Podcast Episodes
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Natural Gas – It Isn’t Over
Season 4 Episode 3
In this week’s RBC’s Markets in Motion podcast, Chris Louney, Commodity Strategist, guest hosts to discuss his latest views on the natural gas market…
3 years, 9 months ago
Oil Market in Disarray
Season 4 Episode 2
In this week’s RBC’s Markets in Motion podcast, Michael Tran, Commodity and Digital Intelligence Strategist, guest hosts to discuss his latest views …
3 years, 10 months ago
Conversations From The Road, Part 2
Season 4 Episode 1
Today in the podcast, our thoughts on a few additional questions that we’ve been getting from equity investors in our recent travels across the US, a…
3 years, 10 months ago
Conversations From The Road
Season 3 Episode 25
This week in the podcast, highlights from our conversations with institutional equity investors last week, plus updates on the valuation and sentimen…
3 years, 10 months ago
Thoughts on Friday’s CPI Print & US Equities
Season 3 Episode 24
This week in the podcast, some quick thoughts on US equities in the aftermath of Friday’s hot CPI print and subsequent sell-off. Three big things you…
3 years, 10 months ago
Trimming Our S&P 500 Target, Getting More Intrigued With Small Caps
Season 3 Episode 23
This week in the podcast, we’re updating our outlook on the broader US equity market. Three big things you need to know: First, we have trimmed our S…
3 years, 11 months ago
Why We're Not Chasing Consumer Staples
Season 3 Episode 22
This week in the podcast, we dig into Consumer Staples, the third best performing sector in the S&P 500 so far in 2022. The big thing you need to kno…
3 years, 11 months ago
The RBC Hedge Fund Handbook – No Shelter from the Storm, Yet
Season 3 Episode 21
In this week’s podcast, we run through our takeaways from the first quarter 13fs of more than 300 of the biggest US-based hedge funds, which came out…
3 years, 11 months ago
Stocks at a Crossroads
Season 3 Episode 20
This week in the podcast, our
latest thoughts on economic expectations, sentiment, and valuations. The big
things you need to know: First, the S&P 500 …
3 years, 11 months ago
The Sentiment Signals We're Watching
Season 3 Episode 19
This week in the podcast we tackle the topic of investor sentiment, which has been back in focus given the S&P 500’s recent decline. The big things y…
4 years ago