Published by RBC Global Asset Management (RBC GAM)
Join RBC Global Asset Management's experts in candid conversations about their teams, strategies and insights on current economic and investment trends. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives
Listen on Apple Podcasts28 min
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
25 min
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
29 min
Sarah Neilson, 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
33 min
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
19 min
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
50 min
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
25 min
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
19 min
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
39 min
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
53 min
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
34 min
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
34 min
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
23 min
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 . RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
31 min
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 . RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
52 min
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 . RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
48 min
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 . RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
19 min
Eric Lascelles discusses April’s stronger-than-expected U.S. jobs numbers despite the ongoing conflict with Iran. He then looks at Canada’s mixed outlook: job market weakness balanced with promising productivity growth, and newfound advantages as a stable resource-rich energy supplier in an uncertain world. (Recorded: May 11, 2026) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-war-and-the-resilient-north-american-economy/detail/?disclaimer=true . RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
28 min
Stu Kedwell discusses the recent bounce-back in markets despite Middle East conflict concerns, the rising costs for oil, diesel, and other essentials means for economic growth, and why semiconductors leading the recovery due to AI demand. He also previews what to watch as the Magnificent 7 report earnings this week. (Recorded: April 29, 2026) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-recovery-ai-breakthroughs-and-what-it-means-for-you/detail/?disclaimer=true . RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
40 min
Eric Lascelles breaks down how the Middle East conflict is reshaping energy prices and job markets, and why recession fears still might be overblown for North America. Eric also explains how Canada’s resource wealth could become a major advantage as the world demands more oil, gas and minerals. (Recorded: April 8, 2026) To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/energy-shock-steady-markets-what-comes-next/detail/?disclaimer=true . RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested