December 23, 2021· 49 min

Jon Turek on the Macro Outlook for 2022

Orality
Model
81%
Oral-dominant (speeches, podcasts, storytelling)

Speaker Breakdown

HostJoe Weisenthal(1,911 words)
M:93%
HostTracy Alloway(1,042 words)
M:28%
GuestJon Turek(5,875 words)
M:28%

Oral Indicators

Agonistic28%
obviously, extremely, totally
Engagement74%
you, our, your
Memory Aids100%
listen, like, right
Repetition100%
know (176x), think (143x), year (87x)
Parallelism95%
And I'm Tracy Alloway...., But, yes, you are right...., And, of course, we are looking...
Sound Patterns54%
52 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases4%
you know what, i mean

Literate Indicators

Hedging11%
may, could, maybe
Passive Voice5%
been distracted, are concerned, been enhanced
Abstract Nouns21%
investment, business, chase.com/business
Subordination8%
since, while, because
Sentence Length57%
Avg: 19.3 words/sentence
Word Complexity45%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style26%
714 personal pronouns found
Descriptive Style100%
apply, obviously, exactly

Description

2021 was a historic year for markets and the broader economy. For the first time, seemingly in ages, there was a serious shift in realized inflation and the broader inflation outlook. This has ramifications, potentially, for risk assets, bonds, and, of course, the Fed. To help break things down, and how to think about the situation, we speak with Jon Turek, the author of the Cheap Convexity Blog and founder of JST Advisors, to understand what comes next. See omnystudio.com/listener for privacy information.