The media alone can't ease the tensions that come from the debate surrounding the issues we deal with every day.

However, we can create spaces where people can freely kick the tires of their preconceived notions.

I'm Tim O'Brien, and I'm the senior executive editor at

Bloomberg Opinion. On our platform we ask tough questions and solve complex

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Context changes everything.

Start exploring our opinion coverage and more at Bloomberg.com slash subscribe. Welcome to the Bloomberg surveillance podcast. I'm Tom Keene.

Daily, we bring you insight from the best in economics, finance, investment,

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Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, on the Bloomberg. You make your luck and that's when Jeffrey Curry walks in the studio from

Goldman Sachs with a bigger larger macro view on oil and yet he knows there is a bank, a financial arm of the oil business that happens to look for oil called Exxon as well.

So we're going to fold some cell side here on Exxon Mobile earnings up the

stock moves up 3% and Jeff Curry here to rip up the script on Big Oil.

How is American Big Oil doing right now not not so much cell side analysis, but from your

purview. Well, I think when you look at their ability to track capital, one of the

biggest issues right now is the ESG issue. And how do they restructure themselves such that they be able to become

more relevant in this decarbonized world and we think big oil is going to turn into big energy

and they're going to do that by buying gas assets

LNG gas here in the US power assets.

I just did a fabulous seminar with Robert Litterman of great financial guides like Black Shoals.

He did a huge amount of work with Fisher Black years ago and he has led the study of climate change

...