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

July 28 Reading the market through oil, yields and AI capital allocation
Stu Kedwell breaks down tariffs, elevated yields, the AI capital spending debate and shares a timely reminder that dollar cost averaging and diversification remain reliable tools for building long-term wealth. (Recorded: July 28, 2026)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/reading-the-market-through-oil-yields-and-ai-capital-allocation/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
26 min
July 23 From pipelines to data centres: inside Canada's energy transformation
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.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
30 min
July 22 From pipelines to data centres: inside Canada's energy transformation
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 22, 2026)
To view the transcript and disclosure for this podcast, please visit https://rbc-gam-retail.dotcms.cloud/en/ca/insights/podcasts/from-pipelines-to-data-centres-inside-canadas-energy-transformation/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
30 min
July 20 The difference between momentum and quality
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.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
34 min
July 19 The difference between momentum and quality
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 19, 2026)
To view the transcript and disclosure for this podcast, please visit https://rbc-gam-retail.dotcms.cloud/en/ca/insights/podcasts/the-difference-between-momentum-and-quality/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
34 min
July 14 How tactical thinking wins in volatile markets
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.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
20 min
July 14 What's powering Canada's equity markets now?
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.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
51 min
July 13 What's powering Canada's equity markets now?
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 13, 2026)
To view the transcript and disclosure for this podcast, please visit https://rbc-gam-retail.dotcms.cloud/en/ca/insights/podcasts/whats-powering-canadas-equity-markets-now/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
51 min
July 13 How tactical thinking wins in volatile markets
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 13, 2026)
To view the transcript and disclosure for this podcast, please visit https://rbc-gam-retail.dotcms.cloud/en/ca/insights/podcasts/how-tactical-thinking-wins-in-volatile-markets/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
20 min
July 03 When job numbers don't add up
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.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
26 min