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Bloomberg.com to get context. Hello and welcome to another episode of the Odd Lots Podcast. I'm Tracy Allaway.

I'm Joe Wiesenthal.

And I'm Tracy Alaway.

Tracy obviously on the podcast lately I would say we've been talking about events in this crisis that are extremely fast moving and we've kind of been joking around that perhaps in some cases by the time people actually listen to the episode

it'll be irrelevant or extremely out of date by the time it actually gets out.

Yeah, I'm not even sure it's a joke, really, because there have been a few episodes that have been sort of superseded by events. It's been a struggle.

So in light of that, I think today's episode might be a little bit risky, like even riskier than our normal one.

Oh boy. Why?

Well, the reason I say it is because we're going to try, and I don't know if we'll be successful, but we're going to try and I don't know if we'll be successful but

we're going to try and look a little bit big picture and sort of bigger

lessons bigger themes that we can take away from all the events that we've seen over the last couple of months and I think almost everyone who tries to project forward on what it all means will probably be looking a little bit foolish in some

respect, but that's kind of what we're going to attempt to do today.

I mean, it's what everyone is interested in at the moment, but as you say, forecasting this is hard. is

hard because as we have discussed ad nauseum at this point,

everything has the potential to change with the current crisis

and we really are in uncharted territory in many ways.

So yeah, sympathy for the forecasters at this point.

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