Shows
Tesla - Brand BiographyTesla's FSD 14.22.1: LA Rain Master, Robotaxi Milestone, and Canaccord's $551 TargetTesla BioSnap a weekly updated Biography.Teslas AI team pulled an allnighter this Christmas, rolling out Full SelfDriving Supervised version 14221 to vehicles just days after 1422 hit the streets, according to Teslarati. Longtime owner BLKMDL3 raved about its flawless performance in rainy LA with faded lanes and standing water, calling it confidenceinspiring on twisty canyon roadsbetter than most humans. The prior update sharpened obstacle detection, emergency vehicle pulls, and dropoff options like curbside or driveway. Meanwhile, Canaccord Genuity hiked its Tesla price target to 551 with a Buy rating, betting big on autonomy, robotics, and 2026 wins like Cybercab production in...
2025-12-2402 min
Journey Through the Growth EconomyA Conversation with Barbara Humpton, CEO of USA Rare EarthDriving 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, 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...
2025-12-091h 06
Journey Through the Growth EconomyThe Medical Technologies Driving the Future of Care: A Conversation with William Plovanic, CFA, CG’s MedTech Senior AnalystBill Plovanic, CFA, CG’s Medical Technology Senior Analyst joins Michael Graham, CFA, Director of Research and Investment Strategy, following the 18th Annual MedTech & Diagnostics Forum to discuss the most exciting changes and developments in his space. Drawing upon his years of expertise in both sell-side research and industry, Plovanic details the innerworkings of new technologies, how they can improve the quality of care for patients, and the market opportunities. The conversation also touches upon high-level takeaways from CG’s forum, recent trends in capital markets, the impact of regulation, and future pockets of opportunity. --Plea...
2025-12-0228 min
Journey Through the Growth EconomyThe Path to a New Nuclear Age: A Conversation with George Gianarikas, CG’s Sustainability Senior AnalystGeorge 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...
2025-10-2442 min
Journey Through the Growth EconomyA Candid Assessment of the AI Cycle Hype vs. Reality: A Conversation with Kinglsey Crane, CG’s Infrastructure & Security Software Senior AnalystKingsley 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 i...
2025-10-2041 min
Journey Through the Growth EconomyBuilding the Team Behind the Success Story: A Conversation with Matthew Stevenson, CEO of HolleyMatthew 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/r...
2025-10-0140 min
The Northern Miner Podcast‘Tectonic shift’ as portfolio allocations increase gold exposure, ft Canaccord’s CurrieThis week’s episode features Canaccord Genuity senior investment advisor Cam Currie in conversation with host Adrian Pocobelli on gold and silver stocks, the bond market, the dollar, and industrial metals. Currie explains why he believes gold stocks are set to continue performing, and why equities offer better opportunities than the metals themselves. He also shares his outlook on silver, copper, and lithium, and highlights why some of the greatest opportunities often lie in overlooked markets.All this and more with host Adrian Pocobelli.This week’s Spotlight features Major Drilling Chief Technology Officer Marc Land...
2025-09-231h 21
The Northern Miner Podcast‘Tectonic shift’ as portfolio allocations increase gold exposure, ft Canaccord’s CurrieThis week’s episode features Canaccord Genuity senior investment advisor Cam Currie in conversation with host Adrian Pocobelli on gold and silver stocks, the bond market, the dollar, and industrial metals. Currie explains why he believes gold stocks are set to continue performing, and why equities offer better opportunities than the metals themselves. He also shares his outlook on silver, copper, and lithium, and highlights why some of the greatest opportunities often lie in overlooked markets.
All this and more with host Adrian Pocobelli.
This week’s Spotlight features Major Drilling Chief Technology Officer Marc Landry and GeoSolutions Services Manager Patr...
2025-09-231h 21
Journey Through the Growth EconomyEnd of summer check-up on the US consumer. A Conversation with Susan Anderson, CFA and Brian McNamara, CFA from CG’s Consumer Research TeamCG’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 prio...
2025-09-1834 min
Journey Through the Growth EconomyThe 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 GroupIn 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 in...
2025-09-111h 01
Journey Through the Growth EconomyMegatrend Spotlight: China dynamics for growth investors: A Conversation with Jeff Moon, former Assistant U.S. Trade Representative to ChinaWith 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 negotiations. With over three decades of Asia geopolitical experience, including ten years working in China in both the private and public sectors, Mr. Moon of...
2025-08-071h 00
Wealth Unwrapped: The CISIDavid Esfandi, CEO of Canaccord Wealth - Part 2In Part 2 of this insightful conversation, Wealth Unwrapped host Glenn Murphy continues his discussion with David Esfandi, CEO of Canaccord Genuity Wealth Management. This episode takes a deeper look at how David leads with long-term vision while staying grounded in the core values of the firm. He discusses how Canaccord is positioning itself for the future—through innovation, talent development, and maintaining a strong client focus. From handling market volatility to scaling a business without losing its human touch, David offers a thoughtful perspective on what sustainable leadership in wealth management truly looks like. Hosted on Acast. See acast.com...
2025-08-0620 min
Journey Through the Growth EconomyNuclear Energy and Other Renewables (Sustainability Part 2 of 2): A Conversation with George Gianarikas, CG's Sustainability Senior AnalystGeorge 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 relation to AI; all of which are top of mind for investors.--Please visit https://www...
2025-07-2926 min
Journey Through the Growth EconomyTaking the Pulse of Digital Assets: A Conversation with Joseph Vafi, CFA, CG’s Senior FinTech and Digital Assets AnalystJoseph 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 new to the space, as he describes the major currencies and key points of understanding on stable coins as well as the ne...
2025-07-2334 min
Wealth Unwrapped: The CISIDavid Esfandi, CEO of Canaccord Wealth - Part 1In this episode of Wealth Unwrapped, host Glenn Murphy sits down with David Esfandi, CEO of Canaccord Genuity Wealth Management, to explore his career journey and leadership approach. David reflects on his path through the financial services industry—from early roles in investment banking to leading a growing wealth management firm. He shares insights on fostering a modern, client-first culture, navigating industry disruption, and shaping Canaccord’s strategy in an increasingly competitive landscape. It’s a candid discussion about leadership, adaptability, and what it takes to thrive in today’s wealth management world. Hosted on Acast. See acast.com/privacy f...
2025-07-2321 min
Journey Through the Growth EconomyVehicles and Autonomous Driving (Sustainability Part 1 of 2): A Conversation with George Gianarikas, CG's Sustainability Senior AnalystGeorge 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 market as well as players within the supply chain that investors should keep on their... radar.--Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details...
