The Download with David Richardson

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 11, 2026)

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

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Stu Kedwell reflects on three wild weeks of market action, from strong Canadian bank earnings and memory chip outperformance, to emerging market rotation and what "just right" economic conditions really mean for your portfolio.  (Recorded: June 9, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/banking-on-balance-navigating-tech-booms-and-market-extremes/detail/?disclaimer=true.

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Stu Kedwell reflects on three wild weeks of market action, from strong Canadian bank earnings and memory chip outperformance, to emerging market rotation and what "just right" economic conditions really mean for your portfolio.  (Recorded: June 8, 2026)

To view the transcript and disclosure for this podcast, please visit https://rbc-gam-retail.dotcms.cloud/en/ca/insights/podcasts/banking-on-balance-navigating-tech-booms-and-market-extremes/detail/?disclaimer=true.

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Sarah Riopelle explores current opportunities in bonds and equities, weighs geopolitical risks like the Iran conflict against long-term growth drivers like AI, and explains how her team makes tactical moves to add value while maintaining their overall plan.  (Recorded: May 29, 2026)

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

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Sarah Riopelle explores current opportunities in bonds and equities, weighs geopolitical risks like the Iran conflict against long-term growth drivers like AI, and explains how her team makes tactical moves to add value while maintaining their overall plan.  (Recorded: May 28, 2026)

To view the transcript and disclosure for this podcast, please visit https://rbc-gam-retail.dotcms.cloud/en/ca/insights/podcasts/tactical-timing-in-a-volatile-market/detail/?disclaimer=true.

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Stephen Pitts examines how the Iran conflict's oil shock is reshaping inflation expectations and central bank policy, contrasting today's environment with 2022's Russia-Ukraine crisis to explain why the economic impact could differ significantly. Stephen also explores the implications for mortgage rates across North America.  (Recorded: May 26, 2026)

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

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Stephen Pitts examines how the Iran conflict's oil shock is reshaping inflation expectations and central bank policy, contrasting today's environment with 2022's Russia-Ukraine crisis to explain why the economic impact could differ significantly. Stephen also explores the implications for mortgage rates across North America.  (Recorded: May 25, 2026)

To view the transcript and disclosure for this podcast, please visit https://rbc-gam-retail.dotcms.cloud/en/ca/insights/podcasts/geopolitical-shocks-and-bond-market-volatility/detail/?disclaimer=true.

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Scott Lysakowski discusses Canada's strong market performance and potential entry into a period of relative outperformance after a decade of underperformance. He highlights emerging opportunities in Canada's energy sector, particularly liquefied natural gas for meeting global energy security needs, while also examining financial sector performance and the timeline for a possible housing market recovery. (Recorded: May 22, 2026)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/the-shifting-canadian-narrative-from-underperformance-to-opportunity/detail/?disclaimer=true.

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Scott Lysakowski discusses Canada's strong market performance and potential entry into a period of relative outperformance after a decade of underperformance. He highlights emerging opportunities in Canada's energy sector, particularly liquefied natural gas for meeting global energy security needs, while also examining financial sector performance and the timeline for a possible housing market recovery. (Recorded: May 21, 2026)

To view the transcript and disclosure for this podcast, please visit https://rbc-gam-retail.dotcms.cloud/en/ca/insights/podcasts/the-shifting-canadian-narrative-from-underperformance-to-opportunity/detail/?disclaimer=true.

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Stu Kedwell discusses seven components of asset management, including economic research, portfolio construction, and scenario analysis, and how AI integration impacts the investment process. Stu also highlights compelling opportunities in Asian and emerging markets and dollar-cost averaging as a way to invest consistently without trying to time the market.  (Recorded: May 12, 2026)

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

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