הפודקאסטים הטובים ביותר ב-Rbc (2025)

1
Persistent Faith (Matthew Series) - Matthew 9:27-33 51:24

9d ago51:24

51:24

Send us a text This sermon is part of the teaching ministry of Christ the King Reformed Baptist Church located in the Utica, New York area. We are a confessional Baptist church that proudly stands on the heritage of the Protestant Reformation and who earnestly contend for the faith which was once for all delivered unto the saints. You can find out …

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Special Edition - A Conversation On The Equity Market Outlook 24:43

1d ago24:43

24:43

RBC’s Markets in Motion is the weekly podcast from Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, highlighting her latest views on the US equity market. This week, we bring you a special edition of the podcast, recorded live at the RBC Financial institutions conference on March 5th, 2025. Ben Fisher (US Equity Sales, Midwest & M…

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Drawdowns, Bear Case Stress Test, Vibes, Small Caps 9:39

8d ago9:39

9:39

The big things you need to know: First, we review our basic framework for thinking about drawdowns in US equities, a topic that’s been coming up in client meetings over the past few weeks, as investor uncertainty regarding the economy has increased. Second, we have refreshed the math behind our YE 2025 bear case of 5,775, specifically our valuation…

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Surveilling the Vibes 7:43

15d ago7:43

7:43

The big things you need to know: First, we found more evidence of weakening investor and consumer vibes in last week’s data updates, while getting a mostly positive data point on corporate vibes, and a flattening in political vibes. Second, the rotation of funds flows from US equities to bonds and European equities strengthened last week.…

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Unwavering Faith (Matthew Series) - Matthew 9:18-26 43:36

16d ago43:36

43:36

Send us a text This sermon is part of the teaching ministry of Christ the King Reformed Baptist Church located in the Utica, New York area. We are a confessional Baptist church that proudly stands on the heritage of the Protestant Reformation and who earnestly contend for the faith which was once for all delivered unto the saints. You can find out …

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Treading Water 7:09

21d ago7:09

7:09

The big things you need to know: First, there was very little change last week in the stats we monitor to track reporting season, aside from the continued drift lower in the bottom-up consensus 2025 S&P 500 EPS forecast to a little below $271. Second, uncertainty, policy, tariffs, and FX remained in focus in last week’s earnings calls. Third, we co…

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Uncertainty Dents Optimism 8:25

29d ago8:25

8:25

The big things you need to know: The big things you need to know: First, the earnings backdrop has softened a bit on the stats for the broader US equity market, and has also justified the rotation in performance leadership that has been seen. Second, company commentary in last week’s earnings calls highlighted the uncertain optimism that is driving…

1
Small Book/Big Message Series - 2 John 50:36

1M ago50:36

50:36

Send us a text This sermon is part of the teaching ministry of Christ the King Reformed Baptist Church located in the Utica, New York area. We are a confessional Baptist church that proudly stands on the heritage of the Protestant Reformation and who earnestly contend for the faith which was once for all delivered unto the saints. You can find out …

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Solid Earnings Stats To Start 4:56

1M ago4:56

4:56

The big things you need to know: The big things you need to know: First, 4Q24 earnings season looks solid on the stats so far. Second, bulls bounced back in the weekly AAII survey last week, as US equity flows stabilized.על ידי RBC Capital Markets

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Early Earnings Takeaways, Vibes Vigilance, Show Me the Money FlowsSeason 7:19

2M ago7:19

7:19

The big things you need to know: First, the initial batch of 4Q24 earnings call commentary, which is mostly from Financials, highlights the optimism and uncertainty that are both embedded in the current outlook for stocks. Second, investor sentiment on the AAII survey continued to slip last week despite stabilization in the S&P 500 itself. Third, w…

1
Small Book/Big Message Series - Jude 55:02

2M ago55:02

55:02

Send us a text This sermon is part of the teaching ministry of Christ the King Reformed Baptist Church located in the Utica, New York area. We are a confessional Baptist church that proudly stands on the heritage of the Protestant Reformation and who earnestly contend for the faith which was once for all delivered unto the saints. You can find out …

1
Jobs Jumble, Our Questions for Companies in 4Q24 Reporting Season 7:38

2M ago7:38

7:38

The big things you need to know: First, we review our thoughts on last Friday's jobs report and reaction in the S&P 500 and Russell 2000. Second, with 4Q24 reporting season getting underway, we review what we’re listening for in S&P 500 company earnings calls. Third, we run through updates on other high frequency indicators, including a new chart c…

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Sector Update - Survey Results, Flows, US Changes 6:21

2M ago6:21

6:21

The big things you need to know: Today in the podcast, an update on our S&P 500 sector outlook for 2025, and the results of the quarterly RBC analyst survey that we just updated in late December. Three big things you need to know: First, globally – taking into account the views of our analysts in all of our coverage regions -- our analysts tilt con…

