Podcast Index

Podcasts

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The Weekly Fix The Weekly Fix RBC Global Asset Management (U.S.) Inc. AI in 60 Seconds | The 15-min Monthly Briefing AI in 60 Seconds | The 15-min Monthly Briefing AI4SP The Mindset Architect Podcast The Mindset Architect Podcast Tony Caliendo | Business Coach, Mindset Coach, Life Coach | Focus on thoughts, feelings, actions, and results in both business and life Meet the Franchise Meet the Franchise 1851 Franchise Alex Becker Channel Alex Becker Channel Alex Becker Channel The Dollar Vigilante The Dollar Vigilante Jeff Berwick Cenário Econômico com Leandro Resende Cenário Econômico com Leandro Resende Rádio CBN Telemetry Transportation Daily Telemetry Transportation Daily Sam Abuelsamid Handelsblatt Today – Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage Handelsblatt Today – Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage Solveig Gode, Nicole Bastian, Sandra Groeneveld, Nele Dohmen, Anis Mičijević, Ben Mendelson, Aileen Bunte BFM Bourse BFM Bourse BFM Business Success In Trucking Podcast Powered By ES Success In Trucking Podcast Powered By ES Expediter Services RBC's Markets in Motion RBC's Markets in Motion RBC Capital Markets BNP Paribas Wealth Management BNP Paribas Wealth Management Investment Strategy podcast Best Stocks Now with Bill Gunderson Best Stocks Now with Bill Gunderson Bill Gunderson The IDEMS Podcast The IDEMS Podcast IDEMS International KGCI: Real Estate on Air KGCI: Real Estate on Air KGCI: Real Estate on Air AllPaths Podcast AllPaths Podcast AllPaths Family Building Mindset Reloaded - Brian Tracy Motivation Daily Mindset Reloaded - Brian Tracy Motivation Daily Motiv Energytech Startups Energytech Startups collide. Valuetainment Valuetainment Valuetainment The Chemical Show: Where Leaders Talk Business The Chemical Show: Where Leaders Talk Business Victoria Meyer Bloomberg Surveillance Bloomberg Surveillance Bloomberg WSJ Minute Briefing WSJ Minute Briefing The Wall Street Journal Becker’s Payer Issues Podcast Becker’s Payer Issues Podcast Becker's Healthcare Confluence Podcasts Confluence Podcasts Confluence Investment Management Diary of a CFO | Financial Strategies for Smart Business Growth Diary of a CFO | Financial Strategies for Smart Business Growth Ademola Odewade, BSc., ACA, MBA | Fractional CFO | Financial Strategies Expert. Issaquah Buzz Issaquah Buzz issaquahbuzz Women Changing Leadership with Stacy Mayer Women Changing Leadership with Stacy Mayer Stacy Mayer FTR | State of Freight FTR | State of Freight FTR Repossible Repossible Bradley Charbonneau LAMBS TO LIONS LAMBS TO LIONS Matt Funk My Car Guru Podcast My Car Guru Podcast My Car Guru...Lennie Lawson AI Investing: for the AI Investor AI Investing: for the AI Investor AI Investing AI Hustle: Make Money with AI AI Hustle: Make Money with AI Jaeden Schafer and Jamie McCauley The Move Abroad Coach Podcast The Move Abroad Coach Podcast Richelle Gamlam Agriland Podcasts Agriland Podcasts Agriland LBX Collective LBX Collective Brandon Willey
The Weekly Fix

Business

The Weekly Fix

RBC Global Asset Management (U.S.) Inc.

Rates may have peaked. AI's credit boom is just getting started.

July 07, 2026 7:00am 4 min

Fed hikes may be overpriced, but yields stay supported by AI-driven growth. IG carry remains strong as record supply tests spreads.The Treasury curve is expected to steepen in the second half of 2026: front-end yields ma...

The rate cut era is over

June 23, 2026 9:00am 4 min

The Federal Reserve's pivot under new leadership is reshaping the fixed income landscape, and investors need to be ready.Laurie Mount, Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, breaks down what chang...

The AI job shock nobody’s talking about

June 16, 2026 2:45pm 3 min

The Fed's dual mandate faces unique challenges as artificial intelligence (AI) adoption creates new uncertainty around employment and rate trajectory.Tim Leary, Senior Portfolio Manager on RBC GAM's BlueBay U.S. Fixed In...

When AI becomes an infrastructure debt story

June 09, 2026 9:15am 4 min

Capital formation replaces innovation as AI's next frontier: a new $85B raise and $1.5 trillion financing gap signal that hyperscaler balance sheets alone cannot fund the infrastructure buildout, forcing debt into utilit...