2025-07-1545 min
Journey Through the Growth EconomyNewSpace, Business in the Final Frontier: A Conversation with Austin Moeller, CG’s Aerospace and Defense Technology AnalystAustin 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 what currently matters most to investors ahead of global budget decisions and steps towards implementing or expanding new technologies.--...
2025-07-0932 min
Journey Through the Growth EconomyNavigating Nervous Times - The Risks, Rewards, and Complexities of Neurological Indications: A Conversation with Sumant Kulkarni CG’s Biotechnology Senior AnalystSumant 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 conversation also touches upon capital constraints, policy impacts and his insight on our evolving understanding of neurodegenerative conditions, and novel treatment paradigms in me...
2025-06-1829 min
Journey Through the Growth EconomyStreamlining Workflows to Differentiate Customer Experience; A Conversation with Jacob Thaysen, PhD, CEO of IlluminaJacob 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 advantages as well as areas with strong growth potential (including NovaSeq X and multiomics). The conversation also touches on management’s outlook for pricing, demand, policy uncertainty and geop...
2025-06-101h 04
Journey Through the Growth EconomyInflammation and Immunology: The Latest on Drug Development Targeting Atopic Dermatitis with Edward Nash, CG’s Biotechnology Senior AnalystEdward 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; along the way, he describes how biotechnology company valuations and the transition from clinic to drug development have change...
2025-06-0330 min
Journey Through the Growth EconomyCheckup on the Software Sector: The Landscape for Apps and AI with DJ Hynes, CG‘s Applications Software Senior AnalystDJ 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 on his covered companies from tariffs and geopolitical risks. --Please visit https://www.canaccordgenuity.com/capital-markets/exper...
2025-05-2730 min
Toronto LegendsDavid Kassie, CIBC/Genuity/OutcomeBay Street Titan David Kassie talks about his McGill basketball career, his first job out of Western MBA at Wood Gundy, his ‘culturally controversial’ business pairings at CIBC, launching Genuity Capital Markets from an office over his garage, monetizing Genuity via the merger that became Canaccord Genuity, his acceptance of algorithmic-guided investment strategies at Outcome (leveraging the ‘magic of compounding’), his recent hobnobbing at the Sundance Film Festival & the Academy Awards, becoming friendly with Habs legend Ken Dryden, and why dinner with British PM Margaret Thatcher was a VERY formal affair!
Follow David on Linked In at https...
2025-05-261h 00
Journey Through the Growth EconomyS Curves and Scaling Games: A Conversation on AI with Kingsley Crane, CG Senior Analyst of Infrastructure & Security SoftwareKingsley 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 landscape and the potential technological capabilities and evaluate the investment opportunities. --Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more de...
2025-05-1334 min
Journey Through the Growth EconomyPaving 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 outlook for nuclear energy and policy (including the Inflation Reduction Act), and the impact of geopolitics on electrification....
2025-05-0756 min
Commercial Real Estate PodcastFrom Retail Shakeups to Industrial Strains: 2025 REIT Outlook with Mark Rothschild, Canaccord GenuityWelcome to the CRE podcast. 100% Canadian, 100% commercial real estate. In this episode of the Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk welcome Mark Rothschild, Analyst at Canaccord Genuity, for a deep dive into Canada’s evolving REIT market. Covering everything from industrial sector pressures and the fallout of Hudson Bay Company’s...
The post From Retail Shakeups to Industrial Strains: 2025 REIT Outlook with Mark Rothschild, Canaccord Genuity appeared first on Commercial Real Estate Podcast.
2025-05-0137 min
Journey Through the Growth EconomyHow Nervous is the U.S. Consumer? A Conversation with Susan Anderson, CFA and Brian McNamara, CFA from CG’s Consumer Research TeamCG’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 higher-income consumer behavior. Although few companies have reported so far, Susan and Brian break down patterns that are emerging and provide a framework for anticipating wh...
2025-04-3030 min
Journey Through the Growth EconomyDigital 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 eventFollowing 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 administration, and new legislation could open up digital asset adoption in larger institutions, as well as the recent and encouraging process of bitcoin beginning to decouple from equities.
2025-04-2221 min
Journey Through the Growth EconomyThe Journey to Becoming a Household Name: A Conversation with Aaron Jagdfeld, CEO of GeneracAaron 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 the brand building and customer experience that propelled the company to becoming a household name.--Please visit...
2025-04-151h 14
The Northern Miner PodcastCanaccord Genuity’s Cam Currie on gold stocksThis week’s episode features Canaccord Genuity senior investment advisor Cam Currie in conversation with host Adrian Pocobelli on the outlook for gold stocks. Currie shares his insights on gold and gold equities within the broader macroeconomic landscape and highlights where he sees the most value in the sector. He also offers his perspectives on streaming and royalty companies, as well as opportunities in copper and silver stocks.In this week’s Spotlight, Oroco Resource president Ian Graham discusses the company’s Santa Tomas copper project in Mexico. To learn more, visit: https://orocoresourcecorp.com/All thi...
2025-04-021h 10
The Northern Miner PodcastCanaccord Genuity’s Cam Currie on gold stocksThis week’s episode features Canaccord Genuity senior investment advisor Cam Currie in conversation with host Adrian Pocobelli on the outlook for gold stocks. Currie shares his insights on gold and gold equities within the broader macroeconomic landscape and highlights where he sees the most value in the sector. He also offers his perspectives on streaming and royalty companies, as well as opportunities in copper and silver stocks.
In this week’s Spotlight, Oroco Resource president Ian Graham discusses the company’s Santa Tomas copper project in Mexico. To learn more, visit: https://orocoresourcecorp.com/
All this and more with host Ad...
2025-04-021h 10
Journey Through the Growth EconomyUncovering the Value of Mountain Pass: A Conversation with James Litinsky, Founder, Chairman, and CEO of MP MaterialsJames 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 small position in Molycorp lead to ownership of mining rights at Mountain Pass. The conversation also touches upon the importance of reliability, what Li...
2025-04-011h 13
Journey Through the Growth EconomyThe Policy Goals Behind Trump’s Tariffs: A Conversation with Owen Tedford, Senior Research Analyst at Beacon Policy AdvisorsAhead of Trump’s anticipated reciprocal tariff announcements, termed “Liberation Day,” we invite Owen Tedford, Senior Research Analyst at Beacon Policy Advisors to discuss the evolving landscape of Trump’s trade policy and the goals behind tariffs. Tedford breaks down the recent history of tariffs since Trump’s first term, a framework for how to consider permanent tariffs vs. tariffs as a means for negotiation, and potential outcomes for this Wednesday. He walks us through the policy goals targeted towards China, North America (Canada/Mexico), Europe, and other trading partners, and how that influences tariff policy. The conversation also touches up...
