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The Download with David Richardson

RBC Global Asset Management (RBC GAM)
Artificial Intelligence
Inflation
Investment Strategies
Tariffs
Interest Rates
RBC Global Asset Management
Emerging Markets
Canada
Federal Reserve
Canadian Economy
Stock Market
European Equities
Economic Growth
Fixed Income
Market Volatility
Bank Of Canada
Earnings Growth
Nvidia
Canadian Banks
United States

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

PublishesTwice weeklyEpisodes288Founded8 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for The Download

Latest Episodes

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 overal... more

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. Ste... more

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 natu... more

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 e... more

Key Facts

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Recent Guests

Stu Kedwell
Global Chief Investment Officer, RBC Global Asset Management
RBC Global Asset Management
Episode: Beyond the headlines: why a long-term strategy can still win
Sarah Neilson
Co-head of North American Equities at RBC Global Asset Management
RBC Global Asset Management
Episode: Energy, opportunity, and the power of active management
Steve Pitts
Vice President and Portfolio Strategist for Fixed Income
RBC Global Asset Management
Episode: Fixed income strategy 2026: bond market outlook and yield opportunities
Dan Chornous
Chief Investment Officer at RBC Global Asset Management
RBC Global Asset Management
Episode: Best of 2025: retirement planning for every stage
Siguo Chen
Expert on Chinese equity markets and investment analyst
RBC
Episode: Chinese equities: navigating growth and uncertainty
Eric Lascelles
Chief Economist at RBC Global Asset Management
RBC Global Asset Management
Episode: Behind the shutdown: economic and market implications
Jennifer Schillaci
Managing Director and Head of Real Estate Equity Investing
RBC Global Asset Management
Episode: Real estate investing: trends and opportunities
Polina Kurdyavko
Managing Director, Senior Portfolio Manager and Head of Emerging Markets at Blue Bay Fixed Income
RBC Global Asset Management UK Limited
Episode: Exploring growth in emerging markets
Eric Savoie
Economist and speaker known for insights on financial markets and macroeconomic trends.
RBC Global Asset Management
Episode: Spotting signs of growth in a complex market

Hosts

Dave Richardson
Host of The Download with a focus on markets, macroeconomics, and investment strategy
Stu Kedwell
Global Chief Investment Officer, RBC Global Asset Management; frequent guest sharing market outlook and investment process

Reviews

4.7 out of 5 stars from 205 ratings
  • Audio quality improvement needed

    I really enjoy the podcast, but the audio quality is very poor relative to your average podcast. Would be great if RBC could invest in some new mic’s.

    Apple Podcasts
    3
    Invest12345
    Canada8 months ago
  • Love the content.

    Love the content and the guest’s perspective.

    Would enjoy listening to more alternative investments options particularly with infrastructure and private credit and real estate

    Any chance to make the content like 30 to 45 mins in length?

    M.

    Apple Podcasts
    5
    Ada/Aubrey
    Canada2 years ago
  • Great content but

    LOVE the content. Thank you for uploading. But pls do something about the audio quality.

    Apple Podcasts
    4
    KaiLarry
    Canada2 years ago
  • Great podcast

    Hope RBC continues to produce more content

    Apple Podcasts
    5
    derkavich
    Canada3 years ago
  • RBC

    Jong

    Apple Podcasts
    5
    Return rey
    Canada3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Audiences appreciate practical, discipline-focused investing guidance and real-world portfolio tips.
Guests are consistently senior finance professionals from RBC GAM, with strong macro and market analysis.
Audio quality has been noted as an area for improvement by listeners.

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Talking Points

Recent interactions between the hosts and their guests.

Navigating oil shocks and volatility
Q: What should investors do in light of this volatility?
Advise dollar-cost averaging, maintain diversification (bonds as insurance against stocks), and stick to a long-term financial plan to weather near-term volatility while positioning to benefit later.
Navigating oil shocks and volatility
Q: How long does this shock last and what are the scenarios for energy prices and growth?
He outlines a range of outcomes from a few weeks to a couple of months of higher prices, with possible easing if deals are reached; structural factors like inelastic demand and supply mean prices could stay elevated longer without triggering a full-blown recession.
Navigating oil shocks and volatility
Q: What's concerning you the most and what are you spending your time thinking about as you put together your macro memo?
He stresses that while geopolitical events typically cause a mild, short-lived reaction, this episode is on the larger end, potentially affecting energy prices and inflation more persistently, which could influence central bank policy and consumer spending in the near term.
Decoding Canada’s January jobs report and what it means for growth
Q: What are your thoughts on Kevin Warsh's nomination?
Warsh seems confident and knows how things work in monetary policy.
Decoding Canada’s January jobs report and what it means for growth
Q: Do you feel like being happy or sad right now?
There are a couple of ways you can take this one.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Download

What is The Download about and what kind of topics does it cover?

A series of candid conversations with RBC Global Asset Management's investment leaders and economists, focusing on portfolio construction, long-term investing, and how technology—especially AI—changes decision making. Episodes explore macro outlooks, energy and inflation dynamics, geopolitical risks, and practical frameworks for advisors and investors to stay disciplined through volatility. Notable strengths include a consistent emphasis on blended human + AI approaches, a clear focus on Canadian and North American markets, and hands-on guidance for building resilient portfolios across cycles.

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What are the audience demographics for The Download?

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How many subscribers and views does The Download have?

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Which podcasts are similar to The Download?

These podcasts share a similar audience with The Download:

1. In the Money with Amber Kanwar
2. The Canadian Investor
3. The Canadian Real Estate Investor
4. Long Term Investing - With Baskin Wealth Management
5. Build Wealth Canada Podcast

How many episodes of The Download are there?

The Download launched 8 years ago and published 288 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Download?

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Where can I see ratings and reviews for The Download?

Rephonic pulls ratings and reviews for The Download from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on The Download?

Recent guests on The Download include:

1. Stu Kedwell
2. Sarah Neilson
3. Steve Pitts
4. Dan Chornous
5. Siguo Chen
6. Eric Lascelles
7. Jennifer Schillaci
8. Polina Kurdyavko

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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