Orality
Model
71%
Oral-dominant (speeches, podcasts, storytelling)
Speaker Breakdown
HostJoe Weisenthal(1,184 words)
M:29%
HostTracy Alloway(1,443 words)
M:28%
GuestJames Montier(4,648 words)
M:29%
Oral Indicators
Agonistic39%
literally, completely, obviously
Engagement74%
you, our, your
Memory Aids100%
listen, now, right
Repetition100%
really (61x), right (60x), about (57x)
Parallelism85%
And I'm Joe Weisenthal...., But I guess it is...., But it might kinda be related....
Sound Patterns91%
74 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases7%
you know what, i mean, the bottom line
Literate Indicators
Hedging10%
might, maybe, quite
Passive Voice7%
be related, is when, being driven
Abstract Nouns18%
investment, recommendation, moment
Subordination10%
because, although, though
Sentence Length34%
Avg: 13.5 words/sentence
Word Complexity47%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style26%
604 personal pronouns found
Descriptive Style100%
literally, completely, obviously
Description
More than a decade ago, GMO strategist James Montier published a paper predicting that corporate profit margins were destined to come down from "nosebleed" levels. Fast forward to 2023, and it's clear that hasn't happened as profit margins remain far above their long-term average. On this episode of the Odd Lots podcast, Montier explains what he got wrong back in 2012, why corporate profits have remained so stubbornly high, and what this could mean for stock valuations now. He also discusses the ongoing debate over whether high corporate earnings are fueling inflation, as well as revisiting the work of economist Michael Kalecki. See omnystudio.com/listener for privacy information.