Best Rbc Capital Markets Podcasts (2024)

1
Markets in Transition Episode 5 | Helima Croft, Managing Director & Global Head of Commodity Strategy, RBC Capital Markets 31:27

26d ago31:27

31:27

We continue Markets in Transition this week with Helima Croft, Managing Director & Global Head of Commodity Strategy at RBC Capital Markets. David Greely sits down with Helima to discuss the escalating situation in the Middle East as well as the U.S. presidential elections – and what each may mean for global energy markets.…

1
Markets in Transition Episode 9 | Brad Hitch, Director of LNG Trading, EQT Corporation 37:15

36m ago37:15

37:15

We close out our Markets in Transition series this week with Brad Hitch, Director of LNG Trading at EQT Corporation. David Greely sits down with Brad to discuss the rapid development of the Gulf of Mexico LNG market, what it means for pricing dynamics, and how tools like physically deliverable futures contracts can empower traders to manage risk an…

1
A Mildly Disappointing Reporting Season So Far, Election Thoughts 6:30

1d 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 …

1
Markets in Transition Episode 8 | Robert Friedland, Founder & Executive Chairman, Ivanhoe Mines 1:05:18

4d ago1:05:18

1:05:18

We continue our Markets in Transition series this week by welcoming back Robert Friedland, Founder & Executive Chairman at Ivanhoe Mines. David Greely sits down with Robert to discuss the state of the energy transition, which metals are truly critical, and how we need to work together to re-engineer our energy system.…

1
The Quiet Revolution in the UK Charging Network 21:00

8d ago21:00

21:00

Players in the UK electric vehicle charging space discuss the evolution of the charging network and prospects for the market at RBC's Battery Conference.By RBC Capital Markets

1
Good Start for the Rotation Trade, Clogs in the Pipes, Election Muscle Memory 5:15

9d 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…

1
Markets in Transition Episode 7 | Josh Crumb, Founder & CEO, Abaxx Technologies 43:34

11d ago43:34

43:34

This week on our Markets in Transition series, we’re celebrating our 200th podcast episode by welcoming Josh Crumb, the Founder & CEO of Abaxx Technologies, back into the studio. David Greely sits down with Josh to discuss what’s been learned and accomplished so far in turning the SmarterMarkets vision into a reality.…

1
Why Airlines Should Invest in SAF Now 16:13

12d ago16:13

16:13

In a conversation with RBC Capital Markets’ Erwan Kerouredan, Jonathan Counsell, Head of Sustainability at IAG, explains why he believes sustainable aviation fuel (SAF) is the only way for the airline industry to meet its climate goals.By RBC Capital Markets

1
Industrial Deal-Making: What a Difference a Year Makes 28:28

14d ago28:28

28:28

Last autumn the Industrials M&A landscape was subdued at best. This year the mood at RBC’s Global Industrials Conference was very different, with a revived corporate scene and private equity increasingly active. Joshua Rosenbaum, Global Head of Industrials, joins the Strategic Alternatives podcast to discuss the most promising sectors, and whether …

1
Stimulus (Almost) Everywhere 24:07

13d ago24:07

24:07

The ECB delivered another cut today and there is more to come, the BoC is primed to start cutting in 50bp increments and do a lot over the cycle, the Fed should cut further but only a little bit, and China has recently delivered a lot of stimulus. The RBNZ has recently cut 50bp and could follow up with materially more. But the outlier is the RBA wh…

1
Insights from a Wall Street Legend: An Exclusive Interview with Larry Grafstein 52:57

18d ago52:57

52:57

With over $1 trillion in transactions under his belt, Larry Grafstein, Deputy Chairman, Global Investment Banking, RBC Capital Markets, shares career insights and deal strategies. This episode was originally recorded with The Investment Banking Leaders Podcast on September 23, 2024.By RBC Capital Markets

1
3Q24 Earnings Preview 5:25

19d 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
Markets in Transition Episode 6 | Sid Jha, Founder & CEO, Arbol 32:09

18d ago32:09

32:09

This week on Markets in Transition, we welcome Sid Jha, Founder & CEO of Arbol, back into the SmarterMarkets™ studio. David Greely sits down with Sid to discuss some of the ways we can improve our insurance markets to meet the needs created by increasing climate risk as we experience what could be a historically devastating hurricane season in the …

1
Special Episode | Scenes from the IETA North America Climate Summit 2024 54:52

20d ago54:52

54:52

We present a special mid-week episode of SmarterMarkets™, bringing you exclusive interviews from the IETA North America Climate Summit 2024. SmarterMarkets™ returned to the Carbon Markets Studio at the IETA North America Climate Summit to take stock of where we are and what we need to do next to harness the power of markets to make net-zero possibl…

1
Bond markets accelerate but volatility ahead? 20:48

25d ago20:48

20:48

As U.S. issuances surge and redemptions from the low-rate era come due, the debt markets are in a dynamic phase, but what can issuers and investors expect next? Vito Sperduto is joined by Robert McCormack, Global Head of Debt Capital Markets, and Allison MacKinnon, Head of UK & European Corporate Debt Capital Markets, to discuss the developments.…

