Podcast Episodes
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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, 10 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, 10 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, 10 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, 10 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, 10 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, 10 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, 11 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, 11 months ago
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, 11 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, 11 months ago