What podcasts say about Dave McKay
Every statement, with the speaker, the exact quote and the moment it was said.
What Dave McKay has said on podcasts
25 statements · 14 positive · 7 negative · 4 neutral
Democrats likely need two or three deeply Republican Senate seat flips
“Democrats likely need to flip two or three seats that Donald Trump won in 2024 by 10 percent or more.”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 11:48
Gina Hinojosa’s victory could produce a data-center moratorium
“If Gina Hinojosa wins, you actually have a real moratorium that could be coming on data centers.”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 13:07
Candidates may adopt anti-AI and anti-data-center positions if electorally rewarded
“If the takeaway from this election is being against AI, being against data centers, get you votes, every person who's running on both the Democratic and Republican side are going to be adopting those issues.”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 15:11
Democrats will quickly prioritize AI-related proposals
“those I think are going to be something that Democrats prioritize very quickly”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 15:33
AI regulation remains at an early stage
“We're probably in the first inning of all of this AI regulation.”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 16:33
AI regulation will become more adverse for investors
“it gets worse, not better.”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 16:44
Poor Republican election results increase efforts to raise defense funding
“the worse Republicans do on November 3rd, the more likely Republicans try to use this lame duck session to do a reconciliation to increase defense funding.”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 16:59
Republicans may seek to increase defense funding to $200–300 billion
“there is going to be a push to maybe make that from 70-ish billion up to 200, 300 billion”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 17:17
Democrats will perform well if current polls are accurate
“if the polls are right, Democrats will do well”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 18:36
RBC is a top-ten global bank with U.S. growth ambitions
“So we're a scaled bank, top 10 in the world and with great growth ambitions here in the United States.”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 21:05
Canada should diversify its economy
“Canada needs to diversify its economy.”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 21:35
Canada will build Prairie Link and Pacific Link Resources export projects
“We're going to build Prairie Link, which is the Keystone remodel, and we're going to build... Pacific Link Resources, another million barrels to Asia.”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 22:05
Canada will grow its economy through additional international partners
“Canada will grow its economy with other partners as well.”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 22:32
The Canadian economy is growing at roughly one percent
“We're still growing at roughly 1%.”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 23:02
Demand for AI infrastructure remains strong
“We're seeing strong demand.”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 23:28
RBC has optimized its internal AI demand
“we found a way to optimize our demand”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 24:23
Markets struggle to forecast long-term AI infrastructure demand
“the market, I think, is struggling to predict exactly what will demand be at the same time as we're creating all this capacity and demand capacity uncertainty.”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 24:27
RBC has helped construct multiple U.S. and Canadian data centers
“we've helped construct a number of data centers in the United States and in Canada”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 24:52
Banks must manage AI-related lending limits and exposures
“you have to manage your limits. You have to manage your exposures.”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 25:09
Financial markets have limited capacity to fund AI infrastructure
“there's a limit to how much capacity there is”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 25:50
AI financing is displacing other investment-grade funding
“You're squeezing out other investment-grade funding capabilities”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 25:52
Canada has addressed data-center approval and electricity-pricing challenges
“we got ahead of some of the challenges the U.S. is facing around how do you approve these and how do you construct a fair deal with consumers so electricity prices don't go up at the residential and commercial level.”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 26:40
RBC has not decided whether to use or build Muse capabilities
“we haven't made a decision yet”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 27:25
RBC considers its software estate highly secure after testing
“we feel it's super secure”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 28:44
RBC’s AI-related cybersecurity costs have risen substantially
“the cost to our organization has gone up substantially in playing that defense and protecting our consumers.”
Open the episode · Bloomberg Surveillance TV: October 20th, 2026Listen at 29:20
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.