Journey Through the Growth Economy

Canaccord Genuity
  • 5.0 (4)
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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. Visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details and send all inquiries to strategicinsights@cgf.comThis content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity. The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.  This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.  Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.  Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

  1. 1D AGO

    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, formative years at MIT’s Artificial Insect Lab, and the serendipitous origins of iRobot. Angle shares key lessons from building robots that must deliver more value than they cost—principles that shaped products from space‑exploration prototypes to the Roomba. The conversation also explores the rise of physical AI, the promises and misconceptions of humanoid robots, and why emotional connection will define the next generation of robotics. Finally, Angle offers an intriguing preview of his new venture, designed to bring expressive, embodied AI into the home. -- Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com.   This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity. The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.  This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.  Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.  Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.   Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

    1h 1m

  2. FEB 11

    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, founder of Beacon Policy Advisors, we focus on separating political messaging from actionable policy at a time when that distinction matters most for investors. Stephen outlines the administration’s key priorities—affordability, tariffs, and energy—arguing that affordability is largely a messaging issue, tariffs remain central despite inflation risks, and energy policy is likely to lean further toward fossil fuel deregulation. We also discuss the midterm outlook, where a Democratic flip of the House appears likely and would constrain major policy change, while the Senate remains more evenly balanced. Finally, Stephen shares insights on longer-term themes including Fed independence, U.S.–China trade tensions, critical minerals, and healthcare policy risks heading into 2026. -- Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com.   This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity. The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.  This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.  Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.  Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.   Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

    56 min
  3. A Conversation with Barbara Humpton, CEO of USA Rare Earth

    12/09/2025

    A Conversation with Barbara Humpton, CEO of USA Rare Earth

    Driving Efficiency and Tackling Complexity Where it Matters Most Barbara Humpton, CEO of USA Rare Earth, joins CG Senior Analyst of sustainability research George Gianarikas to share her extensive experience in leadership, technological advancement, and national security. From paving her way through education as a math major, to joining IBM to improve government efficiency and her previous role as President and CEO of Siemens USA, Humpton delves into her biggest takeaways and how they helped her develop her management strategy. The conversation also touches upon the role of USA Rare Earth in the midst of geopolitical conflict, how the company partners with and supports its customers, and what the future of rare earth mineral demand could look like. This podcast offers investors an inside look into the background of USA Rare Earth’s new CEO. -- Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com.   This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity. The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.  This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.  Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.  Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.   Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

    1h 7m
  4. The Path to a New Nuclear Age: A Conversation with George Gianarikas, CG’s Sustainability Senior Analyst

    10/24/2025

    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 energy, including different types of reactors, of which Oklo is a producer of small modular reactors (SMR), rules and regulations, and fuel sources. We hope you enjoy this expectant and timely episode that outlines the increasing potential for nuclear energy while on the precipice of AI acceleration.  -- Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com.   This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity. The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.  This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.  Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.  Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.   Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

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

    10/20/2025

    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 well as the economics behind OpenAI’s and the larger technology complex’s long-term goals. Crane helps explain both the opportunity and the risks involved in AI investment and deployment as the technology garners more attention and capital. -- Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com.   This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity. The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.  This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.  Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.  Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.   Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

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

    10/01/2025

    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 the performance automotive aftermarket return to growth.  -- Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com.   This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity. The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.  This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.  Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.  Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.   Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

    40 min
  7. 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

    09/18/2025

    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 the consumer appears resilient on the surface, Susan and Brian discuss the intricacies of consumer spending habits from what they are continuing to prioritize to areas that are first to go.  -- Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com.   This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity. The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.  This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.  Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.  Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.   Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

    35 min
  8. 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

    09/11/2025

    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 healthcare companies and healthcare-focused investment firms navigate the changing environment. Masia helps answer questions that are top of mind for investors when it comes to impacts on the biotechnology space from recent policy such as the One Big Beautiful Bill Act and changes in members of key healthcare agencies. He speaks to the likelihood of the administration fulfilling the “Most Favored Nation”  drug pricing policy which aims to dramatically lower drug prescription costs in the United States.  -- Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com.   This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity. The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.  This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.  Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.  Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.   Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

    1h 1m
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Ratings & Reviews

5
out of 5
4 Ratings

About

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. Visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details and send all inquiries to strategicinsights@cgf.comThis content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity. The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.  This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.  Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.  Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

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