The Download with David Richardson

By RBC Global Asset Management (RBC GAM)Business Investing

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Typical duration
28 min
per episode

Based on Podcast App listening data

The Download with David Richardson episodes

August 27 Trade tensions, rising bond yields, and the ticking debt clock
Eric Lascelles unpacks how tariffs, inflation, and rising bond yields test a $40 trillion U.S. debt load. Eric then weighs the real risks against the opportunities ahead. (Recorded: August 27, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/trade-tensions-rising-bond-yields-and-the-ticking-debt-clock/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
33 min
August 26 Inside the breakthroughs reshaping health care and technology
Rob Cavallo and Marcello Montanari dive into cancer vaccine breakthroughs, the potential of AI in drug discovery, and the software sector’s recent revival. They also unpack data centre buildout risks, robotics advances, and what it all means for investors. (Recorded: August 26, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/inside-the-breakthroughs-reshaping-health-care-and-technology/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
45 min
August 25 Trade talks, tariffs and rising bond yields
Stu Kedwell unpacks the breakdown in U.S.-Canada trade talks and the ripple effects of new tariffs on the Canadian dollar and economy. He then walks through rising bond yields, record U.S. debt, and the growing competition for capital between governments and AI builders, providing practical ways to balance fixed income and stocks as markets shift. (Recorded: August 25, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/trade-talks-tariffs-and-rising-bond-yields/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
36 min
August 20 From AI spending to market shifts
David Tron breaks down the AI buildout and the forces driving markets this year. He explores hyperscaler spending, the demand uncertainty behind the volatility, and how competition from China and Meta could shift the landscape. (Recorded: August 20, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/from-ai-spending-to-market-shifts/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
44 min
August 18 Earnings strength and the breadth behind Canadian equities
Scott Lysakowski unpacks a standout earnings season and the positive operating leverage driving profits across the market. He also explains what early AI investment might mean for margins, and why market breadth could signal real strength beneath the surface. (Recorded: August 18, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/earnings-strength-and-the-breadth-behind-canadian-equities/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
34 min
August 14 Behind the scenes of investment strategy
Stu Kedwell unpacks the key discussions from the latest RBC GAM Investment Strategy Committee meeting. He also explores the economic outlook, opportunities in fixed income, and where AI spending could take markets next. (Recorded: August 14, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/behind-the-scenes-of-investment-strategy/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
30 min
August 12 August jobs report reveals diverging trends
Eric Lascelles analyzes the latest U.S. and Canadian jobs reports and what they signal about economic health. We explore why the U.S. lost jobs but markets reacted positively, how Canada's strong employment gains reflect economic momentum, and what persistent Middle East tensions mean for inflation ahead. Eric explains why bad news can be good news when markets fear overheating. (Recorded: August 12, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/august-jobs-report-reveals-diverging-trends/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
30 min
August 10 Leverage, volatility and the power of a financial plan
Stu Kedwell unpacks the risks of leverage and the lessons from recent market disruptions. He explains why a strong financial plan helps investors stay steady through market swings. (Recorded: August 10, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/leverage-volatility-and-the-power-of-a-financial-plan/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
23 min
August 04 Commercial real estate and the Canadian advantage
Jennifer Schillaci makes the case for Canadian commercial real estate right now. She covers the market's recovery, the rise of self-storage, foreign buyers entering Canada, and how her team is implementing AI as part of their portfolio management process. (Recorded: August 4, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/commercial-real-estate-and-the-canadian-advantage/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
31 min
July 29 Beneath the surface of today's market
Eric Savoie identifies the two forces driving market volatility — the ongoing trade war and the AI capital spending boom — and explains what each means for bonds and equities. He also makes a compelling case for active, disciplined investing and hidden opportunities in this environment despite the uncertainty. (Recorded: July 29, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/beneath-the-surface-of-todays-market/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
29 min