
Rational Markets with Darrel Koo
Claim This Podcastby Darrel Koo
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Podcast Overview
<p>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.</p>
Language
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Publishing Since
11/19/2023
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Recent Episodes

February 13, 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...

November 15, 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...

July 30, 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...
4 total episodes available
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Frequently asked questions
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- What is Rational Markets with Darrel Koo?
<p>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.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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