September 16, 2021· 43 min
Stacy Rasgon on How the Global Chip Crisis May Be Getting Even Worse
Orality
Model
84%
Oral-dominant (speeches, podcasts, storytelling)
Speaker Breakdown
HostTracy Alloway(1,377 words)
M:28%
HostJoe Weisenthal(1,003 words)
M:28%
GuestStacy Rasgon(6,666 words)
M:28%
Oral Indicators
Agonistic25%
obviously, massive, very
Engagement76%
you, our, your
Memory Aids100%
listen, now, so
Repetition100%
like (188x), they (131x), know (100x)
Parallelism100%
And I'm Tracy Alloway...., So, Tracy, you know, obviously..., But one of the first areas tha...
Sound Patterns82%
80 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases6%
you know what, i mean, the thing is
Literate Indicators
Hedging9%
quite, appears, might
Passive Voice6%
were needed, being forced, were locked
Abstract Nouns12%
investment, inflation, generation
Subordination7%
though, thus, while
Sentence Length33%
Avg: 13.3 words/sentence
Word Complexity45%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style24%
744 personal pronouns found
Descriptive Style95%
obviously, supply, really
Description
We've been talking about chips on Odd Lots for almost a year now. Thanks to a unique combination of events and constraints, capacity to make more semiconductors is incredibly tight. One industry that's lost out significantly is cars, as automakers are still cutting production due to an inability to source chips. On this episode, we speak with return guest Stacy Rasgon, a Managing Director and U.S. semiconductor analyst at Bernstein to discuss the current state of the industry, and why things are still so messed up. See omnystudio.com/listener for privacy information.