Spencer Cutter
Bloomberg Intelligence analyst covering the energy sector, specializing in oil & gas producer credit dynamics, commodity impacts on bond markets and capital-allocation behavior of energy firms.
Best podcasts with Spencer Cutter
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29 snips
Mar 10, 2026 • 36min
How to Position for a Long War in Iran
Spencer Cutter, an energy credit analyst who tracks oil and gas producer dynamics. Jody Lurie, a credit analyst focused on leisure, travel and casinos. They discuss how a prolonged Iran conflict could lift oil and split outcomes across energy bonds. They also explore which travel and leisure companies are most exposed to higher fuel costs and when consumer pullbacks could force downgrades.
8 snips
Jan 13, 2026 • 32min
The Long Road to Making Venezuela's Debt and Oil Investable Again
Spencer Cutter, a Bloomberg Intelligence analyst specializing in US energy, joins Damian Sassauer, an emerging-markets credit strategist, to discuss the complexities of investing in Venezuela post-regime change. They explore the enormous challenges for debt recovery and the massive capital needed to revitalize the oil sector. The duo highlights the potential for American and Canadian refineries, particularly Chevron, to benefit from Venezuela's heavy crude, while also examining how Chinese interests could shift amidst U.S. influence.
