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 It's In the News.. a look at the top headlines and stories in the diabetes community. This week's top stories: cancer reserach may lead to T1D treatment, GLP-1 oral pill moves forward, Tandem pharmacy moves, Medtronic-Abbott sensor unveield, parents of kids with T1D see income drop, Mannkind submits Afrezza for pediatrics, diabetes scholarships and more! Find out more about Moms' Night Out  Please visit our Sponsors & Partners - they help make the show possible! Learn more about Gvoke Glucagon Gvoke HypoPen® (glucagon injection): Glucagon Injection For Very Low Blood Sugar (gvokeglucagon.com) Omnipod - Simplify Life Learn about Dexcom   Check out VIVI Cap to protect your insulin from extreme temperatures The best way to keep up with Stacey and the show is by signing up for our weekly newsletter: Sign up for our newsletter here Here's where to find us: Facebook (Group) Facebook (Page) Instagram Twitter Check out Stacey's books! Learn more about everything at our home page www.diabetes-connections.com  Reach out with questions or comments: info@diabetes-connections.com Episode transcription with links:   Hello and welcome to Diabetes Connections In the News! I'm Stacey Simms and every other Friday I bring you a short episode with the top diabetes stories and headlines happening now. XX Cornell researchers have developed an implant system that can treat type 1 diabetes by supplying extra oxygen to densely packed insulin-secreting cells, without the need for immunosuppression. The system could also potentially provide long-term treatment for a range of chronic diseases. This lab has produced previous implantable devices that have proved effective in controlling blood sugar in diabetic mice, but they can only last so long. "It's the proof of concept. We really proved that oxygenation is important, and oxygenation will support high cell-density capsules," Tempelman said. "The capsules are immune protective and last for a long time without having some kind of fouling of the membrane. The body never likes it when you put a foreign substance in. So that's the engineering in the Ma Lab, to look for materials and coatings for the materials that are immune protective, but also don't invoke excess response from the body because of the material." The next step will be to implant the system in a pig model, and also test it with human stem cells. The researchers are interested in eventually trying to use the system for implanting different cell types in humans for long-term treatment of chronic diseases, according to Tempelman, who is CEO of Persista Bio Inc., a new startup she founded with Ma and Flanders that is licensing these technologies. https://medicalxpress.com/news/2025-08-implant-diabetes-oxygenating-insulin-cells.html XX Mayo Clinic cancer research may be big news for T1D. After identifying a sugar molecule that cancer cells use on their surfaces to hide from the immune system, the researchers have found the same molecule may eventually help in the treatment of type 1. Cancer cells use a variety of methods to evade immune response, including coating themselves in a sugar molecule known as sialic acid. The researchers found in a preclinical model of type 1 diabetes that it's possible to dress up beta cells with the same sugar molecule, enabling the immune system to tolerate the cells. The findings show that it's possible to engineer beta cells that do not prompt an immune response   In the preclinical models, the team found that the engineered cells were 90% effective in preventing the development of type 1 diabetes. The beta cells that are typically destroyed by the immune system in type 1 diabetes were preserved.     https://newsnetwork.mayoclinic.org/discussion/mayo-clinic-researchers-find-sugar-coating-cells-can-protect-those-typically-destroyed-in-type-1-diabetes/ XX A daily pill may be as effective in lowering blood sugar and aiding weight loss in people with Type 2 diabetes as the popular injectable drugs Mounjaro and Ozempic, according to results of a clinical trial announced by Eli Lilly on Thursday morning.   The drug, orforglipron, is a GLP-1, a class of drugs that have become blockbusters because of their weight-loss effects. But the GLP-1s on the market now are expensive, must be kept refrigerated and must be injected. A pill that produces similar results has the potential to become far more widely used, though it is also expected to be expensive.   Lilly said it would seek approval from the Food and Drug Administration later this year to market orforglipron for obesity and early in 2026 for diabetes. https://www.nytimes.com/2025/04/17/health/pill-glp-1-eli-lilly.html XX Use of diabetes technology has dramatically increased and glycemic control has improved among people with type 1 diabetes (T1D) in the US over the past 15 years, but at the same time, overall achievement of an A1c level < 7% remains low and socioeconomic and racial disparities have widened. These findings came from an analysis of national electronic health records of nearly 200,000 children and adults with T1D by Michael Fang, PhD, of the Department of Epidemiology, Johns Hopkins Bloomberg School of Public Health, Baltimore, and colleagues. The study was published online on August 11, 2025, in JAMA Network Open. Use of continuous glucose monitors (CGMs) increased substantially from 2009-2011 to 2021-2023, from less than 5% in both children and adults to more than 80% and over half, respectively. While A1c levels did drop over the 15 years, just 1 in 5 children and slightly over a quarter of adults achieved a level < 7%. The average A1c level stayed above 8%, with ethnic minorities and low-income patients seeing the smallest gains.       https://www.medscape.com/viewarticle/diabetes-tech-use-rise-a1c-reductions-still-lag-2025a1000lc9 XX Inflammation may predict how well people with diabetes respond to depression treatment, and the effects differ dramatically between type 1 and type 2 diabetes. Diabetes and depression often appear together. Indeed, depression is more than three times more prevalent in people with type 1 diabetes (T1D) and nearly twice as prevalent in people with type 2 diabetes (T2D). When they appear together, treatment for depression can vary widely. In a new study, researchers from the German Diabetes Center (DDZ), the Research Institute of the Diabetes Academy Mergentheim (FIDAM), and the German Center for Diabetes Research (DZD) investigated how inflammation in the body relates to improvement in depression symptoms in people with T1D and T2D. The researchers combined data from three previous German randomized clinical trials that aimed to reduce elevated depressive symptoms and diabetes distress in people with type 1 or type 2 diabetes. Diabetes distress is characterized by feelings of overwhelm, frustration, guilt and worry about diabetes management and its potential complications. A total of 332 participants with T1D and 189 with T2D who had completed both a baseline and 12-month follow-up examination were included in the present study. Measures included depression using the Center for Epidemiological Studies Depression scale (CES-D), blood tests for 76 inflammatory biomarkers, and symptoms broken down into cognitive-affective (e.g., feeling hopeless), somatic (e.g., poor sleep, fatigue), and anhedonia (loss of pleasure) clusters.   