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.

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to [email protected].
 
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

Bill 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.

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to [email protected].
 
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

George Gianarikas, CG's Sustainability Senior Analyst, returns to the podcast with Michael Graham, Director of Research and Investment Strategy, following his most recent deep dive research report on nuclear power and the newest company to enter his coverage universe, Oklo. Gianarikas breaks down all things nuclear from its role in the energy supply chain to the AI-Nuclear Nexus, as well as the most notable nuclear companies he covers. Gianarikas and Graham discuss the road to scale nuclear energy, including different types of reactors, of which Oklo is a producer of small modular reactors (SMR), rules and regulations, and fuel sources. We hope you enjoy this expectant and timely episode that outlines the increasing potential for nuclear energy while on the precipice of AI acceleration. 

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to [email protected].
 
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

Kingsley Crane, CG’s Infrastructure and Security Software Senior Analyst joins Michael Graham, Director of Research and Investment Strategy, to discuss the most significant developments in the AI landscape after spearheading a department-wide whitepaper on the topic, “The Growth Investor’s Guide to AI in 2026 & Beyond: A Candid Assessment of Cycle Hype vs. Reality”. The two discuss all things AI from high level concepts like, “What is an LLM?” to potential industry and company impacts as well as the economics behind OpenAI’s and the larger technology complex’s long-term goals. Crane helps explain both the opportunity and the risks involved in AI investment and deployment as the technology garners more attention and capital.

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to [email protected].
 
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

Matthew Stevenson, CEO of Holley, joins senior Consumer analyst specializing in Home, Outdoor and Auto, Brian McNamara, CFA, to discuss his role in the Holley turnaround story since joining the company in 2023. After delving into his background as a car enthusiast growing up with his father, Stevenson explains the driving forces that transform a business. He breaks down his strategy at Holley, the health of its core auto enthusiast consumer relative to the general market and what would help the performance automotive aftermarket return to growth. 

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to [email protected].
 
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

CG’s Consumer Analysts Susan Anderson, CFA (who covers Health, Wellness and Beauty) and Brian McNamara, CFA (who covers Home, Outdoor and Auto) return to the podcast to recap the recent earnings season and presentations they hosted with covered companies at CG’s 45th Annual Growth Conference in August. Susan and Brian update listeners on the most important challenges and market conditions facing consumers today, including higher prices from tariffs, interest rates and housing prices. Although the consumer appears resilient on the surface, Susan and Brian discuss the intricacies of consumer spending habits from what they are continuing to prioritize to areas that are first to go. 

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to [email protected].
 
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

In this episode of “Journey Through the Growth Economy,” CG’s Biotechnology team of analysts including Whitney Ijem, Sumant Kulkarni, John Newman, Ph.D., CFA, and Edward Nash host Neal Masia, a healthcare policy consultant and advisor to discuss the latest updates on healthcare policy and regulators and the impacts on the biotechnology industry. For further detail on Masia, he is the CEO of Healthcare Capital Group and serves as a research analyst and strategist to help a variety of healthcare companies and healthcare-focused investment firms navigate the changing environment. Masia helps answer questions that are top of mind for investors when it comes to impacts on the biotechnology space from recent policy such as the One Big Beautiful Bill Act and changes in members of key healthcare agencies. He speaks to the likelihood of the administration fulfilling the “Most Favored Nation”  drug pricing policy which aims to dramatically lower drug prescription costs in the United States. 

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to [email protected].
 
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

With US – China trade talks at the top of the headlines, Jeff Moon, former Assistant U.S. Trade Representative and founder of China Moon Strategies, LLC, joins Michael Graham, CFA, Director of Research and Investment Strategy, to help investors 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 offers his predictions on how the dynamic between the US and China could develop from here, noting key areas of interest  such as rare earth minerals, electric vehicles, AI and advanced semiconductors.

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to [email protected].
 
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

George Gianarikas, CG's Sustainability Senior Analyst, returns to the podcast with Michael Graham, Director of Research and Investment Strategy, to discuss the energy market from the recent acceleration in demand to the companies that can help 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.

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to [email protected].
 
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

Joseph Vafi, CFA, CG’s Senior Fintech and Digital Assets Analyst returns to the podcast with Michael Graham, Director of Research and Investment Strategy, following significant IPOs and policy updates in his space. Vafi updates listeners on the 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 newly publicly traded companies.

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to [email protected].
 
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