The Download with David Richardson

• Adapting to market changes with Buffett wisdom

  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: May 7, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/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

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  28:26
• Jobs, tariffs, and growth: Navigating economic uncertainty

  Eric Lascelles discusses recent economic trends, including the latest U.S. jobs report and the impact of tariffs. Eric then focuses on commodity markets, addressing the sustainability of rising oil prices and the strong performance of Canadian commodities like gold, silver, and copper. (Recorded: May 2, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-tariffs-and-growth-navigating-economic-uncertainty/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

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  33:19
• The cost of trade: Navigating an economy under tariffs

  Eric Lascelles discusses the impact of tariffs on the economy, with a focus on inflation, purchasing power, and the potential for industry shifts due to rising costs. Eric also provides his insight on economic data and growth expectations, suggesting that while growth may be modest, a recession is not inevitable. Explore Eric’s #MacroMemo to stay informed with the latest global economic insights: https://www.rbcgam.com/en/ca/insights/macromemo (Recorded: April 17, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-cost-of-trade-navigating-an-economy-under-tariffs/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

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  28:20
• Evaluating post-Liberation Day market moves

  Stu Kedwell discusses market reactions following the U.S. imposition of tariffs on April 2, and the ensuing 90-day pause. Stu also explores the potential headwinds and tailwinds facing earnings growth for companies, and how estimates may shift due to current uncertainties. (Recorded: April 16, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/evaluating-post-liberation-day-market-moves/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

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  20:04
• Tariff turbulence: Adapting with active investment strategies

  Stu Kedwell examines the repercussions of new U.S. tariffs on financial markets, noting the potential for reduced global economic growth and its effects on commodities. Stu also underscores the importance of active management and being prepared to adjust and rebalance portfolios in response to the evolving economic landscape. (Recorded: April 3, 2025)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/tariff-turbulence-adapting-with-active-investment-strategies/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

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  20:43

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