September 28, 2020· 42 min

How All Financial Markets Turned Into The Same Big Trade

Jared Woodard

Orality

Model

84%

Oral-dominant (speeches, podcasts, storytelling)

Speaker Breakdown

HostJoe Weisenthal(1,600 words)

M:28%

HostTracy Alloway(1,132 words)

M:93%

GuestJared Woodard(4,947 words)

M:28%

Oral Indicators

Agonistic36%

very, basically, obviously

Engagement68%

you, our, your

Memory Aids100%

listen, now, like

Repetition100%

know (132x), think (88x), like (69x)

Parallelism88%

And I'm Tracy Alloway...., But I liked your, chart compar..., But I have to say, the Tesla v...

Sound Patterns35%

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

Formulaic Phrases5%

i mean, the bottom line

Literate Indicators

Hedging11%

probably, maybe, might

Passive Voice6%

is associated, is oren, is even

Abstract Nouns20%

investment, correlation, direction

Subordination10%

though, although, because

Sentence Length53%

Avg: 18.1 words/sentence

Word Complexity48%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style32%

569 personal pronouns found

Descriptive Style100%

closely, actually, exactly

Description

These days it seems like all financial markets are the same big trade. A gold chart looks like a Tesla chart, which looks like an Ethereum chart, which looks like a chart of a basket of cloud computing stocks. So why is this? And what could cause that to change? On this episode, we speak with Jared Woodard, the head of the Research Investment Committee at Bank of America, who recently published a report on exactly this. As Woodard explains it, the question starts with low growth and inequality, and the premium that investors will pay for certain types of securities in such an environment. He walked us through how that might change, and what investors can do in the meantime to discover under-appreciated values in the market. See omnystudio.com/listener for privacy information.

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