Journey Through the Growth Economy

In this episode, CG’s Senior Consumer Analyst Brian McNamara, CFA, sits down with Chris Peterson, CEO of Newell Brands, to discuss the company’s multi-year turnaround strategy and path back to growth. Peterson outlines how a simplified “where to play, how to win” framework is guiding capital allocation, brand focus, and operational discipline across the business. He also shares how culture is a cr...

As demographic headwinds, housing constraints, and shifting labor market dynamics raise important questions for the U.S. economic outlook, understanding how policy, migration, and technological change intersect with growth is critically important. In our conversation with Dr. Adam Ozimek, Chief Economist at the Economic Innovation Group, we explore the evolving landscape of the U.S. labor market,...

Jon Michael Adinolfi, or JMA, CEO of The Hillman Group, joins CG’s Senior Consumer Analyst Brian McNamara, CFA, to discuss navigating a challenging housing backdrop while driving consistent execution and growth. He reflects on his early roots in the trades, the leadership principles shaped by his father, and his journey to the CEO role. JMA outlines Hillman’s strategy of “controlling the controlla...

Interpreting the dual mandate with Thomas Hoenig, former FOMC member and President of the Federal Reserve Bank of Kansas City As inflation, financial stability, and central bank independence risk remain central concerns, understanding the central bank operations and the impacts of U.S. monetary policy is critically important. In our conversation with Thomas Hoenig, former President and CEO of the...

As geopolitical tensions intensify across multiple regions, understanding the strategic motivations behind U.S. foreign policy and great-power competition has become increasingly important. In our conversation with Dmitri Alperovitch, Co-Founder and Chairman of the Silverado Policy Accelerator, a D.C.-based think tank focused on trade, technology and national security and Co-Founder and former CTO...

In this episode, Jose Luis Crespo, newly appointed CEO of Plug Power, joins George Gianarikas, CG’s Senior Sustainability Analyst, to discuss his journey to CEO of a company that has evolved from a single‑application fuel cell provider into a vertically integrated leader in green hydrogen. Drawing on decades of global engineering and commercial experience, Mr. Crespo explains how Plug Power’s cust...

Colin Angle, Co-Founder of iRobot and CEO & Co-Founder of Familiar Machines & Magic, joins CG Senior Sustainability Analyst George Gianarikas to reflect on his decades-long journey in robotics. He discusses his early inspiration, formative years at MIT’s Artificial Insect Lab, and the serendipitous origins of iRobot. Angle shares key lessons from building robots that must deliver more valu...

As the Trump administration enters the second year of the President’s nonconsecutive term and attention turns to the 2026 midterms, policy risk remains elevated in rhetoric but more limited in execution. In our conversation with Stephen Myrow, founder of Beacon Policy Advisors, we focus on separating political messaging from actionable policy at a time when that distinction matters most for invest...

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...

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 t...

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...

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...

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 c...

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 Healt...

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 his...

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 i...

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 legi...

George Gianarikas, CG's Sustainability Senior Analyst, joins Michael Graham, Director of Research and Investment Strategy, to discuss the latest developments, challenges and opportunities for the EV and autonomous driving markets. Gianarikas explores topical themes including the battery supply chain, geopolitical risks, touchstone innovations (related to batteries, lidar and radar), and the n...

Austin Moeller, CG’s Senior Aerospace and Defense Technology Analyst, joins Michael Graham, Director of Research and Investment strategy to discuss the topical ideas in the space and travel markets. Moeller dives into satellite technology, 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, Moelle...

Sumant Kulkarni, CG’s Senior Analyst covering Biotechnology with a focus on neuroscience joins Director of Research and Investment Strategy Michael Graham, CFA to discuss the intricacies of indications in his space, the ever-present 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...

Jacob Thaysen, PhD, CEO of Illumina joins CG’s Diagnostics & Life Science Tools Senior Analyst Kyle Mikson to discuss Illumina’s customer acquisition strategy and growth outlook based on its differentiated technology. Dr. Thaysen begins by breaking down his game plan since joining the company as CEO and how he transitioned the focus towards customer satisfaction through collaboration and strea...

Edward Nash, CG’s Biotechnology Senior Analyst specializing in metabolic disease and I&I joins Michael Graham, Director of Research and Investment Strategy to discuss the biggest takeaways from his 2nd Annual I&I Symposium (short for 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 ear...

DJ Hynes, CG’s Applications Software Senior Analyst joins Michael Graham, Director of Research and Investment Strategy at the tail end of Q1 2025 earnings season to walk listeners through the most important trends in his space. AI continues to 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...

Kingsley Crane, CG’s Infrastructure and Security Software Senior Analyst joins Michael Graham, Director of Research and Investment Strategy, to break down the most important themes in AI as well as important players in the space. Crane delves into the recent developments in generative AI, identifies key terminology from “inference” to “agentic AI”, and considers practical uses of AI to contextuali...

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 a...