March 22, 2021· 49 min

Luke Kawa on the Macro Situation Right Now

Orality
Model
78%
Oral-dominant (speeches, podcasts, storytelling)

Speaker Breakdown

HostJoe Weisenthal(1,638 words)
M:27%
GuestLuke Kawa(5,124 words)
M:28%

Oral Indicators

Agonistic29%
very, definitely, incredible
Engagement83%
you, our, your
Memory Aids100%
listen, so, like
Repetition100%
know (143x), it's (92x), that's (80x)
Parallelism100%
And I'm Tracy Alloway...., So, Tracy, you know, every onc..., But I feel like at this moment...
Sound Patterns54%
50 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases6%
i mean, the bottom line, so to speak

Literate Indicators

Hedging10%
may, maybe, fairly
Passive Voice5%
are based, is mispriced, are expected
Abstract Nouns23%
investment, business, chase.com/business
Subordination8%
while, because, although
Sentence Length56%
Avg: 18.9 words/sentence
Word Complexity48%
investment, analyze, anticipate
Academic Markers3%
according to
Impersonal Style17%
777 personal pronouns found
Descriptive Style96%
apply, really, actually

Description

Over the last several weeks, we've seen major developments in the macro situation. The vaccine rollout has accelerated. We've gotten a stimulus. The economic outlook has improved. And rates have risen across the curve significantly. So what does the macro picture look like right now, and what is the best framework for thinking through things? On this episode, we speak with Luke Kawa, an Asset Allocation Strategist at UBS Asset Management, about how to understand the current macro picture. See omnystudio.com/listener for privacy information.