Shows / The William Blair Thinking Podcast
The William Blair Thinking Podcast
The William Blair Thinking Podcast aims to provide in-depth expertise on today's financial and economic landscape. William Blair Thinking Podcast features two series: -William Blair Thinking Presents, a new podcast series that dives deep into conversation with our award-winning equity research and capital advisory experts. -Biotech Breakthroughs, a new podcast series from our equity research group that explores the news and trends shaping the biotech industry. For more, go to…
Episodes
- The William Blair Thinking Podcast
Monthly Macro: Midterms, Markets, and What Comes Next
William Blair macro analyst Richard de Chazal looks beyond the political headlines to examine what the midterm elections could mean for policy, interest rates…
- The William Blair Thinking Podcast
The Rise of Neoclouds: Powering the Next Phase of AI
Neoclouds are emerging as a key part of the AI infrastructure ecosystem. Jason Ader, co-group head of technology, media, and communications research at William…
- The William Blair Thinking Podcast
Rethinking the Economics of Employer Health Benefits
Rising healthcare costs are pushing employers to reconsider how they fund, purchase, and manage health benefits. Ryan Daniels, William Blair's group head of…
- The William Blair Thinking Podcast
Monthly Macro: Higher for Longer? Inflation, Interest Rates, and the AI Investment Cycle
William Blair macro analyst Richard de Chazal explains why investors may need to adjust to a world of structurally higher inflation, interest rates, and bond…
- The William Blair Thinking Podcast
AI in Information Services: Why Trusted Data Matters More Than Ever
William Blair global services analyst Andrew Nicholas examines whether artificial intelligence threatens information services companies or could ultimately…
- The William Blair Thinking Podcast
The State of the Consumer: Resilient, Selective, and Still Spending
In the latest episode of William Blair Thinking Presents, group head of consumer research Sharon Zackfia and consumer analyst Dylan Carden discuss the key…
- The William Blair Thinking Podcast
Monthly Macro: China's Open-Weight Challenge and the Future of AI Economics
William Blair macro analyst Richard de Chazal and group head of technology, media, and communications Arjun Bhatia examine how low-cost, open-weight AI models…
- The William Blair Thinking Podcast
Monthly Macro: The Work AI Cannot Reach
Spanish economist and former Member of the European Parliament, Luis Garicano, Ph.D., joins William Blair macro analyst Richard de Chazal to discuss why AI is…
- The William Blair Thinking Podcast
Inside the AI Economy: Competition, Compute, and the Next Phase of Enterprise Adoption
William Blair's Arjun Bhatia and Jonathan Ho discuss the latest developments shaping the AI landscape, from intensifying model competition and pricing pressure…
- The William Blair Thinking Podcast
Monthly Macro: AI Booms, Inflation Bites, Fed Shifts
William Blair macro analyst Richard de Chazal discusses how the Iran conflict, AI-driven investment themes from William Blair’s 46th Growth Stock Conference…
- The William Blair Thinking Podcast
The Humanoid Hypothesis: A New Frontier in Productivity
William Blair industrials analyst Ross Sparenblek discusses how humanoid robotics could mark a structural shift in productivity by extending AI’s capabilities…
- The William Blair Thinking Podcast
Monthly Macro: Resilient Equities, Rising Yields, and a Shifting Playbook
As geopolitical tensions persist and inflation concerns resurface, equity markets remain resilient while bond markets signal a more cautious outlook. Richard…
- The William Blair Thinking Podcast
Shifting Sites of Care: Why Healthcare Delivery Is Moving Beyond the Hospital
Ryan Daniels, William Blair's group head of healthcare technology and services research , discusses how policy reform, reimbursement changes, technology…
- The William Blair Thinking Podcast
From Code to Clinic: How AI Is (and Isn’t) Rewriting the Life of a Drug
AI is transforming drug discovery, but not by replacing the lab. In this episode of William Blair Thinking Presents, Matt Larew, partner and equity research…
- The William Blair Thinking Podcast
Monthly Macro: Strait of Hormuz Shock Meets Sticky Inflation
War-driven energy shocks, sticky inflation, and an unusually split Fed are back at the center of the macro conversation. In this month’s Monthly Macro, William…
- The William Blair Thinking Podcast
Biotech Breakthroughs: Gene Editing Moves Beyond the Hype
In this episode of Biotech Breakthroughs, Matt Phipps, group head of biotech research, speaks with William Blair biotech analyst Myles Minter about how gene…
- The William Blair Thinking Podcast
Monthly Macro: Geopolitical Shock, Inflation Risks, and a Market on Edge
William Blair macro analyst Richard de Chazal unpacks the market implications of the U.S.–Iran conflict, discussing how the war is reshaping inflation and…
- The William Blair Thinking Podcast
Monthly Macro: AI Anxiety, Software Selloffs, and the Search for Winners
William Blair macro analyst Richard de Chazal and co-head of technology, media, and communications research, Jason Ader, unpack the sharp selloff in software…
