Best Rbc Capital Markets Podcasts (2025)

1
Live from CAGNY 2025 with RBC Capital Markets' Nik Modi 46:48

15d ago46:48

46:48

The CPG Guys interview RBC Capital Markets' Managing Director Nik Modi at the 2025 Consumer Analyst Group of New York conference in Orlando FL. Follow Nik Modi on LinkedIn at: https://www.linkedin.com/in/nik-modi-675926/ Follow RBC Capital Markets on LinkedIn at: https://www.linkedin.com/company/rbc-capital-markets/ Follow RBC Capital online at: ht…

1
Consumer Motivations With NielsenIQ’s COO Tracey Massey 47:06

1h ago47:06

47:06

The CPG Guys are joined in this episode by Tracey Massey, Chief Operating Officer at NielsenIQ, the world’s leading consumer intelligence company, delivering the most complete understanding of consumer buying behavior and revealing new pathways to growth. NIQ combined with GfK in 2023, bringing together the two industry leaders with unparalleled gl…

1
Predictions for a volatile geopolitical year ahead 22:01

10h ago22:01

22:01

2025 is set to be one of the most volatile geopolitical years in many of our lifetimes. The overwhelming uncertainty is causing “analysis paralysis” for decision-makers, slowing large-scale investment and hiring decisions, as companies try to get clarity on what matters and what doesn't. At RBC Capital Markets’ Global Financial Institutions Confere…

1
The Intersection of Data & Media with Canadian Tire’s Simone Lumsden 43:55

3h ago43:55

43:55

The CPG Guys are joined in this episode by Simone Lumsden, SVP of Triangle Loyalty & Retail Media at Canadian Tire Corporation, Limited (“CTC”), one of Canada’s most admired and trusted companies that includes a retail segment, a financial services division and CT REIT. Their retail business is led by Canadian Tire, which provides Canadians with pr…

1
Navigating a rapidly evolving sustainable finance landscape 21:16

4d ago21:16

21:16

Investors and corporates continue to advance their sustainability strategies despite an increasingly complex and dynamic macroeconomic, geopolitical and policy landscape. What are some of the key challenges and opportunities they will face in the year ahead? In this episode of RBC Capital Markets’ Powering Sustainable Ideas, Global Head of Sustaina…

1
Walking Through The Math Behind Our Updated S&P 500 Forecasts 6:49

38m ago6:49

6:49

The big things you need to know: We’ve lowered our YE 2025 S&P 500 price target to 6,200 from 6,600, We’ve lowered our 2025 S&P 500 EPS forecast to $264 from $271. Among other adjustments, our new price target and EPS forecast embed the updated views of RBC’s Economics and Rates strategy team which were released last week. We have updated our year-…

1
Women In Retail Media Collective join The CPG Guys 41:20

1d ago41:20

41:20

The CPG Guys are joined in this episode by Emma Helsloot and Ana Laura Zain - cofounders of the Women in Retail Media Collective. Their mission :Connect, grow, and lead via a community designed to empower women to shape the future of retail media. Find Emma Helsloot on Linkedin here: https://www.linkedin.com/in/emma-helsloot-78767a64/ Find Ana Laur…

1
Live from Commerce Media Brand Summit with Bayer's Chelsey Alexander 41:31

7h ago41:31

41:31

In this episode, the CPG Guys are joined by Chelsey Alexander, Vice President, Emerging Digital Platforms at Bayer Consumer Health. The episode was recorded in Atlanta GA at the Commerce Brand Media Summit in March 2025. Follow Chelsey Alexander on LinkedIn at: https://www.linkedin.com/in/chelsey-alexander-a3269757/ Follow Bayer on LinkedIn at: htt…

1
ION Clean Energy’s carbon capture system promises a solution that sticks 20:03

3d ago20:03

20:03

Inefficiencies in carbon capture technologies and historically challenging economics have so far hampered their widespread adoption. ION Clean Energy aims to change that with big ambitions for its proprietary tech and is forging alliances to make it happen. CEO Tim Vail explains the company’s vision to RBC's Jonathan Sisto, Managing Director, Energ…