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EPS Revisions Fade, Sentiment Wanes, P/Es Contract, & Flows Fade as 2025 Begins 4:51

2M ago4:51

4:51

The big things you need to know: First, modest downward revisions have returned to bottom-up consensus S&P 500 EPS forecasts. Second, frothy US equity market sentiment has been a problem for the US equity market, but our work suggests that many investors have become cognizant of this problem and that it is starting to self-correct. Third, outside o…

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We Exist To Be On Mission - (Matthew 28:18-20) 40:00

2M ago40:00

40:00

Send us a text This sermon is part of the teaching ministry of Christ the King Reformed Baptist Church located in the Utica, New York area. We are a confessional Baptist church that proudly stands on the heritage of the Protestant Reformation and who earnestly contend for the faith which was once for all delivered unto the saints. You can find out …

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The Reason For The Season - Romans 8:1-8 (Christmas Eve Service) 20:23

3M ago20:23

20:23

Send us a text This sermon is part of the teaching ministry of Christ the King Reformed Baptist Church located in the Utica, New York area. We are a confessional Baptist church that proudly stands on the heritage of the Protestant Reformation and who earnestly contend for the faith which was once for all delivered unto the saints. You can find out …

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Navigating markets in 2025: Whipsaws and fatter-tails call for tactical moves 25:14

3M ago25:14

25:14

The format of this special edition of RBC’s Markets in Motion is a little bit different from what we usually do, and runs a little bit longer than usual. In this episode, Lori Calvasina, Head of US Equity Strategy, is joined by two of her macro partners at RBC Capital Markets, Head of US Rates Strategy, Blake Gwinn, and Equity Derivative Strategist…

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Christmas Theology - Philippians 2:5-10 33:35

3M ago33:35

33:35

Send us a text This sermon is part of the teaching ministry of Christ the King Reformed Baptist Church located in the Utica, New York area. We are a confessional Baptist church that proudly stands on the heritage of the Protestant Reformation and who earnestly contend for the faith which was once for all delivered unto the saints. You can find out …

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Behold The King of Kings! - 2 Samuel 7:1-17 34:58

3M ago34:58

34:58

Send us a text This sermon is part of the teaching ministry of Christ the King Reformed Baptist Church located in the Utica, New York area. We are a confessional Baptist church that proudly stands on the heritage of the Protestant Reformation and who earnestly contend for the faith which was once for all delivered unto the saints. You can find out …

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Positioning Takes a Tiny Hit, Mixed Shifts in Key Consensus Macro Assumptions 6:05

3M ago6:05

6:05

The big things you need to know: Three big things you need to know: First, positioning in US equity futures per the weekly CFTC data has taken a tiny hit. Second, consensus US GDP forecasts have moved up, along with consensus Fed Funds and 10-year yield forecasts. Third, other things that jump out on our high frequency indicators include the contin…

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Christmas is About the Gospel - Luke 2:10-12 37:43

3M ago37:43

37:43

Send us a text This sermon is part of the teaching ministry of Christ the King Reformed Baptist Church located in the Utica, New York area. We are a confessional Baptist church that proudly stands on the heritage of the Protestant Reformation and who earnestly contend for the faith which was once for all delivered unto the saints. You can find out …

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Early Thoughts on the 2025 S&P 500 Sector Outlook 5:31

3M ago5:31

5:31

Today in the podcast: Our thoughts on the outlook for the S&P 500 sectors in 2025, with a focus on those where we've made changes to our view. The big things you need to know: First, we have upgraded Communication Services from market weight to overweight. Second, we are downgrading Health Care to market weight from overweight. Third, we are downgr…

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Jesus Rebukes Legalism (Matthew Series) - Matthew 9:14-17 52:21

3M ago52:21

52:21

Send us a text This sermon is part of the teaching ministry of Christ the King Reformed Baptist Church located in the Utica, New York area. We are a confessional Baptist church that proudly stands on the heritage of the Protestant Reformation and who earnestly contend for the faith which was once for all delivered unto the saints. You can find out …

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Some of the Biggest Things We're Thinking About Heading Into 2025 11:00

4M ago11:00

11:00

Today in the podcast: Highlights from our 2025 US Equity Market outlook, in which we reviewed the top 10 things we’re thinking about as the new year comes into view. We won’t go through all ten, but are going to run through some of the more important highlights regarding our broader market call. The big things you need to know: First, our YE 2025 S…

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The Agony Of A Broken Man - Job 3:1-10 38:03

4M ago38:03

38:03

Send us a text What if our moments of deepest despair are actually paving the way for profound spiritual growth? Join us as we grapple with the themes of lament, suffering, and divine sovereignty through the poignant lens of the Book of Job. We begin by reflecting on Job's unfiltered sorrow in Chapter 3, where he curses the day of his birth. His ra…

