December 14, 2020· 51 min

This Is the Macro Picture Going Into 2021

Orality
Model
53%
Mixed oral/literate (blogs, casual essays)

Speaker Breakdown

HostJoe Weisenthal(1,955 words)
M:55%
HostTracy Alloway(1,080 words)
M:57%
GuestNaufal Sanaullah(2,488 words)
M:55%
GuestJon Turek(3,510 words)
M:53%

Oral Indicators

Agonistic27%
literally, completely, obviously
Engagement74%
you, our, your
Memory Aids100%
listen, now, so
Repetition100%
know (191x), like (127x), think (110x)
Parallelism100%
And I'm Tracy Alloway...., But I'd say, like, the, the na..., And then recently, we had the ...
Sound Patterns47%
46 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases2%
i mean

Literate Indicators

Hedging11%
might, may, could
Passive Voice2%
be reflected, be surprised, be surprised
Abstract Nouns23%
investment, recommendation, optimism
Subordination8%
though, since, until
Sentence Length60%
Avg: 20.0 words/sentence
Word Complexity46%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style26%
725 personal pronouns found
Descriptive Style100%
literally, completely, obviously

Description

It's obviously been an extraordinary year for markets and the economy for reasons that don't need stating at this point. But what does 2021 have in store? Can the current trends continue? We talked with two of the smartest macro thinkers we know: Jon Turek, the author of the Cheap Convexity Blog, and Naufal Sanaullah, the Chief Macro Strategist at EIA All Weather Alpha Partners, to discuss the big themes and what to watch for next year. See omnystudio.com/listener for privacy information.