# Pulling The Bull Cycle Forward

Page: https://stenobird.com/podcast/kontrarian-korner-6889783/pulling-the-bull-cycle-forward
Text version: https://stenobird.com/podcast/kontrarian-korner-6889783/pulling-the-bull-cycle-forward.md
Podcast: [Kontrarian Korner](https://stenobird.com/podcast/kontrarian-korner-6889783)
Published: 2026-06-17T11:01:08+00:00
Episode link: https://www.kontrariankorner.com/p/pulling-the-bull-cycle-forward
Audio file: https://api.substack.com/feed/podcast/202366576/c8f7982f08270c9a631f718e4c1549c4.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/kontrarian-korner-6889783/episodes/pulling-the-bull-cycle-forward
Duration seconds: 303

## Resource

This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com Yesterday I had Rob Connors from The Crude Chronicles back on the podcast. We talked about how recent events have pulled forward the bull cycle for oil. He doesn’t see a large price spike coming from the supply chain disruptions, but he does think oil prices will go higher as the marginal cost of supply increases over time. We also talked about which sectors he prefers and why, and how the changes to executive compensation incentives have changed the spending priorities of energy companies across the energy space. You can find Rob’s Substack below, and you can also find him on Twitter . Podcast Summary

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/kontrarian-korner-6889783/episodes/pulling-the-bull-cycle-forward/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/kontrarian-korner-6889783/pulling-the-bull-cycle-forward.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.