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.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

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.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

David Lambert, Managing Director & Senior Portfolio Manager, Head of European Equities, RBC Global Asset Management Limited, discusses key themes for investors to think about European equities in 2026, including earnings growth expectations, lower valuation advantages, and emerging opportunities in key sectors like banks, utilities, healthcare and defense. David also highlights the value of professional management and guidance for navigating changing currency dynamics and regional complexities. (Recorded: January 8, 2026)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/european-markets-trends-and-opportunities-for-2026/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Stu Kedwell examines the themes shaping 2026, including the potential for non-U.S. markets to maintain outperformance and the critical shift in AI focus from speculative hype to measurable productivity gains. Stu also provides a sector-level outlook, noting opportunities in industrials, financials, commodities, and tech sectors beyond AI, and emphasizes a balanced approach, scenario analysis, and dollar-cost averaging to remain adaptable in the year ahead. (Recorded: January 7, 2026)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/ai-productivity-and-market-shifts-key-investment-themes-for-2026/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Marcello Montanari and Rob Cavallo discuss key trends shaping the 2026 outlook, including rising AI skepticism, Google’s AI resurgence through innovations like Gemini 3.0. They highlight healthcare’s role as a defensive hedge against AI-driven market volatility, and express long-term optimism for the tech sector, citing growing demand for capacity and infrastructure buildouts. (Recorded: January 5, 2026)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/best-of-2025-decoding-2026-predictions-for-tech-healthcare-and-ai/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested