June 27, 2022· 48 min

Jay Newman on the Coming Crisis for Emerging Markets

Jay Newman

Orality

Model

62%

Mixed oral/literate (blogs, casual essays)

Speaker Breakdown

HostTracy Alloway(1,659 words)

M:28%

HostJoe Weisenthal(1,645 words)

M:94%

GuestJay Newman(4,517 words)

M:28%

Oral Indicators

Agonistic45%

literally, completely, very

Engagement58%

you, our, your

Memory Aids100%

listen, now, so

Repetition100%

it's (80x), what (55x), they (54x)

Parallelism98%

And I'm Joe Weisenthal...., So there's a lot to go there's..., And every time you see The US ...

Sound Patterns78%

68 question(s), alliteration: "markets move", alliteration: "barclays brief"

Formulaic Phrases5%

you know what, i mean

Literate Indicators

Hedging9%

may, probably, could

Passive Voice9%

was passed, is driven, be sued

Abstract Nouns22%

investment, recommendation, business

Subordination10%

while, since, because

Sentence Length45%

Avg: 16.2 words/sentence

Word Complexity49%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style42%

503 personal pronouns found

Descriptive Style79%

literally, completely, apply

Description

There are a lot of challenges facing emerging markets right now. For a start, the dollar has been pretty strong, heaping pressure on governments that have borrowed in a foreign currency. Meanwhile, energy and food prices are soaring. These are two things that emerging markets often have to import, or subsidize for their citizens. Put it altogether and you have a toxic mix facing developing nations, and we've already seen acute problems emerge in Sri Lanka and Lebanon. On this episode, we speak with Jay Newman, a long-time EM debt specialist and a former portfolio manager for Elliott Management. Jay has a wealth of experience in emerging markets -- including successfully going head-to-head with Argentina after the country defaulted on its debt. In this episode, he describes how the world is in for one of the worst EM debt crises in decades, and gives us his thoughts on how foreign investors should approach these markets. He’s just published his first novel, a financial, political thriller: Undermoney. See omnystudio.com/listener for privacy information.

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