Podcast Episodes
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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, 11 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…
4 years 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…
4 years 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…
4 years 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…
4 years, 1 month 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…
4 years, 1 month 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 …
4 years, 1 month 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, 1 month ago
Bond Yields Take A Bite
Season 3 Episode 18
Four big things you need to know: (1) First, we’ve trimmed our year-end 2022 S&P 500 price target from 5,050 to 4,860. The recent move up in bond yie…
4 years, 2 months ago
1Q22 Earnings Preview
Season 3 Episode 17
Today in the podcast, our thoughts on the 1Q22 reporting season, which kicks off this week in earnest with Financials. The big things you need to kno…
4 years, 2 months ago