Best Rbc Capital Markets Podcasts (2024)

1
Odds & Ends To End The Summer 4:32

10m 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
Business Jets: Market Dynamics Support Continued Growth 15:59

2h 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

9h 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

8h 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
Power, Utilities & Infrastructure: Powering global datacenter growth 15:28

4d 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

6d 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
Bringing Private Investment to Energy Transition Innovation 26:26

13d 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…

1
Monitoring Earnings, The Rotation Trade, and The Pullback 8:09

20d ago8:09

8:09

Three big things you need to know: First, earnings season has been fine so far, and what we’ve read has kept us in the “tired goldilocks” camp. Second, we run through the latest updates for the indicators we’re monitoring in the rotation trade. We are mindful of headfakes, but think the trade may still have some room to run in the short term. We al…

1
GenAI Activated: Key Debates and Topics in Software 19:16

27d ago19:16

19:16

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.By RBC Capital Markets

1
Sentiment, Earnings, Rotation, and the US Election 5:30

27d ago5:30

5:30

Four big things you need to know: First, investor sentiment has gotten as extreme as it did last August and this past March. Second, earnings season is off to a solid start, but we are still looking for some additional evidence in support of the idea that we’re seeing a durable leadership shift rather than a short-term rotation trade. Third, we’ve …

1
Shots-on-Goal Licensing Company Aims for Breakthroughs 13:52

25d ago13:52

13:52

A very special breed of animals is helping biotech and pharma companies in the quest for new human therapeutics. CFO Kurt Gustafson joins Pathfinders in Biopharma to explain the technologies behind OmniAb’s business model.By RBC Capital Markets

1
Well Telegraphed? 17:26

1M ago17:26

17:26

Markets have been pricing more rate cuts again on the back of somewhat weaker data releases, specifically in the US. Yet, central banks remain reticent in telegraphing rate cuts clearly. Can the latter change and make markets price in even more? Participants: Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics Blake Gwinn (Desk S…

1
2Q24 Reporting Season Is A Key Test For The Rotation Trade 5:26

1M ago5:26

5:26

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 …

1
Why Biopharma Needs to Tell Better Stories on Novel Drugs 15:31

1M ago15:31

15:31

Ronald Martell is a serial entrepreneur and biopharma veteran whose record includes the launch of Herceptin. He continues his mission to bring new drugs to patients with unmet medical needs. The CEO of Jasper Therapeutics explains his ambitions for his company’s new antibody therapy and for the future of the industry.…

1
Under the Hood of Today’s Volatility and Options Markets 11:37

2M ago11:37

11:37

On this episode of Strategic Alternatives, we share a rebroadcast of an iCapital Beyond 60/40 podcast episode, featuring Amy Wu Silverman, Managing Director and Equity Derivatives Strategist of RBC, in which she shares how options market trends can indicate public sentiment.By RBC Capital Markets

1
How to Build and Sell a Biotech in 2024 35:19

2M ago35:19

35:19

With a combined deal value of $29bn under their belts this year, four CEOs reflect on what they’ve learned from their successes – and failures. Roberto Bellini (who sold BELLUS Health), Mark McKenna (Prometheus), Bill Meury (Karuna Therapeutics) and Dan O’Connor (Ambrx Biopharma) also consider the current market for biopharma M&A and what buyers ar…

1
How to Invest in The Post-Pandemic Era 22:15

2M ago22:15

22:15

On this episode of Strategic Alternatives, we share a rebroadcast of the Meb Faber Show podcast episode, featuring Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, in which she explains why the US market has become more sentiment driven in the post COVID era. She shares her thoughts on the valuations of the top 10 stocks and the b…

1
Venture capital velocity: What’s driving renewed momentum in biotech? 35:03

2M ago35:03

35:03

In biotech, a recovery is already well underway. Expected interest rate cuts and improving valuations across public and private markets are creating a compelling environment for deals, entrances, exits, and trades to take shape. In this episode, biotech venture capital experts assess the sector’s sharper focus on funding fundamental science, evolvi…

1
Some of the Things We're Thinking About in US Equities as 2H24 Begins 8:10

2M ago8:10

8:10

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…

1
Energy M&A: A Game of Chess 20:59

2M ago20:59

20:59

RBC Global Energy’s Nick Woodruff and Tim Perry discuss the trends shaping the landscape of commodities, energy, and infrastructure investments coming out of RBC’s 2024 Energy, Power & Infrastructure Conference (EPIC) in New York.By RBC Capital Markets

1
Green Light, Yellow Light, Red Light 20:30

2M ago20:30

20:30

Two G7 central banks have already cut – the ECB & BoC . Both should cut more as the year progresses while the BoE and Fed are likely to join the rate-cutting party later this year. At the other end of the spectrum is the RBA which is widely expected to keep the cash rate steady this year. Each country has its own nuances that will impact the timing…

