# Setting Course 2026 Episode 2 | Arjun Murti, Partner at Veriten & Publisher of "Super-Spiked" on Substack

Page: https://stenobird.com/podcast/smartermarkets-1365693/setting-course-2026-episode-2-arjun-murti-partner-at-veriten-publisher-of-super-spiked-on-substack
Text version: https://stenobird.com/podcast/smartermarkets-1365693/setting-course-2026-episode-2-arjun-murti-partner-at-veriten-publisher-of-super-spiked-on-substack.md
Podcast: [SmarterMarkets™](https://stenobird.com/podcast/smartermarkets-1365693)
Published: 2026-01-17T14:00:00+00:00
Episode link: https://smartermarkets.podbean.com/e/setting-course-2026-episode-2-arjun-murti-partner-at-veriten-publisher-of-super-spiked-on-substack/
Audio file: https://mcdn.podbean.com/mf/web/63dgatsbxx42yfya/SM266_ArjunMurti_FinalMix_20260116.mp3
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Duration seconds: 2552

## Resource

We continue our Setting Course series this week by welcoming Arjun Murti back into the SmarterMarkets™ studio. Arjun is Partner at Veriten and Publisher of "Super-Spiked" on Substack. David Greely sits down with Arjun to discuss the big themes he sees in energy for 2026, including the electrical power super cycle.

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## Transcript

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