August 11, 2022· 47 min

Pimco's Dan Ivascyn on the State of Markets Right Now

Orality
Model
88%
Highly oral (epic poetry, sermons, hip-hop)

Speaker Breakdown

HostTracy Alloway(1,207 words)
M:94%
HostJoe Weisenthal(1,312 words)
M:29%
GuestDan Ivascyn(5,586 words)
M:28%

Oral Indicators

Agonistic30%
definitely, extremely, very
Engagement76%
you, our, your
Memory Aids100%
listen, so, like
Repetition100%
know (210x), think (60x), like (58x)
Parallelism97%
And I'm Joe Weisenthal...., So stuff that is normally vola..., And then you have stuff that i...
Sound Patterns47%
41 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases7%
i mean, the bottom line, so to speak

Literate Indicators

Hedging11%
could, suggest, fairly
Passive Voice6%
is even, are characterized, be balanced
Abstract Nouns19%
investment, business, moment
Subordination10%
because, while, thus
Sentence Length55%
Avg: 18.7 words/sentence
Word Complexity50%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style24%
666 personal pronouns found
Descriptive Style100%
apply, normally, really

Description

Markets have staged an impressive bounce since the middle of June. Stocks are way up. Credit spreads have come in. Mortgage rates have tightened again. And long rates have mellowed out. So is the coast all clear? On this episode of the podcast, we speak with Pimco Group Chief Investment Officer Dan Ivascyn about why this is an environment characterized by a high level of uncertainty. It's not that he's pessimistic or bearish, per se, but rather that there are risks all over the place as the Federal Reserve attempts to tame inflation. See omnystudio.com/listener for privacy information.