After adjusting for factors like age, body mass index (BMI), diabetes duration, cholesterol, and co-existing illnesses, the researchers found that in patients with T1D, higher baseline inflammation was linked to smaller improvements in depression. Inflammation seemed to be more connected to physical/somatic symptoms in T1D patients. In those with T2D, higher baseline inflammation was linked to greater improvements in depression. For these patients, the effect was strongest for cognitive-affective and anhedonia – so, emotional and motivational – symptoms.   The researchers weren't sure what caused the difference between T1D and T2D, but they suggest it might be due to the different forms of immune activation seen in each condition. That is, autoimmune processes in type 1 and metabolic inflammation in type 2. https://newatlas.com/health-wellbeing/inflammation-diabetes-depression-treatment/ XX Parents of children diagnosed with type 1 diabetes suffer an income drop in the years following the diagnosis. The impact is more pronounced in mothers, especially mothers of children diagnosed in preschool years. And these findings come from a European study.. not the US. Previous research has shown that parents of children with type 1 diabetes are at increased risk of stress-related symptoms and may need to reduce their working hours. "In our study, we observed reduced parental work-related incomes in the years following the child's type 1 diabetes diagnosis. The drop was larger in mothers than in fathers. Since mothers earned significantly less than fathers in absolute terms, even before the child fell ill, the relative drop in mothers was 6.6% the year following diagnosis compared to 1.5% in fathers. We further note the greatest impact on work-related incomes in mothers of children diagnosed at preschool age," says Beatrice Kennedy, physician at the Endocrine and Diabetes unit at Uppsala University Hospital and Associate Professor of Medical Epidemiology at Uppsala University, who led the study. This is a huge study, builds on data from national population and health registers and the Swedish Child Diabetes Register (Swediabkids). The study includes the parents of more than 13,000 children diagnosed with type 1 diabetes in Sweden in 1993−2014, as well as more than half a million parents in the general population who have children not diagnosed with diabetes.   The researchers observed that the maternal pension-qualifying incomes (a composite outcome including work-related income and societal benefits) initially increased after the child's diagnosis. This was attributable to mothers applying for the parental care allowance from the Swedish Social Insurance Agency. The parental care allowance was intended to compensate for disease-related loss of work-related income and contribute toward disease-specific costs.   When the research team investigated long-term effects in mothers, they found that the pension-qualifying incomes gradually decreased after eight years, and had not recovered by the end of follow-up − 17 years after the children were diagnosed. https://www.news-medical.net/news/20250811/Mothers-face-greater-financial-impact-following-childe28099s-type-1-diabetes-diagnosis.aspx XX The U.S. Department of Justice has reached a settlement with Metro Nashville Public Schools after allegations that the district violated the Americans with Disabilities Act.   The parents of a student at the Ross Early Learning Center requested that the school monitor their child's glucose monitor. Investigators found the school refused to do so, despite the child's Type 1 Diabetes diagnosis.   As part of the settlement, MNPS agreed to change its policies to allow the use of these devices, ensure trained staff can monitor them throughout the entire school day and at school activities, and improve communication with parents. https://www.wsmv.com/2025/08/12/metro-nashville-public-schools-settles-allegations-it-discriminated-against-students-with-diabetes/ XX Modular Medical has unveiled Pivot, its next-generation insulin patch pump technology aimed at simplifying diabetes care. The company announced its new pump for “almost-pumpers” at the Association of Diabetes Care & Education Specialists (“ADCES”) Conference in Phoenix, Arizona this weekend. It aims for Pivot to target adults with a user-friendly, affordable design.   Modular Medical's current pump, the MODD1, won FDA clearance nearly a year ago. It features new microfluidics technology to allow for the low-cost pumping of insulin. The system has a reservoir size of 300 units/3mL. Users can monitor the pump activity with their cell phone and do not require an external controller. The pump uses a provided, single-use, disposable battery.   The company announced recently that it validated its insulin pump cartridge line for human-use production in the U.S. Days later, it reported the first human use of the MODD1 pump.   Now, it has taken the next steps with the debut of a next-gen pump, set for FDA submission in October.   Modular Medical also gamifies diabetes care The company also said ADCES is the place where it will showcase the first playable level of its new Pivot pump gamified trainin module. Level Ex, a developer of medical games, develops the module.   Modular Medical said gamification offers a way to make medical training more effective and efficient while improving information retention. Given the complexity in pump uptake, the company hopes to provide an easy way to bring its technology to clinicians and patients.   The company expects to have training modules available at the same time as the pump's planned launch in 2026.   “Level One is free because diabetes mastery shouldn't come with a price tag,” Sam Glassenberg, CEO of Level Ex, said. “Modular Medical is breaking barriers too – bringing pump therapy to more people through smart, accessible design. Together, we intend to make diabetes management simpler and more inclusive.   “People learn best through play – and we believe they want to learn about insulin pumps the same way. In Level One, players aren't just mastering diabetes management through gameplay – they're asking to ‘play' with pumps: to explore how they work, understand their benefits, and build confidence before using them in real life. Our partnership with Modular Medical helps make that possible.” https://www.drugdeliverybusiness.com/modular-medical-unveils-next-gen-insulin-pump/ XX On Tuesday, 12 August 2025, Tandem Diabetes Care (NASDAQ:TNDM) presented at the Canaccord Genuity's 45th Annual Growth Conference, outlining strategic shifts and market focus. The company highlighted its plans for commercial transformation in the U.S. and expansion in international markets, alongside addressing competitive challenges and regulatory impacts. While optimistic about growth in Outside the U.S. (OUS) markets, Tandem is navigating a more competitive landscape domestically. We have entered into the pharmacy channel with Mobi only. And so as Mobi's been building up volume, we're getting experience and we're really learning and understanding what pharmacy offers to us. And the proof points have proved out the thesis I said earlier, which is it can really reduce that barrier for patients, is the out of pocket cost. And so we've decided to accelerate our strategy and where we were starting just with Mobi, we are now moving t slim supplies into the pharmacy channel, and that will kick into gear in the fourth quarter. So as people are looking at the cadence of sales for the remainder of the year with this reframing, many folks are seeing what looks like a a might be an outsized fourth quarter and and having trouble understanding those dynamics. We'll be adding the tSIM supplies to those contracts. We also have more coverage. We will have it in the coming weeks effective this year, so we will be increasing that 30% rate before the end of the year. And then, obviously, everyone's in the same cycle right now already negotiating and discussing their 2026 coverage. And so 30% is the floor.   