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 discusses the keys to portfolio planning during uncertain times, from diversification to making regular contributions. Stu also explains how long-term thinking can help to shift market fears into opportunity and allow you to keep the focus on reaching your investment goals. (Recorded: April 8, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/why-investment-discipline-matters-across-all-market-cycles/detail/?disclaimer=true.
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Eric Lascelles breaks down how the Middle East conflict is reshaping energy prices and job markets, and why recession fears still might be overblown for North America. Eric also explains how Canada’s resource wealth could become a major advantage as the world demands more oil, gas and minerals. (Recorded: April 8, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/energy-shock-steady-markets-what-comes-next/detail/?disclaimer=true.
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Join Dave Richardson and Stu Kedwell as they break down how smart investing can work for you during unpredictable times. Stu also shares how professional money managers think through the investment process differently, from reading market signals to spotting overlooked opportunities. (Recorded: April 6, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/building-smart-portfolios-in-a-changing-world/detail/?disclaimer=true.
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