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Strategic Alternatives

RBC Capital Markets
Mergers and Acquisitions
Equity Capital Markets
Interest Rates
Private Equity
RBC Capital Markets
Europe
IPO Market
Ipos
Consumer and Retail
Private Capital Markets
Mental Health Awareness Month
Retail Sector
Healthcare
Private Credit
Business Development Companies
Insurance
Oil and Gas Sector
M&A Activity
Silicon Valley Bank
Financial Institutions Conference

Uncover new ways to drive growth and create value with insights from our capital markets experts.

PublishesDailyEpisodes88Founded3 years ago
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Latest Episodes

Tariffs, currency pressures, a property slump: China faces challenges on multiple fronts. Meanwhile, Australia’s resilient economy risks triggering inflation. How will these and other factors affect the region’s economies in 2026? Joining Rod Ireland... more

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With government spend poised to spike, defense valuations in Europe are at record highs. But the response to global threats brings opportunities for a much wider set of industrials and innovators. Dominic Hudson, Head of Investment Banking for Europe... more

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As rocketing demand growth collides with real supply constraints, how can energy, power, and mining players fund and deliver the large-scale projects required? Joining Trevor Gardner, Head of Investment Banking Coverage, to survey the sectors’ outloo... more

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Domestic demand is on the rise in Europe. In the U.K., the labor market shows promising shifts. Could these trends help both economies in their battle with poor productivity and low growth? Sian Hurrell, Head of RBC Capital Markets Europe, is joined ... more

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Recent Guests

Frances Donald
Chief Economist at RBC
RBC Capital Markets
Episode: Can Canada’s divided economy be healed in 2026?
Jack Weiss
Leads the Cross Asset Hedge Fund Sales Team at RBC
RBC Capital Markets
Episode: Can hedge funds sustain record growth in a high-risk market?
James Masserio
Head of RBC's global equities franchise
RBC Capital Markets
Episode: While equities soar to record peaks, investors plan ahead
Jeremy Knop
CFO of EQT Corporation, one of the largest producers of natural gas in the United States
EQT Corporation
Episode: EQT's innovation is transforming natural gas investment
David Levin
Interim Global Head of Healthcare Investment Banking and Co-head of US M&A at RBC
RBC Capital Markets
Episode: Healthcare trends indicate growing activity despite macro headwinds
Ahmed Attia
Managing Director of Healthcare M&A at RBC
RBC Capital Markets
Episode: Healthcare trends indicate growing activity despite macro headwinds
Jason Levitz
Head of Healthcare Equity Capital Markets at RBC
RBC Capital Markets
Episode: Healthcare trends indicate growing activity despite macro headwinds
Josh Lipsky
Senior Director of the Atlantic Council's Geoeconomic Center
Atlantic Council
Episode: Navigating trade and tariffs: Impacts on global growth
Rob Lamb
Head of European Debt Capital Markets and Syndicate.
RBC Capital Markets
Episode: What trends are shaping debt capital markets?

Host

Vito Sperduto
Host of Strategic Alternatives

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Talking Points

Recent interactions between the hosts and their guests.

Who will capitalize on the defense spending surge in 2026?
Q: What's top of mind for clients and how is RBC helping clients navigate the challenges and opportunities as we move into 2026?
Clients want a strong vision for the defense sector and expect that increased defense spending will allow Canadian companies to make informed decisions, supported by private capital investments.
Who will capitalize on the defense spending surge in 2026?
Q: How is cross border collaboration between Canada and Europe evolving?
Canada and Europe are moving towards deeper industrial cooperation, including information sharing on defense initiatives and joint supply chain efforts.
Will the U.S. be stuck in the stagflation trap for another year?
Q: Given all that, are you watching more closely, say, fiscal and industrial policy versus what's being done from a monetary adjustment perspective?
Yes, the complexities of the current economy mean that policymakers need to focus more on fiscal policy rather than just central bank adjustments.
Will the U.S. be stuck in the stagflation trap for another year?
Q: Frances, why don't we start with you? How are you guiding a forecast when one of our most important tools is blind for several months?
Economists have had to use available data, like state unemployment claims and some confidence measures, to make forecasts despite the information gap.
Can Canada’s divided economy be healed in 2026?
Q: What does this mean for the Bank of Canada and their outlook for the year ahead?
The Bank of Canada faces challenges in a fragmented economy, and they acknowledge that monetary policy alone may not suffice to address the different needs across economic sectors and regions.

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Frequently Asked Questions About Strategic Alternatives

What is Strategic Alternatives about and what kind of topics does it cover?

Content focuses on current economic conditions, financial markets, and transformative trends across various sectors. Topics frequently discussed include the evolving U.S. economy, private credit, healthcare investment, and energy markets. The series features deep dives into innovation in fields such as digital infrastructure and the impact of geopolitical events on global markets. With expert guests from finance and policy sectors, the content is likely to provide actionable insights for finance professionals and business leaders seeking to navigate a complex economic landscape. Noteworthy elements include real-time analysis of market shifts and strategic financial solutions in response to emerging challenges.

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Which podcasts are similar to Strategic Alternatives?

These podcasts share a similar audience with Strategic Alternatives:

1. Making Sense
2. Masters in Business
3. Capital Allocators – Inside the Institutional Investment Industry
4. Thoughts on the Market
5. Exchanges

How many episodes of Strategic Alternatives are there?

Strategic Alternatives launched 3 years ago and published 88 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Strategic Alternatives?

Recent guests on Strategic Alternatives include:

1. Frances Donald
2. Jack Weiss
3. James Masserio
4. Jeremy Knop
5. David Levin
6. Ahmed Attia
7. Jason Levitz
8. Josh Lipsky

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