{"podcast":{"title":"Kontrarian Korner","slug":"kontrarian-korner-6889783","podcast_index_feed_id":6889783,"rss_url":"https://api.substack.com/feed/podcast/1525568.rss","website_url":"https://www.kontrariankorner.com/podcast","image_url":"https://substackcdn.com/feed/podcast/1525568/214d72b59ec098df0b895c0b74ea257a.jpg","author":"Ben Kelleran","episode_count":178,"summary":"Investments, Finance & Macro","last_synced_at":"2026-07-26T10:21:27.530717+00:00","page_url":"https://stenobird.com/podcast/kontrarian-korner-6889783"},"episode":{"title":"Pulling The Bull Cycle Forward","slug":"pulling-the-bull-cycle-forward","published_at":"2026-06-17T11:01:08+00:00","page_url":"https://stenobird.com/podcast/kontrarian-korner-6889783/pulling-the-bull-cycle-forward","show_page_url":"https://stenobird.com/podcast/kontrarian-korner-6889783","url":"https://www.kontrariankorner.com/p/pulling-the-bull-cycle-forward","audio_url":"https://api.substack.com/feed/podcast/202366576/c8f7982f08270c9a631f718e4c1549c4.mp3","summary":"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","meta_description":"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 p…","key_points":[],"chapters":[],"topics":[],"duration_seconds":303,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/kontrarian-korner-6889783/episodes/pulling-the-bull-cycle-forward/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/kontrarian-korner-6889783/pulling-the-bull-cycle-forward.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}