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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
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Rotated Views

Rotated Views

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"Presenting Life From Various Perspectives" From dealing with everyday challenges, to parenthood and everything in between; the crew breaks down life from their own point of view, delivering pure entertainment and valuable takeaways.
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A new podcast dedicated only to Bachata for the growth of the social dance community from different points of view! In every episode, we invite special guests (artists, teachers, organizers) and get to know their unique take on different topics. Originally Hosted by Lucie & Yann passed on to Kevin & Nika. Follow us on Instagram @backstage.podcast and for the video version YouTube: @kevinynika.
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Welcome to the Monash Musculoskeletal Research Unit (MMRU) podcast where we discuss and translate the latest musculoskeletal research to help you keep up to date and improve patient outcomes. Tune in for an insiders view on a variety of musculoskeletal research topics including methodology, critical appraisal, interpretation and clinical application of findings. Hosted by Dr Luke Perraton; @lukeperraton, Associate Professor Peter Malliaras @drpetemalliaras, Patrick Vallance; @pat_vallance an ...
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Locked On Bengals - Daily Podcast On The Cincinnati Bengals

Locked On Podcast Network, James Rapien, Jake Liscow

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Locked On Bengals podcast is your daily ticket to stay ahead of the game and the first to know the latest news, analysis, and insider info for the Cincinnati Bengals and the National Football League. Hosted by football analysts James Rapien and Jake Liscow, the Locked On Bengals podcast provides your daily Bengals fix with expert, local analysis, and coverage of all aspects of the venerable Bengals franchise. Locked On Bengals takes you beyond the scoreboard for the inside scoops on the bigg ...
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The County Seat is a weekly television program that studies the role of County Government and explores the difficult issues facing county leadership in a frank and straightforward conversation. The County Seat was launched six years ago as a solution to counties not being able to reach and engage their constituents through normal media channels. They were equally concerned with their needs getting overlooked by legislators, as well as state and federal agencies. As the issues counties grappl ...
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The Cincinnati Bengals defense will look different in 2024 with new starters at safety and on the interior defensive line, and a major roster battle for outside corner opposite Cam Taylor-Britt. The guys break down what positive signals could be from the safety additions, how the CB2 battle will shake out, and why it's so important that the combina…
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Heroclix Podcast for players new and old! Hosts Kalder and Ian truly blend the Casual and Competitive aspects of Heroclix into this all encompassing board game podcast! Stay tuned as they cover: news, strategy, team builds, and everything else in the world of Heroclix! Join Kalder, and Ian this week as we: 1. Chat about all the Masters of time unbo…
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The Cincinnati Bengals offense has been largely driven by Joe Burrow, Ja'Marr Chase, and Tee Higgins as long as they've been together. While they'll continue to be the primary engine for the offense, changes at WR3, right tackle, tight end, and running back mean there are questions at each position as the team begins training camp next week. The gu…
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Two big things you need to know: First, we see 2Q24 reporting season as a key test for the rotation trade that attempted to start up again last week. Second, we remain worried about a pullback in the S&P 500 given the latest developments on our sentiment and positioning work, but timing seems a bit more complicated due to last week’s CPI print and …
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Joe Burrow will be in the spotlight when the Cincinnati Bengals begin training camp next week. The guys break down their expectations for Burrow coming off his wrist injury - can he finally have a normal camp? Or will we be scrutinizing every practice and worrying over off days? Plus, the NFL still holds Burrow in high esteem according to Jeremy Fo…
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As expected, the Cincinnati Bengals will not reach a long-term deal with Tee Higgins before the franchise deadline, concluding the offseason that began with the tag back in February. The guys recap the offseason that went very in-line with their predictions, and revealed some areas that the team still could stand to improve from a roster management…
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The guys break down which positions are most likely to see the Cincinnati Bengals make a veteran addition. You could argue they need to improve depth at running back, interior offensive line, cornerback, and interior defensive line - so we analyze where we think moves are most and least likely. Plus, a conversation about award odds for Joe Burrow a…
