Stu Kedwell discusses recent market momentum and the importance of companies meeting earnings expectations amid ongoing tariff and trade discussions. Stu also talks about the difference between speculation and long-term investing, highlighting the value of properly sizing investments and focusing on quality assets over speculative opportunities.  (Recorded: July 18, 2025)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/speculation-vs-strategy-building-resilient-portfolios-for-earnings-season/detail/?disclaimer=true.

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