Những podcast Rbc hay nhất (2024)

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Judgment With Integrity: Understanding Matthew 7:1-6 39:59

8d ago39:59

39:59

Have you ever found yourself quoting "judge not, that you be not judged" while feeling a twinge of uncertainty about its true meaning? Prepare to have your understanding deepened as we scrutinize one of the Bible's most quoted yet misunderstood teachings in Matthew 7:1-6. We strip away the common misinterpretations, revealing a call not to abandon …

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Seven Things We’re Thinking About Right Now 8:03

3d ago8:03

8:03

The big things you need to know: First, geopolitical concerns are spiking at a time when stocks already seemed due for a pullback. Second, the rotation trade has just gotten a lot more complicated. Third, companies have been keeping expectations low on earnings. Fourth, our valuation modeling suggests some modest downside risk to the stock market i…

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Sticking With Energy, Swing State Shifts 3:44

9d ago3:44

3:44

Two big things you need to know: First, the Energy sector still looks attractive to us, even after its big move in March, and we remain overweight. Second, Trump has lost some momentum in swing state polling, challenging a key assumption of many non-US investors.Bởi RBC Capital Markets

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Gospel Transformation Leads to Gospel Proclamation! - Colossians 1:5-8 45:48

16d ago45:48

45:48

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

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Worry Not! -Matthew 6:26-34 50:18

19d ago50:18

50:18

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

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Spring Cleaning on Our 2024 S&P 500 Forecasts 9:12

21d ago9:12

9:12

Three big things you need to know today: First, we lift our YE 2024 S&P 500 price target to 5,300 (from 5,150). The most constructive model in our tool kit indicates upside to ~5,400, which represents our bull case if our base case is too conservative. Second, we continue to see some conflicting cross currents for stocks. Among the five models that…

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Lessons From The R2000/S&P 600 Debate, Institutional Sentiment Rebounds 6:26

24d ago6:26

6:26

Two big things you need to know today: First, our work on the R2000 relative to the S&P 600 (sparked by Small Cap PM concerns about low quality) adds to our belief that the US came close to recession in 2022. Second, CFTC buyside positioning in US equity futures rebounded last week ahead of the Fed, highlighting increased risk of a melt-up in the b…

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Energy Thoughts, Large Caps’ EPS Advantage, Sentiment Slips More 6:11

29d ago6:11

6:11

Three big things you need to know: First, Energy has been a top S&P 500 sector since January. We like its attractive valuations, improving funds flows, and role as an inflation hedge in our overweights. Second, Large Caps are starting to look a little better than Small Caps on a few of the earnings-related metrics that we track, suggesting to us th…

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God or Greed? - Matthew 6:19-24 44:52

1M ago44:52

44:52

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

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Sentiment Slips, GDP Views Continue To Improve, Biden’s Wish List 5:52

1M ago5:52

5:52

Three big things you need to know: First, one of our key sentiment indicators has started to retreat after hitting extreme levels, which has coincided with a stealth rotation in leadership. Second, we’re starting to see a more broad-based improvement in US GDP expectations, which we see as supportive of continued rotation in stock market leadership…

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The Mystery of Fasting - Matthew 6:16-18 43:28

1M ago43:28

43:28

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

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Materialism and The Things Of This World - Job 1:13-22 23:33

2M ago23:33

23:33

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

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Lord's Prayer Part 2 - Matthew 6:9-15 57:30

2M ago57:30

57:30

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

1
Lord's Prayer Part 1- Matthew 6: 9-15 1:04:29

2M ago1:04:29

1:04:29

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

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Hypocrisy of False Righteousness - Matthew 6:1-8 50:59

2M ago50:59

50:59

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

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Commodities – The 2024 Balancing Act 9:12

2M ago9:12

9:12

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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Reporting Season Stats Steady, Consumer Color, Top Charts In Our EU/ UK Meetings 9:56

2M ago9:56

9:56

Three big things you need to know: First, 4Q23 reporting season stats are similar to what we’ve described over the past few weeks with fewer earnings beats than last quarter, muted stock price reactions following earnings prints, and further compression in the forecasted growth rate embedded in consensus earnings expectations for 2024. Second, in o…

