alternative» im «Alternative Rock» noch mehr als einfach eine lose Phrase war. Wobei der «Rock» auf dem neuen, elften Album der Throwing Muses hinten anstehen muss. Verzerrte Stromgitarren wurden dieses Mal durch Akustikgitarren und Cellos ausgetauscht. «Moonlight Concessions» ist unser neustes Album der Woche. Bis und mit Donnerstag gibt's im SRF 3-Musikabend immer ab 20 Uhr eine physische Ausgabe des Albums zu gewinnen – nur live in der Sendung! +++ PLAYLIST +++ · 22:55 – THE OTHER DAYS von SALLY SHAPIRO · 22:51 – COOL HAND von DERYA YILDIRIM & GRUP ŞIMŞEK · 22:48 – YESTERDAY'S HERO von DEAN WAREHAM · 22:41 – FREAKIN' AND PEAKIN' von LUNA · 22:38 – SEASONAL OPTIMISM von STEADY HOLIDAY · 22:34 – JUST AS LONG AS WE'RE TOGETHER von JALEN NGONDA · 22:31 – SOUND AND VISION von DAVID BOWIE · 22:27 – DUSTY von HANNAH COHEN · 22:23 – DRAGGIN' von HANNAH COHEN · 22:19 – WALK HOME von BON IVER · 22:13 – HOLOCENE von BON IVER · 22:10 – CHOOSE THE LATTER von FINN WOLFHARD · 21:57 – SINI NEUE LIEDER von STAHLBERGER · 21:53 – LIGHTS OFF von LUNAR VACATION · 21:50 – IF ONLY I COULD WAIT von BON IVER FEAT. DANIELLE HAIM · 21:46 – RELATIONSHIPS von HAIM · 21:43 – THE SPOT von YOUR SMITH · 21:38 – MOVING von SUPERGRASS · 21:35 – LIBRETTO von THROWING MUSES · 21:31 – DRUGSTORE DRASTIC von THROWING MUSES · 21:28 – THEREMINI von THROWING MUSES · 21:24 – IF I CAN'T CHANGE YOUR MIND von SUGAR · 21:20 – SLOW DOG von BELLY · 21:14 – SOUTH COAST von THROWING MUSES · 21:11 – SUMMER OF LOVE von THROWING MUSES · 21:07 – NOT TOO SOON von THROWING MUSES

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.This past week we attended CERAWeek by S&P Global in Houston. Pragmatism, balance, and realism have been the themes uttered by just about every single speaker. Some have long been in this camp. Others are new. All are welcomed. We are still embracing inclusivity at Super-Spiked. Some will say we shouldn't be so forgiving to those people that 5 minutes ago were calling for an end to fossil fuel investment and are now suddenly seeing the light in regards to reliability, geopolitical security, and affordability. You, our loyal subscribers, know where we have been standing all along. It is our mission that the dialogue, understanding, and macro energy policies recognize energy's natural hierarchy of needs, where all anyone anywhere at all times cares about is can I use energy right now. Without energy access there is nothing. So in that spirit, we welcome everyone to the world of pragmatism.Before we get into our Top 10 takeaways from CERAWeek 2025, we would like to offer our congratulations to Dan Yergin, Atul Arya, and everyone at S&P Global for putting on a world class show. We learned a ton and caught up with many friends and colleagues from around the world. There is no conference like CERAWeek that brings together all of the global energy industry in one place.

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 the slide deck by clicking the blue Download button below.We follow up on last week's post that heralded The Rise of the Energy Pragmatism Era (here). No more inverting the hierarchy of needs with non-sensical net-zero-is-all-that-matters energy outlooks that would subjugate vast swaths of humanity to ongoing poverty. We have moved into an exciting and even fun new period for all things energy—new, old and everything in between. Oil & gas is converging with power. Technology and energy are converging in the sense that you can't have the former without the latter. Billion-person scale economies in the developing world are doing whatever it takes to bring wealth to their citizens—all of which is synonymous with energy growth. And for those regions it will be a focus on reliability, affordability, and geopolitics that will motivate an increasingly diverse mix of energy sources and technology. This is not about looking backwards...it's about the path forward.This week's video will start our discussion on new opportunities that could arise as energy pragmatism spreads, in particular to regions that had been most in “climate only” mode. What regions have been left behind that deserve a fresh look? How can we best meet the substantial energy needs of ALL 8 billion people on Earth? Real economics are returning, not unsustainable rich-country government handouts to the wealthiest amongst us. Welcome to The Energy Pragmatism Era!

