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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

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📜 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 my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue.

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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com

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Releasedatum: 2-5-2026 15:00:00