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://rbc-gam-retail.dotcms.cloud/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://rbc-gam-retail.dotcms.cloud/en/ca/insights/podcasts/best-of-2025-adapting-to-market-changes-with-buffett-wisdom/detail/?disclaimer=true.

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Stu Kedwell shares how his team applies disciplined scenario analysis to the AI investment landscape, from token consumption trends to hyperscaler capital returns. He explains why the shift from everyone winning to identifying true winners and losers marks an important stage in the AI investment cycle. (Recorded: October 27, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/separating-ai-winners-from-losers-today/detail/?disclaimer=true.

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Stu Kedwell discusses U.S. bank earnings, market shifts and the overlooked stocks making quiet comebacks. He also shares how diversifying with bonds protects your portfolio when stocks take a hit. (Recorded: October 22, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/when-boring-stocks-get-exciting/detail/?disclaimer=true.

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Dan Mitchell explains why the U.S. dollar sits at peak valuation levels despite growing fiscal concerns. He discusses how emerging market currencies may benefit from a weaker U.S. dollar and the factors that suggest currency cycles may be turning after an extended period of dollar strength. (Recorded: October 21, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/currency-cycles-and-the-overvalued-us-dollar/detail/?disclaimer=true.

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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 view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/where-does-inflation-go-from-here/detail/?disclaimer=true.

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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 16, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/high-rates-cooling-ai-what-it-means-for-you/detail/?disclaimer=true.

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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. Unless specified, returns refer to RBC Select Balanced Portfolio as of September 30, 2026.Standard Performance data for Series A of RBC Select Balanced Portfolio is: 1yr: 9.3%; 3yr: 13.8%; 5yr: 6.6% and 10yr: 6.7%. (Recorded: October 9, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/finding-opportunity-in-rising-bond-yields/detail/?disclaimer=true.

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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, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/energy-earnings-and-the-case-for-canada/detail/?disclaimer=true.

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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 the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/soft-jobs-rising-yields-breaking-down-the-economy/detail/?disclaimer=true.

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