Guest host Becka Hannigan talks with Rozie DeLoach-Zimmerman and Anya Burgess about applications to make running your violin shop easier. Special Guests: Anya Burgess and Rozie Deloach .

In time, you will know the tragic extent of my podcast, Welcome to Fanbruary! For our first listener suggested title this year, we're talking about Darkest Dungeon, an RPG with Lovecraftian themes and light roguelike elements. Darkest Dungeon is known to be a difficult game, and it sticks to this design ethos with a commendable level of commitment. Depending on who you are, maybe too much commitment. With a large number of random factors affecting everything from what characters you get offered, the results of looting and in-combat effects, playing through the game's dungeons feels like a Rube Goldberg machine of quirks, diseases, attacks and more triggering in a sequence that is almost always bad for you. This makes the climb for upgrades and ever-higher-leveled characters slow, but (I imagine) rewarding for dedicated players. And if you're looking to become one of those dedicated players, don't despair, or do despair, I guess, because the game's non-gameplay elements do a great job of selling an atmosphere of hopelessness and fear, underscored by a charismatic and slightly shmaltzy narrator. This game has a lot going for it, but your enjoyment is ultimately going to be decided by your level of patience and how much you like turn based combat. We talk about the game's difficulty and what parts of it we felt we could adequately prepare for, our biggest tribulations, and we discuss how part of the game could have been better if it was more like a pretzel. Thank you for joining us again this week, and thank you for all your submissions for Fanbruary! I'm sure this is starting to sound like a thing I just say every episode, but as usual, we are running a bit behind this month, but we will get four episodes out for Fanbruary that just might bleed a bit into March. This game tried and successfully defeated us, unfortunately, but I'd be curious to hear from more long-term players if they've found consistent strategies or what high level play actually looks like, given that I only exhibited low level play. Let us know in the comments or over on Discord! Next time, we're going to be talking about Castlevania 64, another game with a bit of a dismal atmosphere, but perhaps lightened by the jank of early 3D games, so we hope you'll join us then.

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 the slide deck by clicking the blue Download button below.The firehose of news flow out of the new Trump administration since, and frankly preceding, his inauguration has not stopped. While US presidents throughout history seem to elicit strong reactions, President Trump inspires a degree of hysteria from those that oppose him and a do-no-wrong deference from his supporters. What we find is that whatever the issue is—it could be domestic spending, sanctions, or tariffs—when someone has an obviously dripping disdain for Trump, it weakens the efficacy of their argument, even if partly accurate. The opposite is also true. We find both extremes to be pretty unhelpful in sorting through what matters. By the time this video podcast is published, President Trump will have only been in office for 4 weeks: there are still 3 years and 48 weeks to go—permanent freak out mode is not sustainable or healthy! In this week's video, which we recorded a little earlier than usual due to some travel this past week, we address a number of questions that have arisen. We are going to do our best to use our equity research analyst's mindset to assess policy actions taken or proposed. This means our only goal is to make the right call and provide the best insight we can for the companies we advise. We will keep our answers focused on how it all might impact the long-term energy macro and corporate strategy.

Essa semana a Câmara de Vereadores de BH colocou em pauta um Projeto de Lei que quer proibir pessoas trans de competir em esportes no Município.O projeto é inconstitucional por várias razões que exponho e, para piorar, pessoas foram agredidas por protestarem contra o mesmo.

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 the slide deck by clicking the blue Download button below.As long-time Super-Spiked subscribers know, we are not about “hot takes” on the issue of the day. With that said, it's been an incredible first week and a half since the US inaugurated its 47th president. A fire hose of Trump-driven news has instantly recast global narratives around energy and geopolitics as well as as a host of other topics we don't normally cover in Super-Spiked. The World Economic Forum's Davos gathering happened last week. And DeepSeek, a Chinese AI program in the spirt of ChatGPT and related programs, burst onto the scene after its US iPhone app went viral last weekend, upending stock markets and in particular anything and everything related to the A.I. trade. We are going to try our best to put this torrent of news flow in the context of what it might mean for the longer-term trends and outlook for the energy that is our bread and butter.

