Laurie Calvacina
Head of U.S. Equity Strategy at RBC Capital Markets, providing macro and equity strategy analysis and model-based stress-test commentary for the episode.
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Mar 9, 2026 • 43min
SOTS 2nd Hour: Stocks Fall as Oil Surges. How to Navigate Energy, Emerging Markets, & More 3/9/26
Gina Raimondo, former U.S. Commerce Secretary, offers policy views on AI-driven labor shifts. Ruchir Sharma, global markets expert and Rockefeller Intl. chair, analyzes war-driven market moves and China’s trade role. Laurie Calvacina, RBC U.S. Equity Strategy head, discusses stress tests and sector sensitivity. They cover oil’s surge, emerging markets, travel disruptions, and strategic positioning in volatile markets.