2025-04-0155 min
Journey Through the Growth EconomyA New Frontier for Transportation: A Conversation with Eric Allison, Chief Product Officer of Joby AviationEric Allison, Chief Product Officer of Joby Aviation joins CG Senior Analyst Austin Moeller (covering eVTOL Aircraft, Urban/Regional Air Mobility and Sustainability) to discuss the company’s plans to transform urban transportation by taking to the air and reducing travel time. Mr. Allison walks us through the long-term vision of the company, their target markets, and how they manage the manufacturing process from the bottom-up. Mr. Allison also explains to listeners the benefits eVTOL technology and how the Joby passenger experience is likely to draw in car ridesharing customers.--Please visit https://www.ca...
2025-03-2537 min
Journey Through the Growth EconomyPowering the Journey Through Hard Work: A Conversation with Jeremy Andrus, CEO of TraegerJeremy Andrus, CEO of Traeger, joins CG senior analyst Brian McNamara, CFA, who covers Home, Outdoor and Auto, to discuss his career journey and passion for building disruptive consumer products. From Harvard Business School to becoming a CEO and brand-builder of Skullcandy, to taking leadership at Traeger, the original wood pellet grill brand, Andrus discusses his experiences with “grinding it out” to better shape his career and businesses. The conversation also touches upon the power of innovation and the cultural/personal following behind brands, as well as the challenges the outdoor cooking industry currently faces. --Ple...
2025-03-1353 min
Journey Through the Growth EconomyA Conversation with RJ Scaringe, Founder & CEO of Rivian: Why Electrification and Software Integration Should Reshape the Automobile IndustryRJ Scaringe, CEO of Rivian, joins senior analyst George Gianarikas at the Canaccord Genuity 2025 Sustainability Summit to share his journey in building Rivian from the bottom up as a lover of automobiles and advocate for sustainable energy. Scaringe also describes his mission to electrify vehicles, acknowledging global competition and the role of natural resources. The pair delve into important topics such as the future of energy, potential outlooks and outcomes for electric vehicles, and the integration of software in automobiles. --Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Ge...
2025-03-0659 min
Journey Through the Growth EconomyHow is the Modern Consumer Faring in Today’s Economy? A Discussion with Susan Anderson, CFA and Brian McNamara, CFA from CG’s Consumer Research TeamIn light of fourth quarter earnings and recent economic data, senior analysts Susan Anderson, CFA (who covers Health, Wellness and Beauty) and Brian McNamara, CFA (who covers Home, Outdoor and Auto) join the podcast to discuss the latest trends and themes in the consumer sector. Susan highlights changes in the consumer’s relationship with wellness and beauty, and Brian discusses the evolving housing landscape. The two analysts also explore the impacts of consumer bifurcation (differences between the health of higher-end consumers vs. lower/middle income consumers), tariffs, innovation, and demographic shifts on their covered companies.Please visit ht...
2025-02-2732 min
The Unlimited Podcast by Ginsler WealthE51: Big Deals & Bigger Lessons with David KassieIn this episode in our Lessons with Legends series, on The Unlimited Podcast, we welcome David Kassie, Chairman of Outcome Asset Management and Chairman Emeritus of Canaccord Genuity. Brian and David discuss David's journey to becoming Chairman and CEO of CIBC World Markets, the founding of Genuity, some of his most significant deals, and more.David Kassie has held key leadership roles in the financial industry for decades. He served as Chairman or Executive Chairman of Canaccord Genuity Group Inc. since May 2010 and was Chairman and CEO from April to October 2015. Previously, he was...
2025-02-2354 min
Journey Through the Growth EconomyHow the Confirmation of RFK Jr. as Secretary of HHS May Impact the Healthcare Sector with CG Senior Analyst Kyle Mikson, CFAKyle Mikson, CG Senior Analyst covering Diagnostics & Life Science Tools, returns to the podcast with Director of Research and Investment Strategy Michael Graham to discuss updates to the space following his panel discussion recapping the Precision Medicine World Conference (PMWC), his related research report, and the confirmation of Robert F. Kennedy Jr. to lead the Department of Health and Human Services (HHS). Mikson provides a preview of his ~40 page report which breaks down takeaways from the conference. He also discusses the latest news on the Trump administration’s initiatives and how it may impact NIH funding and his covered co...
2025-02-2021 min
Journey Through the Growth EconomyDevelop a Framework for Applying Long-Term Thinking to Key Topics Including Geopolitics, Climate Change, and AI with Nikolas Badminton, Futurist SpeakerNikolas Badminton, Chief Futurist and author of Facing Our Futures: How Foresight, Futures Design and Strategy Creates Prosperity and Growth joins CG Director of Research Michael Graham to discuss potential outcomes for the future of global power dynamics, technology, and climate change. Badminton introduces us to the futurist framework of how to strategize and analyze the future by considering various scenarios based on trends and indicators. He shares what he considers the most likely scenarios across important areas (the global economy, artificial intelligence, and natural resources), highlighting important considerations for investors and business leaders. The conversation also touches upon...
2025-02-1334 min
Journey Through the Growth EconomyA Career at the Forefront of Innovation: A Conversation with Raj Talluri, CEO of EnovixRaj Talluri, CEO of Enovix, joins CG senior analyst George Gianarikas to discuss his career journey from digitizing cameras, to building the internet of things business at Qualcomm, introducing cameras in Nokia cell phones and running the mobile division at Micron; all before joining Enovix as CEO. Looking back on his career trajectory, Talluri describes what drew him to each company and business, while highlighting how trends and industry evolution shaped his journey. Talluri and Gianarikas also explore topics such as autonomous driving, having a future oriented mindset, and how creativity and differentiation can provide value to customers.
2025-02-0650 min
Journey Through the Growth EconomyClimate Change Skepticism and Durable Opportunity for Renewable Energy: A Conversation with Andrew Dessler, Professor and Director of Texas A&M’s Climate StudiesProfessor Andrew Dessler of Atmospheric Sciences, director of Texas A&M’s Texas Center for Climate Studies and author of two books (The Science and Politics of Global Climate Change: A Guide to the Debate and Introduction to Modern Climate Change) joins CG Senior Analyst George Gianarikas to present evidence on the reality of climate change. Professor Dessler argues against climate change skepticism and clarifies common misconceptions, while acknowledging political influences and market dynamics that come into play. The conversation delves into the history of climate change/global warming research and the consensus within the scientific community. Dessler and Gian...