1
Colliers Talks: Holding the Line: Why ESG investments in Real Estate Can't Stop 44:06

2M ago44:06

44:06

The conversation focuses on the crucial role of ESG in driving business resilience and long-term success, while also highlighting the challenges of balancing competing interests in sustainable investing, including those of lenders, insurers, investors and tenants. This episode’s guests also discuss using a data-driven decision-making process to mak…

1
Steady C-Suite Confidence, What’s Baked in, Flows Argue for Rotation 6:22

2M ago6:22

6:22

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…

1
Pharma Understands Phase One Data – But Does the Market? 25:30

2M ago25:30

25:30

Public biotech Pyxis Oncology is taking forward its innovative work on ADCs. President and CEO, Lara Sullivan, explains the company’s journey to find the right investors, and why she believes the markets still have some learning to do when analyzing data from early-stage studies.By RBC Capital Markets

1
Gold – Some Caution Warranted 8:02

2M ago8:02

8:02

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…

1
Mega Cap Growth Surges, As Small Caps Sink 6:47

2M ago6:47

6:47

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 …

1
Davern Capital sees GLP-1 Opportunities Beyond Obesity 9:39

2M ago9:39

9:39

Davern Capital’s founder, Elie Kobrin, approaches the biopharma market from a long/short perspective – but as a former doctor, he also speaks the language of medicine. He explains the fund’s approach and offers insights on hot topics in the current market.By RBC Capital Markets

1
Cuts For Thee, But Not For Me 15:55

2M ago15:55

15:55

The BOC and ECB both kicked off long-awaited cutting cycles last week with questions about the depth and duration of these cycles likely to drive markets from here. But in other regions the case for pulling forward cuts is still somewhat weak. Where other central banks remain on hold, the trading environment might remain relatively rangebound into …

1
Betting on Healthcare’s Future Hits – and Misses 14:47

3M ago14:47

14:47

As a healthcare-focused, market-neutral investor, Vince Aita stays close to new product developments with a view to identifying future successes and failures. At RBC’s Global Healthcare Conference, he offered his insights on everything from the future of obesity innovation to the impact of the IRA.By RBC Capital Markets

1
Healthcare Equities Outlook: Opportunities for Outperformance 16:15

3M ago16:15

16:15

This year has seen a pick-up in equity activity across healthcare, with a wider range of firms showing promise for value creation, and a stronger investor appetite for a pipeline of private companies that are set to go public. RBC’s John Kolz, John Hoffman, and Jason Levitz met at this year’s RBC Capital Markets Global Healthcare Conference to disc…

1
Special Edition - A Conversation on Concentration, Retail, Energy & Utilities 23:19

3M ago23:19

23:19

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…

1
Innovation and an Aging Population Drive MedTech 16:01

3M ago16:01

16:01

The MedTech sector continues to grow in the U.S. as innovation in patient treatments and delivery meets increased demand from an aging population. Medical technology analyst Shagun Singh assesses key data points from the RBC Capital Markets’ Doctor Days events, looking at how the healthcare sector can empower investors to position themselves for fu…

1
Old Leadership Bounces Back With A Vengeance 6:19

3M ago6:19

6:19

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 …

1
Biopharma Investors See Opportunities in Targeted Treatments and Gene Editing 20:39

3M ago20:39

20:39

Personalized, targeted drugs and gene therapies are still at the forefront of medical innovation, as we discovered at RBC Capital Markets annual Doctor Days meetings. These insightful forums bring together key opinion leader clinicians and researchers from various therapeutic fields with institutional investors to discuss where opportunities lie, t…

1
Biotech with a Mission to Target Unmet Cancer Needs 13:37

3M ago13:37

13:37

IDEAYA’s drug development programs center around addressing unmet patient needs. Its founder tells Pathfinders in Biopharma why he believes there has never been more opportunity for breakthroughs in the fight against cancer.By RBC Capital Markets

1
The Role of Sport in Supporting Youth Mental Wellbeing 26:36

3M ago26:36

26:36

In recognition of Mental Health Awareness Month, Wil Snape-Rogers, Executive Director, and Danielle Hundt, Chief Program Officer, of Play Rugby USA, join Vito Sperduto to discuss how they are using the power of sport to help young people flourish—both mentally and physically.By RBC Capital Markets

1
U.S. in Prime Position as Energy Sector Eyes New Growth 26:18

3M ago26:18

26:18

External forces are weighing heavily on energy markets in very different ways. While enforcement of merger competition rules puts strain on M&A deals, AI advances offer potential for both increased demand and business efficiencies. RBC Global Energy’s Nick Woodruff and Tim Perry consider the likely effects on the industry with host Vito Sperduto.…