Giovanni Sollima has been exploring Bach for as long as he has been playing the cello, and the journey continues with his new album dedicated to the Bach cello suites and pieces by other composers who were inspired by Bach.  In this podcast Sollima talks about the Bach Suites, and his ongoing investigation of Bach's music

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.It's been a great start to the year for the traditional energy and power sectors broadly speaking. This video will publish just two days before we have a new administration here in the U.S. And as we highlighted in our last few Super-Spiked's from December as well as the “Big Themes for 2025” outlook post from last week (here), we feel considerable optimism that the narratives and perspectives about energy are becoming more pragmatic and sensible after a pretty rough stretch over 2021-2024 where a very narrow definition of “The Energy Transition” unfortunately dominated energy mindspace. Our confidence that that era decisively came to a close in 2024was on a full display in what was a remarkably civil and mostly thoughtful confirmation hearing for Chris Wright, president-elect Trump's nominee to be energy secretary, conducted by the U.S. Senate Committee on Energy and Natural Resources. In this video we hope to further expand on our key themes for 2025 through the lens of some of the pushbacks or key questions we have been fielding.

Omo meets the Violin Chronicles! Special Guest: Linda Lespets .

WATCH the video on Substack by clicking the play button above on YouTube (here).STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We follow up on our written post from last week, Reflections On The End of The Energy Transition Era (here), to talk about important lessons learned from what was an insane period of time. This week will dive into the importance of governance, an area that frankly is often a bit of a black box for investors and those not involved in board-level discussions. We'll include a disclaimer upfront. The comments this week are generic to our 32-year career as an equity research analyst studying and engaging with the energy sector. We are not referring to any specific companies that we are personally involved with or via our role at Veriten.

WATCH the video on Substack by clicking the play button above on YouTube (here).STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.We hope all of you that tune in or read Super-Spiked know that we try our hardest to be non-partisan and present views from what we refer to as an equity analyst's mindset, which means it does not matter what we personally think about an issue, we are just trying to make the right call. But this week we will confess that we are excited about the new energy team that has been proposed by president-elect former president Donald Trump with North Dakota governor Doug Burgum for Secretary of Interior and Liberty Energy CEO Chris Wright for Secretary of Energy. President Trump has also proposed creating a new National Energy Council that will be headed by Governor Burgum that will look to co-ordinate a whole-of-government approach to energy policies.We will apologize in advance that we are likely to sound far more partisan than we prefer. For those of you listening that either serve or have served in Democrat administrations—or that simply were not happy with how the recent election turned out—please know that we highly value you as a subscriber and we appreciate our ongoing engagement with those of you in that camp that we regularly dialogue with.The appointments of Governor Burgum and Mr. Wright signify a return to an approach to energy that puts abundance, reliability, security, and affordability at its core and an “all of the above” approach to harnessing American energy resources and technology. We would contrast this with the prior administration's emphasis on addressing climate change, which we see as a subsidiary issue within energy and should not be the centering policy point that comes with a climate activist agenda. The “climate only” focus of recent years that took hold in the aftermath of COVID was a motivating factor for the creation of Super-Spiked and our eventual un-retirement and joining Veriten. Chris Wright in particular has been outspoken via his Bettering Human Lives report (here). The report beautifully articulates why we use energy in the first place: to better human lives. Super-Spiked and Bettering Human Lives share a common worldview and motivating spirit. In this week's video podcast we will discuss how re-prioritizing energy abundance, reliability, security, and affordability differs from the “climate only” agenda of the past several years from the perspective of energy equities. Our written post from last week, which we would encourage you to read, addressed various macro and policy issues around energy scenario analysis, power, new energies, and oil markets (here).

Katherine and Brandon talk with Bow Maker Darrell Hanks about his process for creating a bow tailored to the players needs. Special Guest: Darrell Hanks .

This week we provide some initial thoughts on the U.S. election, the bulk of which was decisively declared on election night itself. We regularly emphasize that we aim to bring an equity research analyst's mindset to evaluating the energy sector. That means we are simply trying to make the correct call on what we think will happen—not what we personally wish would happen or hope will happen. And we will do our best to stick with that in this video podcast, though when it comes to emotionally charged topics like elections, we'd have to admit that some amount of wish casting and personal opinion will creep in.In terms of Super-Spiked subscribers, we are going to guess that many of you, perhaps even a majority, will be pretty excited about the election results. But we also take a lot pride in the fact that we have a substantial contingent of subscribers that were hoping for a different outcome. The world is a better place for all of those viewpoints. And we thank all of you, those that agree with us and those that disagree, for your ongoing constructive engagement. As we repeatedly say, we are looking for the pushback to our views. It makes us better analysts.

