Traci Allaway

Yeah.

All right.

So odds on regime change in Cuba.

Everything is relative.

No, absolutely.

And it's interesting, I guess, to see that starting to change now.

I don't know.

Like, it's so hard to talk about because you have to go on a sort of country by country.

I mean, the broad theme does seem to be the Zoran shift, as Boz was pointing out in this idea of deltification of the entire region.

I still think there is a Don Roe doctrine in the sense that Trump wants a lot out of the region.

And if he has to take it by direct ownership versus work out a specific deal with a leader, the outcome is kind of the same.

Well, I was also thinking it was interesting when Boz was talking about like having to apply sort of a Venezuelan framework of political analysis to the current Trump administration where you're going on a person by person basis to try to identify what each of them wants and who holds the most power to actually make it happen.

No, I really like that analogy, actually.

And I guess the risk, like as in any pod shop, is that people like kind of go off and do their own thing without an integrated risk management system that kind of oversees all of it.

All right.

Shall we leave it there?

Let's leave it there.

This has been another episode of the All Thoughts Podcast.

I'm Traci Allaway.

You can follow me at Traci Allaway.