The podcast episodes discuss the potential impact of unexpected 'black swan' events on markets, investment strategies, and the energy transition.

For example, the episode #1015 - What Geopolitic Risks Are Not Priced In? | with Jacob Shapiro & Marko Papic explores how recent geopolitical events, such as Iran's attack on Israel, can impact the economy, inflation, and global trade.

Similarly, the episode [Episode #108] - Will Energy Transition Be Rapid or Gradual? discusses the role of unpredictable 'black swan' events in accelerating or decelerating the energy transition.