Journey Through the Growth Economy

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Journey Through the Growth Economy

Canaccord Genuity

36 episodes

2 weeks ago

George Gianarikas, CG's Sustainability Senior Analyst, returns to the podcast with Michael Graham, Director of Research and Investment Strategy, following his most recent deep dive research report on nuclear power and the newest company to enter his coverage universe, Oklo. Gianarikas breaks down all things nuclear from its role in the energy supply chain to the AI-Nuclear Nexus, as well as the most notable nuclear companies he covers. Gianarikas and Graham discuss the road to scale nuclear e...

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George Gianarikas, CG's Sustainability Senior Analyst, returns to the podcast with Michael Graham, Director of Research and Investment Strategy, following his most recent deep dive research report on nuclear power and the newest company to enter his coverage universe, Oklo. Gianarikas breaks down all things nuclear from its role in the energy supply chain to the AI-Nuclear Nexus, as well as the most notable nuclear companies he covers. Gianarikas and Graham discuss the road to scale nuclear e...

Show more...

Episodes (20/36)

Journey Through the Growth Economy

The Path to a New Nuclear Age: A Conversation with George Gianarikas, CG’s Sustainability Senior Analyst

George Gianarikas, CG's Sustainability Senior Analyst, returns to the podcast with Michael Graham, Director of Research and Investment Strategy, following his most recent deep dive research report on nuclear power and the newest company to enter his coverage universe, Oklo. Gianarikas breaks down all things nuclear from its role in the energy supply chain to the AI-Nuclear Nexus, as well as the most notable nuclear companies he covers. Gianarikas and Graham discuss the road to scale nuclear e...

2 weeks ago

42 minutes

Journey Through the Growth Economy

A Candid Assessment of the AI Cycle Hype vs. Reality: A Conversation with Kinglsey Crane, CG’s Infrastructure & Security Software Senior Analyst

Kingsley Crane, CG’s Infrastructure and Security Software Senior Analyst joins Michael Graham, Director of Research and Investment Strategy, to discuss the most significant developments in the AI landscape after spearheading a department-wide whitepaper on the topic, “The Growth Investor’s Guide to AI in 2026 & Beyond: A Candid Assessment of Cycle Hype vs. Reality”. The two discuss all things AI from high level concepts like, “What is an LLM?” to potential industry and company impacts as ...

3 weeks ago

41 minutes

Journey Through the Growth Economy

Building the Team Behind the Success Story: A Conversation with Matthew Stevenson, CEO of Holley

Matthew Stevenson, CEO of Holley, joins senior Consumer analyst specializing in Home, Outdoor and Auto, Brian McNamara, CFA, to discuss his role in the Holley turnaround story since joining the company in 2023. After delving into his background as a car enthusiast growing up with his father, Stevenson explains the driving forces that transform a business. He breaks down his strategy at Holley, the health of its core auto enthusiast consumer relative to the general market and what would help t...

1 month ago

40 minutes

Journey Through the Growth Economy

End of summer check-up on the US consumer. A Conversation with Susan Anderson, CFA and Brian McNamara, CFA from CG’s Consumer Research Team

CG’s Consumer Analysts Susan Anderson, CFA (who covers Health, Wellness and Beauty) and Brian McNamara, CFA (who covers Home, Outdoor and Auto) return to the podcast to recap the recent earnings season and presentations they hosted with covered companies at CG’s 45th Annual Growth Conference in August. Susan and Brian update listeners on the most important challenges and market conditions facing consumers today, including higher prices from tariffs, interest rates and housing prices. Although...

1 month ago

34 minutes

Journey Through the Growth Economy

The Impacts on the BioPharma Industry from Recent and Potential Changes in Healthcare Policy: A Conversation with Neal Masia, Healthcare Policy Consultant and CEO of Healthcare Capital Group

In this episode of “Journey Through the Growth Economy,” CG’s Biotechnology team of analysts including Whitney Ijem, Sumant Kulkarni, John Newman, Ph.D., CFA, and Edward Nash host Neal Masia, a healthcare policy consultant and advisor to discuss the latest updates on healthcare policy and regulators and the impacts on the biotechnology industry. For further detail on Masia, he is the CEO of Healthcare Capital Group and serves as a research analyst and strategist to help a variety of healthcar...

2 months ago

1 hour 1 minute

Journey Through the Growth Economy

Megatrend Spotlight: China dynamics for growth investors: A Conversation with Jeff Moon, former Assistant U.S. Trade Representative to China

With US – China trade talks at the top of the headlines, Jeff Moon, former Assistant U.S. Trade Representative and founder of China Moon Strategies, LLC, joins Michael Graham, CFA, Director of Research and Investment Strategy, to help investors consider the evolving relationship between these two great powers. Mr. Moon contextualizes the increasing tensions between the two nations by providing historical background and anecdotes as well as his takeaways on the latest news regarding trade nego...

