April 19, 2021· 52 min
John Hempton on Greensill, Archegos and What It's Like To Short Right Now
Orality
Model
67%
Oral-dominant (speeches, podcasts, storytelling)
Speaker Breakdown
HostTracy Alloway(861 words)
M:29%
HostJoe Weisenthal(911 words)
M:29%
GuestJohn Hempton(6,178 words)
M:28%
Oral Indicators
Agonistic50%
literally, completely, basically
Engagement59%
you, our, your
Memory Aids100%
listen, now, like
Repetition100%
like (77x), know (66x), it's (65x)
Parallelism100%
And I'm Joe Weisenthal...., And maybe bumper year isn't th..., But we've had, like, a lot of ...
Sound Patterns61%
53 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases5%
i mean, to be honest
Literate Indicators
Hedging7%
maybe, quite, probably
Passive Voice7%
was delivered, be settled, been consigned
Abstract Nouns16%
investment, recommendation, liquidity
Subordination6%
because, until, since
Sentence Length41%
Avg: 15.2 words/sentence
Word Complexity46%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style41%
505 personal pronouns found
Descriptive Style88%
literally, completely, basically
Description
It's a weird moment for the markets. The big stock indices are near all time highs. And yet there have been some high profile meltdowns and blowups. There was the collapse of the vendor financing firm Greensill. And there was the wipeout of the Bill Hwang fortune. Meanwhile, numerous SPACs and other speculative stocks have been getting clobbered. So we talked to short seller John Hempton, the CIO and co-founder of Bronte Capital, for an explanation of what's really going on. See omnystudio.com/listener for privacy information.