Rational Markets with Darrel Koo

Send us Fan Mail 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 m...

Send us Fan Mail 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 that investing is solely quantitative, showcasing how factors like meme stocks and cryptocurrencies illustrate this point. We discuss beh...

Send us Fan Mail 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 a...

Send us Fan Mail 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...