PODCAST · business
Market Mix
by RBC Global Asset Management (U.S.) Inc.
The Market Mix, from RBC Global Asset Management (US), is for institutional investors, financial advisors, consultants, and investment professionals. Hosted by Tim Leary, the show explores where markets intersect — bringing together expert perspectives on macroeconomics, policy, public and private markets, and the global forces shaping investment decisions.Economic developments influence policy. Policy shapes markets. Public and private assets respond to global events in different ways. Understanding how those forces connect is essential for making informed investment decisions. Through thoughtful conversations with specialists and respected industry leaders, the Market Mix follows the flow of capital across asset classes — where it's going, where it's coming from, where there's value, and where the value traps are hiding.The "Mix" is the point. Different topics. Different assets. Different points of view. From fixed income and equities to alternatives and cross-industry themes, each
Episodes
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Unpack the stack
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...
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Introducing the Market Mix
The Navigator is becoming the Market Mix. Host Tim Leary introduces RBC Global Asset Management's flagship podcast — broadening the lens beyond US fixed income to explore how public and private assets behave across the global economy. Expect different topics, different asset classes, and…
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Making dollars and talking sense in securitized credit
Mike Reed, Head of Global Financial Institutions, is joined by Sid Chhabra, Head of Securitized Credit, CLO Management & European High Yield. Although one of the largest and most dynamic segments of the global fixed income markets, the asset class remains significantly underrepresented in many...
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Making dollars and talking sense in emerging market debt
For this episode of The Navigator, we’re bringing you a conversation from Dollars and Sense, a podcast published by our colleagues at RBC BlueBay in London. Mike Reed, Head of Global Financial Institutions, is joined by Polina Kurdyavko, Head of EM Debt, where they discuss increased geopolitical...
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2025: tariffs, tech and U-turns
For this episode of The Navigator podcast, we’re bringing you a conversation from Unlocking Markets, a podcast published by our colleagues at RBC BlueBay in London. Mark Dowding, CIO for our BlueBay fixed income platform, and Mike Reed, Head of Global Financial Institutions, discuss an eventful...
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Is the sun shining after the storm?
Market volatility due to tariff measures implemented by President Trump have subsided and markets have rallied strongly, so what next? Andrzej Skiba, Head of BlueBay U.S. Fixed Income, and Mike Reed, Head of Global Financial Institutions, talk about the outlook for, and potential risks to, US...
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Five disruptors facing the U.S. economy
For this episode of The Navigator podcast, we’re bringing you a conversation from Strategic Alternatives, a podcast published by our colleagues at RBC Capital Markets. Frances Donald, RBC Chief Economist, joins Vito Sperduto, Head, RBC Capital Markets U.S., to examine five disruptors reshaping…
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Unpacking the ‘big, beautiful bill’: the winners, the losers, and the aftermath
Tim Leary, Senior Portfolio Manager at RBC GAM, is joined by Justin Sok, Principal Consultant at Rich Feuer Anderson, to breakdown the winners and losers of the bill, and explore the potential impact on markets, businesses, and taxpayers. They also delve into the political dynamics behind the…
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Forks in the forecast: maneuvering markets when multiple paths are plausible
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.
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DOGE days ahead? What Trump’s return means to investors
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…
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U.S. Elections: A View from Inside the Beltway
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...
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Not your father's LevFin market: the evolution of high yield bonds, loans and private credit
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...
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The current state of the commercial real estate market
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). In…
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Aligning Assets for Racial Equity Goals — An Impact Investment Case Study with ServiceNow
On this episode of The Navigator, Brian Fairhurst, Managing Director, Institutional Sales at RBC GAM, is joined by Tim Muindi, Treasurer of ServiceNow, who shares how ServiceNow is pursuing their goal of building sustainable wealth, funding small business creation, and driving community...
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A primer on impact investing – origins, perceptions and outlook ft. Ron Homer & Mindy Frye
On this episode, we sit down with Chief Strategist, Impact Investing, Ron Homer, as he reexamines the history of impact investing over the past 25 years, paying particular attention to important events that have shaped the investment category into what it is today. Ron also provides his input as…
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Volatility creates opportunity ft. Bethany Jessen & Andrzej Skiba
Investors are always concerned with market volatility and this year is no exception. On this episode of The Navigator, Bethany Jessen, Client Portfolio Manager, talks with Andrzej Skiba, Head of BlueBay US Fixed Income, about his view on the issues plaguing the banking system, his expectation for...
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Consistent results through inconsistent times
BlueBay Senior Portfolio Manager, Tim Leary, reflects on the performance of high yield fixed income over the past 5 years and why he believes the asset class will continue to perform well in 2023 and beyond.
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US High Yield: Fed Up with Inflation
BlueBay Senior Portfolio Manager, Tim Leary, breaks down the recent Federal Open Market Committee meeting and its effect on fixed income markets.
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Quantitative tightening (QT) era begins
Head of BlueBay U.S. Fixed Income, Andrzej Skiba, breaks down the recent Federal Reserve Open Market Committee meeting and its effect on fixed income markets.
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What Fed action means for fixed income
Head of BlueBay U.S. Fixed Income, Andrzej Skiba, breaks down the Federal Reserve Open Market Committee meeting and specifically addresses the rise in market volatility.
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ABOUT THIS SHOW
The Market Mix, from RBC Global Asset Management (US), is for institutional investors, financial advisors, consultants, and investment professionals. Hosted by Tim Leary, the show explores where markets intersect — bringing together expert perspectives on macroeconomics, policy, public and private markets, and the global forces shaping investment decisions.Economic developments influence policy. Policy shapes markets. Public and private assets respond to global events in different ways. Understanding how those forces connect is essential for making informed investment decisions. Through thoughtful conversations with specialists and respected industry leaders, the Market Mix follows the flow of capital across asset classes — where it's going, where it's coming from, where there's value, and where the value traps are hiding.The "Mix" is the point. Different topics. Different assets. Different points of view. From fixed income and equities to alternatives and cross-industry themes, each
HOSTED BY
RBC Global Asset Management (U.S.) Inc.
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Frequently Asked Questions
How many episodes does Market Mix have?
Market Mix currently has 20 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Market Mix about?
The Market Mix, from RBC Global Asset Management (US), is for institutional investors, financial advisors, consultants, and investment professionals. Hosted by Tim Leary, the show explores where markets intersect — bringing together expert perspectives on macroeconomics, policy, public and private...
How often does Market Mix release new episodes?
Market Mix has 20 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Market Mix?
You can listen to Market Mix on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Market Mix?
Market Mix is created and hosted by RBC Global Asset Management (U.S.) Inc..
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