
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
| Publishes | Weekly | Episodes | 200 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | NewsBusiness NewsBusinessInvesting | |||

The big things you need to know:
• First, the three things that stuck out to us in our review of earnings calls last week included outlooks that emphasized resiliency but contained a dose of caution, the conversation on Iran war impacts (present and... more
The big things you need to know:
• First, our analysts were generally constructive aside from the war.
• Second, our survey results reiterate the idea that the US is seen as a safety trade due to greater war resiliency, and that Europe does not nece... more
The big things you need to know:
• First, despite the strong rebound in the US equity market, investor sentiment remained subdued last week. This signals to us that there is room for US equities to run and climb a wall of worry.
• Second, 1Q26 repor... more
The big things you need to know:
• First, our 12-month S&P 500 price target remains 7,750, and we assume the index has put in a fragile, foggy bottom.
• Second, we run through our thoughts on what we’re hoping to learn more about in the upcoming rep... more
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Lots of bearish outlooks while continually having to revise price targets upwards.
Awesome information
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????
Essential insights from the folks working in FiDi.
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.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #173 |
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Focused on the dynamics influencing U.S. equity markets, the content provides insights from various economic indicators, company earnings reports, and market trends. The discussions often center around the impact of macroeconomic factors, such as tariffs and interest rates, on financial performance. Listeners can expect to also hear about sector-specific analyses, particularly regarding small caps and evolving investor sentiment, as well as explorations of technological influences like AI within the market landscape. Overall, the approach is driven by data, offering listeners a robust understanding of current and future market conditions, making it beneficial for both casual listeners and serious investors alike.
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1. Eye On The Market
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4. Thoughts on the Market
5. The Real Eisman Playbook
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.
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Recent guests on RBC's Markets in Motion include:
1. Helima Croft
2. Frances Donald
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