Resonate Recordings https://resonaterecordings.com © 2026 The William Blair Thinking Podcast William Blair en-us Mon, 25 May 2026 17:00:09 +0000 Mon, 25 May 2026 17:00:09 +0000 https://www.williamblair.com/Thinking/Podcast https://storage.googleapis.com/com-resonaterecordings-public/cover-art/kjuv5hWV5f0igM1n8dh6tyDRv9sZnycu0IDeRoRA.jpg https://www.williamblair.com/Thinking/Podcast William Blair false episodic William Blair William Blair thinkingpodcast@williamblair.com No false 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 innovation, and consumer preferences are acc... full c66dbec2-b273-47bd-bd4e-7797ad248bbf Mon, 18 May 2026 17:00:00 +0000 1366 false false 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 analyst covering life science tools and ... full b434880d-7b16-4514-b0f1-ee882ede684e Mon, 11 May 2026 09:00:00 +0000 1650 false false 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 Blair macro analyst Richard de Chazal... full fc17fda5-a368-4707-87a6-aefccb79d765 Wed, 06 May 2026 09:00:00 +0000 1661 false false 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 editing is moving from early hype toward... full d87041c6-a7a8-4fc6-b570-0500c86dddd4 Mon, 20 Apr 2026 15:00:00 +0000 2301 false false 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 growth risks and challenging central banks... full e514291c-80c2-44a2-a336-807d91a2708d Wed, 01 Apr 2026 15:00:00 +0000 1571 false false 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 stocks and the growing fear around AI-d... full 565b4c6b-5c59-4aa6-b3f1-d0a18357ab29 Tue, 03 Mar 2026 17:30:00 +0000 1350 false false 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 U.S. growth amid fiscal stimulus and th... full fd295708-2097-4481-a673-1049cabacdc6 Thu, 05 Feb 2026 10:00:00 +0000 1683 false false 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 risks, and the surprising strength of ... full 57d6a33a-5243-4a04-8fd1-b013442012a0 Fri, 19 Dec 2025 17:00:00 +0000 1491 false false 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 expanding influence of AI and crypto sect... full 31a1109a-242f-48fb-a86e-863e23e59e21 Fri, 19 Dec 2025 15:30:00 +0000 912 false false 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 transactions. *This episode was recorde... full 27df00d1-b9bc-411a-a6b2-7a3d8d1d6644 Thu, 11 Dec 2025 10:00:00 +0000 1244 false false 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 revenue cycle management by automating fin... full 2c49612a-3f57-4fd6-b432-7b2af467dc8a Fri, 05 Dec 2025 10:00:00 +0000 1100 false false 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. energy landscape as rising electricity co... full fa8aafa4-2aa8-4e2e-9a08-01f6c773d524 Tue, 11 Nov 2025 10:00:00 +0000 2018 false false 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 and energy challenges are driving trans... full 6a30e973-c25e-4fe4-9d4f-9142ea416d4d Wed, 15 Oct 2025 18:30:00 +0000 1596 false false 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 demand—especially for natural gas—are ... full cfbeb3ce-1aed-4b79-abc3-1795392a4172 Wed, 01 Oct 2025 15:00:00 +0000 1956 false false 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, exploring the impact of tariffs, supply c... full f157ebd1-ca65-4303-be1c-54d76e9b9e95 Wed, 27 Aug 2025 14:30:00 +0000 2262 false false 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 face of rising acuity, delayed diagnoses,... full 80b6fbc8-bfc0-4547-b835-cb0e54947032 Mon, 25 Aug 2025 16:00:00 +0000 1179 false false 57 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 and a renewed case for small- and mid... full 1a360ddb-c95d-4d31-9e76-ff20f4fee095 Tue, 05 Aug 2025 09:00:00 +0000 1643 false false 61 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 hiring trends are setting the stage for a ... full 462ccff9-bc88-4bb0-a0f5-9ab63b8c89d4 Mon, 30 Jun 2025 15:00:00 +0000 1093 false false 61 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 operational models—not just pay—shape employe... full 60e90022-13b9-4308-9769-e2541792db7f