Journey Through the Growth Economy
The “Journey Through the Growth Economy” Podcast highlights the builders, trends, and experts driving the most dynamic elements of our economy. This show is hosted by CG's research team and brings to life important topics across four key market sectors: Technology, Healthcare, Sustainability, and Modern Consumer. Canaccord Genuity Group Inc. is an independent investment bank powering the growth economy and driven by our clients’ success.
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Episodes
42 episodes
What are the Fed’s options in an inflationary environment?
Interpreting the dual mandate with Thomas Hoenig, former FOMC member and President of the Federal Reserve Bank of Kansas CityAs inflation, financial stability, and central bank independence risk remain central concerns, understa...
Iran, Taiwan, and the Future of U.S. Power: A Conversation with Dmitri Alperovitch, Co-Founder and Chairman of Silverado Policy Accelerator
As geopolitical tensions intensify across multiple regions, understanding the strategic motivations behind U.S. foreign policy and great-power competition has become increasingly important. In our conversation with Dmitri Alperovitch, Co-Founde...
Powering Customer Solutions: A Conversation with Jose Luis Crespo, CEO of Plug Power
In this episode, Jose Luis Crespo, newly appointed CEO of Plug Power, joins George Gianarikas, CG’s Senior Sustainability Analyst, to discuss his journey to CEO of a company that has evolved from a single‑application fuel cell provider into a v...
Building Robots That Care: A Conversation with Colin Angle
Colin Angle, Co-Founder of iRobot and CEO & Co-Founder of Familiar Machines & Magic, joins CG Senior Sustainability Analyst George Gianarikas to reflect on his decades-long journey in robotics. He discusses his early inspiration, format...
Navigating the Trump Administration: A Conversation with Stephen Myrow of Beacon Policy Advisors
As the Trump administration enters the second year of the President’s nonconsecutive term and attention turns to the 2026 midterms, policy risk remains elevated in rhetoric but more limited in execution. In our conversation with Stephen Myrow, ...
A Conversation with Barbara Humpton, CEO of USA Rare Earth
Driving Efficiency and Tackling Complexity Where it Matters MostBarbara Humpton, CEO of USA Rare Earth, joins CG Senior Analyst of sustainability research George Gianarikas to share her extensive experience in leadership, technolo...
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 ente...
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 w...
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...
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...
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 discus...
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...
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 ...
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...
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 ex...
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, fina...
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 opportuniti...
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 ...
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 In...
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 ...
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 i...
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 w...
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...
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 institu...
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...
