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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Eric Lascelles digs into a soft U.S. jobs report and explains why cooler numbers can be a good thing when inflation runs too hot. Eric also explores why Canadian productivity could be turning a corner. (Recorded: October 5, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/soft-jobs-rising-yields-breaking-down-the-economy/detail/?disclaimer=true.
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Neil McLaughlin shares how broad career experience shapes strong leadership at RBC. He and Dave talk young investors and why advisors still matter in an AI world. (Recorded: September 24, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/leading-through-change-with-neil-mclaughlin/detail/?disclaimer=true.
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Christian Chiera maps the forces pulling markets in opposite directions right now. He explains how massive AI spending, stubborn inflation, and Canada's growth are shaping the investment landscape. (Recorded: September 18, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-good-the-bad-and-the-ugly-in-todays-market/detail/?disclaimer=true.
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