2025-01-3050 min
Journey Through the Growth EconomyThe Trump Administration’s First Few Days: An Insider’s Look Beneath the Headlines with Stephen Myrow of Beacon Policy AdvisorsIn his second (nonconsecutive) term, President Trump has issued an unprecedented number of sweeping executive actions targeting immigration, trade, taxation, the economy, healthcare, and a variety of social issues. Some of these actions hold significant long term potential to incite change; others may be posturing with little hope of gaining traction. Join our conversation with policy expert Stephen Myrow of Beacon Policy Advisors as we unravel the web of headlines to separate the signal from the noise. Stephen is a renowned expert on government policy in Washington DC and founded Beacon in 2014 after serving as a senior member of...
2025-01-241h 03
Journey Through the Growth EconomyPositivity, Determination, and Delivering Value to the Customer: A Conversation with George Sakellaris, CEO of AmerescoGeorge Sakellaris, founder and CEO of Ameresco, joins CG Senior Analyst George Gianarikas to share how positive thinking, determination and bravery lead him to achieve his goals and build a successful company. George walks us through his journey to America, delving into electrical engineering and taking the right risks when opportunities presented themselves. George’s strong support for energy efficiency, passion for delivering value to his customers and willingness to financially support his projects helped him to eventually build Ameresco. The conversation touches upon George’s experience founding Ameresco and taking it public, including important takeaways for entrepreneurs and inve...
2025-01-1646 min
Journey Through the Growth EconomyBeauty, Wellness, and the Evolving Consumer: A Conversation with Marla Beck, CEO of the Beauty Health CompanyMarla Beck, CEO of the Beauty Health Company joins CG Senior Analyst Susan Anderson to share her love of beauty and entrepreneurship as well as the rise of the “medicalization of beauty”. Marla shares her entrepreneurial journey through consulting at McKinsey, Harvard Business School, private equity, and eventually founding Bluemercury, one of the first one-stop beauty sites and stores. She also delves into her history as founder and CEO of Bluemercury through 2021, before selling the company and transitioning to become CEO of the Beauty Health Company in 2024. The dynamic conversation explores consumer emphasis on efficacious ingredients, vegan products, and clin...
2025-01-0839 min
Journey Through the Growth EconomyChecking in on the Diagnostics sector with CG Senior Analyst Kyle Mikson, CFAJoin us for this lively discussion with CG Managing Director and Senior Analyst Kyle Mikson, CFA, as we explore the evolving life science research tools and healthcare diagnostics landscape, including a fresh look at the bioprocessing sector, and how Trump appointees may impact funding for the NIH.Kyle Mikson, CFA, is a Managing Director and Senior Analyst covering the Medical Tools and Diagnostics sector here at CG. Kyle earned a BS in Biomedical Engineering from Case Western Reserve University and worked in a variety of industry and investment-related roles before joining CG in 2021. In this discussion, Kyle...
2024-12-1923 min
Journey Through the Growth EconomyAging Populations, Shrinking Labor Supply, and Long Term Economic Impacts: A Conversation on Demographics with Charles GoodhartCharles Goodhart, the British Economist, Professor, and co-author of The Great Demographic Reversal: Aging Societies, Waning Inequality, and an Inflation Revival joins us to discuss demographic shifts in the U.S. and around the world that every investor should be aware of. From his early years living in the U.S. during WWII to working as a Finance Professor at the London School of Economics, crafting “Goodhart’s Law,” and serving on the Bank of England’s Monetary Policy Committee, Charles applies a career’s worth of experience and insights to help put demographic trends into context. While in the near ter...
2024-12-1246 min
Journey Through the Growth EconomyVenture Investing, Teamwork and Online Sports Betting: A Conversation with DraftKings Board Member Ryan MooreRyan Moore was instrumental in early funding for DraftKings when it was solely a daily fantasy platform, and as a board member has helped the company evolve through the repeal of PASPA and the ensuing dramatic growth in the US Online Sports Betting (OSB) market. From humble beginnings being raised by a single dad and after a standout career as a linebacker for the Princeton Tigers, Ryan clocked meaningful success as a venture investor in some of the earliest mobile marketing companies. He then turned his attention to online gaming and sports betting, and this episode is full of...
2024-12-0548 min
Journey Through the Growth EconomyPassion, Energy, and Entrepreneurship: A Conversation with T.J. RodgersThe inaugural episode of our Journey Through the Growth Economy podcast is hosted by CG Senior Analyst George Gianarikas, who leads our Sustainability research efforts and has been covering and investing in the technology and sustainability sectors for over 20 years. His very special guest is T.J. Rodgers, founder of Cypress Semiconductor and active board member at several companies including Enovix, Enphase, Solaria, and Farm X. Mr. Rodgers discusses the importance of loving what you do, delves into the future of energy, and offers perspective on being an entrepreneur. Please visit https://www.canaccordgenuity.com/capital-markets/expertise...
2024-11-2146 min
Meet the CEO from Positive MomentumE64: David Esfandi, CEO Canaccord Genuity Wealth Management UK & Europe Co-hosts Matt Crabtree and Julian March speak with David Esfandi, CEO Canaccord Genuity Wealth Management UK & Europe
2024-10-1845 min
The Northern Miner Podcast‘The gold price action is not a Western story’, ft Canaccord Genuity’s Cam CurrieIn this week's episode, Cam Currie, senior investment advisor at Canaccord Genuity and founder of Currie Metals and Mining Group, joins host Adrian Pocobelli to analyze the recent surge in gold and gold stocks. Currie offers his insights on how autocratic BRICS nations are driving up gold prices as they move toward establishing a new gold standard. He also explains why he believes gold stocks remain undervalued and underowned, emphasizing that "the narrative isn’t there yet" and suggesting there may still be significant potential for gold stock appreciation.
All this and more with host Adrian Pocobelli....
2024-08-201h 13
The Northern Miner Podcast‘The gold price action is not a Western story’, ft Canaccord Genuity’s Cam CurrieIn this week's episode, Cam Currie, senior investment advisor at Canaccord Genuity and founder of Currie Metals and Mining Group, joins host Adrian Pocobelli to analyze the recent surge in gold and gold stocks. Currie offers his insights on how autocratic BRICS nations are driving up gold prices as they move toward establishing a new gold standard. He also explains why he believes gold stocks remain undervalued and underowned, emphasizing that "the narrative isn’t there yet" and suggesting there may still be significant potential for gold stock appreciation.
All this and more with host Adrian Pocobelli.
Music Credits
“Rattlesnake Rail...
2024-08-201h 13
The Paraplanners' Assembly PodcastWhen should AIM be in the frame for IHT planning?Once upon a time, we were scouring our library of previous online Assemblies and realised something: we had never covered the topic of inheritance tax (IHT) planning using the alternative investment market (AIM)!So we thought it was high time to fix that with a whistle-stop tour to discover why investing in AIM is right up there as a strategy for IHT planning.Whether you’re new to paraplanning and in search of a primer, or you’ve been paraplanning for absolutely ages and want to make sure you really know what you’re talking about, tuning...