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

25d 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 …

1
Economic Tailwinds Return, Boosting Small Caps 3:31

23d 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.By RBC Capital Markets

1
A Mission to Power Change by Changing Power 18:35

29d ago18:35

18:35

Can the energy transition keep up with soaring demand? Capital Power and its leadership aim to help ensure it can. In this episode, President and CEO Avik Dey explains how Capital Power is investing in 'powering change by changing power', how its capital allocation framework is reliable and affordable, and how clean energy is accelerating the decar…

1
Spotlight on the US Elections 6:30

1M 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 …

1
Former Investor Who Chose Broadcasting Over Biotech ETFs 11:46

1M ago11:46

11:46

Former biotech investor, Brad Loncar has pivoted his career from investing to reporting on the industry. Instead of serving the biotech bubble, he hopes to reach a wide audience with interest in science. Loncar explains why he switched careers and sets out his ambitions for his channel, Biotech TV.By RBC Capital Markets

1
Markets in Transition Episode 4 | Andy Home, Senior Metals Columnist, Thomson Reuters 36:18

1M ago36:18

36:18

Our Markets in Transition series continues this week with Andy Home, Senior Metals Columnist at Thomson Reuters. David Greely sits down with Andy to discuss the many transitions happening in the metals markets today, as well as the big issues that the metals industry needs to be talking about if we're to meet these challenges as we head into London…

1
Emera’s Interconnected Approach to Decarbonization 14:37

1M ago14:37

14:37

Emera, a diversified energy company headquartered in Nova Scotia, Canada who's business includes a portfolio of high quality utilities, is accelerating plans to replace coal-fired generation, deploying different energy strategies in its two core regions. CFO Greg Blunden joins the podcast to talk about Emera's sustainability priorities, including i…

1
What trends are shaping debt capital markets? 27:20

1M ago27:20

27:20

Despite uncertainty around elections in Europe and the U.S., issuers have accelerated their funding plans in what has been a positive year for global bond markets. Head of European Debt Capital Markets and Syndicate, Robert Lamb and Co-head, Canadian Debt Capital Markets, Patrick McDonald explore the trends shaping debt capital markets.…

1
Super-Sized 20:15

1M ago20:15

20:15

The Fed delivered a super-sized rate cut to the start of the cycle last week. More likely they go back to smaller 25bp moves if labour data remains resilient. But another large move is not out of the realm of possibility. We think the BoC is on course for 5 straight 25’s but they could front-load with a 50bp move in October or December if growth da…

1
Thoughts On The S&P 500 Following The Fed, Plus A Few Other Updates 4:48

1M 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.…

1
Markets in Transition Episode 3 | Dirk Forrister, President & CEO, International Emissions Trading Association (IETA) 31:38

1M ago31:38

31:38

This week on Markets in Transition, we welcome Dirk Forrister back into the SmarterMarkets™ studio. Dirk is President & CEO of the International Emissions Trading Association (IETA). David Greely sits down with Dirk to discuss the transitions happening in the carbon markets – from analog to digital, voluntary to compliance, and OECD to global – as …

1
As Gas Demand Grows, Can Production Get Cleaner? 15:23

1M ago15:23

15:23

Gas requirements are growing, but there's no gas without compression. Archrock, a 70 year old energy infrastructure company, provides these compression services to the energy industry. In this episode, President and CEO Brad Childers discusses the role of natural gas in the energy transition and explains how Archrock is investing in innovation to h…

1
Investors Eye Canadian Energy as Game-Changing Projects Go Live 11:30

1M ago11:30

11:30

The Trans Mountain Pipeline is up and running; the LNG Canada export facility is gearing up. The promise of new routes and markets for Canadian products is focusing investors’ attention on the market as never before. RBC Canadian energy specialists, Jeff Cormack and Michael Povaschuk, join the Energy Transition in Focus podcast to predict what this…

1
Why U.S. Banks Are Set for Strong Performance 23:33

2M ago23:33

23:33

In a shifting financial landscape, banks are emerging as compelling value investments, driven by modest GDP growth and anticipated Fed rate cuts. Co-Head of Global Financials Research, Gerard Cassidy, explores the latest trends in bank stocks, regulatory changes, and M&A opportunities.By RBC Capital Markets

1
Small Caps’ Good Day, US Election Policy Read Throughs 6:49

2M 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 …

1
Markets in Transition Episode 2 | He Yiyong, Founder & CEO, LNG Easy 30:48

2M ago30:48

30:48

We continue our Markets in Transition series this week with He Yiyong, Founder & CEO of LNG Easy. David Greely sits down with He Yiyong to discuss how rising LNG supplies are spurring the development of retail LNG markets in China and developing countries – and how the pricing system for LNG needs to be adapted to meet the needs of these retail LNG…

1
Back in Sync 23:55

2M ago23:55

23:55

With the Fed and ECB set to follow the BoC’s lead with 25bp cuts of their own, a number of the major central banks are now back in sync. So far, these central banks look to be proceeding gradually along their respective cutting paths, but the possibility of larger cuts still loom should economic conditions start to deteriorate. Meanwhile, others ar…

