The William Blair Thinking Podcast
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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.
-Plugged In With Jed Dorsheimer, a new podcast series that sets..
The William Blair Thinking Podcast
2w ago
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 of all sizes, why they are gaining momentum over legacy monitoring tools, and some of the key trends he’s seeing in the market ..read more
The William Blair Thinking Podcast
1M ago
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 services and digital health providers that can help employers and consumers effectively manage the emerging wave of GLP-1 drugs ..read more
The William Blair Thinking Podcast
1M ago
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, and a hotter-than-anticipated CPI report ..read more
The William Blair Thinking Podcast
1M ago
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 on a possible Fed pivot, in the first Monthly Macro episode of the year. *Recorded Wednesday, January 17, 2024 ..read more
The William Blair Thinking Podcast
1M ago
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 next year, Treasury Secretary Yellen’s “Operation Twist” reboot, and more. *Recorded December 8, 2023 ..read more
The William Blair Thinking Podcast
1M ago
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 episode, analysts Jason Ader, Arjun Bhatia, and Jonathan Ho delve into the key trends and potential disruptions, including generative AI, in this exciting new era of coding capabilities ..read more
The William Blair Thinking Podcast
1M ago
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 his stance on where the Fed is potentially headed as we move towards a new year. *Recorded November 8, 2023 ..read more
The William Blair Thinking Podcast
1M ago
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 meeting next month ..read more
The William Blair Thinking Podcast
1M ago
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 health and benefit satisfaction among employees and contain healthcare costs more effectively ..read more
The William Blair Thinking Podcast
1M ago
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 economic puzzle. *Episode recorded August 22, 2023 ..read more