2024-05-3056 minCommercial Real Estate PodcastBehind the Scenes of REIT Valuation with Mark Rothschild of Canaccord GenuityOn this episode of the Commercial Real Estate Podcast, hosts Adam Powadiuk and Aaron Cameron speak with Mark Rothschild, Analyst at Canaccord Genuity. Topics covered include: REIT valuation strategies and metrics The impact of rising interest rates on REIT valuations Retail investors and REIT prices Management’s role in REIT analysis Leverage and distribution yields More...
The post Behind the Scenes of REIT Valuation with Mark Rothschild of Canaccord Genuity appeared first on Commercial Real Estate Podcast.
2024-05-0238 min
Wharton FinTech PodcastJohn Beccia - Co-Founder and CEO, FS Vector & Edin Trto - Managing Director, Canaccord GenuityTrevor Prince sits down with John Beccia, the Co-Founder and CEO of FS Vector, and Edin Trto, a Managing Director at Canaccord Genuity. FS Vector is a strategic consulting firm in the FinTech industry, focused on regulatory issues and other critical functions.
In this episode, John and Edin discuss how their teams prepared FS Vector for its first institutional capital raise, how they navigated market volatility during their process, their outlook on the FinTech regulatory landscape, and much more.
2024-03-0840 min
The Northern Miner PodcastCanaccord Genuity’s Cam Currie on the divergence between gold and gold stocksThis week’s episode features Canaccord Genuity senior investment advisor Cam Currie in conversation with host Adrian Pocobelli on the divergence between gold prices and gold stocks. Currie also elaborates on the influence of ETFs in shaping market trends and shares his strategies for navigating the precious metals markets as gold reaches a record high in U.S. dollars. Additionally, he offers insights into the merger of Calibre Mining and Marathon Gold, noting his stakeholder position in both companies.
All this and more with host Adrian Pocobelli.
This week’s CEO Spotlight features Nine Mile Meta...
2023-12-061h 06
The Northern Miner PodcastCanaccord Genuity’s Cam Currie on the divergence between gold and gold stocksThis week’s episode features Canaccord Genuity senior investment advisor Cam Currie in conversation with host Adrian Pocobelli on the divergence between gold prices and gold stocks. Currie also elaborates on the influence of ETFs in shaping market trends and shares his strategies for navigating the precious metals markets as gold reaches a record high in U.S. dollars. Additionally, he offers insights into the merger of Calibre Mining and Marathon Gold, noting his stakeholder position in both companies.
All this and more with host Adrian Pocobelli.
This week’s CEO Spotlight features Nine Mile Metals CEO Patrick Cruickshank, who discu...
2023-12-061h 06
The Legal Lounge from LBLaw.co.ukHow Investment Managers Work with Solicitors - Sioned Williams, Robert Daily and Aled Jones (Canaccord Genuity Wealth)Welcome to The Legal Lounge, where you'll hear from Amanda and her team of lawyers from Lanyon Bowdler Solicitors talking about many aspects of law in England and Wales. During the series you'll hear from special guests, industry experts and local charities.
In this episode, Sioned Williams, a solicitor in our private client team, chats with investment managers Robert Daily and Aled Jones from Canaccord Genuity Wealth. They discuss their approach to helping individuals with their investment management, managing risks and the importance of having wills and lasting powers of attorney in place.
For all t...
2023-10-3036 min
Agentic ShiftSanjay Chadda, Canaccord GenuityWe talk to Sanjay Chadda, Managing Director of Canaccord Genuity. Sanjay tells us how to prepare for the marathon of selling your agency, why M&A is like a marriage, how a sale changes the way a founder runs his business, and how Sanjay's sale of his own business helped him become a better banker. Enjoy the show!
2023-10-0531 min
The Northern Miner PodcastGold awaits ‘narrative shift’, ft Canaccord Genuity’s Cam CurrieThis week’s episode features Canaccord Genuity senior investment advisor Cam Currie in conversation with host Adrian Pocobelli on the undervaluation in gold stocks as well as potential opportunities in silver and copper. Currie sees a recession on the horizon while warning about banks, sovereign debt, and fiat currencies. He also shares his view on the BRICS summit in August and what the macroeconomic implications might be for the future of the world.
All this and more with host Adrian Pocobelli.
This week’s CEO Spotlight features Vizsla Silver president and CEO Michael Konnert, who disc...
2023-09-051h 09
The Northern Miner PodcastGold awaits ‘narrative shift’, ft Canaccord Genuity’s Cam Currie on precious metals and BRICSThis week’s episode features Canaccord Genuity senior investment advisor Cam Currie in conversation with host Adrian Pocobelli on the undervaluation in gold stocks as well as potential opportunities in silver and copper. Currie sees a recession on the horizon while warning about banks, sovereign debt, and fiat currencies. He also shares his view on the BRICS summit in August and what the macroeconomic implications might be for the future of the world.
All this and more with host Adrian Pocobelli.
This week’s CEO Spotlight features Vizsla Silver president and CEO Michael Konnert, who discusses the company’s Panuco silver...
2023-09-051h 09
HiFi Radio with "The Wolf on Bay Street" Wolfgang KleinTechnology And Consumer BehaviourWith host Wolfgang Klein. Tech companies build their business on the advertising revenue generating model, Join The Wolf of Bay Street and Canaccord analysts to know where the market is going.Guests:Robert Young joined Canaccord Genuity as a technology analyst as part of the integration of Genuity Capital Markets in 2010. Previously, Robert worked as a technology strategy consultant with IBM and as a systems engineer for Nortel Networks. Robert was ranked as a top earnings estimator (software/ IT services) in the 2018 StarMine Analyst Awards from Refinitiv. He holds an MBA from the...
2023-09-0344 min
HiFi Radio with "The Wolf on Bay Street" Wolfgang KleinBuying Bear and What's Next For Tesla?This episode originally aired on April 29. With hosts Wolfgang Klein and Jack Hardill. Guests:Tony Dwyer, Tony serves as Canaccord Genuity’s Head of the US Macro Group and Chief Market Strategist, and sits on the firm’s US Operating Committee. He has 30 years of experience ranging from the corporate boardroom to the individual investor. He is best known for the practical application of macroeconomic and tactical market indicators in assisting institutional investors in making intermediate-term investment and spending decisions. Tony is a frequent guest on many financial news networks such...