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the GREY button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. We recorded this video podcast with a little less than a week to go before the November 5 US elections. We are seeing a lot of punditry commentary about what choosing one side or the other would mean for this policy or that sector and who will be the winners and losers depending on the outcome. We get it. There are differences between the parties, their areas of emphasis, and their rhetoric. But when it comes to the big picture outlook for the energy sector, we want to remind everyone that the structural macro trends unquestionably transcend micro politics. This is something we wrote about in our July 27, 2024 Super-Spiked, Does the US president's party impact the energy macro results? (here). At a high level, the answer is a firm “no.”Clearly individual companies and specific projects can be impacted as we have seen via the lack of approval for various pipeline projects or the LNG permit pause or the granting of tax credits to various new technologies. So yes, a specific company can be impacted by who wins. But at the big picture level, we believe the mega trends triumph over micro politics. Moreover, as we will show with the last 2 elections, various sectors did not perform as conventional wisdom expected.

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the GREY button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.Amidst the geopolitical and macro turmoil, we take a step back this week to turn back to how companies can think about outperformance through all the volatility. One can't be frozen and simply wait for a calmer or better time to materialize. No one should be sitting around waiting for an easy bull market to emerge. Long-time Super-Spiked subscribers will know that we are long-running advocates for companies focusing on profitability and a fortress balance sheet. This week we will start the process of spending some time on the "G" word: growth. Growth became a 4-letter word for investors after the surge in CAPEX during the Super-Spike era and subsequent US shale boom led to profitless growth--something we have spent a lot of time discussing in prior posts.And let us be clear, profits and balance sheet health remain the priority. That said, there is no doubt investors will always side with companies that can grow versus those that cannot grow at a given level of profitability and balance sheet strength. The trick is to hit the trifecta: growth, returns, and balance sheet strength. Moreover, for especially the upstream portion of the industry where asset life is finite--oil and gas fields naturally deplete--it is critical to adequately reinvest back in the business if a company is to persist as a going concern.

Brandon and Jerry talk with Bruce Babbitt about studying instruments and bows of the Music Region of Germany, publishing books, and being a "pollinator" of violins. Special Guest: Bruce Babbitt .

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the GREY button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.This week we continue the theme of normalization. The 2020-2023 period of “urgent energy transition,” “peak oil and gas demand,” and ESG hysteria we think is fading. It is being replaced with what we would call “normal” supply/demand/price volatility concerns. The biggest issue right now facing oil markets has been uncertainty on the outlook for China in particular. Going back to the super-cycle days of 20 years ago, we have long looked at copper markets to provide insights into China, given China is over 50% of copper demand. A noticeable gap has opened between weak crude oil prices and more resilient copper. Historically, the gap has closed with crude following the direction of copper. We shall see if history repeats.

Katherine Kidwell and editor Joshua Litton go over community submitted responses of what got listeners into the trade, and what keeps them there.

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the GREY button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.We are using the occasion of our 50th Super-Spiked video podcast to provide thoughts, lessons learned, and new perspectives gained from the first 49 videopods, 90 written posts, and what is now nearly 3 years of publishing Super-Spiked content. As always, we are especially appreciative of both the positive and constructive feedback from all subscribers; we really do love hearing from you. Our glass half-full world view sees energy narratives and conversations slowly but surely becoming more reasonable and less focused on extremist singular goals. There is a growing recognition that until you solve for how everyone on Earth will some day become energy rich, you will never solve sub-goals in areas like the environment or climate. We continue to believe geopolitical imperatives will be the driver of new energy technologies and sources for large population centers that are not blessed with abundant crude oil resources.

