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Stu Kedwell examines current market trends, noting how AI-related growth is fueling enthusiasm and highlighting opportunities to diversify into traditional sectors like financials and metals. He also discusses his "water on stone" approach, and the importance of balancing high-growth excitement with long-term investments in stable, well-managed businesses. (Recorded: September 26, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/diversifying-portfolios-in-the-age-of-ai/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
By RBC Global Asset Management (RBC GAM)3.7
33 ratings
Stu Kedwell examines current market trends, noting how AI-related growth is fueling enthusiasm and highlighting opportunities to diversify into traditional sectors like financials and metals. He also discusses his "water on stone" approach, and the importance of balancing high-growth excitement with long-term investments in stable, well-managed businesses. (Recorded: September 26, 2025)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/diversifying-portfolios-in-the-age-of-ai/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

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