The mortgage market’s quiet revolution

June 02, 2026 2:30pm 5 min

Built for this moment: Mortgage-backed securities are earning their place in fixed-income portfolios amidst an uncertain rate environment.Teri Savage, Senior Trader on RBC GAM's BlueBay U.S. Fixed Income team, unpacks ho...

Stocks up, bonds down, and the Fed's not moving

May 19, 2026 3:45pm 4 min

Prolonged Middle East tensions drive aggressive bond selloffs across global markets, but strong corporate earnings and elevated yields keep high yield resilient amid broader fixed income volatility.Andrzej Skiba, Head of...

AI concentration risk: don’t get over hype-scaled

May 12, 2026 9:30am 4 min

The rapid AI infrastructure buildout draws capital from bonds, banks, and utilities – creating potential for concentration risk exposure.Neil Sun, Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, breaks dow...

Unprecedented Fed discord signals uncertain road ahead

May 05, 2026 10:00am 3 min

Historic Fed discord meets Middle East uncertainty: The most dissenting votes since 1992 expose deep divisions as geopolitical risks and energy prices complicate the path forward for U.S. monetary policy.Laurie Mount, Po...

Income without illusion: navigating late-cycle credit markets

April 28, 2026 8:45am 4 min

A fragile equilibrium in fixed income: high yields persist despite tight conditions, creating potential opportunities for disciplined credit selection.Anne Greenwood, Institutional Portfolio Manager on RBC GAM's BlueBay ...

Patience required: navigating US fixed income's inflation peak

April 21, 2026 11:30am 4 min

Current energy shocks collide with restrictive monetary policy, creating a different challenge for fixed income investors than 2022. Mindy Gudmundson, Institutional Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Incom...

Quality carry over market timing

April 14, 2026 2:45pm 3 min

Markets bounced back, but some investors still aren't buying it. Despite the recovery in equities, positioning remains cautious as high yield fundamentals hold firm.Tim Leary, Senior Portfolio Manager on RBC GAM's BlueBa...

Between conflict and compromise: finding value amid Middle East volatility

April 07, 2026 12:00pm 4 min

Quality over risk in volatile markets: Middle East tensions are influencing bond investors toward safer U.S. positions while energy prices create challenges across global economies.Andrzej Skiba, Head of U.S. Fixed Incom...

EA's record-breaking buyout rewrites LBO playbook

March 31, 2026 10:15am 4 min

A new $55B deal rewrites the leveraged buyout playbook with equity-heavy financing.Jeff Jablons, Senior High Yield Analyst covering telecom, cable, satellite, and technology sectors on RBC GAM's BlueBay U.S. Fixed Income...

Three paths back to rate cuts

March 24, 2026 8:15am 4 min

Cut expectations evaporate: Federal Reserve easing bets collapsed after March meeting as geopolitical risks and inflation concerns pushed rate hike probabilities above cut scenarios for the first time since last month's ...

Why private credit's software problem is high yield's opportunity

March 17, 2026 1:15pm 4 min

Private credit's software problem creates a potential opportunity for high yield as exposure gaps reveal structural vulnerabilities in direct lending portfolios.Anne Greenwood, Institutional Portfolio Manager on RBC GAM'...

One person’s volatility is another’s opportunity

March 10, 2026 8:30am 4 min

Corporate credit faces volatility as private credit stress rises, AI divides borrowers, and IG primary strength masks widening dispersion.Neil Sun, Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, examines ...

Underlying strength shields credit markets from geopolitical shocks

March 03, 2026 2:45pm 4 min

Positioning pays off: Conservative allocations and incoming cash flows shield high yield investors from geopolitical volatility that rattled broader markets.Peter Keenan, Senior Credit Trader on RBC GAM's BlueBay U.S. Fi...

Markets navigate AI spending boom while inflation holds below target

February 17, 2026 10:00pm 3 min

RBC’s BlueBay Fixed Income team discusses how US markets have shown resilience with contained inflation, though heavy tech sector debt issuance from AI investment creates credit market pressure while raising questions ab...

New hawks on the FOMC, but old uncertainties remain

February 03, 2026 12:30pm 4 min

Trump nominates Warsh for Fed chair as new governors potentially reshape this year’s rate outlook.Laurie Mount, Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, breaks down how FOMC leadership changes and p...

Steeper curves, tighter spreads: a credit market inflection

January 27, 2026 12:45pm 3 min

Will tighter spreads hold as supply floods the market?Anne Greenwood, Institutional Portfolio Manager on RBC GAM's BlueBay U.S. Fixed Income team, discusses the Fed's steady approach and how heavy corporate issuance is s...

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