2023-05-2844 min
Digital Orthopaedics Conference (DOCSF)DOCSF Venture 2023: Unpacking the Trends- A Forward-Looking Conversation with Cannacord GenuityIn this episode, Kyle Rose, Managing Director of Medical Technology, and Richard Close, Managing Director of Digital & Tech-Enabled Health Equity Research represent the Canaccord Genuity investment bank and give their perspective on the 2022’s MSK investment data pulled from Silicon Valley Bank’s annual report for Healthcare Investments and Exits. Richard Close is Cannacord’s Managing Director of Digital and Tech-Enabled Health Equity Research and offers his point of view from what he’s seen from digital companies. Kyle Rose is the Managing Director of Medical Technologies and focuses more on the medical devices side of the investments shown.Reg...
2023-05-1720 minHiFi Radio with "The Wolf on Bay Street" Wolfgang KleinBuying Bear and What's Next For Tesla?With hosts Wolfgang Klein and Jack Hardill. Guests:Tony Dwyer, Tony serves as Canaccord Genuity’s Head of the US Macro Group and Chief Market Strategist, and sits on the firm’s US Operating Committee. He has 30 years of experience ranging from the corporate boardroom to the individual investor. He is best known for the practical application of macroeconomic and tactical market indicators in assisting institutional investors in making intermediate-term investment and spending decisions. Tony is a frequent guest on many financial news networks such as CNBC and Bloomberg, where he is noted...
2023-04-2944 min
WP TalkEpisode 20 - 'Clients welcome my strong ethical stance'Lori Pinkowski, Senior Portfolio Manager with Canaccord Genuity Wealth Management, does not waste any time. Spurred on by enterprising parents and inspired by her Oma, she interned at Canaccord at 15 and was a licensed advisor at just 22. She has since gone on to establish a hugely successful practice in Vancouver. In this edition of WP Talk, she talks about her ethical approach and why she likes to know everything about her clients, down to the names of their pets.
The comments and opinions expressed in this podcast are the results of work done by Lori Pinkowski. They may differ from...
2023-04-1928 min
HiFi Radio with "The Wolf on Bay Street" Wolfgang KleinHiFi Radio with The Wolf on Bay Street, Wolfgang Klein - Saturday, October 8, 2022With hosts Wolfgang Klein and Jack Hardill. Guests:Javed Mirza joined Canaccord Genuity’s Canadian research team as a technical analyst in 2017 with over 10 years of technical analysis experience. Previously, he worked in finance at a Canadian bank and on the derivatives pricing desk at State Street Canada. Javed has a Bachelor of Commerce from the University of Toronto and received his MBA from the Queen's School of Business. He holds the CMT and CFA designations and is a member of both the Canadian Society of Technical Analysts and the Toronto CFA society.Dan D...
2022-10-0944 minWP TalkEpisode 20 - ‘Clients welcome my strong ethical stance’Lori Pinkowski does not waste any time. Spurred on by enterprising parents and inspired by her Oma, she interned at Canaccord Genuity Wealth Management at 15 and was a licensed advisor at just 22. She has since gone on to establish a hugely successful practice in Vancouver. In this edition of WP Talk, she talks about her ethical approach and why she likes to know everything about her clients down to the names of their pets.
The comments and opinions expressed in this podcast are the results of work done by Lori Pinkowski. They may differ from the opinion of Canaccord Genuity’s R...
2022-09-2328 min
HiFi Radio with "The Wolf on Bay Street" Wolfgang KleinHiFi Radio with The Wolf on Bay Street Wolfgang Klein - Saturday, August 27, 2022With hosts Wolfgang Klein and Jack Hardill. This week Wolf and Jack bring on guests to talk about cannabis and the importance of diversifying your portfolio.Guests:Austin Moeller is a Director and Senior Aerospace and Defense (A&D) analyst with Canaccord Genuity. Austin’s focus is on the Defense Technology and Space sectors. Austin is known for his deep-dive analysis on the Space and Unmanned Systems industries, having previously published extensive industry whitepapers on both subject areas. He joined Canaccord Genuity in 2019. Previously, Austin was a research associate covering the...
2022-08-2846 min
HiFi Radio with "The Wolf on Bay Street" Wolfgang KleinHiFi Radio with The Wolf on Bay Street Wolfgang Klein - Saturday, July 16th, 2022With hosts Wolfgang Klein and Jack Hardill.
This week, Wolfgang and Jack chat with their guests about the digital gaming world, navigating the online sports betting world as well as a bear VS bull market conversation.
Guests:
Jason Tilchen is a Vice President and Senior Equity Analyst covering the Internet and Digital Gaming sectors with Canaccord Genuity. Jason’s focus is on the rapidly expanding online sports betting and iGaming industry. He has published several deep-dive reports on the space, and he has also spent time covering the emerging Digital Assets industry. He joi...
2022-07-1745 minCommercial Real Estate PodcastREITs In A Changing Market with Mark Rothschild of Canaccord GenuityWe’ve got Mark Rothschild with us in this episode, back for his second appearance. He is Managing Director, Real Estate Analyst at Canaccord Genuity. He has been with the company for 17 years, and has been covering Canadian REITs for even longer. Mark guides us through Canaccord Genuity’s latest report on Canadian real estate while...
The post REITs In A Changing Market with Mark Rothschild of Canaccord Genuity appeared first on Commercial Real Estate Podcast.
2022-05-0631 min
Canaccord Genuity | The Hidden JouleThe Geopolitics of EnergyIn this episode, we dive into our current energy landscape, discussing the following:- What is energy? - The role of energy in our global and domestic economies. Is real growth possible in an energy deficit?- The role of hydrocarbons and technology in energy systems. Is independence and net zero even possible?- Property rights and energy systems - how this differs around the world.- Debate around electrification.- Global decarbonization goals: how realistic are they?
2022-03-1850 min
TSX QuarterlyCanaccord Genuity Group Inc. (TSX:CF) | 2022 Q3Third quarter 2022 earnings call for Canaccord Genuity Group Inc. For further information, please consult the company website at https://www.canaccordgenuity.com/For more TSX news, checkout www.tsxquarterly.comSupport this podcast at — https://redcircle.com/tsx-quarterly/exclusive-contentAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2022-02-1134 min
Planet MicroCap Podcast | MicroCap Investing StrategiesEp. 203 - Finding Canadian MicroCap Opportunities Using ”The Leishman Methodology” with Harold Leishman, Senior Investment Advisor at Canaccord Genuity Wealth ManagementFor this episode of the Planet MicroCap Podcast, I spoke with Harold Leishman, Senior Investment Advisor at Canaccord Genuity Wealth Management. He will be moderating a panel at the event showcasing three companies that he discovered using "The Leishman Methodology", which is the topic for today's conversation. I wanted to dig a little deeper into the algorithm Harold and his team put together, backtested, and used to uncover, monitor and lead to more qualitative follow-up with management teams. I really enjoyed our conversation and I highly recommend you sign up for the conference at Canada.SNN.Network to hear...
