207 Episodes

  1. Individual Investors Bounce Back, As Earnings Season Ramps Up

    Published: 10/26/2021
  2. A Good Enough Start To 3Q21 Reporting Season

    Published: 10/19/2021
  3. The View From The Trenches Helps Put Current Worries Into Context

    Published: 10/12/2021
  4. The Mood of the Market Has Gotten More Pessimistic, But Investors Are Still Buying Value

    Published: 10/5/2021
  5. Institutional Investor Sentiment Finally Takes A Hit

    Published: 9/30/2021
  6. Supply Chain Concerns Spark Deterioration In Investor & Earnings Sentiment

    Published: 9/20/2021
  7. Aftershocks

    Published: 9/14/2021
  8. Sustainable Fund Flows, Themes in Focus & New Fund Launches

    Published: 8/30/2021
  9. The Dog Days of Summer

    Published: 8/24/2021
  10. Back to the Future

    Published: 8/16/2021
  11. A Rock and a Hard Place, and The Good Stuff In Between

    Published: 8/9/2021
  12. The Four New Things We Learned In Week Three of 2Q21 Reporting Season

    Published: 8/2/2021
  13. A Better Overall Tone, But Key Challenges Remain

    Published: 7/26/2021
  14. Financials Fumble, COVID Concerns Creep Back In

    Published: 7/19/2021
  15. 2Q21 Earnings Preview

    Published: 7/12/2021
  16. The Mood of the Market Is Fading Optimism

    Published: 7/7/2021
  17. A Potential Expiration Date

    Published: 7/1/2021
  18. The View From The Trenches Looks Pretty Good

    Published: 6/23/2021
  19. What We Think The 10 Year Has Been Telling Us

    Published: 6/20/2021
  20. Top Stocks Aren’t Having a Good Year, But Long-Only Fund Managers Are

    Published: 6/9/2021

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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