We do expect to continue to grow that coverage in the coming years, and ultimately have a much broader access. Absolutely. It's an exciting technology that allows for us to have an infusion set that extends the wear time from three days to up to seven days. So we're able to use that as part of an independent infusion set, which would then be used with the t slim and with the mobi pump today. But we're also using that same technology as part of the site that's used for mobi when you use it with a tubeless cartridge. So next year, we will launch Mobi in a patch configuration.   It uses the same pump that's available today, but by using a modified cartridge, you're able to wear it as a patch pump. So one of the things we announced on the call is that we're using this extended wear technology as part of that site. So what it allows you to do is to change the portion that you wear in your skin separate from the timing of when you change the insulin cartridge. So it allows for that extended wear time, reduction of burden to the patient, which is especially important for higher volume insulin users as we expand into type two. So from here, we will launch the extended wear site next year along with we'll do a separate regulatory filing for the cartridge portion for Mobi that includes this extended wear technology as a predicate device. So that's another filing that we'll need to do, but we have the clearance today for the independent infusion set, but we'll file another five ten k for use of the extended wear technology as part of the tubeless Mobi feature. https://za.investing.com/news/transcripts/tandem-diabetes-at-canaccord-conference-strategic-shifts-and-market-focus-93CH-3834464 XX MannKind today announced a significant regulatory submission and a large financing agreement with Blackstone. The company submitted its lead inhaled insulin product for expanded FDA approval and secured $500 million in funding, it said.   First, the Danbury, Connecticut-based company announced that it submitted a supplemental Biologics License Application (sBLA) for Afrezza, its inhaled insulin product, in the pediatric population.   MannKind Director of Medical and Scientific Engagement Joanne Rinker, MS, RDN, BC-ADM, CDCES, LDN, FADCES, told Drug Delivery Business News at ADA 2025 that a submission was on the way for children and adolescents aged 4-17 years old. Further data shared at ADA found Afrezza both safe and effective in that age range.   Afrezza is a fast-acting insulin formulation delivered through an inhaler device. MannKind engineered the mechanical inhaler device to slowly bring powder into the lung. A small compartment opens for the insertion of the insulin cartridge, then the user closes it. The only other component is a mouthpiece for the sake of cleanliness. Then, the inhalation takes just two seconds. It requires no electronics or extra components.   The company expects a review acceptance decision early in the fourth quarter of 2025.   “The submission of our supplemental Biologics License Application (sBLA) for Afrezza in pediatric patients is a meaningful milestone for MannKind and people living with diabetes,” said Michael Castagna, CEO of MannKind Corporation.   Additional funding provides a significant boost for MannKind MannKind also announced a strategic financing agreement with funds managed by Blackstone worth up to $500 million. The financing provides MannKind with non-dilutive capital to advance its short- and long-term growth strategies.   This senior secured credit facility includes a $75 million initial term loan funded at closing. It then has a $125 million delayed draw term loan available for the next 24 months. Finally, it features an additional $300 million uncommitted delayed draw term loan available at the mutual consent of MannKind and Blackstone.   The facility bears interest at a calculated SOFR variable rate plus 4.75% and matures in August 2030.   “This strategic financing significantly increases our operating flexibility and provides us substantial access to non-dilutive capital on favorable terms, complementing our strong cash position,” said Castagna. “The funding will support the expansion of our commercial team in preparation for the anticipated launch of the pediatric indication for Afrezza, if approved, continued pipeline advancement, potential business development opportunities, and general corporate purposes. Partnering with the Blackstone team on this transaction positions us to accelerate our next phase of growth and innovation.” https://www.drugdeliverybusiness.com/mannkind-fda-submission-pediatrics-500m-blackstone/ XX   Medtronic MiniMed Abbott Instinct Sensor [Image from Medtronic Diabetes on LinkedIn] The Medtronic Diabetes business today took to social media to share an early preview of a new integrated Abbott sensor for its insulin delivery systems. Medtronic Diabetes — soon to be MiniMed after its planned separation from the medtech giant – said in the post that the new sensor specifically designed for its own systems is called “Instinct.”   “Get a sneak peek at what's coming next: the Instinct sensor,” the business unit's account wrote. “Made by Abbott, the Instinct sensor is designed exclusively for MiniMed systems. We'll share more details about the Instinct sensor when it's commercially available.”   The sensor, built on the Abbott FreeStyle Libre platform, reflects “the power of the partnership,” Abbott EVP, Diabetes Care, Chris Scoggins, told Drug Delivery Business News earlier this year.   Medtronic and Abbott — two of the largest diabetes tech companies in the world — announced a year ago that they entered into a global partnership pairing Abbott continuous glucose monitors (CGMs) with Medtronic insulin delivery systems.   The partnership aims to collaborate on a system based on Abbott's FreeStyle Libre CGMs with Medtronic's automated insulin delivery technology (the latest generation being the MiniMed 780G) and smart insulin pen systems, such as the InPen system.   Read more about Medtronic, Abbott and the rest of the diabetes tech industry in our free Diabetes Technology Special Report. Medtronic's systems previously used its own CGMs, such as the Guardian 4 and the Simplera platform, and the company intends to continue using those systems as part of a comprehensive CGM portfolio. Under the companies' agreement, the systems would be sold exclusively by Medtronic — including the Abbott CGM.   The companies brought the partnership a step further in April when Medtronic announced the submission of an interoperable pump with the Abbott sensor technology to the FDA. They plan to share more details following the expected FDA clearance, which remains pending.   