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Strategic Alternatives

by RBC Capital Markets

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Latest episodes

  • Why Canada can be AI’s democratic superpower

    October 20, 2026 · 15 min

    Recorded at the Milken Institute’s Canada Dialogue, this episode explores Canada’s growing role in the global AI ecosystem. Host Joe Coletti introduces a conversation featuring Cohere co‑founder Aidan Gomez, Canada’s Minister of AI Evan…

  • What's driving the municipal market's remarkable growth?

    October 14, 2026 · 21 min

    Despite rate volatility and macro uncertainty, muni issuance is on pace for one of its strongest years in decades. Host Bob Spangler, Head of U.S. Municipal Finance, sits down with Keith Solomon, Head of Municipal Products, to break down…

  • How AI is reshaping software business models

    September 16, 2026 · 15 min

    Software sentiment has shifted significantly as investors reassess the impact of AI across the sector. In this episode, Matt Hedberg and Rishi Jaluria discuss opportunities emerging across cybersecurity, data and infrastructure, the…

  • UK turns its grid inside-out in its quest for Clean Power 2030

    September 10, 2026 · 14 min

    The UK is acknowledged as a renewables leader. Heavy transmission investment will help it enhance energy security alongside clean power. But when it comes to the third point of the energy trilemma, affordability, there’s a problem: the…

  • The Great Recalibration: What comes next for consumer staples?

    September 8, 2026 · 16 min

    Consumer staples companies face mounting pressure from changing consumer behavior, a widening K-shaped economy and the growing influence of digital platforms. Nik Modi discusses the key themes from The Great Recalibration: Consumer Staples…

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  • Government policies 'won’t turn the tide' of the energy transition

    September 2, 2026 · 23 min

    In a 40-year career, Francesco Starace has become one of the leading figures in the energy transition – first as CEO at Enel Group, and now as a Partner at specialist investment EQT Group. In a keynote session at RBC Capital Markets’…

  • The most promising sectors in today’s fast-moving fintech scene

    September 1, 2026 · 18 min

    Payments companies were among the first to experience the pressures that hit the fintech scene and the broader software industry over the past couple of years. Now activity is reviving, with several big deals. What’s changed, and which…

  • Investors on the hunt for fintech’s next big winners

    August 31, 2026 · 14 min

    Amid the SaaSpocalypse panic, fintech companies remain relatively resilient, protected by the specialized and highly-regulated nature of the financial market. But investors are looking for strong retention and growth, including AI-driven…

  • How AI infrastructure and M&A are reshaping corporate finance

    August 10, 2026 · 17 min

    AI infrastructure investment, M&A activity and evolving treasury demands are reshaping how companies access capital and manage liquidity. Vito Sperduto, Head, RBC Capital Markets U.S., Raja Khanna, Head of U.S. Corporate Banking, and…

  • China’s EV makers are already reshaping global auto markets

    July 17, 2026 · 9 min

    China’s electric vehicle leadership is reshaping the global audio industry. In this episode, host Joe Coletti speaks with Tom Narayan, Lead Equity Analyst in Global Autos at RBC Capital Markets, to explore how China built its EV advantage…

  • APA Corporation is poised for an oil market shift

    July 7, 2026 · 12 min

    Amid soaring power demand and energy security concerns, will the market start to place more value on conventional oil and gas production again? Ben Rodgers believes that it will, and that APA Corporation is well placed to benefit when the…

  • Seizing opportunity across power, utilities and infrastructure

    July 1, 2026 · 16 min

    Global power demand is rising sharply, and geopolitical instability is accelerating the need for secure, affordable, and diversified energy systems. In this episode, host Joe Colletti speaks with Robert Kwan, Head of Global Power…

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About the show

Uncover new ways to drive growth and create value with insights from our capital markets experts.