1
Stuck In Neutral For Now 5:59

3M ago5:59

5:59

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…

1
Ready, Set, Go - Policy Divergence 21:12

3M ago21:12

21:12

Two developed market central banks have already cut - Riksbank and SNB - and the BoC, ECB and BoE should follow suit over the next couple of months. But the higher for longer theme is dominating the US rates market. The divergence in macro and policy is the major theme in rates markets. The other important theme is that despite Fed cuts being price…

1
A ‘Goldilocks Era’ for Oil and Gas M&A 22:46

3M ago22:46

22:46

Oil and gas markets have reached a low- or no-growth business model, yet recent months have produced a surge in M&A activity not seen for a generation. Tim Perry and Nick Woodruff, of RBC’s Global Energy team, join Vito Sperduto to take the temperature of the sector and analyze the current state of energy valuations.…

1
Colliers Talks: Behind the Data – The Impact of Population and Demographics on Commercial Real Estate 41:07

3M ago41:07

41:07

Jacobs and Ivankovic cover the following topics: Over the last few years, Canada has seen more immigration to secondary or tertiary markets, and particularly in Alberta, which has been trying to attract more residents. Immigration is not only changing the number of Canadian consumers, but is also shifting how people consume products and the types o…

1
Right Back Where We Started From 6:03

3M ago6:03

6:03

The big things you need to know: Three big things you need to know: First, Tech has bounced back on performance and earnings revisions but valuations remain a problem. Second, valuations more broadly have started to look less appealing. Third, other updates in our high frequency indicators highlight how pendulums have swung on a few different front…

1
Data Determination 19:02

3M ago19:02

19:02

Markets have been ultra-sensitive to data for some time now, going back to market pricing for hikes starting in late 2021. More recently, several strong US inflation prints have de-railed the potential for upcoming Fed cuts, while upside surprises have occurred in Canada, the UK and Australia in the recent weeks. Will these data points be determina…

1
Earnings Ending Up Fine with a Twist, Bulls Bounce Back 5:44

3M ago5:44

5:44

The big things you need to know: First, reporting season has ended up looking just fine on the stats, with one twist at the end. Second, we update our rundown of key themes on earnings calls. Third, net bulls on the AAII survey bounced back last week as 10-year yields decoupled from their 2023 spike, hopes for Fed cuts returned, and flows to US equ…

1
How private capital is reshaping Europe’s investment landscape 14:56

4M ago14:56

14:56

John Kolz, Global Co-Head, Equity Capital Markets, Paul Betts, Managing Director, M&A, Europe and Beatrix Pratte-Ness, Associate, M&A, Europe, explore key themes shaping private placement transactions across Europe, and the interplay between private and public markets and M&A activity.By RBC Capital Markets

1
Updates on Reporting Season, Sentiment, Small Caps 7:17

4M ago7:17

7:17

The big things you need to know: Three big things you need to know: First, after a weak start to 1Q24 reporting season, it has settled into a groove on the stats. Second, we review our thoughts on key themes on company earnings calls so far. Third, we highlight what’s jumping out on our high frequency indicators. This includes our main sentiment in…

1
Divergence - Real or Imagined?! 24:02

4M ago24:02

24:02

The latest resilience in the US has kick started a debate about how much other regions that appear to not show the same kind of underlying strength can diverge from the Fed and cut rates regardless. We see the best chances of that happening in Canada, but also provide updated views on the BoE, ECB and RBA. Meanwhile, the gyrations in the JPY keep i…

1
Analyst Survey Results Point To Optimism & Rotation, US Sector Call Changes 4:26

4M ago4:26

4:26

The big things you need to know: First, we’ve just completed our quarterly survey of RBC’s equity analysts around the globe and found that optimism on performance persists for most sectors and coverage regions, despite the challenges associated with higher interest rates. Second, with a fresh set of survey results in hand we are making three change…

1
Sentiment, Companies Beating Consensus, and Growth Take a Hit 9:31

4M ago9:31

9:31

The big things you need to know: First, investor sentiment has taken a bit of a hit, but it’s too early to say the pullback is over. Second, while we continue to expect the pullback to bottom out in the 5-10% range vs. recent highs, we’ve taken a look at S&P 500 performance around recent wars to gauge potential downside risks if we are wrong in tha…

1
Insurance’s Resurgence and BDC Competition 15:38

4M ago15:38

15:38

Late 2023 saw a pick-up in equity capital markets activity in financial services. Insurance and business development corporations show particular promise for 2024, while there is keen investor appetite for a pipeline of alternative asset managers set to go public. RBC’s J.T. Deignan, MD and Head of Real Estate and Financial Institutions Equity Capi…

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Rbc Capital Markets Podcasts

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