February 1, 2023· 47 min

Viktor Shvets Declares Victory for Team Transitory and the Soft Landing

Viktor Shvets

Orality

Model

67%

Oral-dominant (speeches, podcasts, storytelling)

Speaker Breakdown

HostTracy Alloway(1,047 words)

M:29%

HostJoe Weisenthal(1,113 words)

M:28%

GuestViktor Shvets(5,715 words)

M:27%

Oral Indicators

Agonistic38%

literally, completely, certainly

Engagement59%

you, our, your

Memory Aids100%

listen, now, like

Repetition100%

like (57x), it's (51x), what (51x)

Parallelism87%

And I'm Joe Weisenthal...., So risk asset stock market, re..., But, you know, you look at som...

Sound Patterns41%

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

Formulaic Phrases7%

at the end of the day, you know what, i mean

Literate Indicators

Hedging7%

could, maybe, might

Passive Voice3%

was ashamed, were concerned, was disaggregated

Abstract Nouns26%

investment, recommendation, inflation

Subordination10%

because, accordingly, therefore

Sentence Length36%

Avg: 14.0 words/sentence

Word Complexity51%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style41%

521 personal pronouns found

Descriptive Style93%

literally, completely, really

Description

It was looking bad there for awhile for Team Transitory. Anyone who had previously even uttered the word "transitory" in regards to inflation was regretting having used it. But lately the term is creeping back in, particularly as inflation decelerates while the unemployment rate remains low. So was the transitory perspective right all along? And is the fabled "soft landing" actually here? Macquarie Capital strategist Viktor Shvets believes it is. On this episode, the return Odd Lots guest gives his view of the economy and why he never gave up on his transitory stance. He talks about why inflation is falling and how many sources of anxiety — from geopolitical risk to deglobalization — won't materialize in the manner that many people are expecting. See omnystudio.com/listener for privacy information.

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