Trimpin is a sound sculptor, composer, engineer, and inventor. A specialist in interfacing computers with traditional instruments, he has developed ways of playing instruments ranging from giant marimbas to stacks of electric guitars via computer. His work integrates sculpture, sound, and live performance. Born in Germany, Trimpin spent several years living and studying in Berlin, working as a set designer and collaborating with artists from both Germany and the United States. He relocated to the United States in 1979. This year's Other Minds Festival features the world premiere of a newly commissioned work by Trimpin, The Cello Quartet. It features autonomous cellos, circus artists, percussive lamp shades, and more. In the interview, Joseph Bohigian talks with Trimpin about his custom-built cellos, collaborating with choreographer Margaret Fisher, and the influence of spatial music composer Henry Brant. Music: Contraption No. 1 by Conlon Nancarrow performed by Trimpin, computer-controlled piano (Other Minds Festival 1) Follow us on Instagram and Facebook. otherminds.org Contact us at otherminds@otherminds.org. The Other Minds Podcast is hosted and edited by Joseph Bohigian. Outro music is “Kings: Atahualpa” by Brian Baumbusch (Other Minds Records).

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the GREY button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.This week we provide the third installment of our August series on “30 Years of Perpetual Transition” with a look at a number of noteworthy geopolitical and policy developments that have occurred. A key conclusion is that some events that were expected to be impactful were not, while others that had less fanfare did have a bigger impact. Some countries had grand openings that resulted in dramatically higher oil or gas supply. Others, not so much. Two weeks ago we discussed some of the different macro drivers that have changed over the course of our career (here). Last week we focused on sectors, business models, and strategy shifts (here). All of it is to point out that energy markets are forever changing. Energy transition has become an unfortunate and loaded term that most people would define as meaning a transition out of fossil fuels and into renewables over an arbitrarily short time frame like 2050. We do not agree that definition of energy transition is happening or would be desirable from the perspective of human prosperity. But there is a need for industry executives, investors, and policy makers to recognize that energy is in perpetual transition and that one needs to always be looking forward with a focus on the important drivers of change and to not let mis-guided and ill-informed rhetoric cloud judgements.

Rozie and Brandon talk to Philip Kass about his involvment with the VSA over the years. Also covered is the 50th anniversary of the VSA, and the upcoming convention. Special Guest: Philip J. Kass .

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the GREY button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.This week we continue our series of "30 Years of Perpetual Transition" with a focus on how various energy sectors and business models have evolved. As a reminder, we recognize the term "energy transition" has become a loaded term, which most people now take to mean the idea that the world will be transitioning away from fossil fuels to renewables, over some arbitrarily short time frame like by 2050. We do not agree that this version of “energy transition” is on-track to happen or that it would be desirable from a human prosperity standpoint.But that does not mean nothing is changing. In fact, over the course of our 30-year career a ton of stuff has changed. Last week we focused on the energy macro with a closer look on big changes to the relative importance of various regions to oil demand (here). This week we will take a look at the major energy sub-sectors and give examples of how business models and risk taking have evolved.

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUE button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below. For the last month of summer, we are aiming to produce a series of hopefully short videos that highlight key lessons from the last 30 years of what we are calling perpetual transition in the energy space with an aim to offer insights on the go forward view. Energy transition itself has become a loaded term of late, typically referring to the idea that the world will be transitioning away from fossil fuels to renewables, over some arbitrarily short time frame like by 2050. We do not agree that this version of “energy transition” is on-track to happen or would be desirable from a human prosperity standpoint.But that does not mean nothing is changing. In fact, over the course of our 30-year career a ton of stuff has changed. And we have little doubt that the next 30 years will NOT look like the last 30 years. The macro has changed, sectors and company strategy have changed, business models evolve, new technologies and sources or location of energy supply emerge, demand changes, which stocks and sectors perform best changes. Everything is constantly transitioning. So to reiterate, we do not subscribe to what most people today mean by “energy transition,” as we expect all forms of energy to grow in coming decades. But under the hood, energy markets are constantly transitioning, and we do wish to better understand the direction the world is headed.Today's video is the first of our new series and will focus on “30 Years of Perpetual Transition” in the energy macro. Next week we plan to turn to the various energy sectors and company strategy. In other videos, we will look at geopolitics, policy, and the environment.

