Tracey Alloway

I'm not sure I'm pronouncing that right, but the stuff that comes from poison ivy, which I am currently suffering from.

So this is, yeah, this is interesting to me.

Just going back to collateral, you know, one of the tropes or jokes that often gets brought up in commodities markets, it's like I put on a physical oil trade and like, oh, no, now I'm going to actually settle and take delivery of like 50 barrels of oil in my studio apartment or something like that.

If you're in commodity finance, is taking delivery of actual collateral, like, is it a disaster for you the way it is for other investors?

Or is it kind of that's what it's there for?

These are all collateralized loans.

Interesting.

I don't know when this particular episode is coming out.

We're recording on May 27th.

But very soon at our live show, we will have an episode dedicated to hearing from one company that is trying to create a compute exchange and futures market, basically.

So that'll be interesting.

Do commodity financiers, do they have good insight into like trends in commodity prices just by virtue of being able to see like actual supply and demand on the ground?

So you've mentioned... Now we're just doing hypothetical futures markets.

I've never heard of that.

I have to try that.

No, no.

It sounds like Texas A&M propaganda.

And I've got big onion growing plans.

Oh, my God.

All right.