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A Pullback May Have Started, Tariffs in Focus, Watching Financials Valuations 6:12

4M ago6:12

6:12

Three big things you need to know: First, over the past week we’ve become increasingly convinced that a 5-10% pullback in the S&P 500 may have already started. Second, post-election company commentary has been heavily weighted to tariffs, a part of the Trump agenda that has concerned many equity investors. Third, other things that jump out from our…

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The Crushing Weight of Sin and the Gospel (Matthew Series) - Matthew 9:9-13 48:22

4M ago48:22

48:22

Send us a text Travel back to the Roman Empire, where tax collectors were seen as traitors and outcasts. Experience the moment of hope and forgiveness when Jesus calls Matthew to follow Him, starkly contrasting the rejection he faced from the religious elite. As we recount personal reflections, we highlight how a simple call to follow Jesus can rad…

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Earnings Wind Down, Stretched Positioning, Valuations With Less Room to Run 5:56

4M ago5:56

5:56

Three big things you need to know: First, earnings season is winding down with a disappointing feel to us on the stats, though it’s admittedly not driving price action right now. Second, in our transcript reading, a mixed macro and consumer remained in focus, as companies began to highlight key policy issues they are watching post election. Third, …

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What We've Been Talking About After The Election 6:13

4M ago6:13

6:13

Today in the podcast, we run through three things in focus in our conversations following the US election. First, we review the tailwinds for US equities that we’ve been highlighting from a Trump win, along with some of the headwinds to watch out for. Second, we highlight why we think Small Caps have at least a little bit more room to run and what …

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Higher Level Thoughts on the Outcome of the US Election 8:37

4M ago8:37

8:37

We’ve recorded this on the day of the US Presidential Election, and that’s what we're focusing on today. There are 7 big things you need to know: They focus on the set-up, the historical playbook, bottom-up policy implications per our analyst survey, our thoughts on positioning trades, one tailwind that will manifest regardless of what happens, tai…

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Jesus, Demons, and the Unseen World Around Us (Matthew Series) - Matthew 8:28-34 55:15

4M ago55:15

55:15

Send us a text Is it time to see the world through a different lens? Should we embrace a supernatural perspective that challenges the limitations of modern naturalism. Join us as we explore Jesus' encounter with demon-possessed men in the Gospel of Matthew, alongside insights from C.S. Lewis. We discuss the dual dangers of either dismissing or obse…

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A Mildly Disappointing Reporting Season So Far, Election Thoughts 6:30

4M ago6:30

6:30

Three big things you need to know: First, the early S&P 500 stats are now pointing to a mildly disappointing 3Q24 reporting season so far. Second, a mixed backdrop, the need to wait a bit longer for interest rate relief, and the need to get through the election were key themes in last week’s earnings calls. Third, the US election has been in focus …

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Navigating Turbulence with Divine Assurance - (Matthew Series) - Matthew 8:23-27 48:11

4M ago48:11

48:11

Send us a text Do you ever wonder why placing faith in Jesus Christ seems uniquely challenging compared to trusting in everyday things? Join us as we unravel this intriguing question through the lens of the biblical narrative of Jesus calming the storm on the Sea of Galilee. By reflecting on this story, we explore the powerful illustration of faith…

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Good Start for the Rotation Trade, Clogs in the Pipes, Election Muscle Memory 5:15

5M ago5:15

5:15

Three big things you need to know today: First, the early earnings stats are mixed for the broader market but promising for the rotation trade. Second, company commentary continues to suggest the plumbing of the economy is in good shape, with a few clogs. Third, our examination of index, sector and industry performance and trends in polling and bet…

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3Q24 Earnings Preview 5:25

5M ago5:25

5:25

The big things you need to know: First, we’ve done some housekeeping on our S&P 500 EPS estimates for 2024 and 2025, resulting in very modest changes. Second, we highlight the two things we’re paying the most attention to in reporting season – specifically, qualitative color from companies on hot macro topics and whether mega cap Growth can maintai…

1
September Analyst Survey Results, Changes To Our US Sector Views 4:58

5M ago4:58

4:58

Two big things you need to know: First, globally our analysts are generally constructive on performance, valuations and interest rates, with Materials most in favor and Consumer Staples most out of favor across all of the questions we asked. Second, within the US we are reiterating our overweights on Financials and Materials, upgrading Health Care …

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Economic Tailwinds Return, Boosting Small Caps 3:31

5M ago3:31

3:31

The big thing you need to know: Small Caps got a boost from the better-than-expected jobs report on Friday, reinforcing our belief that a return of economic tailwinds is the catalyst they need to take valuation and positioning to the next level.על ידי RBC Capital Markets