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUE button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.Our Super-Spiked post last week (here) asked the question of “Does the US President's party matter to energy macro results?” Our over-arching conclusion is that the bark of presidential or party rhetoric is far worse than the bite. Energy is by nature a long-term business and mega trends around sources of supply, global economic growth, geopolitics, and capital spending cycles drive share price performance, crude oil and natural gas production, as well as CO2 emissions trends than does whichever party happens to be in power for a particular 4- or even 8-year period. The fact that these long-term trends dominate over-arching results—and we observed that there is a notable exception for particular projects that might impact specific companies, something like an approved or rejected oil or gas pipeline or perhaps a new energies subsidy—the long-term trends mean there is likely far more common ground among the major parties than there is disagreement. Yet all we hear about are the extremist edges of the debate. So in the spirt of peace, love, and unity, this week's video will focus on where there is or should be common ground among Republicans, Democrats, and Independents here in the United States.

WATCH the video on YouTube by clicking the RED button above.LISTEN to audio only via the Substack player by clicking the BLUE button above.STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.This week we focus on the question “Can you trust the United Nations on energy and climate?” The question is sparked by a “climate change” warning label that YouTube placed on Super-Spiked Episode 37 “Goodbye Europe, Hello Rest of World” (here) that discussed an updated climate change statement from Barclays, German de-industrialization, and our thoughts on the role of US and Canadian traditional energy. The warning label linked to a United Nations website that highlighted what it described as “Facts” and “Myth Busters” on climate energy (here). In reviewing the 16 “facts,” we find that 2 we would agree are definitively facts, another 2-3 are factually true but start the U.N. down the road of advocacy and weaponizing the topic of climate, and the other 10-11 are a mix of opinion, advocacy, and in some cases outright falsehoods. Our concern with what the U.N. presents as “facts” is that it is the organization that oversees the Intergovernmental Panel on Climate Change (IPCC), which is widely (universally?) considered the authority on so-called climate science.We have spent considerable time in prior posts and videos discussing our concerns with institutional advocacy under the pretense of sober analysis from groups like the International Energy Agency (IEA), Glasgow Financial Alliance For Net Zero (GFANZ), and within bank and asset manager ESG/Sustainability groups. Frankly, we have been late to taking a closer look at the U.N. itself, most likely because we have not relied on its data directly and it has otherwise not been within the purview of our “Wall Street” approach to discussing energy and climate. The U.N. and IPCC clearly deserve greater scrutiny given their massive influence on how the world understands climate.

Rozie and Liz talk with Jerry Lynn and Jerry Pasewicz about what it takes to put on a workshop. Special Guests: Jerry Lynn and Jerry Pasewicz.

“The American Violin” is a 2016 publication by the American Federation of Violin and Bow Makers (which we may refer to as AFVBM or “The Federation”). This book was a monumental culmination of efforts by many folks in The Federation and the general violin trade. It very eloquently tells the story of American violin making- when and where it started, how it spread, and to whom it served. Guest John Montgomery joins Jerry and Brandon to tell this story. Special Guest: John Montgomery.

Maybe you're closed minded and don't think cellos and the music of Metallica go together. Well, the folks who make up Apocalyptica, the all-cello quartet who first came to fame with their all-Metallica covers album are back at it with their newest release- a vol. 2 of Metallica songs. And this time they're even joined on one track by bassist Robert Trujillo.For more information and to order your copy of "Apocalyptica Plays Metallica Vol. 2," check out their website. Or you can follow them on Facebook.MonstrosityMonstrosity has celebrity guests, deep paranormal discussions, and comedy gold.Listen on: Apple Podcasts Spotify

Elizabeth and Katherine are joined by guest Kristin Siegfried Ballenger to discuss creativity and getting the job done. Special Guest: Kristin Sigfried Ballenger .

Katherine and Elizabeth talk to Korinthia Kline and Robyn Sullivan about navigating personal mistakes in dealing with the public. Special Guests: Korinthia Klein and Robyn Sullivan .

Does Netflix's AVATAR: THE LAST AIRBENDER capture the magic of the original? DJ & Roxy are joined by Johnny 2 Cellos to answer your questions about the new adaptation of the beloved animated series! More Johnny! https://www.youtube.com/c/Johnny2Cellos More Roxy! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/user/roxystriar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ • ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/roxystriar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Theme Music by: Steven James Schmidt For exclusive bonus podcasts like What We're Into, Spiderversity, and more, check out our Patreon! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/OnlyStupidAnswers

Jerry and Rozie are joined by fellow Omo founder Chris Jacoby to talk about 5 years of Omo. Later, Gerard KilBride joins Brandon Godman to talk about bridges. Special Guests: Christopher Jacoby and Gerard KilBride .