February 3, 2025· 49 min

Marko Kolanovic Is Back With a Warning for Stocks

Marko Kolanovic

Orality

Model

50%

Speaker Breakdown

HostJoe Weisenthal(1,626 words)

M:28%

HostTracy Alloway(1,635 words)

M:94%

GuestMarko Kolanovic(6,414 words)

M:28%

Oral Indicators

Agonistic36%

extremely, very, basically

Engagement83%

you, our, your

Memory Aids100%

listen, so, like

Repetition100%

know (224x), like (184x), sort (91x)

Parallelism92%

So have you heard the story ab..., And I'm Joe Weisenthal...., So I have a few....

Sound Patterns100%

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

Formulaic Phrases6%

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

Literate Indicators

Hedging8%

quite, might, maybe

Passive Voice8%

were perceived, be explained, be seen

Abstract Nouns15%

investment, prescription, medication

Subordination6%

because, although, since

Sentence Length35%

Avg: 13.7 words/sentence

Word Complexity44%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style17%

860 personal pronouns found

Descriptive Style73%

automatically, family, extremely

Description

Marko Kolanovic was one of the biggest names in markets, earning the nickname 'Gandalf' for some eerily prescient calls over the years. But last July he left his role as JPMorgan's chief global market strategist and co-head of global research, after missing out on a pretty epic rally. Since then, stocks have climbed higher with valuations increasingly stretched. So what does Marko think of the market now? In this episode we talk about his outlook the market, the impact of AI including the new DeepSeek model out of China, plus his own research and analysis techniques. Read more: Kolanovic on the Canary in the Coal Mine for Higher Energy Prices Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

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