Podcast Index

Podcasts

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The Weekly Fix The Weekly Fix RBC Global Asset Management (U.S.) Inc. [Un]phased Unedited Podcast [Un]phased Unedited Podcast [Un]phased Unedited Podcast Het MKB praat mee Het MKB praat mee BNR Nieuwsradio Happy Work - Management & bien-être au travail Happy Work - Management & bien-être au travail Gaël Chatelain-Berry The Neon Show The Neon Show Siddhartha Ahluwalia Short Term Rental Riches Short Term Rental Riches Tim Hubbard Bob Proctor: The Science of Success Bob Proctor: The Science of Success Bob Proctor The Mindtools L&D Podcast The Mindtools L&D Podcast Mind Tools Ltd Limitless: An AI Podcast Limitless: An AI Podcast Limitless Starter Story Starter Story Starter Story The Invisible Hand The Invisible Hand Emma Reid Jason On Firms Podcast Jason On Firms Podcast Jason Staats Token Metrics Daily Pulse Token Metrics Daily Pulse Token Metrics Negocios Televisión Negocios Televisión negocios.tv Le rendez-vous Tech Le rendez-vous Tech NotPatrick Big Hitters with Larry Weidel Big Hitters with Larry Weidel Larry Weidel Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Christian Drastil Comm. (Agentur für Investor Relations und Podcasts) The Laravel Podcast The Laravel Podcast Matt Stauffer The Long and The Short Of It The Long and The Short Of It Peter Shepherd & Jen Waldman CyberHub Podcast CyberHub Podcast James Azar The Private Equity Podcast, by Raw Selection The Private Equity Podcast, by Raw Selection Alex Rawlings Scale Her Up: Female business stories and expert tips for business growth and success Scale Her Up: Female business stories and expert tips for business growth and success Brenda Hector OverDog: Dog Daycare & Boarding Business Tips OverDog: Dog Daycare & Boarding Business Tips Fernando Camacho Marketing Girly by Sky Society Marketing Girly by Sky Society Natalie Peters Doing Customer eXperience Right‬ In The AI Era | Stacy Sherman Doing Customer eXperience Right‬ In The AI Era | Stacy Sherman Doing CX Right ℠ Flipping Mastery Podcast Flipping Mastery Podcast Jerry Norton Everyday AI Podcast – An AI and ChatGPT Podcast Everyday AI Podcast – An AI and ChatGPT Podcast Everyday AI New Dogs, Old Tricks New Dogs, Old Tricks Bryce & Brennan Inversión Dividendos Inversión Dividendos Carlos García Property Prophets Property Prophets Travis Wells The Bird Bath The Bird Bath The Bird Bath Beyond The Shelf Beyond The Shelf David Feinleib Your Dream Coach Podcast Your Dream Coach Podcast Shayla Wey TruthWorks TruthWorks editaudio Kirsten Johnson Podcast Kirsten Johnson Podcast Kirsten Johnson The Six-Figure Doula: For career birth workers building sustainable, high-income businesses The Six-Figure Doula: For career birth workers building sustainable, high-income businesses Lisa Vee CO-PRO CO-PRO Nemo Design
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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