# Super-Spiked Videopods (EP89): Long-Takes From The Road: Taking Risk

Page: https://stenobird.com/podcast/super-spiked-podcast-4587357/super-spiked-videopods-ep89-long-takes-from-the-road-taking-risk
Text version: https://stenobird.com/podcast/super-spiked-podcast-4587357/super-spiked-videopods-ep89-long-takes-from-the-road-taking-risk.md
Podcast: [Super-Spiked Podcast](https://stenobird.com/podcast/super-spiked-podcast-4587357)
Published: 2026-01-31T14:00:00+00:00
Episode link: https://arjunmurti.substack.com/p/super-spiked-videopods-ep89-long
Audio file: https://api.substack.com/feed/podcast/186303494/6070edc7b7ca6045a165ab6e816edcc0.mp3
Processing state: processed
JSON: https://stenobird.com/v1/public/podcasts/super-spiked-podcast-4587357/episodes/super-spiked-videopods-ep89-long-takes-from-the-road-taking-risk
Duration seconds: 699

## Resource

For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck. 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 lightly edited transcript and the slide deck using the blue Download buttons below. We are just back from nine days on the road across the western U.S. and British Columbia. A key theme we highlighted at both the Goldman Sachs energy conference in Miami earlier this month and at a CIBC dinner panel last week in Whistler was the need for companies to take risk. Three points we discuss in the video podcast: (1) Why the “take risk” messaging now?: (2) The distinction between large-cap and SMID-cap risk taking; and (3) SMID-cap opportunities. 🔔 4 Ways to Subscribe * All Content: If you subscribe to Super-Spiked via email, you will receive all content to your inbox and it is also all on the Super-Spiked website . I have been aiming to publish about once a week, usually on Saturday. * Veriten : You can also subscribe to Super-Spiked content via the Veriten website ( here ) and receive Veriten’s flagship COBT video podcast. * YouTube channel for video only: You can subscribe directly to the video feed of Super-Spiked Videopods on my YouTube channel Super-Spiked by Arjun Murti . * Apple Podcasts, Spotify for audio only. You can subscribe directly to the audio only feed on Apple Podcasts , Spotify or your favorite podcast player app. The podcast is simply the audio for the YouTube videos. 📜 Credits * Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. A…

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## Transcript

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