207 Episodes

  1. End of Summer Update on our Sector Views

    Published: 8/31/2022
  2. Small Cap EPS Revisions Signal, Mid Term Headache, Where Valuations Stand

    Published: 8/29/2022
  3. 2Q22 Hedge Fund Handbook: Conflicting Market Signals, LT Opportunity In Growth

    Published: 8/25/2022
  4. Signs of Stress Emerging, Not Sufficient To Call An End To The Rebound Yet

    Published: 8/23/2022
  5. Low Quality Playbook, Ripped Off Band-Aids In Small Cap, Consumer Stabilization

    Published: 8/15/2022
  6. Recession Fears, Buyback Tax, Shifting Sentiment & Polling Data

    Published: 8/10/2022
  7. 2Q22 Halftime Report

    Published: 8/3/2022
  8. Pulling Off the Band-Aid, Going Overweight Small Cap

    Published: 7/25/2022
  9. Sector Navigator

    Published: 7/19/2022
  10. Natural Gas – It Isn’t Over

    Published: 7/12/2022
  11. Oil Market in Disarray

    Published: 7/7/2022
  12. Conversations From The Road, Part 2

    Published: 7/1/2022
  13. Conversations From The Road

    Published: 6/21/2022
  14. Thoughts on Friday’s CPI Print & US Equities

    Published: 6/14/2022
  15. Trimming Our S&P 500 Target, Getting More Intrigued With Small Caps

    Published: 6/7/2022
  16. Why We're Not Chasing Consumer Staples

    Published: 5/27/2022
  17. The RBC Hedge Fund Handbook – No Shelter from the Storm, Yet

    Published: 5/23/2022
  18. Stocks at a Crossroads

    Published: 5/16/2022
  19. The Sentiment Signals We're Watching

    Published: 5/3/2022
  20. Bond Yields Take A Bite

    Published: 4/25/2022

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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: https://www.rbccm.com/en/policies-disclaimers.page