About this episode
For all my Buy-side friends - If you find our research and podcast helpful, we'd appreciate your vote in Portfolio Strategy in this year's Extel/II survey (www.extelinsights.com/voting). Voting is open until Friday, June 27th.
Listen to this episode for a recap of our biggest call of the year...
Or watch my video message - https://players.brightcove.net/6021289101001/VyvCc9BZx_default/index.html?videoId=6374546435112
Get every episode summarized
Each time RBC's Markets in Motion publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from RBC's Markets in Motion
Baking in a Two-Speed Economy & EPS Backdrop into Our S&P 500 Forecast
RBC's Markets in Motion
Taking The Stock Market’s Temperature, Takeaways from an Avalanche of Earnings
RBC's Markets in Motion
Resilience With a Dose of Caution
RBC's Markets in Motion
April 2026 Global Analyst Survey Results - Constructive, Aside From The War
RBC's Markets in Motion