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Artwork for RBC's Markets in Motion

RBC's Markets in Motion

RBC Capital Markets
S&P 500
US Equity Market
US Equity Markets
Tariffs
Small Caps
Investor Sentiment
Russell 2000
Inflation
U.S. Equity Markets
Federal Reserve
Earnings Season
Earnings Reports
Interest Rates
Energy Sector
U.S. Equity Market
Consumer Sentiment
RBC Capital Markets
US Equity Strategy
US Economy
US Election

Our regular podcast from Lori Calvasina, Head of US Equity Strategy, that brings a fresh perspective and nuanced, data driven view on the forces shaping U.S. equity markets. Disclaimer: www.rbccm.com/en/policies-disclaimers.page

PublishesWeeklyEpisodes200Founded6 years ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Artwork for RBC's Markets in Motion

Latest Episodes

It’s been a year, and it’s only June. We built a framework to help investors navigate the fear and stuck with our constructive longer-term view.

If you’ve found our research, and this podcast, helpful, we’d appreciate your vote in the Extel (forme... more

The big things you need to know:

• First, lingering concerns about interest rates and the Fed flared up on Friday after a surprisingly strong NFP report. We run through our thoughts on why this hit the Nasdaq so hard and note that risk of a tier 1 /... more

RBC’s Markets in Motion is the weekly podcast from Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, highlighting her latest views on the US equity market. This is a special edition of the podcast recorded live from the RBC Global En... more

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The big things you need to know:

• First, earnings sentiment (the rate of upward EPS estimate revisions) is now improving broadly within the equity market, which we think opens the door for a short-term pause in mega cap Growth leadership within the... more

YouTube

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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People also subscribe to these shows.

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Recent Guests

Amy Wu-Silverman
Managing Director and Head of Derivative Strategy for RBC
RBC
Episode: Investment strategy through the ‘up crash’ and beyond
Helima Croft
RBC's Head of Global Commodity and Middle East Research
RBC Capital Markets
Episode: Beyond the Headlines: Oil, Inflation and Market Risk
Frances Donald
RBC's Chief Economist
RBC Capital Markets
Episode: Beyond the Headlines: Oil, Inflation and Market Risk

Host

Lori Calvasina
Head of US Equity Strategy at RBC Capital Markets and host of Markets in Motion; specializes in US equity strategy and earnings outlooks with a data-driven approach.

Reviews

4.8 out of 5 stars from 97 ratings
  • Bearish Outlooks

    Lots of bearish outlooks while continually having to revise price targets upwards.

    Apple Podcasts
    3
    CoachJEB18
    United Statesa year ago
  • Awesome information

    Podcast Addict
    5
    cougar
    2 years ago
  • The lowest quality

    AI will read more smoothly than her! She doesn’t talk but can’t read it smoothly! We don’t even have enough time for CNBC podcasts! Who would listen to this garbage????

    Apple Podcasts
    1
    AMAZingAmazing007
    United States2 years ago
  • Get the 411 on Wall Street

    Essential insights from the folks working in FiDi.

    Apple Podcasts
    5
    Ck586
    United States2 years ago
  • Good content but poor execution so far

    The quality of this podcast is not good compared to similar offerings. And there are already good options with short market updates from Goldman Sachs and Morgan Stanley. Lori is just reading and her mic picks up too much breathing. It’s a bit distracting every time she takes a breath in between sentences.

    Apple Podcasts
    2
    ramjam2011
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

A number of episodes emphasize geopolitical risk and earnings resilience as key drivers for positioning in 2026-27.
Listeners appreciate concise, data-driven market insights that help frame quick, informed decisions.
Some listeners feel delivery can be breathy or repetitive at times, but the content remains strong for investors seeking practical takeaways.
Guests and coverage skew toward macro-to-market analysis with a focus on RBC-generated research and scenario planning.
The host makes complex topics accessible for non-professionals without sacrificing rigor.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#214
Canada/Business/Investing
Apple Podcasts
#87
Chile/Business/Investing
Apple Podcasts
#115
Indonesia/Business/Investing
Apple Podcasts
#127
Colombia/Business/Investing
Apple Podcasts
#159
Russia/Business/Investing
Apple Podcasts
#243
Ireland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Positivity Isn’t Always Naivete
Q: How do you view the risk from Iran translating into equity and rate markets?
The hosts argue that risk is not one-way; buffers and hedges exist, but multiple scenarios are modeled to capture potential outcomes from oil-price shocks to supply-chain disruptions, with a two-sided view on inflation and growth guiding pricing rather than a single narrative.
Crunch Time For The Consumer
Q: If you could wave a magic wand and fix one thing for the consumer, what would it be?
Addressing interest rates, inflation and improving affordability is crucial and interconnected.
Crunch Time For The Consumer
Q: What's the reason for the consumer slowdown?
There are many theories, including spending habits, weather shifts, and overall economic uncertainty.
Crunch Time For The Consumer
Q: So, you know, retreat or shift? What's your take?
It feels like it's more a retreat than a shift regarding consumer spending.
Special Edition - A Conversation on Concentration, Retail, Energy & Utilities
Q: Where is the AAII Sentiment Survey right now?
The sentiment is close to levels noted before last year's market dips, hovering just below one standard deviation above the long-term average, suggesting a potential short-term drawdown.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About RBC's Markets in Motion

What is RBC's Markets in Motion about and what kind of topics does it cover?

This program delivers data-driven, macro-to-micro market analysis focused on U.S. equities, earnings trends, and sector leadership. Episodes frequently examine earnings revisions, geopolitical and policy risks, and how flows and valuations shape tactical and strategic positioning. A recurring emphasis on scenarios, risk management, and practical takeaways makes it useful for asset managers, financial advisors, and institutional investors seeking concise, evidence-based insights. A standout trait is the willingness to blend macro context with granular stock-market mechanics, often presenting model-driven forecasts and scenario analysis that help listeners refine portfolios while navigating geopolitical uncertainties and earnings cycles.

Where can I find podcast stats for RBC's Markets in Motion?

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How many listeners does RBC's Markets in Motion get?

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How many subscribers and views does RBC's Markets in Motion have?

To see how many followers or subscribers RBC's Markets in Motion has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to RBC's Markets in Motion?

These podcasts share a similar audience with RBC's Markets in Motion:

1. The Markets
2. Thoughts on the Market
3. Exchanges
4. Notes on the Week Ahead
5. UBS On-Air: Market Moves

How many episodes of RBC's Markets in Motion are there?

RBC's Markets in Motion launched 6 years ago and published 200 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact RBC's Markets in Motion?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for RBC's Markets in Motion?

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What guests have appeared on RBC's Markets in Motion?

Recent guests on RBC's Markets in Motion include:

1. Amy Wu-Silverman
2. Helima Croft
3. Frances Donald

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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