- The William Blair Thinking Podcast
Monthly Macro: Geopolitics, Inflation, and the Fed
William Blair macro analyst Richard de Chazal breaks down rising geopolitical tensions, sticky inflation risks, Fed policy uncertainty, and the durability of…
- The William Blair Thinking Podcast
Monthly Macro: 2026 Economic Outlook
William Blair macro analyst Richard de Chazal discusses why 2026 looks brighter for the economy, exploring the impact of AI-driven investment, evolving policy…
- The William Blair Thinking Podcast
Private Markets Update with Tony Frascotti, Head of Private Shares Trading
Tony Frascotti, William Blair's Head of Private Shares Trading, discusses the evolving landscape of private shares trading, highlighting market shifts, the…
- The William Blair Thinking Podcast
How Stablecoins Are Transforming Global B2B Payments
William Blair financial technology analyst Andrew Jeffrey discusses how stablecoins, regulatory clarity, and new payment rails are transforming global B2B…
- The William Blair Thinking Podcast
The Growing Importance of AI in the Revenue Cycle Management Marketplace
William Blair’s group head of healthcare technology and services analyst, Ryan Daniels, explores how artificial intelligence is revolutionizing healthcare…
- The William Blair Thinking Podcast
Monthly Macro: Pain at the Plug
William Blair macro analyst Richard de Chazal and group head of energy and power technologies Jed Dorsheimer explore the seismic changes reshaping the U.S…
- The William Blair Thinking Podcast
Reshoring, AI, and the New Infrastructure Boom
William Blair energy and environmental services analyst Tim Mulrooney and macro analyst Richard de Chazal explore how reshoring, AI infrastructure, and labor…
- The William Blair Thinking Podcast
Monthly Macro: Energy Efficiency, Scarcity, and the Next Wave of Demand
William Blair macro analyst Richard de Chazal and energy analyst Neal Dingmann discuss how rapid technological advances, shrinking inventories, and relentless…
- The William Blair Thinking Podcast
Monthly Macro: Retail’s Reality Check
William Blair macro analyst Richard de Chazal and specialty retail analyst Dylan Carden unpack why retail stocks are under pressure despite solid earnings…
- The William Blair Thinking Podcast
Specialty Care at a Crossroads: Innovation, Costs, and the Future of Value-Based Care
Ryan Daniels, William Blair’s group head of healthcare technology and services, returns to discuss the accelerating transformation of specialty care in the…
- The William Blair Thinking Podcast
Monthly Macro: Tariffs, Tokens, and Smidcaps
William Blair macro analyst Richard de Chazal dissects July’s economic surprises—from noisy GDP data and sticky inflation to the disruptive rise of stablecoins…
- The William Blair Thinking Podcast
Monthly Macro: Fed Signals, Housing Headwinds, and How Companies Are Adapting
William Blair macro analyst Richard de Chazal discusses the Fed’s softer tone, how companies are adapting to tariffs and labor shifts, and why housing and…
- The William Blair Thinking Podcast
What Keeps Employees Happy: Lessons From 11 Years of Restaurant Industry Data
Sharon Zackfia, head of consumer research at William Blair, shares insights from over a decade of Glassdoor data to reveal how culture, leadership, and…
- The William Blair Thinking Podcast
Demographics as Commerce: The Aging-in-Place Revolution
Ryan Daniels, William Blair's group head of the healthcare technology and services research sector, explores how America’s rapidly growing senior population is…
- The William Blair Thinking Podcast
Monthly Macro: Tariffs, Tensions, and Turning Points
William Blair macro analyst Richard de Chazal unpacks the latest on global tariffs, inflation pressures, recession risks, and why smidcap stocks might be…
- The William Blair Thinking Podcast
Monthly Macro: April’s Economic Rollercoaster
William Blair macro analyst Richard de Chazal breaks down a wild month of macroeconomic news, focusing on the impact of President Trump's tariff policies on…
- The William Blair Thinking Podcast
Tracking Job Openings and Staffing Demand Trends with Trevor Romeo, CFA
Global services analyst Trevor Romeo discusses the impact of recent economic uncertainties on the staffing industry, highlighting key trends and challenges…
- The William Blair Thinking Podcast
Shaping the Future: Innovations and Trends in Obesity Treatment
William Blair biotech analysts Matt Phipps and Andy Hsieh discuss Andy's innovative scoring system for evaluating investigational agents in obesity treatment…
- The William Blair Thinking Podcast
Monthly Macro: March 2025
William Blair macro analyst Richard de Chazal discusses the juxtaposition between weak consumer sentiment and solid economic data, exploring whether a…
- The William Blair Thinking Podcast
Navigating the AI Boom: Insights from William Blair's Latest Report
Delve into William Blair’s latest generative AI report, “Navigating the Boom: Confronting GenAI’s Most Pressing Questions.” Featuring insights from technology…
- The William Blair Thinking Podcast
Talking Market Trends with Tony Frascotti, Head of Private Shares Trading
Tony Frascotti, head of private shares trading at William Blair, discusses the latest trends, challenges, and opportunities in the private shares market…