Wed, 25 Jun 2025 09:00:00 +0000 977 false false 59 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 reshaping healthcare, technology, and... full 828afa6d-0d1c-4767-8490-38f3058f1c22 Thu, 12 Jun 2025 09:00:00 +0000 1501 false false 57 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 poised for a comeback in a shifting economi... full ed48cf8f-891d-40da-bf01-34086cccc7b0 Fri, 30 May 2025 14:00:00 +0000 1544 false false 57 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 global economy, equity and bond mark... full d3f771cd-a3b7-4bb2-b2eb-61648bc84822 Thu, 01 May 2025 14:00:00 +0000 1732 false false 56 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 faced by companies and exploring the evol... full 7efdcbbf-a0d2-4a8b-a35d-22523e30ebc9 Tue, 22 Apr 2025 09:00:00 +0000 1105 false false 55 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. This system, highlighted in Andy's rep... full 4fa255cb-0ee1-4317-904b-73a209e654ed Thu, 03 Apr 2025 09:00:00 +0000 1746 false false 54 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 recession is imminent and the implications of ... full 92740deb-ec91-491a-81b4-3b6272c4fa21 Tue, 01 Apr 2025 09:00:00 +0000 1570 false false 53 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 analysts Jason Ader, Arjun Bhatia, and... full 7e12d68b-8559-4a68-ae73-27ddd34940c5 Sat, 22 Mar 2025 09:00:00 +0000 1893 false false 52 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, delving into the impact of macroeconomic fa... full b67b94a0-8fe2-4223-a56c-fc1093460676 Thu, 20 Mar 2025 09:00:00 +0000 721 false false 51 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 change, mass deportations, recent inf... full 1f3b7f96-5a33-4b1b-9355-f15ea656d597 Mon, 03 Mar 2025 10:00:00 +0000 1889 false false 50 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, covering industry dynamics such as organ... full 7f28752d-c9c0-4215-a305-b2da083b01bd Wed, 19 Feb 2025 10:00:00 +0000 1036 false false 49 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 since the start of the year, exploring... full 30721e1a-94ec-4de8-b01c-280b166b891c Wed, 05 Feb 2025 10:00:00 +0000 1822 false false 48 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 political influences on the industry. full 6f734b99-1a31-4d82-ba1b-09709dc8e727 Mon, 03 Feb 2025 16:00:00 +0000 1182 false false 47 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 marketplace, focusing on consumer-facing solu... full e8b13ca5-c7cc-424c-a28a-9dc1849389b3 Mon, 06 Jan 2025 10:00:00 +0000 1141 false false 46 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 2025, emphasizing resilience, consumer st... full ff74c2dd-0e13-4278-b25f-87ed6a974642 Fri, 20 Dec 2024 10:00:00 +0000 1629 false false 45 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 spend, the popularity of gift cards, and t... full f3ca2470-6841-41e7-aca6-6f82e6d752d6 Tue, 10 Dec 2024 10:00:00 +0000 999 false false 44 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 specialty retail sector, and broader ... full e15cda4b-73e5-404e-b636-759875e605ee Mon, 25 Nov 2024 16:30:00 +0000 2116 false false 43 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 recent Fed rate cuts. He also delves ... full a04961b0-d272-45ab-96e3-d178a2025e54 Wed, 30 Oct 2024 09:00:00 +0000 1604 false false 42 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 specializing in semiconductors and infras... full 70fcf8d3-1796-4ee8-8428-9c4f5ad5076b Fri, 25 Oct 2024 16:00:00 +0000 1208 false false 41 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 structural trends and the growing imbalance be... full e736867f-9f19-4791-bc24-ff79ec112f1b Fri, 18 Oct 2024 09:00:00 +0000 1375 false false 40 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 from the seventh annual William Blair In... full c4bb2177-a363-4f9a-88be-c3785366e311 Thu, 03 Oct 2024 09:00:00 +0000 1232 false false 39 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 explores the factors behind this decis... full d4c67afc-e818-4070-ada5-8f60653bbce8 Sat, 28 