1
Special Edition - A Conversation On The Equity Market Outlook 24:43

3d ago24:43

24:43

RBC’s Markets in Motion is the weekly podcast from Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, highlighting her latest views on the US equity market. This week, we bring you a special edition of the podcast, recorded live at the RBC Financial institutions conference on March 5th, 2025. Ben Fisher (US Equity Sales, Midwest & M…

1
The CPG Guys February 2025 Industry Rank Punditry 1:01:13

10d ago1:01:13

1:01:13

The CPGGUYS Sri Rajagopalan & Peter VS Bond muse the month that passed by. February means CAGNY - the annual Wall St analyst conference (Consumer Analyst Group of NY). Here, we got to meet several of the financial analysts and were able to discuss and learn what 2025 holds for us in the CPG industry. Find Sri Rajagopalan on Linkedin here : https://…

1
Limited Series | Special Edition Episode: Softening Regulation Supports a Positive Dividend Outlook for U.K. Banks 15:17

7d ago15:17

15:17

The signals are mixed, but the outlook for the U.K economy is uncertain at best, while geopolitical risks add further potential volatility. So why is the U.K. banking sector looking forward to another strong year? Participants: Janet Wilkinson Head of Global Markets Flow Sales EMEA Kofi Oteng Head of Flow Rate Sales EMEA Benjamin Toms Director Euro…

1
Customer First Decisions with Kellanova CCO Carrie Sander 45:39

7d ago45:39

45:39

In this episode, the CPG guys speak with Carrie Sander, Chief Customer Officer at Kellanova, formerly the snacks division of The Kellogg Company. Find Carrie on LinkedIn at: http://linkedin.com/in/carrie-sander-b634b04 Find Kellanova on LinkedIn at: https://www.linkedin.com/company/kellanova/ Find Kellanova online at: https://www.kellanova.com/us/e…

1
Drawdowns, Bear Case Stress Test, Vibes, Small Caps 9:39

9d ago9:39

9:39

The big things you need to know: First, we review our basic framework for thinking about drawdowns in US equities, a topic that’s been coming up in client meetings over the past few weeks, as investor uncertainty regarding the economy has increased. Second, we have refreshed the math behind our YE 2025 bear case of 5,775, specifically our valuation…

1
Leadership with Sam's Club's EVP & CXO Diana Marshall 45:55

11d ago45:55

45:55

The CPGGUYS were joined live at CES during the annual show in Las Vegas by Sam's club Chief experience officer & EVP - Diana Marshall. This is a leadership class for vendors on how to be successful at Sam's club and her own leadership of people, data and MAP. This is the first episode of Women's month. In March, we will feature the amazing female l…

1
2025 Outlook: Energy Transition enters a new stage 18:52

24d ago18:52

18:52

The global energy transition may be buffeted by political winds, but its progress is unstoppable. With new data revealing investment soared past $2 trillion in 2024, how can innovative companies position themselves for a piece of the pie this year? Ralph Ibendahl, Global Head of Energy Transition Banking, offers his latest insights on the next stag…

1
Return of the Living Spread 24:33

25d ago24:33

24:33

The degree to which lingering tariff uncertainty impacts both market and general economic outcomes remains unclear. Economies are evolving regardless, with Europe and Canada seeing some improvement, while US exceptionalism is perhaps fading. Issuance and regulatory developments have brought swap spreads - the difference between swap rates and bond …

1
Global Banks Outlook 2025: Bigger dividends, more stock buybacks 20:02

26d ago20:02

20:02

Banks enjoyed strong earnings and wielded big balance sheets in 2024, but can the momentum last another year? The answer is yes, at least in the U.S. market, according to the experts in RBC Capital Markets’ global banks outlook. Gerard Cassidy, Global Co-Head of Financials Research and Head of US Bank Strategy, and Anke Reingen, Global Co-Head of F…

1
Surveilling the Vibes 7:43

18d ago7:43

7:43

The big things you need to know: First, we found more evidence of weakening investor and consumer vibes in last week’s data updates, while getting a mostly positive data point on corporate vibes, and a flattening in political vibes. Second, the rotation of funds flows from US equities to bonds and European equities strengthened last week.…

