July 24, 2017· 21 min
What It's Like to Suddenly Become a Bond Manager in the Credit Crisis
Orality
Model
67%
Oral-dominant (speeches, podcasts, storytelling)
Speaker Breakdown
HostJoe Weisenthal(571 words)
M:29%
HostTracy Alloway(884 words)
M:94%
GuestDavid Schawel(2,241 words)
M:29%
Oral Indicators
Agonistic35%
literally, completely, definitely
Engagement95%
you, our, your
Memory Aids100%
listen, now, so
Repetition100%
know (90x), think (27x), you're (25x)
Parallelism100%
And I'm Jill Weisenthal...., So, Joe, you and I talk a lot ..., But, no, I would say that betw...
Sound Patterns77%
32 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases14%
at the end of the day, i mean, to be honest
Literate Indicators
Hedging12%
could, might, probably
Passive Voice5%
be judged, is driven, was elected
Abstract Nouns23%
investment, recommendation, edition
Subordination7%
because, however, whereas
Sentence Length34%
Avg: 13.4 words/sentence
Word Complexity46%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style5%
394 personal pronouns found
Descriptive Style77%
literally, completely, actually
Description
We talk a lot on Odd Lots about the idea of investing. But what's it like to actually have to put money to work in some of the trickiest investing environments in history? David Schawel was an equity analyst who suddenly became the manager of a portfolio of subprime mortgage bonds during the worst of the credit crunch. Now he manages fixed-income portfolios for New River Investments. We talk to him about what it was like to manage a subprime portfolio back in 2008, the differences between stocks and bonds, and how to put money to work when lots of people are talking about an overvalued market. See omnystudio.com/listener for privacy information.