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Heroclix Podcast for players new and old! Hosts Kalder and Simeon truly blend the Casual and Competitive aspects of Heroclix into this all encompassing board game podcast! Stay tuned as they cover: news, strategy, team builds, and everything else in the world of Heroclix! Join Kalder, and Simeon this week, It's Simeon's last podcast let's send him …
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Joe Burrow discussed bulking up for the 2024 season as he's getting ready to remind the NFL world that he's an elite QB. We break down his most interesting comments on his Pardon My Take appearance ranging from getting bigger, to the taunting rule, and giving "people something to talk about this year". Plus, with Ring Of Honor voting closed, we pre…
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Arif Hasan breaks down whether Joe Burrow has ice in his veins after writing over 10,000 words about QB Clutchness. We break down what "clutch" means when it comes to quarterbacking, and why Burrow is one of the highest performing QBs in the clutch in the NFL. But he's also been somewhat let down by his surroundings, so it doesn't always translate …
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We wrap up the "most important players for the Cincinnati Bengals' future" series with Mike Santagata, who had the most consensus-aligned rankings. He breaks down why he's so high on Myles Murphy and DJ Turner. Plus, we discuss the overall takeaways from the project including trying to find the next wave of extension candidates and how difficult it…
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We continue the "most important players for the Cincinnati Bengals' future" series with John Sheeran, who took the word "future" to heart in his rankings. John breaks down his approach, and why Jermaine Burton and Andrei Iosivas rank so highly in his methodology as we get another perspective on the Bengals' future. Join the Locked On Bengals Inside…
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Three big things you need to know: First, we are lifting our YE 2024 S&P 500 price target to 5,700 from 5,300, which we would characterize as a nervous raise. Second, we think the risks of a short-term pullback in the S&P 500 are growing, similar to what occurred in April. Third, on positioning, we think it will be tough for the US equity market to…
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Our "most important players for the Cincinnati Bengals' future" series continues with Joe Goodberry. He stops by to discuss his ranking methodology, gives us his list, and breaks down why he ranked Jordan Battle so much higher than the rest of our voters. Join the Locked On Bengals Insider Community! https://joinsubtext.com/lockedonbengals Find and…
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Our Cincinnati Bengals top players for the future series continues with an in-depth look at our fan vote! Our consensus rankings are here! The guys break down your votes, where there was the most consensus, discuss the biggest surprises, including some interesting rankings for the safeties. Join the Locked On Bengals Insider Community! https://join…
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Heroclix Podcast for players new and old! Hosts Kalder and Simeon truly blend the Casual and Competitive aspects of Heroclix into this all encompassing board game podcast! Stay tuned as they cover: news, strategy, team builds, and everything else in the world of Heroclix! Join Kalder, and Simeon this week as we talk: 1. Chat about our favorite Hero…
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Who are the most important players on the Cincinnati Bengals' roster for 2024 and beyond? In part 2, James Rapien reveals his list. He used a different philosophy for his ranking that focuses on known quantities given the unpredictable nature of the NFL, and we break down the biggest differences and surprises in James' top 15. Join the Locked On Be…
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Three big things you need to know: First, the Duke CFO survey highlights how C-Suite confidence has remained steady, with monetary policy and automation in focus. Second, our new valuation stress test suggests the S&P 500 has been baking in optimistic views on inflation, interest rates, and the Fed. Third, recent funds flow trends point to a linger…
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Who are the most important players on the Cincinnati Bengals' roster for 2024 and beyond? We're kicking of a 6-part series as Jake Liscow reveals his list. While there are obvious answers at 1 and 2 in Joe Burrow and Ja'Marr Chase, he breaks down why his methodology has Myles Murphy and Dax Hill ranked higher than you might expect. Join the Locked …
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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 are excited to have Chris Louney, Commodity Strategist on RBC’s Global Commodity Strategy and MENA Research team, guest hosting this week’s episode while Lori is o…
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The Cincinnati Bengals have had a slow start problem for the last few years, so the guys discuss what they're doing this differently to avoid that problem in 2024, and what the most important factors are to early-season success for this season. Plus, we handicap the CB2 battle heading into training camp, look for potential star-level players to com…
