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.
Send us Fan Mail Energy Pragmatism: Why the Market (Not Government) Is Driving the Energy Sector Mark Carney said "A desired outcome is not a policy." In this video, I break down the coming-of-age story of the energy sector: from the shale boom's "growth at all costs" era, through the reckoning, the rise and fall of ESG, and into today's era of Energy Pragmatism. We cover what led us here, what it means for oil and gas investors, and why financial discipline in the energy sector was enforced...
13 Feb 2026
Investment Research: The Past, Present, and Future
Send a text 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 Darrel's experience in a boutique investment research firm focused on the energy sector, we demystify how analysts track fundamentals and market events to shape their stock recommendations. We scrutinize the format and substance of typical invest...
15 Nov 2025
The Psychology of Investing
Send us a text In this episode, I examine the crucial intersection of psychology and investing, highlighting how emotions and narratives impact market behaviour. Drawing from my experience as a professional investment analyst, I challenge the view that investing is solely quantitative, showcasing how factors like meme stocks and cryptocurrencies illustrate this point. I discuss behavioural finance biases, such as authority bias and herd behaviour, that can mislead investors. With practical st...
30 Jul 2025
The Case for Financial Literacy
In this episode, we tackle the urgent issue of wealth inequality that has intensified over the last decade. If we imagine a game where half of the players do not have the rules, we can understand the role of financial literacy in creating an uneven playing field in the markets. We discuss the far-reaching consequences of economic disparities, including the impact on global trade and the struggles of first-time homebuyers in a competitive housing market. Drawing from my 15 years as an investme...
19 Nov 2023
Rational Markets Trailer
Welcome to Rational Markets, the podcast that brings the financial markets to you in a way that is relatable, accessible, and actionable. Join host Darrel Koo, a seasoned equity research professional with a deep passion for storytelling and data-driven analysis, as he demystifies the world of finance. Whether you're a beginner looking to start your investment journey or an experienced investor wanting to strengthen your knowledge, this podcast will provide the insights and strategies you need...
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
152
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
1 ratings
Spotify
5.0 / 5
3 ratings
Podcast Authority Score: 18 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
11
Social presence
0
YouTube
64
Engagement
0
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