Sep 2024 09:00:00 +0000 1400 false false 38 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 projects over the past four years and prov... full c4a64095-4994-4839-99e3-ad164105f8f3 Wed, 18 Sep 2024 09:00:00 +0000 1341 false false 37 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 care, and demand for services. In this epi... full 1a86850e-0ec4-4682-bb6f-61f35f5b907c Fri, 06 Sep 2024 09:00:00 +0000 1022 false false 36 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 volatility, second-quarter earnings season, the ... full aa493d4a-ea24-4b68-bf9a-ca5464fdf28e Fri, 30 Aug 2024 09:00:00 +0000 1717 false false 35 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 Klauber, CFA, partner, group head of the fin... full 165b6edb-dba4-4f50-88e0-18dc5947e668 Tue, 13 Aug 2024 09:00:00 +0000 1210 false false 34 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 capacity issues in the industry, and th... full d11978b9-aa01-413f-b8fa-902b1dc4829e Wed, 31 Jul 2024 15:00:00 +0000 1039 false false 33 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 retail sales report. full 27a4a093-9f6e-4634-b42a-6849dae0ee55 Mon, 29 Jul 2024 09:00:00 +0000 1263 false false 32 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 known as Loper Bright could have far-re... full 3996e8ee-247b-494c-879c-9626c6d3d572 Tue, 23 Jul 2024 09:00:00 +0000 1223 false false 31 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 on PFAS compounds, exploring their imp... full 322ab256-c091-43bc-b347-a757adfbf404 Tue, 09 Jul 2024 09:00:00 +0000 2438 false false 30 Monthly Macro with Richard de Chazal (June 2024) Macro analyst Richard de Chazal walks through highlights from William Blair’s 44th Annual Growth Stock Conference and explains how the event provides a window into the state of the U.S. consumer. H... full c04538b6-21f2-4b6b-bc7a-f4f2d8176778 Fri, 28 Jun 2024 09:00:00 +0000 1486 false false 29 Exploring Opportunities Within Banktech Financial services and technology analyst Cristopher Kennedy digs into his report on the banktech industry, exploring the rapid adoption of digital banking and the resulting surge in app-based cons... full 44d85405-c971-48da-b105-84812e94e5c5 Mon, 24 Jun 2024 09:00:00 +0000 868 false false 28 Biotech Breakthroughs – The Future of GLP-1s Biotech equity research analysts Andy Hsieh and Matt Phipps join group head Tim Lugo to discuss the latest developments in GLP-1s for diabetes and obesity treatment, including the emergence of oral... full e20c56f7-222d-4b44-934b-219f48687744 Wed, 12 Jun 2024 09:00:00 +0000 1409 false false 27 Monthly Macro with Richard de Chazal (May 2024) Macro analyst Richard de Chazal provides insight on what’s happening with cyclicals versus defensive stocks, details how the Fed may be thinking about the latest CPI report, debates the economic im... full ad2cb382-1b6d-4c4a-8f2c-58296a88a375 Thu, 30 May 2024 09:00:00 +0000 1694 false false 26 Digital Advertising Budgets Continue to Recover Steadily Equity research analyst Ralph Schackart breaks down findings from his team’s quarterly digital advertising executive survey, including the continued improvement in confidence among advertising exec... full b9f5bbd5-4f32-4cc4-a80f-4d5949d22383 Tue, 14 May 2024 09:00:00 +0000 432 false false 25 Monthly Macro with Richard de Chazal (April 2024) In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal puts inflation and Fed rates under a microscope, explains the correlation between gold prices and bond yields, an... full bb461db6-c457-413a-858a-ff1444e97909 Tue, 30 Apr 2024 09:00:00 +0000 1621 false false 24 On the Ground and In the Cloud: Observability and AIOps William Blair tech analyst Jake Roberge joins the show to discuss the observability and AIOps software markets, including the increasingly important role these platforms are playing for businesses ... full 8c380c61-594b-42cf-bd15-3392afc3edb5 Wed, 10 Apr 2024 09:00:00 +0000 1370 false false 23 Monthly Macro with Richard de Chazal (March 2024) Richard discusses the recent macroeconomic