June 17, 2021· 54 min
Why Ram Parameswaran Says the World's Biggest Tech Stocks Are Ridiculously Cheap Right Now
Orality
Model
50%
Speaker Breakdown
HostTracy Alloway(1,182 words)
M:94%
HostJoe Weisenthal(1,068 words)
M:28%
GuestRam Parameswaran(7,557 words)
M:28%
Oral Indicators
Agonistic37%
incredible, huge, absolutely
Engagement77%
you, our, your
Memory Aids100%
listen, so, like
Repetition100%
know (119x), like (88x), companies (72x)
Parallelism100%
And I'm Tracy Alloway...., So, Tracy, you know, we talk a..., But the other big theme of the...
Sound Patterns81%
84 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases4%
you know what, i mean
Literate Indicators
Hedging6%
could, maybe, probably
Passive Voice6%
been obsessed, is indeed, are involved
Abstract Nouns15%
investment, business, rotation
Subordination7%
because, though, since
Sentence Length42%
Avg: 15.6 words/sentence
Word Complexity47%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style23%
804 personal pronouns found
Descriptive Style86%
apply, supply, lately
Description
Everyone knows that tech stocks performed amazingly well amid the coronavirus crisis. In the last few months, there's been a little bit of a cooling off. But for the most part, betting on tech has been a fantastic bet for a really long time. This week's guest says there's a lot more to come. On this episode we speak with Ram Parameswaran, the Founder and CIO at Octahedron Capital — which does VC investments and invests in public equity — on what he learned over the last year, and the big things he's betting on now. See omnystudio.com/listener for privacy information.