Management also recently emphasized the multi-year nature of the partnership, meaning Medtronic could pair current and future pumps with other Abbott sensors in the future. That could hint at integration with the company's future dual glucose-ketone monitor, as a number of pump makers have already announced collaborations to pair their systems with the sensor once it hits the market. https://www.drugdeliverybusiness.com/medtronic-diabetes-previews-abbott-sensor-minimed/ XX Governor Glenn Youngkin joined Civica officials at the company's Petersburg manufacturing facility to announce a $3 million grant from the Commonwealth of Virginia to accelerate Civica's efforts to develop and produce affordable insulin for Americans living with diabetes.   CivicaRx Logo   "We are proud to partner with Civica in their mission to make essential medicines more accessible," said Governor Youngkin. "This investment reflects our belief in the power of public-private collaboration to improve lives and strengthen communities."   These funds will support the production of insulin aspart, a rapid-acting human insulin analog used to regulate blood sugar in adults and children with diabetes. Civica plans to produce both rapid- and long-acting insulins at its state-of-the-art manufacturing facility in Petersburg, Va., where the company now employs more than 200 skilled workers.1 Over 8 million people living with diabetes need rapid-acting and/or long-acting insulin.   The Governor also announced that he had officially proclaimed August 7 – 14 2025 'Life Sciences Week' demonstrating the Commonwealth's commitment to "accelerating the advancement of the life sciences through public-private partnerships, STEM education, workforce development, and sustained investment in research and development."   "We are grateful for the Commonwealth's support," said Ned McCoy, Civica's President and CEO. "This funding will help us move closer toward our goal of ensuring that no one has to choose between insulin and other basic needs."   Civica and Virginia officials were joined by Lynn Starr, Chief Global Advocacy Officer of Breakthrough T1D, the leading global type 1 diabetes research and advocacy organization.   "More than one million American adults live with type 1 diabetes, and many still, sadly, ration their insulin, due to the prohibitively high cost of this necessary medication," said Starr.  "Civica's work will help to make insulin more affordable for people across the country."   Breakthrough T1D is among more than two dozen organizations and philanthropists, along with the states of Virginia and California, that have partnered with Civica to support the development of affordable insulins.   Civica's insulin initiative aims to provide patients with predictable, transparent pricing — no more than $30 per vial or $55 for a box of five pens — regardless of insurance status.   About Civica Civica is a nonprofit pharmaceutical company established to address drug shortages. It was founded by a group of U.S. health systems and philanthropies who, after more than a decade of chronic shortages, recognized that the market was not self-correcting and that a different approach is required. Civica works to deliver a safe, stable, and affordable supply of essential medicines to U.S. patients.   Media Contact: Liz Power liz.power@civicarx.org +1 860 501 3849 https://cbs4indy.com/business/press-releases/cision/20250807NY46213/governor-glenn-youngkin-announces-3-million-grant-to-support-civicas-affordable-insulin-programs/ XX If you or someone you love is living with diabetes, you already know the fight isn't just medical—it's financial, too. Between daily supplies, doctor visits, and long-term care, the cost of managing type 1 or type 2 diabetes can be overwhelming. Add college or trade school into the equation, and suddenly staying healthy competes with building a future. That's where scholarships for students with diabetes—like Beyond Scholars and others listed here—step in.   Whether you're headed to a university, a two-year college, or a hands-on trade program, these opportunities were created to ease the load.   Scholarships for students with diabetes Beyond Scholars (from Beyond Type 1): $10,000 for recently graduated high school seniors with type 1 diabetes or type 2 diabetes entering college or trade school. This is one of the largest needs-based diabetes scholarships in the United States. This year, awardees will also receive 6 months of wellness coaching through Risely Health.   Applications open: July 25, 2025 Deadline: August 29, 2025 Winners announced: October 2025 https://beyondtype1.org/beyond-scholars-diabetes-scholarships-college-trade-school/ XX Nick Jonas and Kyle Rudolph are using their platforms for a good cause.   On Tuesday, Aug. 12, the singer and the former NFL tight end (via his professional fundraising platform Alltroo) announced they're teaming up to launch a rally featuring a fan-coveted prize: a custom 2025 Volkswagen ID. Buzz electric bus that the Jonas Brothers have brought along for their 20th anniversary tour.   “Ten years ago, we hit the road with a goal to change what it means to live with diabetes. Since then, Beyond Type 1 has grown into the world's largest digital diabetes community, offering the tools, education, and peer support needed to not only survive but thrive with diabetes,” Jonas, who co-founded Beyond Type 1 (a nonprofit that advocates for those living with diabetes), says in a statement.     “We've challenged stigma, built community, provided life-saving resources, and collectively driven global innovation toward prevention and cure. This milestone is a moment to rally even more support for our mission, and partnering with Alltroo helps us do that in a powerful, engaging way.”   Related Stories Nick Jonas on Managing His Diabetes: 'The Mental and Emotional Health Aspect Is Really Important' nick jonas Nick Jonas Says He Was Diagnosed with Diabetes After Joe Told Their Parents: 'Something's Really Wrong' Joe Jonas and Nick Jonas attend the amfAR Cannes Gala 30th edition at Hotel du Cap-Eden-Roc on May 23, 2024 For Rudolph, the campaign is about "celebrating Beyond Type 1's incredible work over the past decade, and standing behind their vision of a world where everyone with diabetes — or at risk of it — has access to the knowledge, care and support needed for early diagnosis and lifelong health."   While the rally is live on Alltroo.com, fans can also scan QR codes available at all 36 Jonas Brothers concert stops to enter for a chance to win the electric bus. (A winner will be selected on November 14, which is World Diabetes Day.)   Jonas, 32, has long been open about his Type 1 diabetes diagnosis at 13 years old. "I had this kind of wrench thrown into things when I was diagnosed and it took a while to figure out how to count carbs to properly dose for insulin and what things would affect me in different ways," he previously told PEOPLE.   "When I was first diagnosed, I was sitting in the hospital and was scared to death, honestly, while I was learning about how to manage this new thing I was dealing with," Jonas recalled. "It would have been amazing to have someone to look at at that time to say, oh, this is a person living with it and they're following their dreams. They're doing what they want to do with their lives and not letting it slow them down."           https://people.com/nick-jonas-kyle-rudolph-launch-fan-rally-diabetes-awareness-11788684