1
The CPG Industry CAGNY 2025 Recap 49:55

17d ago49:55

49:55

In this episode, the CPG Guys analyze the 2025 Consumer Analyst Group of New York (CAGNY) conference. To learn more about CAGNY, click here: https://consumeranalystgroupny.com/ To access all of the CAGNY presentations, click here: https://drive.google.com/drive/folders/10E493RGHHjB3nwV7-Ga-t-RPCdLm719R?usp=drive_link LA fire relief : https://www.di…

1
THE OMNIES -The 2024 CPGGUYS Omnichannel Awards with NielsenIQ 48:00

19d ago48:00

48:00

This special episode of The CPGGUYS features four guests - the WINNERS of our 2024 Omnichannel awards - 'The OMNIES'. The Omnies recognizes a select few every year that have dedicated a career to evolving from brick & mortar to being truly omnichannel and championing it in the industry. Our four winners this past year have done exactly that. Our si…

1
Global Energy Transition Outlook: AI, interest rates and policy reversals 18:30

1M ago18:30

18:30

The global energy transition may be buffeted by political winds, but its progress is unstoppable. With new data revealing investment soared past $2 trillion in 2024, how can innovative companies position themselves for a piece of the pie this year? Ralph Ibendahl, Global Head of Energy Transition Banking, offers his latest insights on the next stag…

1
The forces behind the momentum in asset-backed securities 19:28

1M ago19:28

19:28

The ABS market has evolved, expanding into new and non-traditional asset classes while attracting a broader investor base. Which sectors are driving this growth, and how might U.S. policy shifts shape the market’s trajectory? ABS specialists Sofia Shields and Nick Rogers share their insights in this episode of Strategic Alternatives.…

1
Scaling Better For You Brands with Nature's Bakery CEO Steve Gardiner 50:51

23d ago50:51

50:51

The CPGGUYS are joined in this episode by the CEO of Nature's Bakery - Steve Gardiner. He has previously held roles in commercial leadership at Henkel and PepsiCo. We personally love the portfolio and the Fig bars are our favorite. As such, this was both a fun and informative discussion. Find Steve on Linkedin at : https://www.linkedin.com/in/steve…

1
Treading Water 7:09

1M ago7:09

7:09

The big things you need to know: First, there was very little change last week in the stats we monitor to track reporting season, aside from the continued drift lower in the bottom-up consensus 2025 S&P 500 EPS forecast to a little below $271. Second, uncertainty, policy, tariffs, and FX remained in focus in last week’s earnings calls. Third, we co…

1
The Big Picture with Danone's Christian Stammkoetter 54:07

26d ago54:07

54:07

This is a special episode from our partner podcast - The FMCG Guys. They recently had Christian Stammkoetter, who is Danone’s President AMEA (Asia Middle East Africa) and Member of the Executive Committee. He joins Efrain and Daniel to speak about how, in the course of his career, has worked on multi-billion mergers, moved geographies, led teams, g…

1
Could Canada be a global leader in the carbon removal industry? 21:28

1M ago21:28

21:28

At the recent Energy Disruptors UNITE Summit, Damien Steel, CEO of Deep Sky, spoke about the promise of carbon removal technology, and why he believes Canada can become the global epicenter of the carbon removal industry. Click here to read more: https://www.rbccm.com/en/insights/powering-sustainable-ideas.page…

1
Uncertainty Dents Optimism 8:25

1M ago8:25

8:25

The big things you need to know: The big things you need to know: First, the earnings backdrop has softened a bit on the stats for the broader US equity market, and has also justified the rotation in performance leadership that has been seen. Second, company commentary in last week’s earnings calls highlighted the uncertain optimism that is driving…

1
Global Financial Sponsors Hot Button Topics and Trends 24:14

1M ago24:14

24:14

Sponsor-backed deals are recovering steadily rather than spectacularly, but 2025 offers strong signs for cross-border activity in particular. In this episode of Strategic Alternatives, RBC Capital Markets’ Co-Heads of Global Financial Sponsor Coverage – Harold Varah, Graham Tufts and Ram Amarnath – assess the trends and opportunities for the year a…

1
Super Bowl 2025 Ads Recap 1:00:40

1M ago1:00:40

1:00:40

In this episode, the CPG Guys review all of the television ads that played in Super Bowl 59, February 9, 2025. This episode is sponsored by Recess - 'helps CPG brands connect with their key retail shoppers, delivering experiential sampling in high-impact locations like gyms, colleges and community events to drive trial and conversion. Now integrate…