2021-12-0159 min
Deep Dive Podcast Powered by Atla.imS4 E2 Bitesize | Tom Richards | Canaccord Genuity | Investment MarketsWe are joined on this week's Bitesize podcast by Tom Richards from Canaccord Genuity Wealth Management.
In this episode Tom discusses investing in the present environment, ESG investments and the long term perspective for those looking at pension investments
Reach out to Tom on email at: Tom.Richards@canaccord.com
More information on Canaccord Genuity Wealth Management Visit: https://www.canaccordgenuity.com/wealth-management-uk/news-and-insights/
2021-11-2913 minTSX QuarterlyCanaccord Genuity Group Inc. (TSX:CF) | 2022 Q2Second quarter 2022 earnings call for Canaccord Genuity Group Inc. For further information, please consult the company website at https://www.canaccordgenuity.com/Support this podcast at — https://redcircle.com/tsx-quarterly/exclusive-contentAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2021-11-1935 minCanaccord Genuity | The Hidden JouleWhat is this material they call SiC?Silicon Carbide is a critical wide band gap semiconductor used in the burgeoning power electronics markets. We sit down with a world renowned expert in SiC device design, Dr. Peter Gammon, to discuss its efficacy and value in our automotive, solar, grid and motor control applications. We address the following key points:- SiC’s role in electron mobility and transport of electricity.- EV adoption of SiC in traction inverters and other automotive applications.- Our transistor “dam” metaphor to make the technology more understandable for those without a EE background.- Silico...
2021-09-2431 minTSX QuarterlyCanaccord Genuity Group Inc. (TSX:CF) | 2022 Q1First quarter 2022 earnings call for Canaccord Genuity Group Inc. For further information, please consult the company website atSupport this podcast at — https://redcircle.com/tsx-quarterly/exclusive-contentAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2021-08-1837 min
On the Couch with CanningsLooking ahead to the 2021 Reporting Season - with Ellerston Capital's Alex Clarke and Canaccord Genuity's Conor O'Prey
With the reporting season approaching and uncertainty creeping back into the market due to the latest lockdowns, what are investors expecting from companies?
In this episode of On the Couch, Cannings Director Susie Reinhardt speaks to Conor O’Prey, Senior Analyst at Canaccord Genuity, and Alex Clarke, Co-Portfolio Manager at Ellerston Capital, about investors’ main focus this season and their advice for companies preparing results materials and guidance statements.
2021-07-2219 minCanaccord Genuity | The Hidden JoulePost COVID Catchup (in person) with a Leading Impact InvestorIn this episode with our regular guest, Patrick Kent, we run through the interconnectedness of our ecosystem, role of data and science during global crises, and lessons learned from COVID.Additional topics of discussion include: - Scientific Laws vs. theories and observations.- Honest, objective comparisons vs. subjectively pressing the thumb on the scale.- The role of the BioPhysical Economics Institute in providing Objective Research.
2021-07-0222 min
RiskReversal PodStop Worrying and Learn to Love the Debt Bomb with Tony Dwyer of CanaccordGuy, Dan and Danny are joined by Canaccord Genuity strategist Tony Dwyer. The group talks about the market rotation (2:17), the generational change in the Fed (13:45), what could take the market down (19:26), opportunities in the market (32:06), Danny rips off the tape on cannabis banking (43:42), and ways to play the dog days of summer (48:16). ----See what adding futures can do for you at cmegroup.com/onthetape. ----Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the...
2021-06-2557 minCanaccord Genuity | The Hidden JouleA path to systems thinkingIn Episode 9 of The Hidden Joule, we welcome the CEO of Qnovo, Nadim Maluf, whose team works on EV battery performance improvements by combining fundamental science (chemistry) and software/algorithms systems solutions.In our conversation, we explore a range of subjects pertaining to electrification of transportation, system thinking in battery design, & production bottlenecks, charging infrastructure, recycling, and more. We also touch on complex and dynamic systems – such as energy transition and electrification – require system thinking to find a viable solution.
2021-06-0935 min
TSX QuarterlyCanaccord Genuity Group Inc. (TSX:CF) | 2021 Q4Fourth quarter 2021 earnings call for Canaccord Genuity Group Inc. For further information, please consult the company website atSupport this podcast at — https://redcircle.com/tsx-quarterly/exclusive-contentAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2021-06-0243 minCanaccord Genuity | The Hidden JouleWhy Oil & Gas is Critical to Understanding SustainabilityIn this episode, we breakdown the difference between cost, price, and the value of oil and why this is so important. Additionally, we dive into the scaling effects of concentrated energy sources and how these differ from diffused, and the challenges of decarbonization without collapsing our society and standard of living.
2021-03-2627 minCanaccord Genuity | The Hidden JouleA Conversation with Dr. Tim LindseyIn this episode of The Hidden Joule, host Jed Dorsheimer and guest Dr. Tim Lindsay discuss a variety of topics in the ESG and sustainability framework, including:- Sustainability as effective mechanist to improve (and innovate) products and internal operations. Additional tops of discussion include:- Challenges and opportunities for companies to navigate Sustainability/ESG expectations from different agencies (NGOs, media, ESG scoring agencies, investors, stakeholders).- Importance of guiding principles within Sustainability/ESG framework that are specific, relevant and actionable. - Role of culture, decision-making and risk tolerance in pursuing s...
2021-03-2236 minCanaccord Genuity | The Hidden JouleA Conversation with Dr. Nafeez AhmedIn episode 5 of The Hidden Joule, we chat with Nafeez Mosaddeq Ahmed, Ph.D on systems analysis, availability of natural resources and its role in wellbeing of economies. Specifically, the interconnectedness of environmental systems and social systems and the relationship between the two in terms of rise of violence. We dig into both value creation and value destruction from the perspective of natural resources/social systems with Syria and rise of ISIS as an example. We close with how this is applied to understanding energy and BioPhysical Systems.
2021-01-261h 15Canaccord Genuity | The Hidden JouleA Conversation with Florian Berg, Ph.DIn episode 4 of The Hidden Joule, we chat with Florian Berg, Ph.D on his work around the divergence of ESG scoring, impact and sustainability investment strategies, and changes to come in the ESG regulatory environment.Key themes include : difference in impact/sustainability/ESG investing from the rating agencies point of view, divergence in measurement criteria, weighting and scoring techniques, need for transparency on methodologies among different scoring agencies, and the role of regulators in ESG/impact investing standards.
2020-12-0230 minCanaccord Genuity | The Hidden JouleA conversation with Steve Keene, Ph.DIn this episode, we chat with Steve Keene, Ph.D in Economics, on why using Energy as the lens to view our economic systems may provide some of the answers to both our financial, social, and environmental structures. Key discussion topics: Why we cannot ignore Energy as a primary input in our Economic systems. Labor without energy is a corpse and capital without energy is a sculpture. So why do we treat energy as an immaterial input in our Neo Classical systems? How Energy Return on Energy Invested (EROI) represents a scaling tool to measure primary energy...
