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The Download with David Richardson

by RBC Global Asset Management (RBC GAM)

Chart positions today · United States

Not on the United States charts we track today.

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Latest episodes

  • High rates, cooling AI: what it means for you

    October 16, 2026 · 19 min

    Stu Kedwell unpacks a market in transition as bond yields rise and AI momentum cools. He shares explains why perfect market timing matters less than steady positioning and practical steps investors can take right now. (Recorded: October…

  • Where does inflation go from here?

    October 16, 2026 · 22 min

    Eric Lascelles reviews September inflation data and what the path forward for rates could look like. He also weighs in on what the U.S. midterm election results might mean for the economy and your portfolio. (Recorded: October 16, 2026) To…

  • Energy, earnings, and the case for Canada

    October 9, 2026 · 44 min

    Scott Lysakowski unpacks the concentration behind TSX returns. He shares how new energy projects and policy shifts ripple through the economy, and what they could mean for earnings growth and long-term opportunity. (Recorded: October 9…

  • Finding opportunity in rising bond yields

    October 9, 2026 · 25 min

    Sarah Riopelle explains how a rising bond yield environment can create a buying opportunity. She discusses her equity outlook, and why managing risk carefully and adding alternatives can help to diversify returns through market cycles…

  • Soft jobs, rising yields: breaking down the economy

    October 5, 2026 · 33 min

    Eric Lascelles digs into a soft U.S. jobs report and explains why cooler numbers can be a good thing when inflation runs too hot. Eric also explores why Canadian productivity could be turning a corner. (Recorded: October 5, 2026) To view…

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  • Leading through change with Neil McLaughlin

    September 24, 2026 · 17 min

    Neil McLaughlin shares how broad career experience shapes strong leadership at RBC. He and Dave talk young investors and why advisors still matter in an AI world. (Recorded: September 24, 2026) To view the transcript and disclosure for…

  • The Fed, yields, and Canada's capital push

    September 18, 2026 · 27 min

    Stu Kedwell unpacks the Fed's rate move and takeaways from the first Canada Investment Summit. He also shares how investors can stay grounded when the short-term picture feels uncertain. (Recorded: September 18, 2026) To view the…

  • The good, the bad, and the ugly in today's market

    September 18, 2026 · 35 min

    Christian Chiera maps the forces pulling markets in opposite directions right now. He explains how massive AI spending, stubborn inflation, and Canada's growth are shaping the investment landscape. (Recorded: September 18, 2026) To view…

  • How portfolio managers navigate market volatility

    September 13, 2026 · 25 min

    Stu Kedwell explains why portfolio managers focus on company balance sheets and scenario planning rather than reacting to tariff headlines. He discusses how rising bond yields and higher coupons are creating opportunities for investors…

  • Jobs, tariffs, and rate decisions across borders

    September 10, 2026 · 28 min

    Eric Lascelles walks us through a strong U.S. jobs report and a choppy Canadian one. He shares his outlook on tariffs, inflation, and where interest rates may head. (Recorded: September 10, 2026) To view the transcript and disclosure for…

  • From pipelines to data centres: inside Canada's energy transformation

    July 22, 2026 · 30 min

    Sarah Nielsen, Co-Head of North American Equities, brings a fresh perspective from the Calgary Stampede. She breaks down why midstream, liquefied natural gas, nuclear, and Alberta's first gigawatt data centre make the case for energy in…

  • The difference between momentum and quality

    July 19, 2026 · 34 min

    Stu Kedwell breaks down how to balance quality and momentum in a market shaped by sharp rotations, AI spending shifts, and signals from U.S. bank earnings. (Recorded: July 19, 2026) To view the transcript and disclosure for this podcast…

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About the show

Join RBC Global Asset Management's experts in candid conversations about their teams, strategies and insights on current economic and investment trends. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives