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The investment pouring into AI is staggering. But behind every data center, chip and megawatt of power lies a less-discussed question: where is the capital coming from, and where might the value actually sit?
In the inaugural episode of the Market Mix, Tim Leary is joined by three RBC GAM specialists: David Tron, Portfolio Manager, North American Equities, Paul Chan, Senior Corporate Credit Analyst, Investment Grade, and Jeff Jablons, Senior Analyst, Leveraged Finance Corporate Credit. Together they unpack the AI infrastructure buildout from two complementary angles: the tech stack — the physical infrastructure being built — and the capital stack — how all of it is being financed.
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Summary
In the aftermath of the pandemic and the troubles faced by several regional banks last year, investors are on edge concerning unexpected losses on property loans, as well as a major step-up in provisioning in the commercial real estate (CRE) book for New York Community Bank (NYCB). &nb…
RBC’s Chief Economist Frances Donald joins Tim Leary to explore the uncertainty in markets, the myth of GDP, and why America doesn’t need jobs—it needs workers.
Listen in for a no-holds-barred look at the state of the economy and what might come next.
Tim Leary, Senior Portfolio Manager, sits down with Clay Lowery, Executive Vice President, Research and Policy at the Institute for International Finance, to discuss the results of the 2024 U.S. Presidential Election, which saw Republican nominee and former President Donald Trump secure his second …
Not too long ago, high-yield bonds were commonly called "junk" bonds. But the asset class has matured, and it’s no longer your father’s leveraged finance market says Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income Team.
Tim joins Jason Pasquinelli, Head of Client Solutions at …
In this special episode of The Navigator, Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income team, and Clay Lowery, Executive Vice President, Research and Policy at the Institute for International Finance, discuss the mood in Washington, DC leading up to the election on November 5…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به RBC Global Asset Management (U.S.) Inc. است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.
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