Journey Through the Growth Economy

Canaccord Genuity
  • 5.0 (4)
  • Investing

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. Jun 2

    Recession or Prosperity: What signs are we are getting from the U.S. labor market?

    As demographic headwinds, housing constraints, and shifting labor market dynamics raise important questions for the U.S. economic outlook, understanding how policy, migration, and technological change intersect with growth is critically important. In our conversation with Dr. Adam Ozimek, Chief Economist at the Economic Innovation Group, we explore the evolving landscape of the U.S. labor market, the long-run impact of demographics on entrepreneurship and productivity, and the structural challenges in housing and infrastructure that are holding back economic dynamism. Dr. Ozimek also shares his views on how AI is likely to shape the labor market, and why increasing high-skill immigration could be a powerful lever to boost 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

    44 min

  2. May 19

    Control the Controllables: A Conversation with Jon Michael Adinolfi

    Jon Michael Adinolfi, or JMA, CEO of The Hillman Group, joins CG’s Senior Consumer Analyst Brian McNamara, CFA, to discuss navigating a challenging housing backdrop while driving consistent execution and growth. He reflects on his early roots in the trades, the leadership principles shaped by his father, and his journey to the CEO role. JMA outlines Hillman’s strategy of “controlling the controllables,” emphasizing a shift toward professional end markets, disciplined M&A, and continued investment in its sales and service organization. The conversation also explores the structural differences between DIY and pro demand, the company’s competitive advantages in product development and field execution, and how culture and values underpin Hillman’s resilience. Finally, he shares lessons on leadership, adaptability, and why embracing change—including AI—will define the next generation of business leaders. -- 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

  3. Apr 10

    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 City As inflation, financial stability, and central bank independence risk remain central concerns, understanding the central bank operations and the impacts of U.S. monetary policy is critically important. In our conversation with Thomas Hoenig, former President and CEO of the Federal Reserve Bank of Kansas City and former Vice Chairman of the FDIC, we get an insider’s look at how the FOMC operates and the consensus building process the Committee relies on to make policy decisions. Mr. Hoenig also shares his concerns around US Fiscal policy and the upward impact it may have on inflation and interest rates. -- 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

    46 min

  4. Mar 13

    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-Founder and Chairman of the Silverado Policy Accelerator, a D.C.-based think tank focused on trade, technology and national security and Co-Founder and former CTO of CrowdStrike, we examine the evolving global landscape: from the Iran conflict and oil markets to the long-term strategic challenge posed by China. Mr. Alperovitch argues that the current administration’s foreign policy is often mischaracterized as isolationist; instead, it reflects a transactional approach focused on securing strategic advantages and demonstrating U.S. dominance. We discuss the recent strikes on Iran’s nuclear infrastructure, the concern around the country’s ballistic missile program, and why the conflict may be nearing its end as U.S. objectives shift toward reopening the Strait of Hormuz and stabilizing energy markets. Finally, Mr. Alperovitch shares his perspective on China’s ambitions toward Taiwan, explaining why the decision ultimately rests with President Xi Jinping and how the conflict could trigger a global economic shock. -- 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

    57 min

  5. Mar 11

    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 vertically integrated leader in green hydrogen. Drawing on decades of global engineering and commercial experience, Mr. Crespo explains how Plug Power’s customer‑driven approach shaped its expansion into electrolyzers, hydrogen production, and large‑scale infrastructure. He outlines the company’s renewed focus on profitable growth, including the recent return to positive gross margin and a roadmap toward EBITDA positivity in 2026. The conversation also explores how Plug Power is prioritizing the markets with the strongest near‑term demand, from material handling to on‑site hydrogen generation, while right‑sizing investments in emerging applications. Finally, Jose Luis shares personal reflections on leadership, the hydrogen transition, and the lessons that continue to guide his strategic direction. -- 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 11m

  6. Feb 18

    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

  7. 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
  8. 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
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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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