תוכן מסופק על ידי RBC Capital Markets. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי RBC Capital Markets או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Player FM - אפליקציית פודקאסט התחל במצב לא מקוון עם האפליקציה Player FM !
This week, in what might be the funniest episode yet, Molly and Emese are joined by co-stars Amy Schumer and Brianne Howey. They get candid about motherhood, career evolution, and their new film, Kinda Pregnant —which unexpectedly led to Amy’s latest health discovery. Amy opens up about how public criticism led her to uncover her Cushing syndrome diagnosis, what it’s like to navigate comedy and Hollywood as a mom, and the importance of sharing birth stories without shame. Brianne shares how becoming a mother has shifted her perspective on work, how Ginny & Georgia ’s Georgia Miller compares to real-life parenting, and the power of female friendships in the industry. We also go behind the scenes of their new Netflix film, Kinda Pregnant —how Molly first got the script, why Amy and Brianne were drawn to the project, and what it means for women today. Plus, they reflect on their early career struggles, the moment they knew they “made it,” and how motherhood has reshaped their ambitions. From career highs to personal challenges, this episode is raw, funny, and packed with insights. Mentioned in the Episode: Kinda Pregnant Ginny & Georgia Meerkat 30 Rock Last Comic Standing Charlie Sheen Roast Inside Amy Schumer Amy Schumer on the Howard Stern Show Trainwreck Life & Beth Expecting Amy 45RPM Clothing Brand A Sony Music Entertainment production. Find more great podcasts from Sony Music Entertainment at sonymusic.com/podcasts and follow us at @sonypodcasts To bring your brand to life in this podcast, email podcastadsales@sonymusic.com Learn more about your ad choices. Visit podcastchoices.com/adchoices…
תוכן מסופק על ידי RBC Capital Markets. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי RBC Capital Markets או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Markets and sectors are transforming at a speed never seen before. Industries in Motion – a new serialized podcast from RBC Capital Markets – delivers highly differentiated insights and intelligence that looks at where now meets next, turning today’s faster-moving trends into tomorrow’s opportunities. Disclaimer: https://www.rbccm.com/en/policies-disclaimers.page
תוכן מסופק על ידי RBC Capital Markets. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי RBC Capital Markets או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Markets and sectors are transforming at a speed never seen before. Industries in Motion – a new serialized podcast from RBC Capital Markets – delivers highly differentiated insights and intelligence that looks at where now meets next, turning today’s faster-moving trends into tomorrow’s opportunities. Disclaimer: https://www.rbccm.com/en/policies-disclaimers.page
In this episode of RBC’s Industries in Motion , Ken Herbert (Aerospace & Defense Analyst) and James McGarragle (Canadian Airlines & Aerospace and Diversified Industrials Analyst) discuss with Walter Spracklin (Canadian Research Management and Co-Head of Global Industrials Research) their positive outlook for the business jet industry, including an overview of the market and leading manufacturers, the increase in demand for business jets resulting from the COVID-19 pandemic, current positive demand trends and supply chain constraints, and ESG considerations.…
RBC’s 9th Financial Technology Conference brought home how far the sector has evolved. In the latest episode of Industries in Motion, Financial Technology Analyst Dan Perlin highlights the diversity of today’s industry and explores the trends that indicate where it will go next.
In this episode, Shelby Tucker (Managing Director, U.S. Power & Utilities Analyst), Elvira Scotto (Managing Director, Midstream & Pipelines Analyst) and Robert Kwan (Managing Director, Head of Global Power, Utilities & Infrastructure Research) at RBC Capital Markets discuss the potential for significant future growth in electricity consumption driven by increasing datacenter capacity. Given the rising demand for cloud computing and AI, we explore the opportunities and challenges for power generators, regulated utilities and midstream infrastructure companies as it relates to the growth in datacenters, which are large consumers of electricity, mostly driven by computing power and cooling needs. Recent announcements highlight the potential growth in electricity demand driven by datacenter capacity expansions, and in the U.S., our findings show that datacenters could represent about half of the power demand growth through 2026. We expect demand to accelerate beyond 2026 as the grid tries to catch up to a large backlog of projects, and also expect other regions to benefit.…
It may take years to play out, but generative AI is the next disruptive megatrend, says RBC analyst Matt Hedberg. Discover why he believes the biggest vendors and small software verticals both stand to be among the early tech winners.
2023 was a good year for UK banks, however the outlook for 2024 is more uncertain. In todays podcast we discus some of the key trends which we expect to materialise for UK banks through this year, with a particular focus on the structural hedge.