Making Cents of the Markets Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

John Johnston, PhD - Retired Chief Strategist and Advisor at Davis Rea Ltd Martin Roberge, MSc, CFA - Managing Director and North American Portfolio Strategist at Canaccord Genuity

Wolfgang and Jack are joined by: Rob McEwen : Rob is Chairman and Chief Owner of McEwen Inc. The company has three producing gold and silver mines throughout the Americas—in the state of Nevada (USA), the province of Ontario (Canada), and the province of Santa Cruz (Argentina) —and holds a 46% interest in Los Azules, one of the world's ten largest undeveloped copper deposits, located in the province of San Juan, Argentina.  Rob owns 15% of McEwen Inc. and 13% of McEwen Copper.  His investment in the companies is US$205 million and his salary is $1/yr.   Jeremy Hoy – Vice President, Metals and Mining Research at Canaccord Genuity.

Making Cents of the Markets Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Cents of the Markets for Jul 15, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Wolfgang and Jack are joined by: Yuri Lynk,  MSc, CFA - Managing Director, Capital Goods Research at Canaccord Genuity   Robert Young, MBA - Managing Director, Head of Canadian Research at Canaccord Genuity

Making Cents of the Markets for July 09, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Don Vialoux, Co-Founder of Tech Talk, is a past president of the Canadian Society of Technical Analysts (CSTA). Mr. Vialoux has 45 years of experience in the investment industry, including prominent positions held at Richardson Greenshields and RBC Investments. He is the author of a daily letter on equity markets, which is available free at TimingTheMarket.ca. The Web site has recently received an average of 1.6 million hits per month from 130 countries. He holds the designation of Chartered Market Technician (CMT). Joseph Vafi, CFA – Managing Director of Research, covering FinTech and Digital Assets at Canaccord Genuity.

“We're making cents of the Markets with Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity. - you can contact her team at 604-695-LORI or visit their website at PINKOWSKI.CA” Call Lori and her team today at 604-695-L-O-R-I with any questions you have about investing or retirement! Or visit their website at PINKOWSKI.CA Guest: Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Cents of the Markets for June 25, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Cents of the Markets for June 18, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Wolfgang and Jack are joined by : Michael Hainsworth – IDC Contributing Editor and Host of Where's My Jetpack. Matthew Lee, Director of Equity Research – Financials and Industrials at Canaccord Genuity.

Making Cents of the Markets for June 11, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

“We're making cents of the Markets with Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity. - you can contact her team at 604-695-LORI or visit their website at PINKOWSKI.CA” Call Lori and her team today at 604-695-L-O-R-I with any questions you have about investing or retirement! Or visit their website at PINKOWSKI.CA Guest: Lori Pinkowski - A Senior Portfolio Manager at Canaccord Genuity Learn more about your ad choices. Visit megaphone.fm/adchoices

Wolfgang and Jack are joined by : Glenn Crouther -Traveling lifestyle/ski reporter, nationally syndicated feature ski writer for Toronto Sun, weekly ski/lifestyle reporter 640 Toronto. Martin Roberge, MSc, CFA – Managing Director and North American Portfolio Strategist at Canaccord Genuity.

This week's episode features Cam Currie, senior investment advisor at Canaccord Genuity, in conversation with host Adrian Pocobelli on why precious metals remain vital in today's market. Currie explains how mounting sovereign debt is eroding confidence in fiat currencies and bond markets, creating a favorable environment for gold. He also explores the WTO's initiative to tokenize gold through blockchain and highlights the types of gold stocks he believes are best positioned right now. This week's Spotlight features Dan Dickson, CEO of Endeavour Silver, who discusses the company's silver projects in Mexico and Peru. Dickson offers insights into their development strategy, resource potential, and what differentiates these assets in the current silver market. Learn more at: https://www.edrsilver.com All this and more with host Adrian Pocobelli. Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

Bay 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://www.linkedin.com/in/david-kassie-7890a878/ TORONTO LEGENDS is hosted by Andrew Applebaum at andrew.applebaum@gmail.com All episodes available at https://www.torontolegends.ca/episodes/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Cents of the Markets for ##, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Guest: Marko Ferenc, a Senior Investment Advisor and Associate Portfolio Manager on the Pinkowski Wealth Management team! Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Cents of the Markets for ##, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome 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.