2020-11-1130 minCommercial Real Estate PodcastAnalyzing the REITs with Mark Rothschild of Canaccord GenuityAaron and Adam are here alongside Mark Rothschild in today’s podcast. Mark is an Analyst at Canaccord Genuity with a focus on real estate and REITs, and has an impressive track record with the stocks he covers. Marks talks about the impact of the COVID-19 pandemic on REITs and what he believes the recovery from...
The post Analyzing the REITs with Mark Rothschild of Canaccord Genuity appeared first on Commercial Real Estate Podcast.
2020-11-0544 minCanaccord Genuity | The Hidden JouleESG investment framework – a practitioner’s viewIn Episode 2, Portfolio Manager and Impact Investor Patrick Kent joins the show to discuss practical aspects of Sustainable, Impact, and ESG frameworks. At Mellon, Patrick explores how to use tools such as Energy Returned on Energy Invested (EROI) and BioPhysical Economics in the context of useful day-to-day applications.
2020-10-0843 minCanaccord Genuity | The Hidden JouleDr. Charles Hall – EROI and BPE and why these Acronyms are critical to ESG.In this episode of The Hidden Joule podcast, we discuss with Dr. Charles A. S. Hall the concept of Energy Return on Energy Invested or EROI and its role within a BioPhysical Economic Framework and the ESG movement. We consider unrestrained growth and the Laws of Thermodynamics and the application within Sustainability/ESG, Neo Classical Economics and Neo Liberalism, as well as renewable solutions. Lastly, we dive into the role and link between energy and wealth, and the differences between Physical Sciences and Social Sciences.
2020-09-041h 28
Citywire Wealth ManagerA view from Wales - Canaccord's Kamal WarraichKamal Warraich, investment analyst at Canaccord Genuity WM, shares his lockdown experience from Llandudno in North Wales, including how asset allocation has been affected, what cuisine he is looking forward to the most when restaurants re-open, and a new hobby!
2020-08-0714 min
EnWave CorporationTom Burke (Canaccord Genuity) - Food Investment in a Post-COVID-19 World | Food For ThoughtToday's episode features Tom Burke, Senior Investment Advisor at Canaccord Genuity, to discuss food investment in a post-COVID-19 world. Tom has significant experience in managing investments in the food space for over 20 years and is well versed in food topics, companies, trends, and food landscape from coast to coast, missing no province along the way.
Food for Thought is a series of interviews featuring an array of professionals and thought leaders in the food industry. From food production to supply chain constraints to product development, this series looks to the future of food in a post-COVID-19 world....
2020-08-0549 min
On The Brink with Castle IslandHow Canaccord Genuity is approaching the cryptoasset marketMichael Graham and Pat McEvoy of Canaccord Genuity join the podcast to discuss how their firm has approached the blockchain/cryptoasset sector. In this episode we discuss: Michael's perspective on blockchain/cryptoassets from his role as Head of Equity Research at the firm. We discuss how blockchain technology could alter the landscape of the dominant internet companies of our era Pat's perspective on the maturation of cryptoassets and the increased participation of institutional participants in the trading of these assets Where Pat and Michael see the biggest opportunities and how Canaccord is positioning their blockchain strategy To...
2020-08-0350 min
Tesla Daily: Tesla News & AnalysisCanaccord Upgrade, China Delivery Event (01.02.19)- Canaccord Genuity raises price target on TSLA - Delivery event reportedly scheduled for Gigafactory Shanghai non-employee customers - Elon Musk may have hinted at Gigafactory Shanghai production rate - Quick discussion on Q1 potential Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive p...
2020-01-0306 min
HiFi Radio with "The Wolf on Bay Street" Wolfgang KleinHiFi Radio with "The Wolf on Bay Street" Wolfgang Klein - April 21st 2018April 21, 2018 - Michael Bellamy, Financial planner, Canaccord Genuity revisits how much money the average Canadian requires to retire. Is a plan of turning your home into income in your retirement a good strategy? Brian Reynolds, Asset Allocation Strategist, Canaccord Genuity, on indications and signs that signal a financial crisis. Where is common sense and discipline vital to investors? Camillo Lyon, Retail Analyst, Canaccord Genuity, on where retail is heading. How millennials are changing the retail landscape and experiential retail.
2018-04-2148 min
HiFi Radio with "The Wolf on Bay Street" Wolfgang KleinHiFi Radio with "The Wolf on Bay Street" Wolfgang Klein - March 31st, 2018March 31, 2018 - Tony Dwyer, Chief Market Strategist at Canaccord Genuity on the current state of the market and what fear prompts investors to do. Find out where he sees bonds and equities heading and he answers the question of recession, are we headed there soon? Simon Akit, Managing Director, Global Head of Institutional Energy Sales, Canaccord Genuity on oil. How will more money put into oil development play out globally? The intricacies of the development of Canadian crude and the issue of shipping, pipelines and trains. Richard Davis, Director, Software Tech Analyst, Canaccord Genuity on why he feels the...
2018-03-3143 min
HiFi Radio with "The Wolf on Bay Street" Wolfgang KleinHiFi Radio with "The Wolf on Bay Street" Wolfgang Klein – March 10th, 2018March 10, 2018 - David Tulk, Institutional Portfolio Manager with Fidelity Investments on the 9 year extended bull market and how long it may continue. Asset classes, cash, bonds and stocks; where should your portfolio be weighted for the short term and if considering retirement. Dan Daviau, CEO of Canaccord Genuity Wealth Management on the difference between banks and Canaccord Genuity on business support and start ups. Also, how Canaccord Genuity supports making money in Canada in the oil business, mining, marijuana and the health sector. Emerging technologies such as blockchain and currency exchange and how they may affect traditional credit and...
2018-03-1043 min
HiFi Radio with "The Wolf on Bay Street" Wolfgang KleinHiFi Radio with "The Wolf on Bay Street" Wolfgang Klein - January 20th, 2018January 20, 2018- Matt Bottomley, Research Analyst at Canaccord Genuity on legalization of recreational cannabis in Canada and the suppliers and producers in the product. Will there be enough supply by summer 2018? How big is the market in Canada and abroad? Jeff Blanco, Head of Foreign Exchange at Canaccord Genuity, on the Loonie, the US dollar and where it is going to go this year. Also, what is going on with the Yen and other currencies? Mike Walkley, Technology Analyst at Canaccord Genuity, on Apple and iPhone X and Blackberry and driverless cars.
2018-01-2042 min