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Strategic Alternatives

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

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

PublishesWeeklyEpisodes102Founded3 years ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Latest Episodes

Life sciences is a hub of dealmaking activity. Over the past year, more than 30 transactions valued at $1 billion or more have crossed the finish line. But the picture in other segments of healthcare is more mixed. At RBC Capital Markets’ Global Heal... more

The markets’ wild ride continues, with valuations defying high volatility. How long can the ‘up crash’ last, and what factors might bring about a correction? At RBC’s Global Energy, Power and Infrastructure Conference, Callie Simpkins, Managing Direc... more

YouTube

A deal to end the U.S.-Iran war is constantly talked up, but has yet to materialize. Meanwhile, market reaction doesn’t seem to match “the biggest physical energy disruption in history”, as Helima Croft, Global Head of Commodity Strategy, describes i... more

YouTube

Psychedelics are poised for a breakthrough in mainstream psychiatry, with high interest among physicians and patients alike. But does the infrastructure exist to deliver these treatments, given the clinical supervision required for administration? RB... more

YouTube

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Recent Guests

Brian Abrahams
Head of Global Healthcare Research, RBC Capital Markets
RBC Capital Markets
Episode: Is this finally the breakthrough moment for psychedelic therapies?
Leonid Timashev
Biotechnology Analyst, RBC Capital Markets
RBC Capital Markets
Episode: Is this finally the breakthrough moment for psychedelic therapies?
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?

Host

Joe Coletti
Host of Strategic Alternatives; RBC Capital Markets

Chart Rankings

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

Apple Podcasts
#203
Canada/Business/Investing
Apple Podcasts
#48
Switzerland/Business/Investing
Apple Podcasts
#77
Belgium/Business/Investing
Apple Podcasts
#153
Switzerland/Business
Apple Podcasts
#175
Ireland/Business/Investing
Apple Podcasts
#198
Belgium/Business

Talking Points

Recent interactions between the hosts and their guests.

Is this finally the breakthrough moment for psychedelic therapies?
Q: So you've covered a lot of important points there. What else are clinicians and biotechs saying right now? Is what they're saying continue to support your view that this may be a watershed moment for psychedelics?
Clinicians anticipate strong demand and wait lists, with a large number of patients eager to try psychedelics; a scalable first-prescriber base around a thousand centers in year one is anticipated, leveraging Spravato infrastructure, and pricing seems acceptable to payers, supported by favorable regulatory and competitive dynamics.
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.

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 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. Exchanges
2. RiskReversal Pod
3. The Markets
4. Thoughts on the Market
5. At Any Rate

How many episodes of Strategic Alternatives are there?

Strategic Alternatives launched 3 years ago and published 102 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. Brian Abrahams
2. Leonid Timashev
3. Nik Modi
4. Robert Kwan
5. Bettina Orlopp
6. Brian Sullivan
7. Moses Choi
8. Stefano Vitali

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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