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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Join Dave Richardson and Sarah Neilson as they break down rapid market swings across energy, gold, and commodities. Sarah shares how active managers stay grounded in uncertainty through scenario planning, and why volatility can create opportunities for prepared investors. (Recorded: March 16, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/energy-opportunity-and-the-power-of-active-management/detail/?disclaimer=true.
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Eric Lascelles breaks down the economic impact of the Iran conflict and rising oil prices. He explores how energy disruptions affect different regions, what it means for inflation and jobs, and why this volatility creates both challenges and opportunities for investors. (Recorded: March 9, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-oil-shocks-and-volatility/detail/?disclaimer=true.
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Stu Kedwell discusses the early 2026 market volatility driven by artificial intelligence and its implications for businesses across sectors. Using Team Canada’s Olympic hockey performance as an analogy, Stu also explains how maintaining a consistent, disciplined process - like a hockey team that shoots more pucks - will eventually deliver results despite short-term setbacks. (Recorded: February 26, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/shots-on-goal-why-consistency-beats-luck-in-investing/detail/?disclaimer=true.
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