Traci Alloway

Hey there, All Thoughts listeners.

Joe and I are very excited to announce that we will be holding our first ever live show in London.

So if you want to come hear some live recordings of Oddlots episodes, if you want to hang out with me and Joe, if you want to hang out with other Oddlots listeners, then you should definitely head over to Bloomberg.com forward slash Oddlots where you can find all the info there and purchase tickets.

It's going to be on the evening of May 7th at Wilton's Music Hall.

Doors open at 6 and the recordings start at 7.

Hope to see you there.

Hello and welcome to another episode of the OddLots podcast.

I'm Traci Alloway.

Joe, in the OddLots tradition of spring of 2026, I'm going to start this podcast by saying that we are recording on April 17th at 1 p.m.

Possibly.

Possibly.

The market is certainly interpreting this as moving past.

Yes, absolutely.

But again, things are very fluid.

They can always change on a dime, which they have been.

I'm convinced that one day in early 2026, we'll be able to record one of these energy related episodes without saying exactly what time and date it is, but not yet.

However, I think that no matter what happens with the status of the ceasefire, it seems very clear that what we've just experienced has been, I'm not even sure if you could say a wake up call, but certainly an acute phenomenon that is being interpreted very differently by different players in the world.

Resource guarding.

Yeah.

I mean, whatever you can say about the current environment.