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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
Biden's State Of the Union
Stock Market
Inflation
US Natural Gas
Gold
2024 Price Target
Valuation Model
2024 Presidential Election
Consumer Resilience
Consumer Discretionary Sector
10-Year Treasury Yields
Interest Rates
Presidential Election Years

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

PublishesWeeklyEpisodes200Founded5 years ago
Number of ListenersCategories
InvestingNewsBusiness NewsBusiness

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Artwork for RBC's Markets in Motion

Latest Episodes

The big things you need to know: First, solid commentary from the S&P 500 Financials that reported last week helped get 3Q25 reporting season off to a good start, though it was overshadowed by private credit concerns. Second, we reviewed stock market... more

YouTube

The big things you need to know:

• First, earnings sentiment has been fading for the broader US equity market and is at a critical juncture for the biggest market cap names and Tech sector within the S&P 500.

• Second, macro signals were mixed from ... more

YouTube

The big things you need to know:

• First, across all industries and regions, our analysts are constructive on performance over the next 6-12 months.

• Second, at the global sector level our analysts have the most positive performance outlooks for RE... more

YouTube

The big things you need to know:

• First, many of the US equity investors we met with last week were frustrated and wary.

• Second, other things that jump out in our work include a speech by the USTR to the financial community in NYC last week, the ... more

YouTube

Key Facts

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Host

Lori Calvasina
Head of US Equity Strategy, providing data-driven insights on U.S. equity markets.

Reviews

4.7 out of 5 stars from 90 ratings
  • Bearish Outlooks

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

    Apple Podcasts
    3
    CoachJEB18
    United States3 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.

Overall, the show is seen as essential for investors seeking to understand market movements.
Listeners appreciate the accessible insights and in-depth analysis of market trends.
Some feedback suggests a desire for more engaging presentation styles, but most reviews highlight the value of the content.
The podcast is noted for its succinct delivery of complex financial information.

Chart Rankings

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

Apple Podcasts
#203
Canada/Business/Investing
Apple Podcasts
#40
Indonesia/Business/Investing
Apple Podcasts
#89
Hong Kong/Business/Investing
Apple Podcasts
#155
Indonesia/Business
Apple Podcasts
#205
Hong Kong/Business

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 nuances and dynamics of U.S. equity markets, insights are provided through data-driven analysis and expert commentary. The episodes typically cover topics such as equity market trends, investor sentiment, economic indicators, and the impact of geopolitical events on market conditions. Unique aspects include a blend of detailed economic analysis with practical implications for investors, making it particularly valuable for those looking for informed market guidance.

Listeners will find conversations about corporate earnings, tariff impacts, and sector performances. The presentation style is likely to be accessible yet thorough, catering to both experienced investors and those newer to market analysis. The regular inclusion of... more

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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. Masters in Business
2. Eye On The Market
3. The Meb Faber Show - Better Investing
4. Notes on the Week Ahead
5. Thoughts on the Market

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

RBC's Markets in Motion launched 5 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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