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Biblical Stewardship - The Gospel - 2 Timothy 1:5-14 1:11:18

2M ago1:11:18

1:11:18

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

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Biblical Stewardship - Self Stewardship (1 Corinthians 6:12-20 - Mike Kessler) 25:29

2M ago25:29

25:29

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

1
2024 EPS Forecasts Shrink, Stretched Sentiment, Strong Data 7:07

2M ago7:07

7:07

Three big things you need to know: First, with reporting season almost halfway done, bottom-up consensus expectations for EPS growth in 2024 have shrunk to 9% from 11% – a combination of better-than-expected results for 2023 and a modest dampening of enthusiasm for 2024’s outlook. Second, a murky macro backdrop, elevated costs, and China challenges…

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A Mixed Bag of Earnings So Far, Latest Sentiment & Valuation Developments 6:09

3M ago6:09

6:09

Three big things you need to know: First, we’d describe 4Q23 reporting season as a mixed bag so far. Second, in our transcript review we were struck by the wide range of views on the macro backdrop and outlook as well as the continued emphasis on the challenges associated with inflation and higher costs. Third, things that jumped out in our high fr…

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EPS Concentration, Reporting Season Takeaways, Another Consumer Surprise 4:08

3M ago4:08

4:08

Three big things you need to know: First, EPS growth in the top 7 names in the S&P 500 is expected to continue outpacing the rest of the index in 2024 and 2025, but to a lesser degree than we saw in 2023. Second, companies have tried to strike an optimistic tone in the first batch of 4Q23 earnings calls, with consumer resilience, macro risks, and t…

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Biblical Stewardship - The Family (Titus 1:5-9 - Justin VanRiper) 34:16

3M ago34:16

34:16

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

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Navigating Sectors Globally In 2024 6:12

3M ago6:12

6:12

Last week, ahead of earnings, we updated our thoughts on sectors for 2024 for both the US as well as other geographical regions under RBC’s coverage, Europe, Canada, and Australia. The work was based on our own top-down quantitative analysis on earnings revisions, valuations, and macro fundamentals, as well as the results of a survey that we conduc…

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Biblical Stewardship - Wealth (Proverbs 3:9-10 & 2 Corinthians 8:1-11 - Brian Bookamer) 40:59

3M ago40:59

40:59

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

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The Top 10 Things We're Thinking About in US Equities Heading Into 2024 13:51

3M ago13:51

13:51

We've updated our thoughts on the 2024 outlook for the US equity market, focusing on the top 10 things we’re thinking about as the new year gets underway. The biggest things you need to know: First, in December we became concerned about the possibility of a near-term pullback in the US equity market given deterioration in our sentiment work, and th…

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The Promise - Genesis 3:15 31:44

4M ago31:44

31:44

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

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Valuations Ending 2023 At Reasonable Levels, But Pullback Risks Have Grown 5:03

4M ago5:03

5:03

Today in the podcast, our last of 2023, two big things you need to know: First, with just a few trading days left to go in 2023, the S&P 500 is close to a level that our valuation model has been suggesting is a reasonable one. Second, while we remain constructive on the year ahead, several charts that we track regularly are starting to suggest that…

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The Importance of Prayer - Philippians 4:6 (Michael Kessler) 31:56

4M ago31:56

31:56

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

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Love those who hate you - Matthew 5:43-48 54:48

4M ago54:48

54:48

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

1
Inbound Questions On Small Caps; Investor Sentiment Getting Too Enthusiastic 5:20

4M ago5:20

5:20

Today in the podcast, three big things you need to know: First, similar to the S&P 500, R2000 returns tend to be positive but modest in Presidential election years. Second, the valuation appeal of Small Caps runs deep and exists within both Growth and Value using both equal weighted and market cap weighted P/E’s. But Small Caps’ valuation appeal ha…

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People of Peace - Matthew 5:38-42 38:46

