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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David Soh, Head of Research and Portfolio Manager for RBC Asian Equity at RBC Global Asset Management Limited, discusses his career trajectory into the investment industry and his journey to RBC. David then provides an analysis of Japan's equity market, exploring the country's economic recovery from three decades of deflation, the tailwinds from a weak yen boosting exports and tourism, evolving market dynamics, regional comparisons with South Korea, and structural drivers including corporate governance reforms and global CapEx trends. (Recorded: February 17, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/exploring-emerging-opportunities-in-japanese-equities/detail/?disclaimer=true.
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Stu Kedwell discusses tech investment spending and market concerns about business model sustainability following recent AI announcements. Stu also highlights long-term opportunities despite current volatility through strategies like dollar-cost averaging, emphasizing the benefits of both geographic diversification and active management. (Recorded: February 13, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/through-the-volatility-diversification-strategies-for-techs-ai-transformation/detail/?disclaimer=true.
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Eric Lascelles unpacks a mixed Canadian jobs report for January, revealing job losses offset by gains in full-time employment and aggregate hours worked. Eric then dives into Kevin Warsh’s nomination as Federal Reserve chair and market reaction, before exploring artificial intelligence as a major growth driver for tech hyperscalers, including the economic impact of AI-driven capital expenditure and emerging productivity gains. (Recorded: February 10, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/decoding-canadas-january-jobs-report-and-what-it-means-for-growth/detail/?disclaimer=true.
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