- The William Blair Thinking Podcast
Monthly Macro: February 2025
William Blair macro analyst Richard de Chazal reflects on February’s economic narratives, including the impact of noisy data, government spending cuts, climate…
- The William Blair Thinking Podcast
Accounting Insights: Navigating Growth and Technology Trends
William Blair global services analyst Andrew Nicholas, CPA, discusses findings from his team’s extensive inaugural survey of accounting services executives…
- The William Blair Thinking Podcast
Monthly Macro: 2025 Kick-Off
In the first Monthly Macro episode of 2025, William Blair macro analyst Richard de Chazal recounts the numerous events that have shaped the economic landscape…
- The William Blair Thinking Podcast
Navigating 2025's Dynamic IT Services Landscape
William Blair equity research analyst Maggie Nolan dives into the latest trends in IT services, exploring the impact of generative AI, data infrastructure, and…
- The William Blair Thinking Podcast
Digital Health Update: No Longer Unicorns, But Phoenixes Abound
Ryan Daniels, William Blair group head of the healthcare technology and services research sector, discusses the latest trends in the digital healthcare…
- The William Blair Thinking Podcast
Monthly Macro: Economic Outlook 2025
William Blair macro analyst Richard de Chazal looks back at the economic highlights of 2024 and shares his insights and predictions for the U.S. economy in…
- The William Blair Thinking Podcast
Consumer Pulse: Unwrapping Holiday Spending Trends
Consumer analysts Dylan Carden and Phillip Blee discuss their team’s latest Consumer Pulse report, including holiday shopping trends, anticipated consumer…
- The William Blair Thinking Podcast
Monthly Macro: Tariffs Primer
William Blair macro analyst Richard de Chazal and consumer analyst Dylan Carden delve into the implications of the recent U.S. election results on tariffs, the…
- The William Blair Thinking Podcast
Monthly Macro with Richard de Chazal (October 2024)
William Blair macro analyst Richard de Chazal discusses the latest economic trends, including third-quarter earnings, rising Treasury yields, and the impact of…
- The William Blair Thinking Podcast
From Chips to Systems: How AI Is Revolutionizing Compute and Infrastructure
Jason Ader, co-group head of William Blair's technology, media, and communications research sector, interviews Sebastien Naji, an equity research associate…
- The William Blair Thinking Podcast
One Man's Trash is an Investor's Treasure
Global services sector analyst Trevor Romeo dives into his team’s latest white paper on the North American waste and recycling industry, exploring key…
- The William Blair Thinking Podcast
How Insurers are Embracing Technology and Change in an Evolving Risk Environment
William Blair technology analyst Dylan Becker joins Adam Klauber, group head of the financial services and technology research sector, to discuss highlights…
- The William Blair Thinking Podcast
Monthly Macro with Richard de Chazal (September 2024)
William Blair macro analyst Richard de Chazal discusses the Federal Reserve’s 50-basis-point rate cut and its implications for future monetary policy. He also…
- The William Blair Thinking Podcast
Furniture and Home Renovations: Post-Pandemic Normalization and the Next Era of Growth
William Blair consumer sector analyst Phillip Blee joins William Blair Thinking Presents to explore the volatile demand for furniture and home improvement…
- The William Blair Thinking Podcast
Behavioral Healthcare: Robust Demand and Ripe for Innovation
Following the COVID-19 pandemic, the behavioral healthcare industry has experienced an unprecedented surge in the need for innovation, increased access to…
- The William Blair Thinking Podcast
Monthly Macro with Richard de Chazal (August 2024)
William Blair macro analyst Richard de Chazal digs into myriad macroeconomic and market-related events from the past month, including ongoing market…
- The William Blair Thinking Podcast
Exploring the Forces Reshaping the Property & Casualty Insurance Landscape
The casualty side of the insurance industry is being hit by rising levels of claims and losses. In this episode of William Blair Thinking Presents, Adam…
- The William Blair Thinking Podcast
Provider Burnout: Addressing the Latest Healthcare Crisis With Emerging Technology Solutions
Ryan Daniels, CFA, partner and group head of healthcare technology and services discusses provider burnout across the US health care market, how its creating…
- The William Blair Thinking Podcast
Monthly Macro with Richard de Chazal (July 2024)
Macro analyst Richard de Chazal touches on inflation’s continued downward trajectory, the recent market rotation toward small-cap stocks, and June’s strong…
- The William Blair Thinking Podcast
PFAS Solutions (Part 2): The Potential Impact of Loper Bright on the PFAS Market
William Blair group head of global services, Tim Mulrooney follows up on his last episode about the PFAS market to detail how the recent Supreme Court ruling…
- The William Blair Thinking Podcast
PFAS Solutions (Part 1): The Big Business of Turning Forever Into Never
In this episode of William Blair Thinking Presents, Tim Mulrooney, William Blair’s group head of global services, provides insight into the recent EPA rulings…