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 02 Smart investing in tech, AI, and healthcare
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.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
54 min
July 02 Capital cycles and long-term returns
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.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
20 min
July 02 Oil, inflation and the bond market reset
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.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
40 min
July 02 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 2, 2026)
To view the transcript and disclosure for this podcast, please visit https://rbc-gam-retail.dotcms.cloud/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
July 01 Smart investing in tech, AI, and healthcare
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 1, 2026)
To view the transcript and disclosure for this podcast, please visit https://rbc-gam-retail.dotcms.cloud/en/ca/insights/podcasts/smart-investing-in-tech-ai-and-healthcare/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
54 min
July 01 Oil, inflation and the bond market reset
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 1, 2026)
To view the transcript and disclosure for this podcast, please visit https://rbc-gam-retail.dotcms.cloud/en/ca/insights/podcasts/oil-inflation-and-the-bond-market-reset/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
40 min
July 01 Capital cycles and long-term returns
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 1, 2026)
To view the transcript and disclosure for this podcast, please visit https://rbc-gam-retail.dotcms.cloud/en/ca/insights/podcasts/capital-cycles-and-long-term-returns/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
20 min
June 23 Goals and yields: how geopolitics and productivity are reshaping bonds
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.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
35 min
June 22 Goals and yields: how geopolitics and productivity are reshaping bonds
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 22, 2026)
To view the transcript and disclosure for this podcast, please visit https://rbc-gam-retail.dotcms.cloud/en/ca/insights/podcasts/goals-and-yields-how-geopolitics-and-productivity-are-reshaping-bonds/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
35 min
June 12 Energy wars, rising prices and market resilience
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.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
35 min