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.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

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.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Eric Lascelles analyzes the latest job market trends and economic indicators, from the impact of AI on employment and productivity to the effects of tariffs on manufacturing. Eric also shares insights into the Canadian economy, including job creation, unemployment rates, and the potential impact of global events on Canada's economic growth. (Recorded: January 16, 2026)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/global-economic-shifts-productivity-growth-and-technological-change/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Philippe Langham, Managing Director and Senior Portfolio Manager, Head of Emerging Market Equities, RBC Global Asset Management Limited, analyzes the drivers behind emerging markets' 2025 outperformance, including strength in IT, financials, and consumer sectors, alongside robust growth in China and North Asia. He also notes how heightened political instability shapes investment risks and why prioritizing corporate governance, trustworthy management, and localized research is critical for success. (Recorded: January 15, 2026)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/untapped-potential-the-case-for-emerging-market-equities/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Jeremy Richardson, Senior Portfolio Manager of Global Equities at RBC Global Asset Management Limited, explores critical themes shaping global equities. He discusses AI’s transformative market impact, currency fluctuations and regional market returns, healthcare innovations like GLP-1 weight-loss drugs, and the rise of robotics alongside its labour market implications. (Recorded: January 14, 2026)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/navigating-global-equities-in-a-world-of-change/detail/?disclaimer=true.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested