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 your portfolio.  (Recorded: July 23, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/from-pipelines-to-data-centres-inside-canadas-energy-transformation/detail/?disclaimer=true.

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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 20, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-difference-between-momentum-and-quality/detail/?disclaimer=true.

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Sarah Riopelle joins Dave to share her mid-year outlook on stocks, bonds, and the Iran war's impact on markets. She makes a clear case for diversification and explains recent activity within the portfolios.  (Recorded: July 14, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-tactical-thinking-wins-in-volatile-markets/detail/?disclaimer=true.

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Scott Lysakowski joins us for a mid-year review of Canadian markets and what's ahead. We explore why gold stocks corrected despite still-high prices, how energy companies remain profitable even as oil settles and what's driving bank stocks. Scott explains why earnings growth matters more than multiple expansion and shares his optimistic outlook for Canada's role in global energy markets.  (Recorded: July 14, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-powering-canadas-equity-markets-now/detail/?disclaimer=true.

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Chief Economist Eric Lascelles joins us to interpret confusing employment data from the U.S. labour market. We dig into why hospitality jobs dropped during the World Cup, how tech companies are cutting workers while data centres boom, and what this all means for interest rates ahead. This conversation reveals why looking at trends matters more than any single report.  (Recorded: July 3, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/when-job-numbers-dont-add-up/detail/?disclaimer=true.

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Stu Kedwell explains how big capital spending creates temporary earnings surges. These spikes can confuse investors trying to assess the outlook for long-term growth. Next year's growth depends on spending staying constant or increasing significantly. (Recorded: July 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/capital-cycles-and-long-term-returns/detail/?disclaimer=true.

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Rob Cavallo and Marcello Montanari break down what's happening in tech and biotech sectors right now. They explain why companies investing billions in AI actually have solid profits backing those decisions, reveal where AI is already delivering real results like in advertising and coding, and discuss why diversification in both healthcare and tech stocks adds value to your portfolio. (Recorded: July 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/smart-investing-in-tech-ai-and-healthcare/detail/?disclaimer=true.

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Steve Pitts breaks down how oil prices dropped $50 a barrel after the ceasefire, easing inflation concerns and shifting market expectations for central bank rate hikes. The U.S. Federal Reserve's new chair signaled a commitment to controlling inflation. This has caused inflation expectations in the bond market to fall dramatically.  (Recorded: July 2, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/oil-inflation-and-the-bond-market-reset/detail/?disclaimer=true.

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Andrzej Skiba, Managing Director & Head of U.S. Fixed Income, BlueBay Fixed Income, RBC Global Asset Management Inc., joins Dave to discuss how geopolitics, AI adoption, and inflation are reshaping bond markets. He also shares a cautious but constructive outlook for fixed income in 2027.  (Recorded: June 23, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/goals-and-yields-how-geopolitics-and-productivity-are-reshaping-bonds/detail/?disclaimer=true.

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Eric Lascelles unpacks recent inflation data and the economic forces affecting investors. He breaks down energy shocks, job markets, artificial intelligence and how these forces could shape your investments.  (Recorded: June 12, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/energy-wars-rising-prices-and-market-resilience/detail/?disclaimer=true.

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