{"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":"From Rotation to Derisking","slug":"from-rotation-to-derisking","published_at":"2026-06-08T17:55:00+00:00","page_url":"https://stenobird.com/podcast/rbc-s-markets-in-motion-617578/from-rotation-to-derisking","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/4262700e-f422-43d1-a214-d02a34191735.mp3","summary":"The big things you need to know: First, lingering concerns about interest rates and the Fed flared up on Friday after a surprisingly strong NFP report. We run through our thoughts on why this hit the Nasdaq so hard and note that risk of a tier 1 / garden variety pullback (5-10% from peak) has risen in the near term. Second, other things that jump out include the recent drop in bitcoin, which supports the idea that risks of a tier 1 pullback have risen, and the sharp drop in Small Caps on Friday on interest rate fears.","meta_description":"The big things you need to know: First, lingering concerns about interest rates and the Fed flared up on Friday after a surprisingly strong NFP report. We…","key_points":[],"chapters":[],"topics":[],"duration_seconds":501,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/rbc-s-markets-in-motion-617578/episodes/from-rotation-to-derisking/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/from-rotation-to-derisking.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}