{"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":"Thoughts on Earnings, Small Caps, and the Shutdown","slug":"thoughts-on-earnings-small-caps-and-the-shutdown","published_at":"2025-11-10T17:29:00+00:00","page_url":"https://stenobird.com/podcast/rbc-s-markets-in-motion-617578/thoughts-on-earnings-small-caps-and-the-shutdown","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/060653ef-e99b-49ab-b5dd-354730012e9f.mp3","summary":"The big things you need to know: First, earnings sentiment staged a partial comeback last week as the rate of upward EPS estimate revisions for the S&P 500 moved up again slightly vs. the prior week but remained below its August high. Second, we run through the latest big picture takeaways from S&P 500 earnings calls. Third, other things on our mind include our work the valuation profile of high earnings quality stocks within Small Cap and how we’re thinking about the government shutdown.","meta_description":"The big things you need to know: First, earnings sentiment staged a partial comeback last week as the rate of upward EPS estimate revisions for the S&…","key_points":[],"chapters":[],"topics":[],"duration_seconds":364,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/rbc-s-markets-in-motion-617578/episodes/thoughts-on-earnings-small-caps-and-the-shutdown/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/thoughts-on-earnings-small-caps-and-the-shutdown.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}