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Strategic Alternatives

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

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

PublishesWeeklyEpisodes109Founded4 years ago
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Latest Episodes

China’s electric vehicle leadership is reshaping the global audio industry. In this episode, host Joe Coletti speaks with Tom Narayan, Lead Equity Analyst in Global Autos at RBC Capital Markets, to explore how China built its EV advantage, why its OE... more

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Amid soaring power demand and energy security concerns, will the market start to place more value on conventional oil and gas production again? Ben Rodgers believes that it will, and that APA Corporation is well placed to benefit when the moment come... more

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Global power demand is rising sharply, and geopolitical instability is accelerating the need for secure, affordable, and diversified energy systems. In this episode, host Joe Colletti speaks with Robert Kwan, Head of Global Power, Utilities & Infrast... more

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Software valuations remain squeezed amid dire predictions of ‘SaaSpocalypse’. But the real future of the sector is likely to be more complex, as RBC’s recent Canadian Private Tech Conference underlined. In this episode, Software Analysts Paul Treiber... more

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Recent Guests

Ben Rodgers
Executive Vice President and Chief Financial Officer of APA Corporation
APA Corporation
Episode: APA Corporation is poised for an oil market shift
Robert Kwan
Head of Global Power, Utilities & Infrastructure Research
RBC Capital Markets
Episode: Seizing opportunity across power, utilities and infrastructure
Maurice Choy
Canadian Energy Infrastructure Analyst
RBC Capital Markets
Episode: Seizing opportunity across power, utilities and infrastructure
Rishi Jaluria
US software analyst, guest on the episode
RBC Capital Markets
Episode: Which software companies can avoid the AI ‘SaaSpocalypse’?
François Poirier
President and CEO of TC Energy
TC Energy
Episode: Why TC Energy sees renewed opportunity in Canada
Sabah Khan
North American industrials analyst
RBC Capital Markets
Episode: Canada’s national ambitions give hope to industrials
James McGarragle
Canadian industrials analyst
RBC Capital Markets
Episode: Canada’s national ambitions give hope to industrials
Matt McKellar
Global Paper and Forest Products Analyst
RBC Capital Markets
Episode: Canada’s national ambitions give hope to industrials
Anthony Ayano
Vice Chair and Global Co-Head of the Business
RBC Capital Markets
Episode: Complexity multiplies for infrastructure to power the transition

Host

Joe Coletti
Host of Strategic Alternatives; RBC Capital Markets

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

APA Corporation is poised for an oil market shift
Q: As you look ahead, what do you see as the forces that will shape the next chapter for APA and the industry more broadly?
The main forces are the persistence of crude demand, the shift toward capital-efficient, diversified asset portfolios, and the ability to execute at scale across multiple geographies with strong partnerships and LNG opportunities.
Seizing opportunity across power, utilities and infrastructure
Q: How has the Iran conflict influenced energy security and pricing strategies in the RBC Imagine framework?
The discussion suggests that the Iran situation amplifies energy security concerns and reinforces the all-of-the-above approach, expanding the focus from visible price markers to broader supply constraints and inflationary effects that affect affordability.
Why TC Energy sees renewed opportunity in Canada
Q: What policy changes matter most for Canada to attract more large-scale investment in energy and infrastructure?
Certainty is crucial; improvements in regulatory timelines, front-end political support, and a one-year permit process post-information completion can reduce perceived risk and attract foreign direct investment.
Why TC Energy sees renewed opportunity in Canada
Q: What drives your capital allocation decision-making when choosing projects across Canada, the US, and Mexico?
The company prioritizes fundamentals, whether projects require subsidies, and then conducts bake-offs to maximize risk-adjusted returns while maintaining diversification across geographies to reduce policy risk.
Why TC Energy sees renewed opportunity in Canada
Q: How does TC Energy view its role in North America's evolving energy system, including electrification and LNG exports?
TC Energy emphasizes being a continental player—moving natural gas across all three countries and leveraging proximity to data centers and LNG export opportunities to support electrification and export growth while balancing affordability, reliability, and sustainability.

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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 leans into macro markets, investing strategies, and sector dynamics through conversations with RBC Capital Markets researchers and a rotating roster of industry experts. Across recent episodes, topics consistently span psychedelic therapies and regulatory momentum, macro-driven market volatility (including UK gilts and the VIX), ETF innovation and activeManagement in funds, global banks and AI-driven profitability, energy, defense spending, and sustainable finance. A distinctive angle is pairing practical field insights from RBC analysts with guest perspectives from asset managers, bankers, technologists, and policymakers, creating a blend of on-the-ground research with big-picture scenario planning. Highlight moments include c... more

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Which podcasts are similar to Strategic Alternatives?

These podcasts share a similar audience with Strategic Alternatives:

1. Thoughts on the Market
2. RiskReversal Pod
3. Exchanges
4. At Any Rate
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of Strategic Alternatives are there?

Strategic Alternatives launched 4 years ago and published 109 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. Ben Rodgers
2. Robert Kwan
3. Maurice Choy
4. Rishi Jaluria
5. François Poirier
6. Sabah Khan
7. James McGarragle
8. Matt McKellar

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