Why Top Strategist Lori Calvasina Remains Constructive on Stocks

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 19 May 2025

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dan Nathan hosts Lori Calvasina, Managing Director and Head of US Equity Strategy at RBC. They discuss market trends, economic indicators, and the impact of geopolitical events and tariffs on market performance. Lori shares her insights on equity targets, valuation concerns, and the influence of passive investing and institutional behavior. The conversation also covers the significant role of AI in corporate strategy, fluctuations in the 10-year yield, and investor reactions to recent market movements. Lori emphasizes the importance of adaptability and a data-driven approach in forecast and strategy amidst market uncertainties. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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1:49.7	Welcome to the Risk Reversal podcast. I'm Dan Nathan. I am joined again by Lori Calvesina.
1:55.5	She is the managing director and head of U.S. Equity Strategy at RBC.
2:00.0	Lori, welcome back to the pod.
2:01.4	Thanks for having me.
	...

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