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Artwork for RBC's Markets in Motion

RBC's Markets in Motion

RBC Capital Markets
S&P 500
Small Caps
Russell 2000
RBC Capital Markets
US Economy
Investor Sentiment
US GDP
Stock Market
Biden's State Of the Union
Inflation
Gold
US Natural Gas
2024 Price Target
Valuation Model
2024 Presidential Election
Consumer Resilience
Consumer Discretionary Sector
10-Year Treasury Yields
Presidential Election Years
US Equity Market

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
InvestingBusinessNewsBusiness News

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Artwork for RBC's Markets in Motion

Latest Episodes

The big things you need to know:

• First, we review our key takeaways from our review of March company commentary on the Middle East conflict on EPS calls and in conference presentations. What we read adds to our understanding of why the US equity m... more

YouTube

The big things you need to know:

• First, in tandem with the 5% decline in the S&P 500, investor and consumer sentiment have slipped in recent updates as investors have digested the possibility of a longer conflict in Iran and consumers have started... more

YouTube

This week, we are excited to bring you a special edition of the podcast, a recording of a panel done by Lori Calvasina (Head of US Equity Strategy), Helima Croft (Head of Global Commodity & MENA Research), and Frances Donald (Chief Economist, Royal B... more

YouTube

The big things you need to know:

• First, we review the results of a survey we conducted of RBC’s equity analysts on the conflict in Iran, which helps explain the resilience we’ve seen in the S&P 500.

• Second, the valuation and sentiment barometers... more

YouTube

Key Facts

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

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Recent Guests

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, providing insights into market trends and economic factors affecting equity investments.

Reviews

4.7 out of 5 stars from 91 ratings
  • Bearish Outlooks

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

    Apple Podcasts
    3
    CoachJEB18
    United States8 months 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 States2 years ago

Listeners Say

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

Some feedback points to issues with audio quality, affecting overall listening experience.
Listeners appreciate the insights provided, particularly regarding market trends and economic factors.
Many reviews highlight the clarity and data-driven nature of the discussions.

Chart Rankings

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

Apple Podcasts
#136
Canada/Business/Investing
Apple Podcasts
#88
Indonesia/Business/Investing
Apple Podcasts
#93
Colombia/Business/Investing
Apple Podcasts
#115
Spain/Business/Investing
Apple Podcasts
#226
Indonesia/Business
Apple Podcasts
#241
Saudi Arabia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Special Edition - A Conversation on Concentration, Retail, Energy & Utilities
Q: What do you think it will take for the market to broaden out again?
Lori mentions that the market needs to see closer cuts from the Fed and some economic excitement to facilitate a broader market rotation.

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?

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

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

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

1. RiskReversal Pod
2. Thoughts on the Market
3. RenMac
4. The Meb Faber Show - Better Investing
5. Making Sense

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?

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

Recent guests on RBC's Markets in Motion include:

1. Helima Croft
2. Frances Donald

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