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Strategic Alternatives

RBC Capital Markets
Mergers and Acquisitions
RBC Capital Markets
Interest Rates
Inflation
Equity Markets
Canada
Private Equity
Debt Capital Markets
Artificial Intelligence
Private Credit
Tariffs
Energy Transition
U.S. Economy
Europe
Equity Capital Markets
Australia
IPO Market
Fintech
Private Capital Markets
Labor Market

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

PublishesWeeklyEpisodes95Founded3 years ago
Number of ListenersCategories
NewsBusiness NewsBusinessInvesting

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Artwork for Strategic Alternatives

Latest Episodes

From fragmenting global power to widening gaps in health and wealth, disruptive forces are reshaping industries, economies and societies. RBC’s latest Imagine research identifies five new converging themes and analyzes how they might play out. In thi... more

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Developments in technology, sustainability, and global competition will reshape financial institutions. In a conversation at RBC Capital Markets’ Global Financial Institutions Conference, Dr. Bettina Orlopp, CEO of Germany’s Commerzbank, explains her... more

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What will be the long-term economic impacts of the war in the Middle East? And how will markets look when attention finally returns to the beleaguered software and private credit sectors? At RBC Capital Markets’ Financial Institutions Conference, Hea... more

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As geopolitical tensions in the Middle East raise the prospect of a more prolonged energy shock, how should investors think about the implications for inflation, consumer behavior, and markets? Global Head of Commodity Strategy Helima Croft, Chief Ec... more

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Key Facts

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Recent Guests

Nik Modi
Global Co-Head of Consumer Research
RBC Capital Markets
Episode: The Great Recalibration Offers a Roadmap to the Future
Robert Kwan
Head of Global Power Utilities and Infrastructure Research
RBC Capital Markets
Episode: The Great Recalibration Offers a Roadmap to the Future
Bettina Orlopp
CEO of Commerzbank
Commerzbank
Episode: How Commerzbank sees the future of finance
Brian Sullivan
CNBC Power Lunch co-anchor
CNBC
Episode: Beyond the Headlines: Oil, Inflation and Market Risk
Moses Choi
Head of US Sustainable Finance
RBC Capital Markets
Episode: How sustainable finance is evolving to reflect new global realities
Stefano Vitali
Head of Europe and Asia Pacific Sustainable Finance
RBC Capital Markets
Episode: How sustainable finance is evolving to reflect new global realities
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

Hosts

Matthew Hedberg
Host of Strategic Alternatives
Nate Mahrer
Host

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#190
Canada/Business/Investing
Apple Podcasts
#143
Denmark/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

How Commerzbank sees the future of finance
Q: Bettina, you're leading at a time when institutions are being forced to rethink their role, relevance and resilience. As you look to the future, what are the top two or three strategic shifts that you see as most critical for Commerzbank right now?
AI is a central driver across the bank, with potential to free up relationship managers, boost efficiency, and accelerate hitting targets. Leaders must rethink how technology is deployed, how teams are organized, and how processes are designed so AI can be scaled responsibly and effectively.
Beyond the Headlines: Oil, Inflation and Market Risk
Q: Does the G7, IEA, Helima make a difference when it comes to oil supply and potential SPR releases?
The panel notes that coordinated stockpile actions have been discussed, but actual policy moves depend on the evolving disruption; the risk assessment emphasizes physical supply disruptions and the need for timely risk management, rather than relying on broad, optimistic forecasts.
Beyond the Headlines: Oil, Inflation and Market Risk
Q: Frances, have you and your team adjusted any of your US or Canadian or global growth, inflation estimates?
Frances explains they release monthly forecasts and use a range of scenarios; despite shocks, the base view is that the GDP impact tends to offset and the net effect on growth remains nuanced, with inflation pressures more uncertain but still manageable in a multi-scenario framework.
How can businesses gain competitive advantage in the AI era?
Q: Greg, how do you think about AI's impact on software and tech investing?
AI is changing how companies view their growth estimates and pressures them to adapt their valuation models to remain competitive in a crowded market.
ETF Innovators: How Capital Group powers active ETFs
Q: What current market dynamics do you think are impacting the ETF business, and where do you see this going in the near future?
There's been a seismic shift in how the ETF vehicle is perceived and used in portfolios, with more actively managed ETFs being launched and seeing significant flows.

Audience Metrics

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Frequently Asked Questions About Strategic Alternatives

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

This program features RBC Capital Markets-backed discussions on macro markets, finance, technology, and policy, often anchored by RBC analysts and invited industry guests. Episodes frequently explore how geopolitical events, energy transitions, and AI-driven change shape investment strategy, corporate finance, and asset allocation. A notable pattern is a strong emphasis on practical implications for investors and clients, with deep dives into themes like energy and mining, sustainable finance, defense spending, and AI's impact on software and markets. The format tends to combine institutional market insights with roundtable perspectives from leading financial and tech players, offering actionable takeaways for professionals evaluating risk,... more

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Which podcasts are similar to Strategic Alternatives?

These podcasts share a similar audience with Strategic Alternatives:

1. RiskReversal Pod
2. The Markets
3. Insights Now
4. The Compound and Friends
5. Masters in Business

How many episodes of Strategic Alternatives are there?

Strategic Alternatives launched 3 years ago and published 95 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. Nik Modi
2. Robert Kwan
3. Bettina Orlopp
4. Brian Sullivan
5. Moses Choi
6. Stefano Vitali
7. Jack Weiss
8. James Masserio

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