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.
Episodes
4 episodes
Investment Research: The Past, Present, and Future
In this episode of Rational Markets, we offer a comprehensive exploration of the investment research landscape, highlighting its key players and underlying motives while addressing the disconnect between intent and execution.Drawing from...
The Psychology of Investing
In this episode, we examine the crucial intersection of psychology and investing, highlighting how emotions and narratives impact market behaviour. Drawing from Darrel's experience as a professional investment analyst, we challenge the view tha...