The Download with David Richardson

David Tron shares insights from his recent trip to San Francisco, where he met with leaders of major technology companies and venture capitalists to discuss the transformative potential of AI across industries. He delves into real-world AI applications, the defensive spending strategies of tech giants, and the ripple effects on sectors like advertising, software, and industrials. (Recorded: December 31, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-exploring-the-evolving-ai-landscape-and-its-impact-on-investment-strategies/detail/?disclaimer=true.
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Stu Kedwell examines the recent rebound from previous lows, noting that while market concerns about tariffs have eased, the short-term outlook remains uncertain due to low confidence in earnings estimates. Stu also reflects on Warren Buffett’s enduring wisdom following his retirement announcement and emphasizes the importance of dollar-cost averaging, or paying yourself first, as a timeless investment strategy, especially during uncertain times. (Recorded: December 29, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-adapting-to-market-changes-with-buffett-wisdom/detail/?disclaimer=true.
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Stu Kedwell discusses seven components of asset management, including economic research, portfolio construction, and scenario analysis, and how AI integration impacts the investment process. Stu also highlights compelling opportunities in Asian and emerging markets and dollar-cost averaging as a way to invest consistently without trying to time the market. (Recorded: May 12, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/foundations-for-investing-in-todays-markets/detail/?disclaimer=true.
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Eric Lascelles discusses April’s stronger-than-expected U.S. jobs numbers despite the ongoing conflict with Iran. He then looks at Canada’s mixed outlook: job market weakness balanced with promising productivity growth, and newfound advantages as a stable resource-rich energy supplier in an uncertain world. (Recorded: May 11, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-war-and-the-resilient-north-american-economy/detail/?disclaimer=true.
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Stu Kedwell discusses the recent bounce-back in markets despite Middle East conflict concerns, the rising costs for oil, diesel, and other essentials means for economic growth, and why semiconductors leading the recovery due to AI demand. He also previews what to watch as the Magnificent 7 report earnings this week. (Recorded: April 29, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-recovery-ai-breakthroughs-and-what-it-means-for-you/detail/?disclaimer=true.
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