1
Spotlight on the US Elections 6:30

5M ago6:30

6:30

Three big things you need to know: First, our survey results, which are bottom-up in nature and driven by domestic policy views, imply that the event is relevant to US equity markets, but perhaps less so than some market participants may believe. For our US analysts, a Republican sweep was seen as the most bullish outcome, while a Democratic sweep …

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Thoughts On The S&P 500 Following The Fed, Plus A Few Other Updates 4:48

6M ago4:48

4:48

Two big things you need to know: First, valuations continue to look full for 2024 on the S&P 500, but our model argues for upside in 2025. Second, there’s a lot of little stuff to talk about right now. We run a few of the key updates on our high frequency indicators including those on the rotation trade, small caps, and the election.…

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Small Caps’ Good Day, US Election Policy Read Throughs 6:49

6M ago6:49

6:49

Two big things you need to know: First, a few things (besides renewed optimism over a 50 bps cut) went right for Small Caps last week. Second, we highlight our current, top-down US equity market read throughs from the domestic policy platforms of the Harris and Trump campaigns. The longer-term signal their platforms are sending is more interesting …

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Christ’s Sovereignty Over Disease - (Matthew Series) - Matthew 8:1-4 46:48

6M ago46:48

46:48

Send us a text The leper's approach to Jesus is nothing short of awe-inspiring. We dissect his reverence and humility, noting the significance of the Greek term "proskuneo," which denotes divine worship. This encounter is a powerful reminder of the honor and respect due to Jesus as the Son of God. We'll also touch on contemporary tendencies to appr…

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Employment Uncertainty Growth, Election Uncertainty Persists 8:28

6M ago8:28

8:28

Welcome to RBC’s Markets in Motion podcast, recorded September 9th, 2024. I’m Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets. Please listen to the end of this podcast for important disclaimers. Three big things you need to know: First, Friday’s jobs report added to investors’ uncertainty regarding the labor market, but the data p…

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Summer in the Psalms- Understanding Repentance Through Scripture - Psalm 32 30:29

6M ago30:29

30:29

Send us a text Join us as we explore the vital role of repentance in the doctrine of salvation, starting with Psalm 32's profound message. We unravel how genuine repentance signifies a complete change of mind and orientation toward God. By examining key scriptures like Matthew 4:17 and Acts 2:38, we illustrate how repentance, as a divine gift, is e…

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Back to Reality 5:39

6M ago5:39

5:39

Two big things you need to know: First, as we return from the Labor Day holiday weekend in the US, we find that major challenges for US equities are still lurking. We remain confident in our 5,700 YE 2024 S&P 500 price target, but acknowledge the challenges that must be worked through. Second, other updates from our high frequency indicators keep u…

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Summer in the Psalms - Finding Hope in God Through Sorrow - Psalm 42 29:11

6M ago29:11

29:11

Send us a text What if the depths of your sorrow could reveal the heights of your faith? In this powerful episode, we explore the profound emotional and spiritual dimensions of Psalm 42, delving into the psalmist's intense longing for God amidst profound sorrow and isolation. We journey back to the historical context, likely during David's time on …

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Summer in the Psalms - Turning to God Amidst Life's Chaos - Psalm 123 41:22

7M ago41:22

41:22

Send us a text What happens when you lift your eyes to God instead of being consumed by the chaos around you? In this spiritually enriching episode, we explore Psalm 123 and its profound message of turning our focus towards the Lord, who is enthroned in the heavens. Drawing from Hebrews 12:2-3, we discuss the transformative impact of looking to Jes…

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Odds & Ends To End The Summer 4:32

7M ago4:32

4:32

The big things you need to know: First, 2Q24 earnings season is ending up solid. With most reports in, we highlight a few of the most interesting charts in our deck on earnings right now. Second, other updates on our high frequency indicators were generally positive for US equities and mixed for the rotation trade. We end the summer of 2024 with in…

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Summer in the Psalms - From Hostility to Harmony Through The Gospel - Psalm 2 35:11

7M ago35:11

35:11

Send us a text Is your heart in rebellion against God? Join us as we uncover the deep-seated defiance in humanity as depicted in Psalm 2, and reflect on how this ancient Scripture mirrors our own actions and attitudes. We begin by linking Psalm 1 and Psalm 2, revealing them as a continuous narrative that enriches our understanding of both. Drawing …

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Pressure Release 7:35

7M ago7:35

7:35

Three big things you need to know: First, last week’s price action relieved some pressures on the stock market, but didn’t solve its major problems. Second, earnings remain solid with no major deterioration in corporate tone. Third, we’d be more selective with value-oriented defensive sectors going forward.…

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Summer in the Psalms - Integrity - Psalm 101 48:28

7M ago48:28

48:28

Send us a text Is integrity in modern society really on the decline? Today, we explore this question by drawing from the timeless wisdom of Psalm 101, examining how recent scandals in politics, business, and even the church underscore the urgent need for a revival of moral and ethical principles. Through these unfortunate examples, we confront the …

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