3 months ago

1 hour

Journey Through the Growth Economy

Nuclear Energy and Other Renewables (Sustainability Part 2 of 2): A Conversation with George Gianarikas, CG's Sustainability Senior Analyst

George Gianarikas, CG's Sustainability Senior Analyst, returns to the podcast with Michael Graham, Director of Research and Investment Strategy, to discuss the energy market from the recent acceleration in demand to the companies that can help get us to meet it. Gianarikas breaks down the market share of energy, the latest developments and challenges for varying resources, as well as policy implications. He also shares his views on topics such as nuclear energy, supply chains and energy in re...

3 months ago

26 minutes

Journey Through the Growth Economy

Taking the Pulse of Digital Assets: A Conversation with Joseph Vafi, CFA, CG’s Senior FinTech and Digital Assets Analyst

Joseph Vafi, CFA, CG’s Senior Fintech and Digital Assets Analyst returns to the podcast with Michael Graham, Director of Research and Investment Strategy, following significant IPOs and policy updates in his space. Vafi updates listeners on the latest developments from corporate strategies that leverage bitcoin, the integration of AI into crypto mining, to policy changes that can increase the legitimacy and use cases of stable coins. Vafi also provides a general framework to those that are ne...

3 months ago

34 minutes

Journey Through the Growth Economy

Vehicles and Autonomous Driving (Sustainability Part 1 of 2): A Conversation with George Gianarikas, CG's Sustainability Senior Analyst

George Gianarikas, CG's Sustainability Senior Analyst, joins Michael Graham, Director of Research and Investment Strategy, to discuss the latest developments, challenges and opportunities for the EV and autonomous driving markets. Gianarikas explores topical themes including the battery supply chain, geopolitical risks, touchstone innovations (related to batteries, lidar and radar), and the necessary steps to proliferate these technologies to scale. He also highlights key players within the m...

3 months ago

45 minutes

Journey Through the Growth Economy

NewSpace, Business in the Final Frontier: A Conversation with Austin Moeller, CG’s Aerospace and Defense Technology Analyst

Austin Moeller, CG’s Senior Aerospace and Defense Technology Analyst, joins Michael Graham, Director of Research and Investment strategy to discuss the topical ideas in the space and travel markets. Moeller dives into satellite technology, financing for NASA projects, space and defense spending in both the U.S. and abroad, as well as next steps for eVTOL industry. Throughout the discussion, Moeller provides brief histories on technologies in his sector and how they operate. He also outlines w...

4 months ago

32 minutes

Journey Through the Growth Economy

Navigating Nervous Times - The Risks, Rewards, and Complexities of Neurological Indications: A Conversation with Sumant Kulkarni CG’s Biotechnology Senior Analyst

Sumant Kulkarni, CG’s Senior Analyst covering Biotechnology with a focus on neuroscience joins Director of Research and Investment Strategy Michael Graham, CFA to discuss the intricacies of indications in his space, the ever-present opportunities and how drug research and development have evolved over time. From his hands-on lab research experience to his 22-year tenure on the sell-side, Kulkarni walks us through the changes he has observed and why it excites him for future innovation. The co...

4 months ago

29 minutes

Journey Through the Growth Economy

Streamlining Workflows to Differentiate Customer Experience; A Conversation with Jacob Thaysen, PhD, CEO of Illumina

Jacob Thaysen, PhD, CEO of Illumina joins CG’s Diagnostics & Life Science Tools Senior Analyst Kyle Mikson to discuss Illumina’s customer acquisition strategy and growth outlook based on its differentiated technology. Dr. Thaysen begins by breaking down his game plan since joining the company as CEO and how he transitioned the focus towards customer satisfaction through collaboration and streamlining their end-to-end workflows. He highlights the company’s existing products and their advan...

5 months ago

1 hour 4 minutes

Journey Through the Growth Economy

Inflammation and Immunology: The Latest on Drug Development Targeting Atopic Dermatitis with Edward Nash, CG’s Biotechnology Senior Analyst

Edward Nash, CG’s Biotechnology Senior Analyst specializing in metabolic disease and I&I joins Michael Graham, Director of Research and Investment Strategy to discuss the biggest takeaways from his 2nd Annual I&I Symposium (short for Inflammation and Immunology). Nash walks us through his tenure in the space from his hands on experience in a lab focusing on rational drug design and his earliest days on Wall Street during the “Dot Com” Bubble, to his current role at Canaccord Genuity; ...