Making Cents of the Markets for Apr 30, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it take to build a thriving international finance career—and still make time to give back? In this episode of Leaders of Tomorrow, Chris Thomson sits down with Neil Johnson, a proud Student Works alumnus who went from summer painting manager to CEO of Duke Capital, a publicly traded firm based in England.Neil shares the pivotal lessons from his early Student Works days—leading a team of 200 at just 22 years old, burning out after his first summer, and learning to work smarter the second time around. He reflects on how those experiences shaped his approach to leadership, culture-building, and risk-taking in high-stakes finance roles at Canaccord Genuity and beyond.You'll also hear the story behind how Neil launched Duke Capital from his home office, the unique business model that set them apart, and how long-standing relationships fueled their growth. Plus, he opens up about his work with the Terry Fox Run in London and how giving back has become a new source of purpose.This is a powerful conversation about resilience, mentorship, and building something meaningful—from both a business and human perspective. Enjoy!In This Episode You'll Learn:Why early entrepreneurial experiences can shape your entire careerHow to turn burnout into long-term growthWhat it takes to build and maintain a strong business cultureWhy inspiring others is at the core of effective leadershipHow trusting relationships fuel long-term business successWhy giving back can become your biggest motivatorAnd much more...Resources:Student Works Neil's LinkedInDukeCapital.com

Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Cents of the Markets Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Cents of the Markets for Apr 09, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

This 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 Adrian Pocobelli. Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

Making Cents of the Markets for Apr 2, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Paul Hickey of Bespoke Investment Group and Jose Rasco of HSBC break down the latest market trends. Rockefeller International Chairman Ruchir Sharma discusses his latest Financial Times piece on the decline of American exceptionalism. Informatica CEO Amit Walia weighs in on cloud, AI, and macro uncertainty. Canaccord Genuity's George Gianarikas analyzes Tesla's outlook and its run higher in the past week. Plus, CNBC's exclusive Global CFO Survey reveals top concerns on inflation, Trump policies, and the Fed's impact.

Making Cents of the Markets for Mar 19, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Time for Making Cents of the Markets with Lori Pinkowski. Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode at PDAC 2025, we interact with Power Metals' Chairman Johnathan More, CEO Haydn Daxter and Winsome Resources' Managing Director, Chris Evans. The discussion covers Power Metals' recent high-grade cesium discoveries, significant market growth from a 40 million to 200 million market cap, and its impact on the cesium market dominated by China. Johnathan and Haydn also address the strategic initiatives, potential for billion-dollar valuation, and plans for North American cesium industry growth. Additionally, the episode delves into cesium applications, unique mineral properties, and partnerships, including with Canaccord Genuity, aimed at advancing the company's goals. The conversation highlights the collaborative efforts with the Ontario government, indigenous partners, the future path to production as well as Winsome's investment thesis in Power Metals. CHAPTERS

In this episode, we chat with Alex Langer, CEO of Sierra Madre, a Canadian listed junior miner with 2 metals projects in Mexico, with their flagship project, La Guitarra Mine in Mexico’s Silver Belt recently going into production. Alex is a successful public markets specialist with 20 years of experience, starting his career as an Investment Advisor with Canaccord Genuity, where he helped fund over 100 private and publicly listed companies including the IPOs for Endeavour Silver, Fortuna Silver, and Great Panther. He’s on the podcast to discuss the history of the company, now in production what’s next for the business, an update on the current silver market, and an update on the Mexican mining industry. KEY TAKEAWAYS Sierra Madre has successfully transitioned into full commercial production at its flagship LaGuitarra mine in Mexico, which was previously on care and maintenance. This achievement marks a significant milestone for the company, allowing it to generate cash flows. The LaGuitarra mine covers approximately 28,000 hectares and has a rich history of silver and gold production. The company plans to allocate around $3 million for exploration to drill key areas, particularly the East District, which includes historically significant mines with high-grade material. Current high prices for gold and silver are beneficial for Sierra Madre, providing significant revenue opportunities. The company has structured its operations to maintain low costs, which allows it to be resilient in fluctuating market conditions. Recent changes in the Mexican government have led to a more favorable regulatory environment for mining, with new permits being issued and a renewed focus on the importance of the mining sector for the economy. This shift is expected to bolster confidence in mining projects within the country. BEST MOMENTS "We really wanted something that was fully permitted. And so we were quite fortunate that La Guitarra was fully permitted. First Majestic did an amazing job in terms of their community relations and environmental permitting." "We have now actually identified over 60 kilometres of vein material at surface. This area used to be one of the most prolific and historic producers of silver gold from the 16th, 17th, 1800s." "Every dollar a silver price goes up is really significant to our bottom line. It's straight revenue, which is wonderful." "We feel quite confident we can increase production relatively quickly and hopefully out of cash flows." VALUABLE RESOURCES Mail: rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X: https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast Web: http://www.mining-international.org This episode is sponsored by Hawcroft, leaders in property risk management since 1992. They offer: Insurance risk surveys recognised as an industry standard Construction risk reviews Asset criticality assessments and more Working across over 600 sites globally, Hawcroft supports mining, processing, smelting, power, refining, ports, and rail operations. For bespoke property risk management services, visit www.hawcroft.com GUEST SOCIALS https://sierramadregoldandsilver.com/contact https://x.com/sierramadresm investor@sierramadregoldandsilver.com https://www.youtube.com/channel/UCERWQNg-1wABjaexIj_U6yA https://www.linkedin.com/company/sierramadre/ ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.

