April 9, 2025· 31 min

Viktor Shvets on Trump's Historical, Revolutionary Moves

Orality
Model
80%
Oral-dominant (speeches, podcasts, storytelling)

Speaker Breakdown

HostTracy Alloway(1,269 words)
M:94%
HostJoe Weisenthal(893 words)
M:29%
GuestViktor Shvets(2,979 words)
M:27%

Oral Indicators

Agonistic33%
literally, definitely, very
Engagement66%
you, our, your
Memory Aids100%
listen, look, like
Repetition100%
what (48x), like (44x), they (38x)
Parallelism77%
And I'm Tracy Alloway...., And there's someone else who n..., So I'm looking at a, edition o...
Sound Patterns89%
53 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases17%
at the end of the day, you know what, i mean

Literate Indicators

Hedging11%
could, might, rather
Passive Voice3%
are designed, was supposed, be addressed
Abstract Nouns26%
investment, information, volatility
Subordination13%
because, unless, whereas
Sentence Length29%
Avg: 12.3 words/sentence
Word Complexity49%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style34%
391 personal pronouns found
Descriptive Style100%
monthly, carefully, seriously

Description

How should we make sense of the Trump tariffs? They've been terrible for the stock market, obviously. Small businesses seem to hate them. Energy companies aren't fans either. US manufacturers are talking about how the tariffs will make manufacturing harder. And yet we have them. So who stands to benefit? What's the point? And how should we understand this moment in American history? On this episode we speak with one of our favorite guests, Viktor Shvets, the head of global desk strategy at Macquarie Capital. Shvets has been warning for a long time about how US history is at a pivot point, with the neoliberal consensus coming to an end. He talks about Trump's revolutionary efforts to remake American society, the attendant shredding of norms, and what it all means for the globally-held view of American exceptionalism. Read More: Viktor Shvets on Why This Time Really Is Different Things Are Getting Pretty Weird in Markets  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.