November 11, 2019· 55 min

Why The Repo Markets Went Crazy, And Why December Could Be Even Worse

Orality
Model
50%

Speaker Breakdown

HostTracy Alloway(1,444 words)
M:28%
HostJoe Weisenthal(1,871 words)
M:28%
GuestZoltan Pozsar(6,357 words)
M:93%

Oral Indicators

Agonistic41%
absolutely, basically, obviously
Engagement54%
you, our, your
Memory Aids100%
listen, like, so
Repetition100%
know (101x), repo (96x), they (79x)
Parallelism100%
And I'm Jo Rosenthal...., So, Jo, I was in New York with..., And we had a great a great lin...
Sound Patterns64%
64 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases4%
you know what, i mean

Literate Indicators

Hedging6%
may, quite, maybe
Passive Voice5%
be used, being taken, were taken
Abstract Nouns15%
investment, community, business
Subordination8%
because, until, since
Sentence Length48%
Avg: 17.1 words/sentence
Word Complexity45%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style46%
539 personal pronouns found
Descriptive Style87%
apply, early, really

Description

Back in September, chaos erupted in short-term funding markets, as the cost for financial institutions to borrow reserves soared. Immediately a major debate broke out over whether this represented a systemic problem for the financial system or merely a technical problem with the "plumbing." Things have quieted down since September, but the debate hasn't stopped. And there's still no permanent fix. On this week's Odd Lots podcast, we spoke with Zoltan Pozsar of Credit Suisse, who has a reputation for understanding the mechanics of these funding markets better than anyone else in the world. He broke down what really happened, and why we could see more craziness as soon as next month. See omnystudio.com/listener for privacy information.