{"podcast":{"title":"RBC's Markets in Motion","slug":"rbc-s-markets-in-motion-617578","podcast_index_feed_id":617578,"rss_url":"https://feeds.captivate.fm/rbcs-markets-in-motion/","website_url":"https://www.rbccm.com/en/insights/markets-in-motion.page","image_url":"https://artwork.captivate.fm/28ab7722-4814-4fbe-a2e8-8690e85b7811/UeA70CRVO3O_r9KS5AmNj-li.jpg","author":"RBC Capital Markets","episode_count":200,"summary":"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","last_synced_at":"2026-06-16T08:18:51.281592+00:00","page_url":"https://stenobird.com/podcast/rbc-s-markets-in-motion-617578"},"episode":{"title":"A Bottom-Up Look At The Bear Case On Iran, US Valuations From Two Perspectives","slug":"a-bottom-up-look-at-the-bear-case-on-iran-us-valuations-from-two-perspectives","published_at":"2026-03-09T21:35:00+00:00","page_url":"https://stenobird.com/podcast/rbc-s-markets-in-motion-617578/a-bottom-up-look-at-the-bear-case-on-iran-us-valuations-from-two-perspectives","show_page_url":"https://stenobird.com/podcast/rbc-s-markets-in-motion-617578","url":"https://www.rbccm.com/en/insights/markets-in-motion.page","audio_url":"https://episodes.captivate.fm/episode/95631386-d2d4-42c4-81ca-34d31376c668.mp3","summary":"The big things you need to know: First, we review the results of a survey we conducted of RBC’s equity analysts on the conflict in Iran, which helps explain the resilience we’ve seen in the S&P 500. Second, the valuation and sentiment barometers we’re tracking point to room for further downside in the S&P 500 in the near-term in absolute terms, while our work on US valuations vs. other global developed markets highlights why the US equity market has been embraced as a safe haven, helping outperformance versus global peers to re-ignite.","meta_description":"The big things you need to know: First, we review the results of a survey we conducted of RBC’s equity analysts on the conflict in Iran, which helps expla…","key_points":[],"chapters":[],"topics":[],"duration_seconds":415,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/rbc-s-markets-in-motion-617578/episodes/a-bottom-up-look-at-the-bear-case-on-iran-us-valuations-from-two-perspectives/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/rbc-s-markets-in-motion-617578/a-bottom-up-look-at-the-bear-case-on-iran-us-valuations-from-two-perspectives.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}