1
Live from Chile at Walmart Connect's Accelerate Supplier Summit with PVSB 40:50

1M ago40:50

40:50

PVSB himself is the guest in this episode as the tables are turned and he is interviewed by Lucas Barros, Head of Walmart Connect Chile. This episode was recorded in December 2024 at the Walmart Chile Accelerate Suppliers Summit. Find Lucas Barros on LinkedIn here: https://www.linkedin.com/in/lucas-barros-631955103/ Find Walmart Connect Chile on Li…

1
Uncertainty reigns, but opportunity persists for biotech’s 2025 9:17

1M ago9:17

9:17

Universal wisdom had it that a Republican sweep in the U.S. election would favor biotech. Appointments to the new administration’s healthcare leadership make that far less certain. What effect will this and other factors have on the industry in 2025, and where are the breakthroughs likely to be found? Brian Abrahams, Head of Global Healthcare Resea…

1
Navigating the Impact of U.S. Tariffs on Canada 40:26

2M ago40:26

40:26

After tariffs were delayed, RBC’s Chief Economist Frances Donald spoke with Ram Amarnath, Co-Head of Global Financial Sponsors and Head of Canadian Diversified Industries at RBC Capital Markets, about the potential impact of 25% tariffs on the Canadian economy and what corporations, investors and policymakers in Canada and the U.S. need to think ab…

1
Retail Media Executive Education May 2025 with Cornell University's Dan Hooker 48:12

1M ago48:12

48:12

The CPG Guys are joined in this episode with Cornell University executive director for the food industry programming and faculty at the Johnson School of Management to discuss the first Executive Education programming on retail media offered May 5-8 at New York City. This program has been carefully designed in partnership with us at the CPGGUYS. Sr…

1
The Aftermath 20:11

2M ago20:11

20:11

This weekend and the start of the trading week were heavily impacted by President Trump announcing tariffs on Canada, Mexico and China. They were ultimately postponed for Mexico and Canada, but he has the EU in his sights as well This edition we discuss central banks in the context of tariffs, but also what the non-tariff fundamentals are suggestin…

1
Brand Retail Media Spend Sentiments from CES LIVE with CVS Media Exchange’s Parbs Dhariwal and Andrew Lipsman 41:37

1M ago41:37

41:37

The CPGGUYS host Parbinder Dhariwal - VP of CVS Media Exchange and Andrew Lipsman from Media, Ads + Commerce for a LIVE fireside chat while at CES. This discussion is all about the latest retail media budget sentiment executed by Andrew and CPGGUYS surveying brands and retailers and where we stand in the industry. Find Andrew Lipsman on Linkedin at…

1
The Annual FMI mid winter conference and its relevance to the food industry with Mark Baum - CCO at FMI 53:44

1M ago53:44

53:44

The CPGGUYS are joined in this episode by FMI CCO Mark Baum. FMI, the food industry association, provides leadership to retailers and wholesalers of food, beverage, and consumer products, along with their manufacturer/supplier trading partners, by facilitating growth and collaboration, and promoting their role in feeding families and enriching live…

1
The Art of the Deal 21:14

2M ago21:14

21:14

The biggest known unknown for economies and financial markets is what will happen with tariffs – are they just being threatened as a bargaining chip for transactional purposes, if they come to fruition what will their breadth, size, and duration be, and will trading partners retaliate. Unfortunately for investors, the matrix of possibilities is end…

1
Solid Earnings Stats To Start 4:56

2M ago4:56

4:56

The big things you need to know: The big things you need to know: First, 4Q24 earnings season looks solid on the stats so far. Second, bulls bounced back in the weekly AAII survey last week, as US equity flows stabilized.By RBC Capital Markets

1
Retail Media Measurement Leadership with Albertsons Media Collective’s Liz Roche 44:31

2M ago44:31

44:31

The CPGGUYS are joined in this episode by Liz Roche, VP for media and measurement at Albertson's media collective. AMC was the amongst the first to work with IAB to establish metrics and measurement standards. Claire Wyatt is replaced by Liz, and we spoke to her day one on the job - yes, we mean day one, week one at CES live. Find Liz Roche on Link…

