Insights Directory
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Navigating Nervous Times - The Risks, Rewards, and Complexities of Neurological Indications: A Conversation with Sumant Kulkarni CG’s Biotechnology Senior Analyst
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. Listen here:
Healthcare
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Streamlining Workflows to Differentiate Customer Experience; A Conversation with Jacob Thaysen, PhD, CEO of Illumina
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.
Healthcare
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Inflammation and Immunology: The Latest on Drug Development Targeting Atopic Dermatitis with Edward Nash, CG’s Biotechnology Senior Analyst
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).
Healthcare
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Checkup on the Software Sector: The Landscape for Apps and AI with DJ Hynes, CG‘s Applications Software Senior Analyst
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.
Technology
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S Curves and Scaling Games: A Conversation on AI with Kingsley Crane, CG Senior Analyst of Infrastructure & Security Software
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.
Technology
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Paving 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.
Sustainability
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How Nervous is the U.S. Consumer? A Conversation with Susan Anderson, CFA and Brian McNamara, CFA from CG’s Consumer Research Team
CG’s Consumer Analysts Susan Anderson, CFA (who covers Health, Wellness and Beauty) and Brian McNamara, CFA (who covers Home, Outdoor and Auto) return to the podcast 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
Consumer and Retail
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Digital 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 event
Following 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.
Blockchain & Digital Assets
Technology