December 5, 2024· 46 min

Nouriel Roubini's Vision for a New Safe Haven Asset

Nouriel Roubini

Orality

Model

79%

Oral-dominant (speeches, podcasts, storytelling)

Speaker Breakdown

HostJoe Weisenthal(1,182 words)

M:29%

HostTracy Alloway(1,552 words)

M:28%

GuestNouriel Roubini(4,622 words)

M:27%

Oral Indicators

Agonistic31%

certainly, amazing, definitely

Engagement52%

you, our, your

Memory Aids100%

listen, right, so

Repetition100%

gonna (72x), inflation (53x), like (50x)

Parallelism91%

And I'm Joe Weisenthal...., So it certainly seemed like we..., And in fact, before we recorde...

Sound Patterns27%

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

Formulaic Phrases5%

i mean, so to speak

Literate Indicators

Hedging11%

could, quite, maybe

Passive Voice8%

be implemented, be implemented, be constrained

Abstract Nouns29%

investment, information, volatility

Subordination9%

because, while, until

Sentence Length43%

Avg: 15.8 words/sentence

Word Complexity51%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style48%

426 personal pronouns found

Descriptive Style93%

monthly, carefully, aggressively

Description

For years, investors have relied on the classic 60/40 portfolio of stocks and bonds. The idea behind this was simple: bonds tend to go up when stocks go down, so the two things should act as a natural hedge. But when inflation spiked in 2022 and 2023, the 60/40 portfolio performed terribly and bonds failed to act as a safety cushion. In this episode, we speak with Nouriel Roubini, chief economist and portfolio manager of the new Atlas America Fund, an ETF that is trying to create a new type of safe asset that can withstand big risks, including stagflation, deficits, and de-dollarization. We also talk about the outlook for the US economy in 2025, and the big risks that the chief economist and portfolio manager of the Atlas America Fund sees on the horizon. Read more: Roubini Launches Treasury-Alternative ETF to Ride Trump-Era Risk Crypto Critic Nouriel Roubini Is Working on a Tokenized Dollar Replacement Become a Bloomberg - Business News, Stock Markets, Finance, Breaking & World News subscriber using our special intro offer at Bloomberg Subscriptions | Digital, All Access, Corporate & Student . You’ll get episodes of this podcast ad-free and exclusive access to our daily Odd Lots newsletter. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free. See omnystudio.com/listener for privacy information.

← Goldman's Hatzius and Kostin on Markets ...Ethan Kurzweil on Venture Investing in t... →