Odd Lots

Presenting What Next TBD: Why Everyone is Freaking out About Private Credit

April 14, 2026·37 min·5-min readconversationalbusiness
Podzilla Summary (5 min)
TLDR
Amid a fragile ceasefire and ongoing geopolitical tensions, the Strait of Hormuz remains largely closed, disrupting global energy flows and exposing vulnerabilities in Asia's heavy reliance on Middle Eastern crude. Despite headlines of massive supply disruptions, oil prices have not spike

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Guest

A

Alex Turnbull

conversational on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

Alex TurnbullJoe WisenthalTracy Alloway

Books

The Myth of US Energy Independenceby Alex Turnbull

Companies

Bloomberg

Products & Tools

Strait of Hormuz Shipping Tracker

Topics

GeopoliticsRenewable Energy

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