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The Cincinnati Bengals will return to HBO's Hard Knocks in 2024, along with the rest of the AFC North. The guys break down the most interestings storylines that will come with the Bengals' appearance on the show, and discuss whether there are "distraction" concerns. Plus, we revisit Ja'Marr Chase's participation in minicamp practices with Zac Taylo…
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Heroclix Podcast for players new and old! Hosts Kalder and Simeon truly blend the Casual and Competitive aspects of Heroclix into this all encompassing board game podcast! Stay tuned as they cover: news, strategy, team builds, and everything else in the world of Heroclix! Join Kalder, and Simeon this week as we talk: 1. Chat about our favorite Hero…
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Three big things you need to know: First, the continued outperformance of mega cap Growth stocks has been logical, but still somewhat jarring to us. Second, Small Caps broke to clear new lows relative to Large Caps last week as risks piled up including a Fed that seems inclined to cut just once this year. We’d stay on the sidelines with Small Caps …
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The guys break down why Tee Higgins signing his franchise tag on Saturday is a big win for the Cincinnati Bengals, and how it both speaks to Higgins' character and is a good move for his future. Plus, Ted Karras' 1-year extension is a nice reward for a guy who does everything "right" and provides stability at the center position. Does it also open …
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Heroclix Podcast for players new and old! Hosts Kalder and Simeon truly blend the Casual and Competitive aspects of Heroclix into this all encompassing board game podcast! Stay tuned as they cover: news, strategy, team builds, and everything else in the world of Heroclix! Join Kalder, and Simeon this week as we talk: 1. Chat about our favorite Hero…
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Joe Burrow continued to practice for the Cincinnati Bengals as the offseason program winds down on Wednesday, but Ja'Marr Chase remained limited. The guys break down what Burrow and Chase did on day 2 of Bengals minicamp. Plus, we look ahead to interesting roster battles coming in training camp in the secondary and at wide receiver. Join the Locked…
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The guys break down why Joe Burrow's "smart" approach to managing his body in the offseason is good news for the Cincinnati Bengals and their star quarterback, and the most interesting comments from his Tuesday presser on the future of the Bengals' offense. Plus, we hit other practice takeaways including Ja'Marr Chase and Trent Brown's presence. Jo…
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Mike Santagata (@bengals_sans) joins Jake to break down how the Cincinnati Bengals' personnel changes in 2024 will lead to schematic differences on both sides of the ball. A running back by committee approach and perhaps more under center aligments could change the running game while unlocking more diverse play action concepts, especially with more…
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Delve into how the bachata scene has been evolving throughout the last 15 years. Together with Role Rotation creators Felipe & Tiago, we will go from knowing how Role Rotation came to be, to deeper details of the "hierarchy in bachata", tips for upcoming artists, how to go viral, and even cheesecake! As always with no filter.…
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There's a somewhat vocal minority that thinks the Cincinnati Bengals shouldn't extend Ja'Marr Chase after seeing Justin Jefferson's contract. The guys break down why the Bengals absolutely should give Chase the big deal, and what that deal could look like. Plus, amid concern over Joe Burrow's absence from practice last week, they talk about expecta…
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Special Edition: This is a special edition of RBC’s Markets in Motion podcast, recorded on June 4th, 2024, from the RBC Capital Markets 2024 Global Energy, Power & Infrastructure Conference (EPIC). Lori is joined by two of her road warrior colleagues, Ben Fisher (Midwest Equity Sales, specializes in macro) and Amy Wu Silverman (RBC’s Equity Derivat…
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While Joe Burrow's health and return to form remain the biggest question for the Cincinnati Bengals in 2024, there may be more uncertainty on the defensive side of the ball. The guys break down the biggest questions Lou Anarumo and this Bengals defense need to answer to return to prominence this season. Whether it's the remade secondary putting the…
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Heroclix Podcast for players new and old! Hosts Kalder and Simeon truly blend the Casual and Competitive aspects of Heroclix into this all encompassing board game podcast! Stay tuned as they cover: news, strategy, team builds, and everything else in the world of Heroclix! Join Kalder, and Simeon this week as we talk: 1. Chat about all the news from…
