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Episode 3
Summer Playlist 2026

Arjun Murti, Partner at Veriten & Publisher of “Super-Spiked” on Substack

“The power super cycle is clearly bringing together tech, industrials, energy, and power companies in a way where everybody is recognizing: how are we going to power economies?”
Arjun Murti

Presented by Abaxx Technologies

This week on our Summer Playlist, we welcome 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 lessons learned from the closure of the Strait of Hormuz, the risk of a super spike should the conflict continue, and the key themes he’ll be following in the second half of 2026.

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David Greely

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