September 17, 2020· 38 min

How Traders Used Google Searches To See The Economic Recovery In Real Time

Ben Breitholtz

Orality

Model

80%

Oral-dominant (speeches, podcasts, storytelling)

Speaker Breakdown

HostJoe Weisenthal(1,692 words)

M:28%

HostTracy Alloway(732 words)

M:28%

GuestBen Breitholtz(3,988 words)

M:27%

Oral Indicators

Agonistic26%

basically, extremely, completely

Engagement57%

you, our, your

Memory Aids100%

listen, so, like

Repetition100%

data (84x), know (63x), like (55x)

Parallelism100%

And I'm Tracy Alloway...., So I don't know what day peopl..., So all the losses that we saw ...

Sound Patterns60%

42 question(s), alliteration: "markets move", alliteration: "barclays brief"

Formulaic Phrases6%

i mean, so to speak

Literate Indicators

Hedging11%

may, suggest, could

Passive Voice8%

been erased, be distorted, be drilled

Abstract Nouns23%

investment, business, chase.com/business

Subordination7%

while, since, because

Sentence Length53%

Avg: 18.2 words/sentence

Word Complexity49%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style43%

403 personal pronouns found

Descriptive Style100%

apply, basically, essentially

Description

The use of so-called "alternative data" has been gathering attention for some time. Investors have been looking at things like credit cards or satellite photos of Walmart parking lots for insights into businesses before earnings or official government numbers come out. But during this crisis, alternative data has really come into its own. The speed of the crash and recovery happened so fast, it was clear that traditional numbers weren’t timely enough to get a read on what was going on. On this week's episode, we speak with Ben Breitholtz of Arbor Data Science, who explains how he's been able to monitor thousands of different categories of Google Search queries to know instantly when the recovery started to happen and what sectors of the economy were leading the way. See omnystudio.com/listener for privacy information.

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