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 explains why portfolio managers focus on company balance sheets and scenario planning rather than reacting to tariff headlines. He discusses how rising bond yields and higher coupons are creating opportunities for investors willing to look past short-term market noise. (Recorded: September 14, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-portfolio-managers-navigate-market-volatility/detail/?disclaimer=true.
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Eric Lascelles walks us through a strong U.S. jobs report and a choppy Canadian one. He shares his outlook on tariffs, inflation, and where interest rates may head. (Recorded: September 11, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-tariffs-and-rate-decisions-across-borders/detail/?disclaimer=true.
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Steve Pitts joins us to make sense of bond market headlines that have everyone talking. We dig into why longer-term government bond yields moved while shorter rates held steady, how tech companies borrowing billions affects the market, and why spread levels remain surprisingly tight despite fiscal concerns. (Recorded: September 2, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/bond-market-moves-decoded-for-investors/detail/?disclaimer=true.
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