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Artwork for RBC's Markets in Motion

RBC's Markets in Motion

RBC Capital Markets
S&P 500
Small Caps
Energy Sector
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
Donald Trump
2024 Presidential Election
Valuation Model
Consumer Resilience
Consumer Discretionary Sector
10-Year Treasury Yields

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
BusinessBusiness NewsInvestingNews

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Artwork for RBC's Markets in Motion

Latest Episodes

The big things you need to know:

• First, several things that US equity markets have been linked to (breadth, bitcoin, private market fears, Fed cut expectations, consumer sentiment) have gotten better in recent updates.

• Second, a few signals from... more

YouTube

The big things you need to know:

• First, our 12-month-forward price target for the S&P 500 is 7,750, approximately the median and average of five different models that we use, which focus on sentiment, valuation, the appeal of stocks relative to bo... more

YouTube

The big things you need to know:

• First, with the S&P 500 having finally entered what we consider to be tier 1 / garden-variety-pullback territory on Thursday, we review what we’re watching to help us gauge if / when the pullback has run its course... more

YouTube

The big things you need to know:

• First, earnings sentiment staged a partial comeback last week as the rate of upward EPS estimate revisions for the S&P 500 moved up again slightly vs. the prior week but remained below its August high.

• Second, we... more

YouTube

Key Facts

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

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Host

Lori Calvasina
Head of US Equity Strategy at RBC Capital Markets, providing expert insights into U.S. equity markets, economic indicators, and investment strategies.

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 States5 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.

Listeners appreciate the insightful analysis and accessible explanations, often highlighting the depth of market insights provided through the episodes.
There are mixed feelings about the host's delivery style, with strong praise for the data-driven perspectives and some suggestions for improvement in presentation.
Reviewers note the podcast as an essential resource for understanding confusing market trends, though some critiques mention challenges with audio quality during certain episodes.

Chart Rankings

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

Apple Podcasts
#218
Canada/Business/Investing
Apple Podcasts
#105
Indonesia/Business/Investing
Apple Podcasts
#113
Ireland/Business/Investing
Apple Podcasts
#219
Switzerland/Business/Investing
Apple Podcasts
#250
Indonesia/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?

This podcast provides a nuanced and data-driven perspective on the forces impacting U.S. equity markets, primarily through the lens of insights provided by a seasoned equity strategist. Episodes cover a range of topics including market forecasts, economic indicators, investor sentiment, and sector performances, often featuring comprehensive discussions on recent earnings reports and macroeconomic trends. A distinctive feature is its emphasis on analyzing various factors like Bitcoin stabilization, sector-specific trends, and broader economic conditions that influence investment strategies, making it a valuable resource for those looking to navigate the complex landscape of U.S. equities.

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

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

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

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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