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 analyzes the latest U.S. and Canadian jobs reports and what they signal about economic health. We explore why the U.S. lost jobs but markets reacted positively, how Canada's strong employment gains reflect economic momentum, and what persistent Middle East tensions mean for inflation ahead. Eric explains why bad news can be good news when markets fear overheating. (Recorded: August 12, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/august-jobs-report-reveals-diverging-trends/detail/?disclaimer=true.
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Stu Kedwell unpacks the risks of leverage and the lessons from recent market disruptions. He explains why a strong financial plan helps investors stay steady through market swings. (Recorded: August 10, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/leverage-volatility-and-the-power-of-a-financial-plan/detail/?disclaimer=true.
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Jennifer Schillaci makes the case for Canadian commercial real estate right now. She covers the market's recovery, the rise of self-storage, foreign buyers entering Canada, and how her team is implementing AI as part of their portfolio management process. (Recorded: August 4, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/commercial-real-estate-and-the-canadian-advantage/detail/?disclaimer=true.
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