Podcast Index

Podcasts

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RBC's Markets in Motion RBC's Markets in Motion RBC Capital Markets Big Theatre Kid Energy Big Theatre Kid Energy Ryan W Garcia The World This Hour The World This Hour Vohay Semiconductor Insiders Semiconductor Insiders SemiWiki Follow Jesus Radio Follow Jesus Radio Richard Templin Hancock Lost Genre Reddit Stories Lost Genre Reddit Stories Lost Genre Stories KURIOUS: Strange. Unusual. Unbelievable. KURIOUS: Strange. Unusual. Unbelievable. KURIOUS: Strange and Unusual Stories Dark Mysteries — Unsolved Mysteries. Forgotten Secrets. Unanswered Questions. Dark Mysteries — Unsolved Mysteries. Forgotten Secrets. Unanswered Questions. Darkest Mysteries Online True Crime Podcast 2026 - Police Interrogations, 911 Calls and True Police Stories Podcast True Crime Podcast 2026 - Police Interrogations, 911 Calls and True Police Stories Podcast True Crime Podcast 2026 7 Good Minutes 7 Good Minutes Clyde Lee Dennis Jesus 24/7 Podcast Jesus 24/7 Podcast HustleStudios Podcast Network Thrilling Threads - Conspiracy Theories, Strange Phenomena, True Crime, Unsolved Mysteries, etc! Thrilling Threads - Conspiracy Theories, Strange Phenomena, True Crime, Unsolved Mysteries, etc! Byte & Pieces WWE WWE WWE Wrestling Thomas Paine Podcast Thomas Paine Podcast mike moore The Pete Quiñones Show The Pete Quiñones Show Peter R Quiñones Inside the Birds: A Philadelphia Eagles Podcast Inside the Birds: A Philadelphia Eagles Podcast Inside The Birds Noticentro Noticentro Audio Centro Arroe Collins View From The Writing Instrument Arroe Collins View From The Writing Instrument Arroe Collins The Epstein Chronicles The Epstein Chronicles Bobby Capucci The Pete Quiñones Show The Pete Quiñones Show Peter R Quiñones TJ & Riggins Show | Comedy, Pop Culture, Morning Banter TJ & Riggins Show | Comedy, Pop Culture, Morning Banter TJ Riggins | Comedy, Pop Culture, Morning Banter America Today: Daily News Briefing America Today: Daily News Briefing patricia muthoni Bernie And Cream GO Bernie And Cream GO A Pokemon GO Podcast Indo Sport Indo Sport Irish Independent The Wom Healthy The Wom Healthy Redazione The Wom Healthy Discovery Panel - Discover Star Trek Discovery Panel - Discover Star Trek Andreas Dohm und Sebastian Sonntag Notiziario Radio Veneto24 Notiziario Radio Veneto24 Radio Veneto24 Alacarta ( Radio Marca Barcelona 89.1 Fm 📻 ) Alacarta ( Radio Marca Barcelona 89.1 Fm 📻 ) Radio Marca Barcelona Gysi gegen Guttenberg – Der Deutschland Podcast Gysi gegen Guttenberg – Der Deutschland Podcast Open Minds Media, Karl-Theodor zu Guttenberg & Gregor Gysi Українське Радіо Канади | Про головне Українське Радіо Канади | Про головне UCAN Radio The John Moore Show w/ John Moore The John Moore Show w/ John Moore The John Moore Show w/ John Moore Republic Broadcasting Network Republic Broadcasting Network Republic Broadcasting Network Radio Hamburg Nachrichten Radio Hamburg Nachrichten Radio Hamburg Asmongold TV Asmongold TV Asmongold TV Einzelgänger Einzelgänger Einzelgänger The Invisible Hand The Invisible Hand Emma Reid sarah marie anderson's podcast sarah marie anderson's podcast sarah marie anderson
RBC's Markets in Motion

Tout

RBC's Markets in Motion

RBC Capital Markets

S&P 500 Sector Recommendation Shuffle

July 13, 2026 10:05am 6 min

The big things you need to know:First, we are making several changes to our S&P 500 sector views with upgrades to Tech to overweight and Consumer Discretionary to market weight, alongside downgrades of Communication Serv...

June Survey Results Reveal Optimism, Not Euphoria, Heading Into 2H26

July 07, 2026 10:15am 5 min

The big things you need to know:First, across the globe our analysts are constructive on performance over the next 6-12 months and see attractive valuations in the industries they cover.Second, Europe and Canada captured...

Mid-Year Outlook Update

June 29, 2026 12:10pm 6 min

The big things you need to know:First, we are lifting our 12-month S&P 500 price target to 8,150 from 7,900. We also think the recent outperformance of non-US developed markets and value could last a bit longer but ultim...

Down the Valuation Rabbit Hole

June 15, 2026 12:15pm 6 min

Two big things you need to know:First, forward P/Es have generally been de-frothed, but haven’t looked deeply compelling for the major US indices.Second, the valuation case for the broadening trade still has some room (S...

The Time is Now – We Need Your Help

June 10, 2026 10:21am 1 min

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 y...

From Rotation to Derisking

June 08, 2026 12:55pm 8 min

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 no...

Investment strategy through the ‘up crash’ and beyond

June 04, 2026 3:05pm 19 min

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 record...

Earnings Sentiment Broadens Out

June 01, 2026 12:25pm 4 min

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 Gr...

Everything in Moderation

May 27, 2026 11:35am 8 min

The big things you need to know:First, we think the recent pick up in 10-year yields raises the risk of a tier 1 (5-10%) pullback in the S&P 500 in the short-term, but does not alter our longer-term constructive view on ...

London Fog

May 18, 2026 12:00pm 6 min

The big things you need to know:First, the investors we met with this past week, in our trip to London and Switzerland, were keen to explore other opportunities in US equities beyond Semis/Tech/AI, but had difficulty env...

Positivity Isn’t Always Naivete

May 11, 2026 1:15pm 22 min

In this special cross over edition (originally recorded for the RBC Capital Markets Macro Minutes podcast), Lori joins Blake Gwinn, Head of RBC Capital Markets US Rates Strategy in a conversation on US equities, US rates...

Baking in a Two-Speed Economy & EPS Backdrop into Our S&P 500 Forecast

May 08, 2026 1:05pm 5 min

The big things you need to know:First, we have lifted our 12-month-forward S&P 500 price target to 7,900, which represents a 7.7% gain from the May 7th close. In adjusting our forecast, we are focusing on our valuation/E...

Taking The Stock Market’s Temperature, Takeaways from an Avalanche of Earnings

May 04, 2026 1:50pm 6 min

The big things you need to know:First, US equity market valuations are on the rise, but don’t look topped out yet. We remain constructive on the US equity market in the year ahead, recognizing that the path may not be li...

Resilience With a Dose of Caution

April 27, 2026 3:05pm 7 min

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 Ira...

April 2026 Global Analyst Survey Results - Constructive, Aside From The War

April 24, 2026 8:10am 4 min

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 th...

Climbing the Wall of Worry

April 20, 2026 11:20am 7 min

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 w...

A Fragile, Foggy Bottom

April 13, 2026 2:35pm 7 min

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 ab...

Thinking Through Tier 2

March 30, 2026 1:35pm 8 min

The big things you need to know:First, the tactical indicators we’ve been tracking to gauge when equity investors’ fears may have gone too far continue to show signs of significant deterioration but are not yet pointing ...

This Might Take A Minute

March 22, 2026 11:35am 9 min

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 understand...

Lingering Confidence & Emerging Concerns

March 16, 2026 4:50pm 6 min

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 ...

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