March 9, 2020· 42 min

Did Passive Investing Fuel A Bubble In Ultra-Large Tech Stocks?

Orality
Model
60%
Mixed oral/literate (blogs, casual essays)

Speaker Breakdown

HostTracy Alloway(2,144 words)
M:27%
HostJoe Weisenthal(1,037 words)
M:28%
GuestVincent Deluard(4,193 words)
M:29%

Oral Indicators

Agonistic36%
literally, completely, clearly
Engagement73%
you, our, your
Memory Aids100%
listen, now, like
Repetition100%
know (85x), like (62x), it's (57x)
Parallelism96%
And I'm Tracy Alloway...., So over the long run, they mak..., But also in the sense that pas...
Sound Patterns55%
43 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases8%
at the end of the day, i mean, to tell you the truth

Literate Indicators

Hedging9%
maybe, possibly, probably
Passive Voice7%
being caused, being raised, are supposed
Abstract Nouns21%
investment, recommendation, attention
Subordination6%
because, therefore, though
Sentence Length45%
Avg: 16.2 words/sentence
Word Complexity46%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style27%
564 personal pronouns found
Descriptive Style98%
literally, completely, really

Description

Questions continue to arise over the effect of passive investing, and whether or not it's somehow distorting the market. On this week's episode, we speak to Vincent Deluard, the Director of Global Macro for INTL FCStone Inc., who argues that the endless bid for ETFs have helped fuel a bubble in megacap stocks, which continue to outperform the market. See omnystudio.com/listener for privacy information.