1
Employment Uncertainty Growth, Election Uncertainty Persists 8:28

2M 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…

1
Markets in Transition Episode 1 | Andrea Aranguren, CEO & President, Minehub Technologies 29:37

2M ago29:37

29:37

This week, we kick off our new series, Markets in Transition. The energy transition is changing global markets in natural gas, carbon, and battery metals. In our new series, we’ll be discussing what these changes mean for our markets — and what smarter markets and market infrastructure we need to build to meet the needs of the energy transition. We…

1
Back to Reality 5:39

2M 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…

1
Summer Playlist 2024 Episode 8 | Ted Merz, Founder, Principals Media 43:19

2M ago43:19

43:19

We close out our Summer Playlist this week with Ted Merz, Founder of Principles Media. David Greely sits down with Ted to discuss the growing imperative for business leaders to tell their story – and how technology is changing the nature of how we write our stories and what our readers value in them.…

1
Fintechs’ Reasons to Look on the Bright Side 20:17

2M ago20:17

20:17

Covid put paid to the notion of fintech as a secular growth market, yet the sector continues to evolve, diversify, and transform financial providers. Fintech analyst, Dan Perlin, reveals why the mood at RBC’s fintech conference was better than the market would suggest, and explains that a long-awaited consumer dip could ultimately benefit the secto…

1
Can AI Solve Molecule Mysteries that will Unlock Simpler Drug Discovery? 33:55

2M ago33:55

33:55

The hardest parts of drug discovery will be vastly simplified if the mysteries of molecules and proteins can be cracked. That may be beyond human capabilities – but AI is working hard on it. In this episode of RBC’s Pathfinders in Biopharma, Noël Brown is joined by Clarissa Desjardins, CEO of Congruence, and Laksh Aithani, CEO and Co-founder of Cha…

1
Is This Time Different? 23:20

2M ago23:20

23:20

There are nuances in every economic cycle but this one continues to feel different. Central banks are firmly in easing mode - the Fed will join the rate-cutting party in September. The timing and magnitude of rate cuts is the main topic for financial markets and is highly dependent on the assessment of the economic cycle. Listen to our macro and ra…

1
Summer Playlist 2024 Episode 7 | Michelle Finneran Dennedy, CEO, PrivacyCode.AI 37:35

2M ago37:35

37:35

Our Summer Playlist rolls on this week with Michelle Finneran Dennedy, CEO of PrivacyCode.AI. David Greely sits down with Michelle to discuss privacy in the age of data as a highly valuable commodity – and the focus we need to be putting on data supply chains and the data industry in the wake of the National Public Data breach.…

1
Odds & Ends To End The Summer 4:32

2M 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…

1
Summer Playlist 2024 Episode 6 | Hannah Hauman, Global Head of Carbon Trading, Trafigura 29:55

3M ago29:55

29:55

Our Summer Playlist continues this week with Hannah Hauman, Global Head of Carbon Trading at Trafigura. David Greely sits down with Hannah to discuss how seemingly separate EU regulations on corporate green claims and reporting are coming together to create a new definition of net zero and a new approach to driving corporate climate action.…

1
Business Jets: Market Dynamics Support Continued Growth 15:59

3M ago15:59

15:59

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 o…

1
Why Fintechs’ Mood is More Upbeat than the Market’s 20:50

3M ago20:50

20:50

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.By RBC Capital Markets

1
Pressure Release 7:35

3M 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.…

1
Summer Playlist 2024 Episode 5 | Edwin Dorsey, Author of “The Bear Cave” on Substack 38:29

3M ago38:29

38:29

This week on our Summer Playlist, we welcome Edwin Dorsey, author of “The Bear Cave” on Substack, into the SmarterMarkets™ studio. David Greely sits down with Edwin to discuss his work and views on the short side of the stock market – and its role in making markets smarter by finding the serious problems that others may not see yet.…

1
Power, Utilities & Infrastructure: Powering global datacenter growth 15:28

3M ago15:28

15:28

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 driv…

1
Volatility Galore! 27:01

3M ago27:01

27:01

We have seen very large market moves triggered by the US labour market report over the last few days that have also led to quite a few market participants changing their view on Fed rate cuts. We take a deeper dive into the data, highlight important questions that need answering and reiterate our rates call for the Fed and all other major central b…

1
Summer Playlist 2024 Episode 4 | Peter Zaman, Partner, HFW Singapore 44:04

3M ago44:04

44:04

We continue our Summer Playlist this week with Peter Zaman. Peter is a Partner at HFW in Singapore and has been practicing law in climate finance and environmental markets since 2004. David Greely sits down with Peter to talk about the state of play in carbon markets. They discuss what the SBTi statements this week, the uncertainties facing CORSIA …

1
Bringing Private Investment to Energy Transition Innovation 26:26

3M ago26:26

26:26

Private capital is critical to energy transition efforts, but much of it to date has been channeled to renewables and electric vehicles. What are the prospects of attracting funds to other sub-sectors, and early-stage innovators? In this episode of Strategic Alternatives, host Beatrix Pratte-Ness is joined by RBC specialists Ralph Ibendahl, Paul Be…

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