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Hello and welcome to another episode of the Adlots podcast. I'm Joe Wyzenthal.

And I'm Tracy Alloway. So, you know, you know, you know, one of the things I really like

about 2021 is? About 2021? Yeah, or 2020 and 2021.

I mean, I feel like I could take a guess, but why don't you go ahead and tell me?

Well, so obviously like, okay, it's, you know, we've been doing a bunch of like supply chains

and commodities, but I feel like this is a time for specialists, like people who know.

Oh, yes. Yeah. And it's, I feel like one of the themes of kind of like this podcast,

but also in general is like, I'm kind of like, weirdly less interested in some respects

in some of like the pure macro stuff that we've like, I've covered for much of my careers,

and the people that I like really yearn to talk about are like the people who just like

know and industry really well. I think it's like super fun. Yeah, I think we've discovered

the wonders of micro and just being able to investigate these individual markets that we

haven't necessarily been familiar with before has been really, really interesting. And also,

I think I told you this once before, but when I was going into financial journalism,

I always really wanted to be a commodities reporter because I was kind of interested in things

and like this idea of global trade and 2020 and 2021 has just been phenomenal from that

perspective, like the actual study of things, like how they're produced, how supply and demand

works for individual markets, the different players, plus the logistics of actually moving them

from A to B. No, this is a year for granularity for specialists and the degree, you know, like,

...