Tracey Alloway
👤 SpeakerAppearances Over Time
Podcast Appearances
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Fun disclosures later in this episode.
Hello and welcome to another episode of the All Thoughts Podcast.
Joe, I think I've told you this before, but way back when I was starting in financial journalism, I really wanted to be a commodities reporter.
No, there's a physicality to it, right?
Do your banker impression again.
It seems to be very idiosyncratic where like one load of whatever commodity might not be completely fungible with the same commodity.
And yet, maybe they're not.
But, you know, so I had this like romantic idea in my head of what a commodities reporter actually does, which is like, I don't know, go on ships and travel alongside like huge things of coal and metal and aluminum and stuff like that, which is probably not realistic.
One aspect of commodities that I never really appreciated was how much financialization there actually is in the market and that there are so many different players in the market.
We've sort of touched on it before with the Strait of Hormuz situation where...