news for March, including the FOMC dot plot, stubborn inflation, stock markets, and the real estate pain being felt by banks. full e55bf80a-5efe-4b94-af35-a1b0b68a537f Tue, 26 Mar 2024 09:00:00 +0000 1590 false false 22 The Potential Impact of GLP-1s on Restaurants and Fitness Clubs Will consumer relationships with restaurants and fitness centers change as GLP-1s grow in popularity? Sharon Zackfia, group head of consumer research, breaks down the results of two recent propriet... full 71c235c1-8194-48b7-bb2d-92a1ecee7ba5 Thu, 14 Mar 2024 09:00:00 +0000 963 false false 21 GLP-1s: The $100 Billion Answer to a Trillion-Dollar Challenge Ryan Daniels, CFA, partner and group head of healthcare technology and services, discusses the impact of GLP-1 drugs on healthcare spending and care delivery, along with the need for healthcare ser... full 57ade697-7806-493c-900c-d844744f3276 Tue, 05 Mar 2024 14:00:00 +0000 949 false false 20 Monthly Macro with Richard de Chazal (February 2024) A hard, soft, or no landing? Listen as macro analyst Richard de Chazal discusses the latest in macroeconomic news, including a more hawkish Jerome Powell, a red-hot S&P 500, fourth-quarter earnings... full 67706a3f-8916-4e45-8296-6d1ccadfe0de Fri, 23 Feb 2024 10:00:00 +0000 1341 false false 19 How Advertising Executives are Navigating Budget Changes in 2024 As economic conditions improve, so too does confidence among advertising executives about their 2024 budget allocations. In this episode of William Blair Thinking Presents, research analyst Ralph S... full addf973b-1ab3-40a1-806d-5797fee10588 Wed, 14 Feb 2024 10:00:00 +0000 565 false false 18 Monthly Macro with Richard de Chazal (Jan 2024) Jobs, housing, QT, and the Red Sea. Listen as macro analyst Richard de Chazal examines the current economic indicators, provides context around the potential end to QT, and offers his perspective o... full 7534ef0f-60f7-4ecf-a5c2-714c2ced8885 Thu, 25 Jan 2024 09:00:00 +0000 1955 false false 17 Biotech Breakthroughs - The Revolutionary Potential of Cell Therapy for Autoimmune Disorders Clinical case studies have sparked significant interest in the use of CAR-T for autoimmune disorders, potentially expanding CAR-Ts’ utility beyond oncology. In this podcast episode of Biotech Break... full 7378b32c-3f62-4b0e-9add-37f933212ad7 Thu, 11 Jan 2024 09:00:00 +0000 1342 false false 16 Monthly Macro 2024 Outlook Macro analyst Richard de Chazal reflects on the resilient year and expands on his 2024 Outlook’s key themes, including the sticky pockets of inflation, the 3 keys the Fed needs to achieve success n... full b2333561-6f5b-491b-ac1e-b8b29d9a6e96 Fri, 15 Dec 2023 09:00:00 +0000 1670 false false 15 On The Ground and In The Cloud: A Deep Dive Into the Trends Impacting Developer Technologies Software developers not only represent the early adopters who will determine the success of a particular product or project, but also have become primary influencers in software purchases. In this ... full 029dc645-8bf3-46a0-b005-389b710d93e4 Fri, 01 Dec 2023 09:00:00 +0000 1545 false false 14 Monthly Macro with Richard de Chazal (October 2023) Macro analyst Richard de Chazal breaks down what he believes are the three hurdles to 'higher for longer,' walks through what third quarter earnings may say about the near term future and offers hi... full 930566b7-363e-4b72-930f-de6bec3c429a Tue, 21 Nov 2023 09:00:00 +0000 1817 false false 13 Biotech Breakthroughs - Exploring the Recent Radiopharmaceutical Renaissance Radiopharmaceuticals are leading the way in how oncology patients are being diagnosed and treated. In this episode of Biotech Breakthroughs, Tim Lugo is joined by equity analyst Andy Hsieh and equi... full 6a7eef3a-f7c4-4a2e-b059-36f3907f81fe Mon, 06 Nov 2023 09:00:00 +0000 1934 false false 12 Monthly Macro with Richard de Chazal (Sept 2023) Housing, retail sales, and the Sahm Rule. Hear what macro analyst Richard de Chazal outlines in this latest Monthly Macro podcast, and what’s in store for the markets as we near a