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Sentiment & Valuation: How to Use Them To Predict The Market (RBC’s Lori Calvasina Explains)

Subscribe to The Meb Faber Show podcast on your favorite platform so you never miss an episode! https://pod.link/1128955736 Today’s guest is Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets. She was recently named to Barron’s 100 Most Influential Women in U.S. Finance. In today’s episode, Lori explains why the US market has become more sentiment driven in the post COVID era. She shares her thoughts on the valuations of the top 10 stocks and the broad market. She also touches on small cap stocks, takeaways from earnings season, and her early thoughts on 2025. To see links or read the transcript of the episode, visit us at https://www.themebfabershow.com/episo... (1:11) Welcome to our guest, Lori Calvasina (3:50) Indicators and gauging market sentiment today (10:37) Current market valuations (13:08) Impact of upcoming election on financial markets (17:05) US small cap stocks setup (20:24) Value versus growth discussion (36:56) Lori's favorite indicators (42:37) Lori's most memorable investment ----- Sponsor: 10 East is a membership-based investment firm founded by Michael Leffell, former Deputy Executive Managing Member of Davidson Kempner, focused on providing targeted exposure to private markets. Learn more: https://app.10east.co/ ----- Follow Meb: Twitter:   / mebfaber   LinkedIn:   / mebanefaber   Website: http://mebfaber.com/ To learn more about our products and follow us, subscribe to our mailing list: https://theideafarm.us1.list-manage.c... Listen and subscribe on the platform of your choice: Apple: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6gEEIpE... Follow The Idea Farm: Subscribe (FREE!): www.theideafarm.com Twitter:   / theideafarm   LinkedIn:   / theideafarm-co   TikTok:   / mebfabershow   Instagram:   / reels