1
Board Seats CEOs & C-suite Recruitment with Spencer Stuart’s Greg Welch 50:46

2M ago50:46

50:46

The CPG Guys feature a special episode that our very own Sri Rajagopalan hosted with his Thinkblue partner Manish Sharma & Greg Welch - partner at Spencer Stuart in the executive practice. They had a discussion on how board seats, CEO's, and C-suite leaders are found and placed at the world's largest market cap brands. Find Greg Welch on Linkedin a…

1
Early Earnings Takeaways, Vibes Vigilance, Show Me the Money FlowsSeason 7:19

2M ago7:19

7:19

The big things you need to know: First, the initial batch of 4Q24 earnings call commentary, which is mostly from Financials, highlights the optimism and uncertainty that are both embedded in the current outlook for stocks. Second, investor sentiment on the AAII survey continued to slip last week despite stabilization in the S&P 500 itself. Third, w…

1
The Role of Private Label in Driving Brand Retail Media Investment with Omnicom Commerce's Jacquelyn Baker 39:02

2M ago39:02

39:02

The CPG Guys are joined in this episode by Jacquelyn Baker, CEO of Omnicom Commerce, a Flywheel Commerce company. Omnicom Commerce consists of Tracy Locke, Hagarth & TPN agencies. Specializing in designing compelling brand experiences for both owned andthird- party (3P) retail environments, Omnicom Commerce blends brand building with commerce, driv…

1
Bark or Bite? 31:53

2M ago31:53

31:53

Will Trump’s bite match his bark on tariffs? If it does, the economic damage could be severe but central bank responses are not clear cut in the short term. While Trump policy is the primary risk factor, there are many other question marks – Is the Fed finished the easing cycle? What happens with Canada politics? Will the ongoing rout in global bon…

1
Jobs Jumble, Our Questions for Companies in 4Q24 Reporting Season 7:38

2M ago7:38

7:38

The big things you need to know: First, we review our thoughts on last Friday's jobs report and reaction in the S&P 500 and Russell 2000. Second, with 4Q24 reporting season getting underway, we review what we’re listening for in S&P 500 company earnings calls. Third, we run through updates on other high frequency indicators, including a new chart c…

1
Omnichannel Success in Fresh & Baked with Bimbo Bakeries’ Omar Haque 46:29

2M ago46:29

46:29

The CPG Guys are joined in this episode by Omar Haque, VP & GM of omnichannel at Bimbo bakeries. He is a CPG executive with over 20 years of experience across all things digital – CPG, eCommerce, DTC, Online Grocery, Retail Media, Omnichannel. Over the last 12+ years, first at Colgate Palmolive and now at Bimbo Bakeries, he's been shaping the onlin…

1
Sector Update - Survey Results, Flows, US Changes 6:21

2M ago6:21

6:21

The big things you need to know: Today in the podcast, an update on our S&P 500 sector outlook for 2025, and the results of the quarterly RBC analyst survey that we just updated in late December. Three big things you need to know: First, globally – taking into account the views of our analysts in all of our coverage regions -- our analysts tilt con…

1
Shaping food policy and retail industry advocacy with FMI CCO Mark Baum 53:44

2M ago53:44

53:44

The CPGGUYS are joined in this episode by FMI CCO Mark Baum. FMI, the food industry association, provides leadership to retailers and wholesalers of food, beverage, and consumer products, along with their manufacturer/supplier trading partners, by facilitating growth and collaboration, and promoting their role in feeding families and enriching live…

1
EPS Revisions Fade, Sentiment Wanes, P/Es Contract, & Flows Fade as 2025 Begins 4:51

2M ago4:51

4:51

The big things you need to know: First, modest downward revisions have returned to bottom-up consensus S&P 500 EPS forecasts. Second, frothy US equity market sentiment has been a problem for the US equity market, but our work suggests that many investors have become cognizant of this problem and that it is starting to self-correct. Third, outside o…

1
The Age of Immersive Commerce with 5 New Digital’s Michael Zakkour - Part 2 57:59

2M ago57:59

57:59

The CPG Guys are joined in this episode by Michael Zakkour, Founder & Chief Strategist of 5 New Digital, a consulting firm that focuses on short-term engagements that empower our clients to quickly break down the walls between online and offline commerce to reimagine how retail, D2C, technology, supply chain, content, and consumption must work toge…

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