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...
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
Journey Through the Growth Economy
34 minutes
1 month ago
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...
Journey Through the Growth Economy
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...