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Carl Stubbs is a physiotherapist and PhD candidate investigating psychological outcome measures in people with tendinopathy. In this episode, Carl discussed his diverse career in the military and special forces, in psychological health and in physiotherapy practice and research. We discussed Carl’s PhD research so far including his work in developi…
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Joe Burrow was absent from the Cincinnati Bengals' Tuesday open OTA practice, triggering a general panic until Zac Taylor confirmed afterwards that it was a scheduled rest day. The guys break down the rest plan and other OTA takeaways as the Bengals wrap up the voluntary portion of the offseason schedule. Join the Locked On Bengals Insider Communit…
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Two big things you need to know: First, we highlight how and why old leadership in the US equity market has returned with a vengeance and run through our latest thoughts on what might get the rotation trade going again. Second, several of the gauges of investor sentiment and equity market risk that we track are keeping us neutral on stocks through …
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Ja'Marr Chase was waiting for his former teammate Justin Jefferson's megadeal as he looked forward to his own massive contract extension with the Cincinnati Bengals. Now that Jefferson's deal is done, the guys break down how it may impact the Bengals and Chase, including some statistical comparisons and why Jefferson out-performing Chase by the num…
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The guys break down the biggest questions facing the 2024 Cincinnati Bengals on offense, from Joe Burrow's recovery, to how the offense may change with coaching changes, and perhaps most importantly whether they can rediscoverthe explosive play. Which is the most important factor for the Bengals' success this year? When will we get those answers? P…
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Jaylen Waddle is the latest WR2 to get paid big money. The guys break down how the wide receiver market impacts Ja'Marr Chase negotiations and Tee Higgins' future, and why increasing guaranteed money in NFL contracts will force the Bengals to change the way they're doing business. Plus, the guys break down how the new kickoff will impact Bengals ro…
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The 2024 Cincinnati Bengals' championship aspirations ride on Joe Burrow's ability to play quarterback at a high level, something he's proven he can do consistently throughout his professional career. That ability is in question due to the wrist injury that ended his 2023 season. The guys break down Burrow's progress over 4 weeks of offseason pract…
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The big things you need to know: First, Small Caps are retesting their relative low vs. Large Caps once again, as Fed rate cut optimism has faded once again. We remain neutral Small vs. Large for now. Second, investor sentiment has almost returned to the highs in place to start the year (as well as the summer of 2023) on the AAII survey, reinforcin…
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Heroclix Podcast for players new and old! Hosts Kalder and Simeon truly blend the Casual and Competitive aspects of Heroclix into this all encompassing board game podcast! Stay tuned as they cover: news, strategy, team builds, and everything else in the world of Heroclix! Join Kalder, and Simeon this week as we talk: 1. Go over the Super Rares, Cha…
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Tuesday's Cincinnati Bengals open practice featured 7-on-7 work for the first time as the team transitions to the OTA phase of the offseason program, so the guys break down how Joe Burrow performed throwing against a defense for the first time since his wrist injury. Plus, notes on who wasn't there, Zac Taylor notable quotes, DB position battles, a…
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Zac Taylor told Dan Hoard he'd be taking "a step back this spring, and let Dan Pitcher take ownership in the direction of the offense." The guys break down why that doesn't necessarily mean there are sweeping changes coming to the Cincinnati Bengals' offense. But, from the transition from Brian Callahan to Pitcher, the addition of Justin Rascati, a…
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The guys break down whether the "injury prone" label is fair for Cincinnati Bengals quarterback Joe Burrow, as they review his history of injuries, where the label is coming from, and why it doesn't totally fit. Plus, we speculate on Burrow's next locker neighbor after Tyler Boyd's departure and the locker room's renovation, and explain the major d…
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The guys break down why it's important that the Bengals committed over $100M to Paycor Stadium improvements with Hamilton County lease negotiations hanging in the background. Plus, the team announced that Week 3's Primetime game against the Commanders will be its Ring Of Honor game for 2024, and the leading candidates for induction this year. Join …
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The guys break down Tuesday's open practice, where Joe Burrow doesn't have a Anakin Skywalker haircut but is continuing to throw off-platform as he continues his recovery on the field. We also dive into where receivers are working and what that, and certain quotes, tell us about who is in the mix for the starting slot receiver job. Plus, notes on T…
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