5M ago38:46

38:46

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

1
People of Integrity - Matthew 5:33-37 48:43

5M ago48:43

48:43

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

1
The Top 10 Things We're Thinking About in US Equities Heading Into 2024 8:45

5M ago8:45

8:45

Today in the podcast, our initial 2024 outlook. Our year-end 2024 S&P 500 price target is 5,000, for a 10% gain. Today the podcast will work a little bit differently, as we’re running through the top 10 things we’re thinking about in US equities as the new year comes into view. Most of these focus on the math that gets us to 5,000.…

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God's Faithful Servant (and the devil!) - Job 1:6-12 (Justin VanRiper) 23:40

5M ago23:40

23:40

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

1
The Righteous Man - Job 1:1-5 (Justin VanRiper) 34:26

5M ago34:26

34:26

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

1
Potentially Peaking Yields, Small Caps, Bearish Extreme in Sentiment 5:30

5M ago5:30

5:30

Three big things you need to know today: First, Growth sectors are typically the biggest beneficiaries of declining 10-year Treasury yields. This analysis was in focus in our meetings last week where investors were keen to explore what to own if yields have peaked. Second, Small Caps, where balance sheet concerns have overshadowed attractive valuat…

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The Doctrine of Divorce and Remarriage - Matthew 5:31-32 45:16

5M ago45:16

45:16

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

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A Divine Call to Purity - Matthew 5:27-30 39:12

6M ago39:12

39:12

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

1
3Q23 Earnings Halftime Report 5:52

6M ago5:52

5:52

Today in the podcast, we take a deep dive into the stats and commentary for 3Q23 reporting season, as of late last week with 45% of S&P 500 results in. Three big things you need to know: First, the S&P 500 stats simply aren’t strong enough to get the US equity market out of its recent malaise. Second, Small Cap trends are pretty similar to those in…

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Still In A Spooky Place 7:12

6M ago7:12

7:12

Today in the podcast, we take a deep dive into the outlook for the US equity market from the S&P 500 all the way down to Small Caps. Three big things you need to know: First, we are sticking with our YE2023 S&P 500 price target of 4,250. Though upside risks remain, downside risks have grown, the outlook has become cloudier and we don’t think the pa…

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We Who Are Murderers - Matthew 5:21-26 39:38

6M ago39:38

39:38

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

1
Solid Start To Reporting Season Despite Macro Headwinds 5:11

6M ago5:11

5:11

Three big things you need to know today: First, we are lifting our S&P 500 EPS forecasts to $223 (up from $220) for 2023 and to $232 (up from $229) for 2024. Second, 3Q23 reporting season is off to a good start in terms of stock price reactions, even though EPS revisions have turned slightly negative and company commentary among the early reporters…

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Only in Christ - Matthew 5:20 37:03

6M ago37:03

37:03

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

1
Walk Worthy - Matthew 5:19 45:47

6M ago45:47

45:47

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

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God's Perpetual Word - Matthew 5:18 36:11

7M ago36:11

36:11

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

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Shutting Down the Shutdown, CFO Confidence Rises, Energy Revisions Near Peak 4:21

7M ago4:21

4:21

Today in the podcast, three big things you need to know: First, Congress reached a deal to avert a government shutdown, for now, but we aren’t convinced this is the end of the current period of equity market weakness, as our main sentiment indicator still has room to fall. Second, CFO economic confidence rose in the latest Duke survey despite heigh…

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Perspective on the Shutdown, Growth Trade, Sentiment & Utilities 6:41

7M ago6:41

6:41

Today in the podcast, three big things you need to know: First, the stock market tends to experience turbulence heading into extended government shutdowns, but the S&P 500 has already done more than half the damage typically seen in those episodes and rebounds that follow tend to be powerful. Second, we view last week’s Fed meeting as a mixed bag f…

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God's Sufficient Word - Matthew 5:17 50:58

7M ago50:58

50:58

This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church please visit www.…

1
Monitoring Misery, Industrials Insights, US Inflows Return 4:33

7M ago4:33

4:33

Today in the podcast, three big things you need to know: First, the Misery Index (inflation plus unemployment) has fallen sharply since last summer, helping explain the surprisingly strong move in the S&P 500 this year. Second, deleveraging was one key theme that jumped out to us from RBC’s Industrials conference last week. Third, other things that…

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