207 Episodes

  1. Early Mid-Year Check In

    Published: 6/4/2021
  2. The Hot Dogs Are Cold

    Published: 5/25/2021
  3. Taking Tech’s Temperature

    Published: 5/19/2021
  4. A Little More Room

    Published: 5/7/2021
  5. The Big Problem on the Earnings Front

    Published: 4/30/2021
  6. ESG Flows Have Eased Recently, Valuation Opportunities in ESG Leaders & REITs ESG Momentum

    Published: 4/22/2021
  7. Early Thoughts On What Biden’s Tax Hikes Mean For Stocks

    Published: 4/15/2021
  8. Dissecting The Slightly Less Optimistic Mood of the Market

    Published: 4/8/2021
  9. Dollar Difficulties in the Distance

    Published: 3/31/2021
  10. The Key To The Great Debate On Value vs. Growth

    Published: 3/26/2021
  11. The Bottom Up Outlook For Stocks Remains Positive

    Published: 3/19/2021
  12. Why We’re Intrigued With Mid Caps

    Published: 3/12/2021
  13. Why We Still Like Financials

    Published: 3/5/2021
  14. Why We Like Small Caps Longer Term, But Are Staying Neutral On Them Near Term

    Published: 8/14/2020
  15. What We’ve Learned So Far In 2Q20 Reporting Season

    Published: 8/6/2020
  16. The Biden Playbook For US Equities

    Published: 7/29/2020
  17. 2nd Half Outlook For US Equities

    Published: 7/22/2020
  18. Defensive Backdrop To Earnings

    Published: 7/14/2020
  19. Signs of Stress

    Published: 7/1/2020
  20. Why US Equity Investors Are Getting More Bearish

    Published: 6/26/2020

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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