EP227: Fall Progress Report on our Big Themes for 2026

**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. We are back after a 2-week end of summer hiatus. We hope everyone had a great summer and is ready for Fall. Our Fall kickoff starts with a look back at our first Super-Spiked post his year titled *Big Themes for 2026: Up and To The Right* (here). In this week’s post, we will assess how we are doing we the themes we had highlighted in January. Overall, we think we did a generally decent job of identifying the most important themes, but of course have room for improvement which we spend time discussing. 0:00 Introduction 0:43 Mega Themes 2:33 2026 Specific Themes 8:20 Energy Scenario Normalization 11:31 Markets, Technology and M&A 15:58 What We Didn’t Sufficiently Emphasize 23:07 On A Personal Note: 25 Years **📜 Credits** \* Intro & Outro music: Wolf Hoffman: *Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato*. \* This episode of Super-Spiked Videopods was edited and produced by Veriten Productions. **⚖️Disclaimer** I certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue. Subscribe to receive all content. Also available at Veriten.com. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com