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Lori Calvacina
Head of U.S. Equity Research at RBC Capital Markets, providing market outlooks and models such as RBC's four tiers of fear and commentary on Bitcoin and sector trends.
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Dec 1, 2025
• 43min
SOTS 2nd Hour: RBC's Market Take, a "Once-In-A-Generation" Opportunity, & Retail's Holiday Winners/Losers 12/1/25
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Joining the discussion are Lori Calvacina, Head of U.S. Equity Research at RBC, and Oliver Chen, a top retail analyst at Cowan. Lori breaks down RBC's four tiers of market sentiment, explores the implications of Bitcoin's volatility, and identifies sector trends for a constructive market outlook. Meanwhile, Oliver provides insights on the holiday retail landscape, discussing which retailers are thriving or struggling, along with the effects of inventory control and promotional strategies.
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