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Why Top Strategist Lori Calvasina Remains Constructive on Stocks

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Manage episode 483682685 series 2866750
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Dan Nathan hosts Lori Calvasina, Managing Director and Head of US Equity Strategy at RBC. They discuss market trends, economic indicators, and the impact of geopolitical events and tariffs on market performance. Lori shares her insights on equity targets, valuation concerns, and the influence of passive investing and institutional behavior. The conversation also covers the significant role of AI in corporate strategy, fluctuations in the 10-year yield, and investor reactions to recent market movements. Lori emphasizes the importance of adaptability and a data-driven approach in forecast and strategy amidst market uncertainties.


FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

777 episodes

Artwork
iconShare
 
Manage episode 483682685 series 2866750
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Dan Nathan hosts Lori Calvasina, Managing Director and Head of US Equity Strategy at RBC. They discuss market trends, economic indicators, and the impact of geopolitical events and tariffs on market performance. Lori shares her insights on equity targets, valuation concerns, and the influence of passive investing and institutional behavior. The conversation also covers the significant role of AI in corporate strategy, fluctuations in the 10-year yield, and investor reactions to recent market movements. Lori emphasizes the importance of adaptability and a data-driven approach in forecast and strategy amidst market uncertainties.


FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

777 episodes

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