# EP100: Immutable Themes and Reframing Macro Scenarios

Page: https://stenobird.com/podcast/super-spiked-podcast-4587357/ep100-immutable-themes-and-reframing-macro-scenarios
Text version: https://stenobird.com/podcast/super-spiked-podcast-4587357/ep100-immutable-themes-and-reframing-macro-scenarios.md
Podcast: [Super-Spiked Podcast](https://stenobird.com/podcast/super-spiked-podcast-4587357)
Published: 2026-05-09T13:00:00+00:00
Episode link: https://arjunmurti.substack.com/p/ep100-immutable-themes-and-reframing
Audio file: https://api.substack.com/feed/podcast/196938324/dfc4e30a853f7137aba7044029fe9af6.mp3
Processing state: processed
JSON: https://stenobird.com/v1/public/podcasts/super-spiked-podcast-4587357/episodes/ep100-immutable-themes-and-reframing-macro-scenarios
Duration seconds: 1504

## Resource

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 moderately edited transcript and the slide deck using the blue Download buttons below. This is the 100th Super-Spiked video podcast. We’ve also had an additional 114 written posts that for no obvious reason we account for with its own numbering system, a point that we are sure is of interest to no one and we will merge going forward in case you are wondering why we’ll jump to #215 next week. In celebration of our 100th episode, we recorded this a week early ahead of a guy’s golf trip to Scotland, where we’ll be playing Turnberry, Prestwick, Royal Troon, and Western Gailes. 8 rounds in 5 days is way to ambitious for a bunch of guys in their upper 50s. More on that in the On A Personal Note at the end of this video. Our key focus this week will be discussing how we think the world should think about energy macro scenarios. It should not surprise anyone that we do not believe the world will go back to viewing CO2 as an organizing principle for energy. We have been asked if not “net zero” then what? We attempt to answer that question this week. We start off by taking a look at the key themes from 2022 at the start of Super-Spiked . Those initial themes have stood the test of time. This 100th episode is targeted at a combination of corporate executives, board members, policy people, and the macro economics and sustainability people within companies. It’s probably not for everyone, but that has been one of our philosophies. We are not looking to maximize views of Super-Spiked . We hope it will be accessible to everyone, but this one in particular is aimed at a smaller sub…

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## Transcript

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