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&#x27;ll be following in the second half of 2026.

Summer Playlist 2026 Episode 3 | Arjun Murti, Partner at Veriten & Publisher of “Super-Spiked” on Substack

SmarterMarkets™

For most of our career day, it was only energy nerds that cared about energy. And then the rest of the world only cared about it during the bad times when something spiked or rose or was causing some sort of calamity and chaos. And while there's some of that that we see with Straight Up Hormuz, I think the power super-cycle is clearly bringing together tech, industrials, energy, power companies in a way where everybody is recognizing how are we going to power economies.

Welcome to Smarter Markets, a weekly podcast featuring the icons and entrepreneurs of technology, commodities and finance, ranting on the inadequacies of our systems and riffing on ideas for how to solve them. Together, we examine the questions, are we facing a crisis of information or a crisis of trust? And will building smarter markets be the antidote?

AI agents are fundamentally changing how people and organizations interact with computers and the Internet. A race is underway to establish the path that will govern the nature of these interactions. Abaxx Technologies introduces Abaxx Labs as its center for engaging with the developer community through the release of open-source software to promote a path that empowers users to maintain control of their identity, data and agents in digital spaces.

Abaxx Labs' first release is the Agents++ library, a subset of Abaxx's ID++ software development kit that has been tuned for use with AI agents. Download Agents++ on GitHub today at github.com slash abaxxlabs. That's github.com slash abaxxlabs. Welcome back to Summer Playlist 2026 on Smarter Markets.

I'm Dave Brilly, Chief Economist at Abaxx Technologies. Our guest today is Arjun Murthy, partner at Veriton and publisher of SuperSpiked on Substack.

Summer Playlist 2026 Episode 3 | Arjun Murti, Partner at Veriten & Publisher of “Super-Spiked” on Substack

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Summer Playlist 2026 Episode 3 | Arjun Murti, Partner at Veriten & Publisher of “Super-Spiked” on Substack

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.