Making Cents of the Markets for Mar 05, 2025 Time for Making Cents of the Markets with Lori Pinkowski. Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Cents of the Markets for February 26, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

In 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 Principal, Chairman, and CEO of Genuity Capital Markets from November 2004 to May 2010, leading the firm until its acquisition by Canaccord Financial. Before that, he served as Chairman and CEO of CIBC World Markets and Vice Chairman of CIBC from 1979 to 2004.With extensive experience as an advisor, underwriter, and principal, David has played a crucial role in major financial transactions and serves on multiple corporate boards. Beyond finance, he is deeply committed to community and charitable initiatives. He is a Director and former Chairman of Baycrest Health Sciences, where he also led its commercialization efforts. He has previously served on the boards of the Toronto International Film Festival Group, the Hospital for Sick Children, and Ivey Business School.David holds a B.Comm. (Honours) in Economics from McGill University (1977) and an MBA from the University of Western Ontario (1979).Timestamps0:00 Disclaimer and Intro3:43 Investment Banking & Merchant Banks10:28 Outcome's history & performance15:55 Banking in the 80s and 90s20:14 Leading bankers26:46 Building the team at Genuity34:13 Markers of success in interviews37:33 David's transformative deals41:01 David's angel investing44:04 Thoughts on Canadian leadership & trade49:11 David's best career advice51:36 If David could do anything, what would it be?53:48 Outro

“We're making cents of the Markets with Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity. - you can contact her team at 604-695-LORI or visit their website at PINKOWSKI.CA” Call Lori and her team today at 604-695-L-O-R-I with any questions you have about investing or retirement! Or visit their website at PINKOWSKI.CA Guest: Marko Ferenc - Analyst for Pinkowski Wealth Management and an Associate Portfolio Manager Learn more about your ad choices. Visit megaphone.fm/adchoices

"We're making cents of the Markets with Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity. - you can contact her team at 604-695-LORI or visit their website at PINKOWSKI.CA” Call Lori and her team today at 604-695-L-O-R-I with any questions you have about investing or retirement! Or visit their website at PINKOWSKI.CA Guest: Lori Pinkowski - A Senior Portfolio Manager at Canaccord Genuity Learn more about your ad choices. Visit megaphone.fm/adchoices

What is the Minister of Internal Trade going to do about Trump's tariffs? Why is Vancouver using city-owned land for market rentals? How to kill a fireworm Scott's thoughts: Just For Laughs comedy festival coming to Vancouver How AutismBC is responding to the police shooting of an autistic teen. We're making cents of the Markets with Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity! Learn more about your ad choices. Visit megaphone.fm/adchoices

“We're making cents of the Markets with Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity. - you can contact her team at 604-695-LORI or visit their website at PINKOWSKI.CA” Call Lori and her team today at 604-695-L-O-R-I with any questions you have about investing or retirement! Or visit their website at PINKOWSKI.CA Guest: Lori Pinkowski - A Senior Portfolio Manager at Canaccord Genuity Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode on Palisades Gold Radio, Tom Bodrovics welcomes back Jaime Carrasco. Jaime is Senior Portfolio Manager & Senior Investment Advisor at Harbourfront Wealth Management. They discuss the global economic landscape and the significance of gold in today's context. Carrasco expresses his belief that Trump's election and proposed policies could lead to a reset of debt and potential devaluation of US dollars held in treasuries around the world. He emphasizes the importance of understanding history, as previous periods saw significant increases in dividends from gold mining companies during times of monetary instability. Carrasco encourages investors to consider gold as a hedge against inflation, purchasing power loss, and political instability. He also recommends silver mining companies due to their current undervaluation compared to gold. Central banks are increasingly buying gold as a safe haven asset, and Trump's actions are aimed at rebuilding America for Americans, possibly necessitating a full reset. The location of US gold reserves and geopolitical issues like China's policy in Latin America, Europe's response to immigration, and the US-China-Russia alignment are significant sociological factors affecting the global economy. Despite the current uncertainty, Carrasco advocates for a decentralized world where nations can thrive and encourages investors to consider gold, silver, and Bitcoin as financial lifeboats. Talking Points From This Episode0:00 - Introduction0:42 - Current World State3:30 - S&P Bond Chart10:12 - Gold Bonds & Treasury15:45 - Free Cash Flow Chart19:23 - Hyper Financial World26:00 - Gold & Silver31:02 - Silver Volatility34:02 - Shelton & Blockchain36:20 - Resource Sec. Valuations38:13 - 40-Year Shift?42:22 - A Financial Reset?44:52 - Bonds in a Reset46:22 - PMs & Tariff Risks49:18 - A Double Edged Sword51:53 - Trump Implementation53:30 - European Problems56:00 - Negotiating Peace?1:02:09 - Surviving Inflation1:04:10 - Wrap Up Guest Links:Twitter: https://x.com/ijcarrascoLinkedIn: https://www.linkedin.com/in/carrasco1/Canaccord Genuity: https://www.canaccordgenuity.com/ Jaime Carrasco is portfolio manager at Canaccord Genuity Inc. in Toronto. From 2014-2018 he worked as Director of Wealth Management and Associate Portfolio Manager for ScotiaMcLeod. Before this, he worked for Macquarie Group, CIBC Wood Gundy, BMO Nesbitt Burns, Gordon Capital, and Merrill Lynch. Jaime is a leading Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses, and institutions. He has garnered a reputation for questioning and challenging the status quo and exploring the most innovative investment strategies. Jaime, whose mother tongue is Spanish, also speaks Italian and French. He completed a BA in political science and economics at the University of Toronto in 1988. While a student, he worked for CS Yacht, a company that built luxury sailboats, thus spending his summers as a skipper for the Canadian establishment members. Jaime credits this experience and having survived sailing through Hurricane Bob in 1991. This experience taught him lessons that have become a metaphor for his financial investment strategies. "Like one's financial wealth, sailing is not about controlling the wind, but rather about adjusting the sails."

