Podcast Episodes
Back to Search
Tug of War Into Year End
Season 4 Episode 13
Today in the podcast, we update our thoughts on the broader US equity market outlook as well as bigger picture positioning trades. Three big things y…
3 years, 7 months ago
End of Summer Update on our Sector Views
Season 4 Episode 12
Today in the podcast an update on our own sector views and the outlooks of our US analyst team. Three big things you need to know: First, in our late…
3 years, 8 months ago
Small Cap EPS Revisions Signal, Mid Term Headache, Where Valuations Stand
Season 4 Episode 11
Today in the podcast, we reflect on some of the most interesting things we saw last week in terms of charts, questions, quotes and high frequency dat…
3 years, 8 months ago
2Q22 Hedge Fund Handbook: Conflicting Market Signals, LT Opportunity In Growth
Season 4 Episode 10
Today in the podcast, our takeaways from our review of the 2Q22 stock-level holdings of more than 300 hedge funds based on the 13f’s that were recent…
3 years, 8 months ago
Signs of Stress Emerging, Not Sufficient To Call An End To The Rebound Yet
Season 4 Episode 9
Today in the podcast, we reflect on some of the most interesting things we saw last week in terms of insightful charts and questions plus the high-fr…
3 years, 8 months ago
Low Quality Playbook, Ripped Off Band-Aids In Small Cap, Consumer Stabilization
Season 4 Episode 8
Today in the podcast, a few thoughts on the composition of the snap back in stocks, where the earnings band-aid may have been ripped off within Small…
3 years, 8 months ago
Recession Fears, Buyback Tax, Shifting Sentiment & Polling Data
Season 4 Episode 7
Today in the podcast, we highlight the most interesting chart we saw last week, the most interesting question we got last week, and some noteworthy s…
3 years, 9 months ago
2Q22 Halftime Report
Season 4 Episode 6
Today in the podcast, our takeaways on 2Q-2022 reporting season, with more than half of S&P results in. The big things you need to know: First, 2H22 …
3 years, 9 months ago
Pulling Off the Band-Aid, Going Overweight Small Cap
Season 4 Episode 5
Today in the podcast, we update our outlook for the S&P 500 and several key positioning trades. The big things you need to know: First, we’ve made an…
3 years, 9 months ago
Sector Navigator
Season 4 Episode 4
Today in the podcast, an update on our latest RBC equity analyst outlook survey, which we just completed, plus an update on our own latest US equity …
3 years, 9 months ago