5 months ago

30 minutes

Journey Through the Growth Economy

Checkup on the Software Sector: The Landscape for Apps and AI with DJ Hynes, CG‘s Applications Software Senior Analyst

DJ Hynes, CG’s Applications Software Senior Analyst joins Michael Graham, Director of Research and Investment Strategy at the tail end of Q1 2025 earnings season to walk listeners through the most important trends in his space. AI continues to be an important theme, and Hynes updates listeners on the most recent developments following CG’s AI Symposium hosted by the Software team. The conversation touches upon how AI and data could alter the competitive landscape, potential tertiary impacts o...

5 months ago

30 minutes

Journey Through the Growth Economy

S Curves and Scaling Games: A Conversation on AI with Kingsley Crane, CG Senior Analyst of Infrastructure & Security Software

Kingsley Crane, CG’s Infrastructure and Security Software Senior Analyst joins Michael Graham, Director of Research and Investment Strategy, to break down the most important themes in AI as well as important players in the space. Crane delves into the recent developments in generative AI, identifies key terminology from “inference” to “agentic AI”, and considers practical uses of AI to contextualize the business opportunity. Crane provides a framework for investors to understand the general l...

6 months ago

34 minutes

Journey Through the Growth Economy

Paving the Way for Clean Energy Commercialization: A Conversation with Jigar Shah, clean energy luminary, entrepreneur and former Director of the Loan Programs Office at the DOE (2021-2025)

Jigar Shah, entrepreneur and pioneer in the clean energy space as well as former Director of the Loan Programs Office at the DOE joins CG Senior Analyst of sustainability research George Gianarikas to discuss all things future of energy. Shah walks us through his background in merging the private and public sectors to support clean energy deployment and decarbonization solutions through his work at SunEdison, Generate Capital and the DOE. The two also discuss the future electric grid, the out...

6 months ago

56 minutes

Journey Through the Growth Economy

How Nervous is the U.S. Consumer? A Conversation with Susan Anderson, CFA and Brian McNamara, CFA from CG’s Consumer Research Team

CG’s Consumer Analysts Susan Anderson, CFA (who covers Health, Wellness and Beauty) and Brian McNamara, CFA (who covers Home, Outdoor and Auto) return to the podcast during the early innings of Q1 2025 earnings season to discuss early takeaways from company commentary as well as notable data or trends to help listeners better understand the current environment. The conversation touches upon important topics such as tariffs, consumer sentiment, and lower-income consumer behavior compared to hi...

6 months ago

30 minutes

Journey Through the Growth Economy

Digital Assets – Double clicking on CG’s 5th Digital Assets Symposium: Join CG’s Senior Fintech & Digital Assets analyst for a high-level overview of key themes in the crypto sector and the exciting companies that participated in our event

Following the CG Digital Assets Symposium, CG Senior Analyst Joseph Vafi, CFA joins Director of Research and Investment Strategy Michael Graham to discuss the evolving landscape for digital assets as broader participation expands across institutions and retail investors. Vafi breaks down the key themes from the symposium that featured ~16 fireside chats such as regulation, software, and stablecoins. The conversation touches upon recent industry catalysts and how security software, the new adm...

6 months ago

21 minutes

Journey Through the Growth Economy

The Journey to Becoming a Household Name: A Conversation with Aaron Jagdfeld, CEO of Generac

Aaron Jagdfeld, CEO of Generac, joins CG Senior Sustainability Analyst George Gianarikas to discuss his path from public accounting to his ascension at Generac. He describes how his curiosity to understand the innerworkings of a P&L and his passion for manufacturing inspired his tenure at Generac. Jagdfeld walks listeners through the most meaningful moments of his career, the biggest challenges he faced and events or people who most impacted his mindset. The conversation also touches upon...

7 months ago

1 hour 14 minutes

Journey Through the Growth Economy

Uncovering the Value of Mountain Pass: A Conversation with James Litinsky, Founder, Chairman, and CEO of MP Materials

James Litinsky, Founder, Chairman, and CEO of MP Materials joins CG Senior Sustainability Analyst George Gianarikas to discuss his journey from his JD/MBA, his tenure on Wall Street, to his discovery of Mountain Pass, a rare earth mining and processing site in California. Litinsky walks us through the highlights of his investment career, including how he established JHL Capital Group LLC (an alternative investment management firm), his experience during the ’08 financial crisis, and how a sma...

7 months ago

1 hour 13 minutes