In this episode, Greg Pardy (Head of Global Energy Research, Canadian Senior E&P & Integrated Oil Analyst), Scott Hanold (Managing Director, US E&P Analyst) and Biraj Borkhataria (Head of Global Energy Transition Research, Euro & US Integrated Oil Analyst) join Graeme Pearson (Co-Head of Global Research) to discuss themes in M&A and capital allocation amongst global energy producers. M&A activity amongst energy producers is always a wildcard, but the recent tidal wave of consolidation activity unfolding in the United States is like a fever that has yet to run its course. Fortified balance sheets are the strongest we’ve seen in over a decade, with net debt at the end of 2023 about one-half that seen in 2020 during the pandemic, as energy producers globally have embraced a new model fusing financial resiliency with shareholder returns. This has also opened the door to intensified M&A activity via increased funding capacity. US deals appear aimed at achieving quality scale, a lower cost of capital, overhead cost savings, and bolstering resource depth or enhancing portfolio diversification. The European majors could be buyers of US natural gas resources to rebalance LNG commitments. The next inflection point in this chapter could also involve M&A in Canada’s Montney play.…
In this episode, Maurice Choy (Canadian Energy Infrastructure Analyst), Andrew Wong (Uranium & Fertilizers Analyst), Sara Mahaffy (ESG Strategist) and Robert Kwan (Head of Global Power, Utilities & Infrastructure Research) at RBC Capital Markets discuss our outlook for long-term growth in the nuclear energy industry, the path forward to address previous challenges, the political and regulatory landscape, ESG perspectives, and the outlook and exposure to nuclear energy across regions and sectors. We have taken a global and cross-sector approach in reviewing the nuclear energy value chain in collaboration with our global team of Energy Infrastructure, Industrials, Mining & Materials and ESG analysts and strategists. We believe that nuclear energy generation capacity is well-positioned to grow in North America and Europe over the long term, supporting countries' energy transition objectives by being a source of reliable and non-emitting baseload power for decades as well as being an industry that countries can develop to deliver stronger economic growth. The vast challenge to deliver net zero by 2050 suggests to us that an “all of the above” approach must be taken, and that will not only benefit renewables (e.g., wind, solar, hydro) and carbon abatement technologies (e.g., CCUS, hydrogen), but also nuclear energy. We sense that certain countries are progressively valuing the benefits of nuclear energy and are justifiably giving support to the technology, ultimately leading to this industry becoming increasingly ESG-friendly and investable over the long run.…
In this episode of the Industries in Motion podcast we are joined by members of our Global Banks team, with Gerard Cassidy and Jon Arfstrom from the US, Anke Reingen and Benjamin Toms from the UK, and Darko Mihelic from Canada, to discuss the key themes and risks they feel will be most relevant to their regions in 2024. On the back of an eventful year for US banking, Gerard and Jon have a broadly bullish tilt, supported by their view that the terminal rate for Federal Funds will be reached and that the U.S. economy will experience a soft landing. In the EU, Anke does not expect that higher interest rates will be the tailwind that we saw in 2023, with valuations and returns more likely to be in focus. In the UK, while slower UK growth is a risk, Ben believes the macro-economic environment will be supportive for higher UK bank valuations in 2024 (although not to the same extent as in the EU).…
The electric vehicle charging network in the U.S. has a long road to travel between now and 2030, according to RBC clean energy analyst, Chris Dendrinos. In the latest episode of Industries in Motion, Dendrinos outlined the sometimes-surprising findings of his detailed primer on the future of EV charging infrastructure.…
In this episode of the Industries in Motion podcast, Victoria McCulloch (Energy Services Analyst) discusses with Peter Dawkins (European Research Product Manager), the growth in carbon capture in Europe and the US. We discuss the pace of adoption as well as the dominant technologies and fiscal policies which are helping accelerate carbon capture in Europe and the US. We see carbon capture for utilisation and storage as a vital decarbonisation technology which many governments are expected to deploy to meet their net zero targets, as discussed in our recent research notes.…
Join Head of US Capital Markets Research, Mark Odendahl and biotech analysts Brian Abrahams and Gregory Renza, as they explore the dynamic biotech sector landscape in H2 2023.
In this episode of the Industries in Motion podcast, Greg Pardy, Managing Director and Head of Global Energy Research, Robert Kwan, Managing Director and Canadian Energy Infrastructure Analyst, and Andre-Philippe Hardy, Head of Canadian & Asia-Pacific Research at RBC Capital Markets, discuss the Canadian government’s Trans Mountain Pipeline Expansion (TMX), which is slated to be in service during the first quarter of 2024. We expect this pipeline expansion to transform Canada’s oil egress and give oil sands producers in Canada greater export access to global markets, including Asia.…
RBC Capital Markets' aerospace and defense analyst Ken Herbert explores how Original Equipment Manufacturers (OEMs) are rebalancing their supply chains as the industry experiences increased demand, both from passengers and in the thriving aftermarket.
Tom Narayan, Lead Equity Analyst, Global Autos, RBC Capital Markets explores the latest RBC Imagine™ report, Autobots Roll Out! Tesla’s Autonomy Future and examines the strategies OEMs need to win the long race to autonomous driving.
In a context of investor anxiety around the longer-term disruptive impact of AI, RBC Capital Markets’ Equity Research Team have developed a unique AI-disruption framework, which reveals the extent to which AI could alter the CX landscape over the longer term.
ברוכים הבאים אל Player FM!
Player FM סורק את האינטרנט עבור פודקאסטים באיכות גבוהה בשבילכם כדי שתהנו מהם כרגע. זה יישום הפודקאסט הטוב ביותר והוא עובד על אנדרואיד, iPhone ואינטרנט. הירשמו לסנכרון מנויים במכשירים שונים.