critical FOMC mee... full ff9ee2af-d55a-41a7-b4d0-98a89fa23907 Mon, 16 Oct 2023 08:00:00 +0000 1514 false false 11 Biotech Breakthroughs - Advancing Diabetes Treatments: Exploring GLP-1s and Beyond Tim Lugo speaks with fellow equity research analysts Margaret Kaczor Andrew and Andy Hsieh about the GLP-1 drug class and its impact on the management of obesity, including potential read-throughs ... full 478e05ae-0c9c-425a-b8b7-9105c38d03d3 Fri, 13 Oct 2023 08:00:00 +0000 1714 false false 10 Biotech Breakthroughs - Putting the Tech in Biotech: A Deep Dive on AI in the Sector Biotech equity research group head Tim Lugo explores the impact of artificial intelligence and machine learning on the biotechnology industry, including the ways in which AI is revolutionizing drug... full 64958e4c-ddba-400a-bc9f-9d838e76d235 Thu, 28 Sep 2023 08:00:00 +0000 1554 false false 9 1 The Coming Healthcare Cost Tsunami Healthcare equity research group head Ryan Daniels walks through his team’s recent report, the 'Coming Healthcare Cost Tsunami,’ to discuss how employers are leveraging partners to drive greater he... full 05affe13-103e-4ae7-abc8-a0ee49de8138 Sat, 16 Sep 2023 05:00:00 +0000 1319 false false 8 Monthly Macro with Richard de Chazal (August 2023) William Blair macro analyst Richard de Chazal discusses Fitch’s U.S. government debt downgrade, the resilience of the American consumer, inflation insights, yield curve dynamics, and the global eco... full 3339c086-80e6-486d-be08-1ab90fd93e13 Fri, 08 Sep 2023 08:00:00 +0000 1789 false false 7 Artificial Intelligence in Information Services: Evaluating the Ramifications of a New AI Paradigm William Blair global services analyst Andrew Nicholas examines the industry-wide impacts, implications, and potential risks that artificial intelligence presents for the information services sector... full 3a3f1b30-4551-437d-91e6-bdc287819fe1 Fri, 01 Sep 2023 08:00:00 +0000 1319 false false 6 1 Residential Services: A Key Growth Industry for the Next Decade William Blair global services analyst Tim Mulrooney shares insights from his residential services report, in which he outlines the various markets poised for growth, such as pest control, HVAC, law... full 480882be-a96f-4803-a56f-05eb7ddef794 Wed, 09 Aug 2023 09:00:00 +0000 1593 false false 5 Monthly Macro with Richard de Chazal (July 2023) William Blair macro analyst Richard de Chazal discusses key economic indicators, the elusive “r-star” interest rate, trends in the housing market, the inflation outlook, and the market’s “fear of m... full e499f3c7-3a18-4235-b096-194b00665bbf Fri, 04 Aug 2023 09:00:00 +0000 1641 false false 4 1 Addressing Social Determinants of Health Through Food-as-Medicine William Blair healthcare analyst Ryan Daniels dives into his quarterly Healthcare Mosaic report, which focuses on “food as medicine,” an emerging area in addressing social determinants of health. R... full a80a299a-80b5-48ec-9db9-0f86e264e9f0 Wed, 19 Jul 2023 09:00:00 +0000 1362 false false 3 1 Monthly Macro with Richard de Chazal (June 2023) William Blair macro analyst Richard de Chazal discusses the latest CPI data, the ongoing impact of the Federal Reserve’s inflation fight, and his economic outlook for the near and long-term. Additi... full e40377b2-d005-4308-ba02-47fdc543d96e Tue, 11 Jul 2023 09:00:00 +0000 1195 false false 2 1 Generative AI: The New Frontier of Automation William Blair equity research analysts Jason Ader, Arjun Bhatia, and Ralph Schackart explore the disruptive, ubiquitous subject of generative AI and its broad implications across the technology sec... full 7a4a7a15-b72e-405e-8c6d-64dcc239db0b Thu, 06 Jul 2023 09:00:00 +0000 1484 false false 1 Restaurant Automation: An Idea Whose Time Has Finally Come? In this inaugural episode, William Blair equity research group heads Sharon Zackfia and Larry De Maria discuss how automation and robotics are expected to have a significant impact on the restauran... full aa4a76ce-5187-444f-9ea6-bf6e4a9632d0 Tue, 30 May 2023 09:00:00 +0000 1037 false false