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- Why Canada can be AI’s democratic superpower · 15 dk · Sezon 2 Bölüm 63Recorded at the Milken Institute’s Canada Dialogue, this episode explores Canada’s growing role in the global AI ecosystem. Host Joe Coletti introduces a conversation featuring…
- What's driving the municipal market's remarkable growth? · 21 dk · Sezon 2 Bölüm 62Despite rate volatility and macro uncertainty, muni issuance is on pace for one of its strongest years in decades. Host Bob Spangler, Head of U.S. Municipal Finance, sits down…
- How AI is reshaping software business models · 15 dk · Sezon 2 Bölüm 61Software sentiment has shifted significantly as investors reassess the impact of AI across the sector. In this episode, Matt Hedberg and Rishi Jaluria discuss opportunities…
- UK turns its grid inside-out in its quest for Clean Power 2030 · 14 dk · Sezon 2 Bölüm 62The UK is acknowledged as a renewables leader. Heavy transmission investment will help it enhance energy security alongside clean power. But when it comes to the third point of…
- The Great Recalibration: What comes next for consumer staples? · 16 dk · Sezon 2 Bölüm 60Consumer staples companies face mounting pressure from changing consumer behavior, a widening K-shaped economy and the growing influence of digital platforms. Nik Modi discusses…
- Government policies 'won’t turn the tide' of the energy transition · 23 dk · Sezon 2 Bölüm 62In a 40-year career, Francesco Starace has become one of the leading figures in the energy transition – first as CEO at Enel Group, and now as a Partner at specialist investment…
- The most promising sectors in today’s fast-moving fintech scene · 18 dk · Sezon 2 Bölüm 61Payments companies were among the first to experience the pressures that hit the fintech scene and the broader software industry over the past couple of years. Now activity is…
- Investors on the hunt for fintech’s next big winners · 14 dk · Sezon 2 Bölüm 61Amid the SaaSpocalypse panic, fintech companies remain relatively resilient, protected by the specialized and highly-regulated nature of the financial market. But investors are…
- How AI infrastructure and M&A are reshaping corporate finance · 17 dk · Sezon 2 Bölüm 59AI infrastructure investment, M&A activity and evolving treasury demands are reshaping how companies access capital and manage liquidity. Vito Sperduto, Head, RBC Capital Markets…
- China’s EV makers are already reshaping global auto markets · 9 dk · Sezon 2 Bölüm 58China’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…
- APA Corporation is poised for an oil market shift · 12 dk · Sezon 2 Bölüm 57Amid 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…
- Seizing opportunity across power, utilities and infrastructure · 16 dk · Sezon 2 Bölüm 58Global power demand is rising sharply, and geopolitical instability is accelerating the need for secure, affordable, and diversified energy systems. In this episode, host Joe…
- Which software companies can avoid the AI ‘SaaSpocalypse’? · 9 dk · Sezon 2 Bölüm 56Software 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…
- Why TC Energy sees renewed opportunity in Canada · 14 dk · Sezon 2 Bölüm 55With a 75-year track record under its belt, TC Energy is poised to enter a new phase of growth, thanks to a presence across North America and the growing demand for energy at…
- Canada’s national ambitions give hope to industrials · 15 dk · Sezon 2 Bölüm 53RBC's Canadian Industrials Conference in Toronto wrapped with more reasons for optimism than many expected. In this conference takeaway, Walter Spracklin, Director of Canadian…
- Complexity multiplies for infrastructure to power the transition · 24 dk · Sezon 2 Bölüm 54The expansion of power and infrastructure to support the energy transition is unfolding against a complex backdrop. Policy uncertainty, geopolitical tension, and shifting market…
- Big-value deals set the pace in healthcare M&A · 32 dk · Sezon 2 Bölüm 54Life 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…
- Investment strategy through the ‘up crash’ and beyond · 19 dk · Sezon 2 Bölüm 54The 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…
- Why is the market responding to Iran deals that fail to materialize? · 12 dk · Sezon 2 Bölüm 54A 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…
- Is this finally the breakthrough moment for psychedelic therapies? · 13 dk · Sezon 2 Bölüm 52Psychedelics are poised for a breakthrough in mainstream psychiatry, with high interest among physicians and patients alike. But does the infrastructure exist to deliver these…
