Rational Markets with Darrel Koo
Rational Markets is a monthly podcast covering energy markets, upstream valuation, and the analytical frameworks behind institutional-grade research. Each episode works through a specific market theme or investment mechanic — the kind of analysis that usually stays inside a bank portal or a $100,000 data subscription. Hosted by Darrel Koo, CFA, with 15 years of institutional energy research experience and no mandates to protect.
Rational Markets with Darrel Koo
Rational Markets Trailer
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Most energy research has a conflict built into it. Rational Markets doesn't.
Darrel Koo, CFA brings 15 years of institutional energy research — reserve reports, financial models, the actual data — to an independent Canadian E&P publication with no fund, no banking mandates, and no book to talk. Subscribe for data-driven sector analysis, company deep dives, and primers on how the energy business actually works.
---
Website: https://www.rationalmarkets.co/
Substack: https://rationalmarketspod.substack.com/
YouTube: https://www.youtube.com/@RationalMarkets
Spotify: https://open.spotify.com/show/3wmiVeSIfm1TZYBwYxJDlp
Apple Podcasts: https://podcasts.apple.com/us/podcast/rational-markets-with-darrel-koo/id1717328968
Disclaimer: https://rationalmarkets.co/terms