“We're making cents of the Markets with Lori Pinkowski, A Senior Portfolio Manager at Canaccord Genuity. - you can contact her team at 604-695-LORI or visit their website at PINKOWSKI.CA” Call Lori and her team today at 604-695-L-O-R-I with any questions you have about investing or retirement! Or visit their website at PINKOWSKI.CA Guest: Lori Pinkowski - A Senior Portfolio Manager at Canaccord Genuity Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Cents of the Markets for Jan 22, 2025 Time for Making Cents of the Markets with Lori Pinkowski. Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Time for Making Cents of the Markets with Lori Pinkowski. Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's episode, Cam Currie, Senior Investment Advisor at Canaccord Genuity and founder of Currie Metals and Mining Group, joins Adrian Pocobelli to analyze the performance of gold stocks in 2024 and share his outlook for 2025. Currie dives into the dynamics of investing in metals versus gold equities, the influence of interest rates on the U.S. Dollar, and why BRICS remains a powerful force in the ongoing trend of de-dollarization. All this and more with host Adrian Pocobelli. Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

Elements of the new Trump administration are coming into focus as announcements of key healthcare appointments and nominations provide indications for what the market can expect starting in January. To dissect the impact these changes might have, Wall Street Analyst Jeff Garro joined Keith Figlioli to wrap up a four-part series of episodes on election implications. Previous episodes featured conversations with JP Morgan's Lisa Gill, Canaccord Genuity's Richard Close, and Maverick Health Policy's Julie Barnes.Jeff Garro is Managing Director and an equity research analyst covering Healthcare IT for Stephens, a family of privately held, independent financial services firms founded in 1933 that's focused on building value for companies, state and local governments, institutions and high-net-worth investors. Prior to joining Stephens in September 2022 Jeff held research analyst roles at Piper Sandler and William Blair.During this conversation, Jeff discussed the policy changes and broader market signals he's watching to advise clients on investments in the healthcare IT market. Some of the topics he discussed with Keith include:Balance in management teams. When discussing elements he looks for in a good investment, Jeff talked about the lessons he's learned evaluating management teams. He says companies need leaders that are great storytellers who can convey their vision and bring more investors under the tent. But cautions to stay vigilant for executives who might believe in their own narrative a little too much and in turn, don't implement the right sets of checks and balances within their organization.Predictions by payer type. One way Jeff is assessing the market in light of pending regulatory and policy changes is by breaking it down by payer type. For example, he expects minimal change in employer-sponsored coverage and a more favorable environment for Medicare Advantage, when comparing the first Trump term to the last few years of the Biden administration. He says Medicaid markets will be harder to predict because potential for decreased federal funding could create market pressures, but could also create opportunities where technology can help. Lastly, he's considering the individual market and the potential for ACA subsidies to not be renewed.Public vs. private markets. While Jeff's primary role is analyzing public markets, he talked about how essential it is to understand innovation and activity occurring in private markets so he can ask the right questions and avoid being blindsided as new companies and technologies evolve. He also discussed the different mentalities of public versus private investors, and how those in private markets generally have the ability to be more patient – an advantage as we're waiting for the new administration's nominees to be appointed and confirmed.The post-COVID reset. There are a lot of problems to solve in healthcare – as there always have been – but Jeff also believes there are a lot of good companies, both public and private, positioned to solve them. He sees a favorable backdrop for healthcare investors following the challenging environment from the global pandemic, and is hopeful that the market has hit a reset from a performance perspective. He sees a shift from “growth at all costs” to a more reasonable approach to sustainable growth and healthy profit margins.To hear Jeff and Keith discuss these topics and more, listen to this episode of Healthcare is Hard: A

With the White House and Congress up for grabs this election, anticipation in the healthcare industry is high. Shifts in healthcare policy will influence how care is paid for and delivered, which will of course influence the flow of investment dollars in both public and private markets.During the first episode of a four-part series on election implications, beltway insider Julie Barnes laid out potential scenarios for the direction healthcare policy might take depending on election outcomes. With that background, Part 2 of the series zooms in on healthcare investing. For more than 20 years – and now six presidential election cycles – Richard Close has covered the healthcare space as a Wall Street analyst. He was one of the first analysts covering healthcare technology and as Managing Director, Digital and Tech-Enabled Health Equity Research at Canaccord Genuity, he focuses on introducing the investment community to disruptive and innovative companies that are leading the digital transformation in healthcare. In this episode of Healthcare is Hard, Richard talked to Keith Figlioli about the election and how it could impact investments in the healthcare sector. A few of the topics they discussed include:Predictions on priorities. Healthcare has not been a major focus this election cycle and Richard doesn't believe either candidate has shared many specifics about their plans for health policy. But he discussed general expectations like an increase in Medicare drug price negotiations under a Harris Administration, or giving states more control of Medicaid under a Trump Administration. Regardless of who takes the White House, he sees an increasing focus on addressing employer health costs, driven by forecasts for an 8% increase next year – the highest jump in more than a decade.Contrasts in public vs. private markets. Richard says healthcare investors in public markets tend to “paint with a broad brush” and are focused on the short-term. Because of this, he says struggles at large-cap managed care companies in recent years have influenced overall investor sentiment. Once these companies get beyond current challenges and start hitting their numbers, he believes it will open the market and drive improved valuation for smaller and mid-cap companies. On the other hand, Richard says investors in private markets look more deeply into sub-sectors and are placing bets for the long run. Optimism for health tech. With healthcare accounting for 20% of the economy and continuing to grow, Richard sees technology as a primary lever to help bend the cost curve. He's optimistic about the future opportunity for investors in both public and private markets, and sees an opportunity for the IPO window to potentially open up after the election. He says there are a handful of companies that are profitable and have been growing revenue that may be ready to test the IPO market in 2025.To hear Richard and Keith discuss these topics and more, listen to this episode of Healthcare is Hard: A Podcast for Insiders.