March 12, 2018· 35 min

For The First Time In Years, Why People Are Suddenly Talking About Inflation Again

Orality
Model
64%
Mixed oral/literate (blogs, casual essays)

Speaker Breakdown

HostTracy Alloway(2,691 words)
M:28%
HostJoe Weisenthal(2,691 words)
M:28%
GuestMichael Ashton(3,564 words)
M:28%

Oral Indicators

Agonistic34%
literally, completely, very
Engagement74%
you, our, your
Memory Aids100%
listen, now, so
Repetition100%
inflation (93x), know (85x), really (55x)
Parallelism100%
And sadly, Tracy Alloway is ou..., But I think I could sort of im..., And at the heart of these big ...
Sound Patterns55%
37 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases9%
at the end of the day, i mean, if you will

Literate Indicators

Hedging7%
could, probably, rather
Passive Voice6%
be devastated, are structured, are affected
Abstract Nouns20%
investment, recommendation, conversation
Subordination9%
while, since, because
Sentence Length41%
Avg: 15.3 words/sentence
Word Complexity47%
investment, analyze, anticipate
Academic Markers4%
according to
Impersonal Style26%
495 personal pronouns found
Descriptive Style100%
literally, completely, sadly

Description

For years, nobody seemed particularly concerned about inflation. Outside of a few blips, in the wake of the financial crisis, people have become accustomed to low inflation, and central banks providing ample stimulus to the economy. But suddenly that's changing. There seem to be hints that the macro backdrop is shifting, and that has investors on edge. So why the shift and what's going on? On this week's Odd Lots, we speak with Michael Ashton of Enduring Investments, a specialist in analyzing the inflation data, and helping clients trade on it. He offers his theory of what drives inflation, and where it's going to go next. See omnystudio.com/listener for privacy information.