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The Meb Faber Show - Better Investing
RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537
Jun 14, 2024
Head of US Equity Strategy at RBC Capital Markets, Lori Calvasina, discusses the sentiment-driven US market post-COVID, valuations of top stocks, small caps, takeaways from earnings season, and 2025 outlook. She delves into indicators, market valuations, impact of election, small cap stocks setup, value versus growth debate, favorite indicators, and memorable investments.
49:55
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Quick takeaways
- Market sentiment is crucial post-COVID for equity investments.
- Valuations are impacted by inflation and interest rates in markets.
Deep dives
Reflecting on Investing After Major Financial Crises
Considering the learnings from financial crises like the tech bubble peak and the global financial crisis, Lori delves into post-COVID investing dynamics. She muses over the necessity to adapt old investing playbooks post-crisis as traditional relationships between sectors and market indicators may shift.
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Discover
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