Podcast appearances · Radar

Guy Thornewill

Direct Equities Director at Canaccord Wealth (Chief Investment Office, London), CFA charterholder with ~30 years in equity analysis.

2

APPEARANCES

1

PODCASTS

Oct 15, 2026

Canaccord Coffee Break

Canaccord Coffee Break

AI agents of change: is this the earnings season when AI starts paying its way?

Oct 15 · 11m

1:27

Guy, do you think you could just explain what each means and what's the difference, and why that's important now going forward?

Guy ThornewillGUEST

1:33

Yeah, ab- absolutely, Jane.

Guy ThornewillGUEST

1:34

Uh, so generative AI essentially answers questions that, that you pose to it.

Guy ThornewillGUEST

1:39

So think about ChatGPT, think about Claude, uh, and that's really how most people use, uh, AI at the moment.

Guy ThornewillGUEST

1:46

Uh, they put in the questions, uh, a- and they get the answers.

Guy ThornewillGUEST

1:49

That's generative AI.

Guy ThornewillGUEST

1:51

Agentic AI is a bit different to that because it actually takes actions.

6 MINS LATER

8:11

Yeah.

Canaccord Coffee Break

Canaccord Coffee Break

Booming businesses vs. cautious consumers: is this a tale of two economies?

Aug 20 · 11m

2:24

So do you think you'd just give us a few more details on that?

Guy ThornewillGUEST

2:27

Yeah, exactly.

Guy ThornewillGUEST

2:27

It definitely has been a very strong earnings reporting season, especially in the US, as you mentioned, but also in Europe, which we can get to.

Guy ThornewillGUEST

2:35

So the vast majority of the second quarter earnings reports are now in.

Guy ThornewillGUEST

2:38

As you mentioned, 85% of companies have actually beaten estimates.

Guy ThornewillGUEST

2:42

In Europe, the figure is a bit lower at 63% have beaten estimates, but that's still above historical averages, both in the US and in Europe.

Guy ThornewillGUEST

2:49

So that now means that US second quarter earnings growth is going to be about 25% year over year.

3:51

Yeah.