EP227: Fall Progress Report on our Big Themes for 2026

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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