The William Blair Thinking Podcast

By William Blair

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Category: Investing

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Episodes: 79

Description

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 https://www.williamblair.com/Thinking Copyright 2026 William Blair & Company. L.L.C. “William Blair” and R Docs are registered trademarks of William Blair & Company, L.L.C. As used on this podcast, William Blair refers to William Blair & Company LLC, William Blair Investment Management, LLC and affiliates. For more information about William Blair, go to www.williamblair.com. This content is for informational and educational purposes only and not intended as investment advice or recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines and restrictions. The views and opinions expressed are those of the speakers, and are subject to change over time as market and other factors evolve.

Episode Date
Monthly Macro: Resilient Equities, Rising Yields, and a Shifting Playbook
Jun 01, 2026
Shifting Sites of Care: Why Healthcare Delivery Is Moving Beyond the Hospital
May 18, 2026
From Code to Clinic: How AI Is (and Isn’t) Rewriting the Life of a Drug
May 11, 2026
Monthly Macro: Strait of Hormuz Shock Meets Sticky Inflation
May 06, 2026
Biotech Breakthroughs: Gene Editing Moves Beyond the Hype
Apr 20, 2026
Monthly Macro: Geopolitical Shock, Inflation Risks, and a Market on Edge
Apr 01, 2026
Monthly Macro: AI Anxiety, Software Selloffs, and the Search for Winners
Mar 03, 2026
Monthly Macro: Geopolitics, Inflation, and the Fed
Feb 05, 2026
Monthly Macro: 2026 Economic Outlook
Dec 19, 2025
Private Markets Update with Tony Frascotti, Head of Private Shares Trading
Dec 19, 2025
How Stablecoins Are Transforming Global B2B Payments
Dec 11, 2025
The Growing Importance of AI in the Revenue Cycle Management Marketplace
Dec 05, 2025
Monthly Macro: Pain at the Plug
Nov 11, 2025
Reshoring, AI, and the New Infrastructure Boom
Oct 15, 2025
Monthly Macro: Energy Efficiency, Scarcity, and the Next Wave of Demand
Oct 01, 2025
Monthly Macro: Retail’s Reality Check
Aug 27, 2025
Specialty Care at a Crossroads: Innovation, Costs, and the Future of Value-Based Care
Aug 25, 2025
Monthly Macro: Tariffs, Tokens, and Smidcaps
Aug 05, 2025
Monthly Macro: Fed Signals, Housing Headwinds, and How Companies Are Adapting
Jun 30, 2025
What Keeps Employees Happy: Lessons From 11 Years of Restaurant Industry Data
Jun 25, 2025
Demographics as Commerce: The Aging-in-Place Revolution
Jun 12, 2025
Monthly Macro: Tariffs, Tensions, and Turning Points
May 30, 2025
Monthly Macro: April’s Economic Rollercoaster
May 01, 2025
Tracking Job Openings and Staffing Demand Trends with Trevor Romeo, CFA
Apr 22, 2025
Shaping the Future: Innovations and Trends in Obesity Treatment
Apr 03, 2025
Monthly Macro: March 2025
Apr 01, 2025
Navigating the AI Boom: Insights from William Blair's Latest Report
Mar 22, 2025
Talking Market Trends with Tony Frascotti, Head of Private Shares Trading
Mar 20, 2025
Monthly Macro: February 2025
Mar 03, 2025
Accounting Insights: Navigating Growth and Technology Trends
Feb 19, 2025
Monthly Macro: 2025 Kick-Off
Feb 05, 2025
Navigating 2025's Dynamic IT Services Landscape
Feb 03, 2025
Digital Health Update: No Longer Unicorns, But Phoenixes Abound
Jan 06, 2025
Monthly Macro: Economic Outlook 2025
Dec 20, 2024
Consumer Pulse: Unwrapping Holiday Spending Trends
Dec 10, 2024
Monthly Macro: Tariffs Primer
Nov 25, 2024
Monthly Macro with Richard de Chazal (October 2024)
Oct 30, 2024
From Chips to Systems: How AI Is Revolutionizing Compute and Infrastructure
Oct 25, 2024
One Man's Trash is an Investor's Treasure
Oct 18, 2024
How Insurers are Embracing Technology and Change in an Evolving Risk Environment
Oct 03, 2024
Monthly Macro with Richard de Chazal (September 2024)
Sep 28, 2024
Furniture and Home Renovations: Post-Pandemic Normalization and the Next Era of Growth
Sep 18, 2024
Behavioral Healthcare: Robust Demand and Ripe for Innovation
Sep 06, 2024
Monthly Macro with Richard de Chazal (August 2024)
Aug 30, 2024
Exploring the Forces Reshaping the Property & Casualty Insurance Landscape
Aug 13, 2024
Provider Burnout: Addressing the Latest Healthcare Crisis With Emerging Technology Solutions
Jul 31, 2024
Monthly Macro with Richard de Chazal (July 2024)
Jul 29, 2024
PFAS Solutions (Part 2): The Potential Impact of Loper Bright on the PFAS Market
Jul 23, 2024
PFAS Solutions (Part 1): The Big Business of Turning Forever Into Never
Jul 09, 2024
Monthly Macro with Richard de Chazal (June 2024)
Jun 28, 2024
Exploring Opportunities Within Banktech
Jun 24, 2024
Biotech Breakthroughs – The Future of GLP-1s
Jun 12, 2024
Monthly Macro with Richard de Chazal (May 2024)
May 30, 2024
Digital Advertising Budgets Continue to Recover Steadily
May 14, 2024
Monthly Macro with Richard de Chazal (April 2024)
Apr 30, 2024
On the Ground and In the Cloud: Observability and AIOps
Apr 10, 2024
Monthly Macro with Richard de Chazal (March 2024)
Mar 26, 2024
The Potential Impact of GLP-1s on Restaurants and Fitness Clubs
Mar 14, 2024
GLP-1s: The $100 Billion Answer to a Trillion-Dollar Challenge
Mar 05, 2024
Monthly Macro with Richard de Chazal (February 2024)
Feb 23, 2024
How Advertising Executives are Navigating Budget Changes in 2024
Feb 14, 2024
Monthly Macro with Richard de Chazal (Jan 2024)
Jan 25, 2024
Biotech Breakthroughs - The Revolutionary Potential of Cell Therapy for Autoimmune Disorders
Jan 11, 2024
Monthly Macro 2024 Outlook
Dec 15, 2023
On The Ground and In The Cloud: A Deep Dive Into the Trends Impacting Developer Technologies
Dec 01, 2023
Monthly Macro with Richard de Chazal (October 2023)
Nov 21, 2023
Biotech Breakthroughs - Exploring the Recent Radiopharmaceutical Renaissance
Nov 06, 2023
Monthly Macro with Richard de Chazal (Sept 2023)
Oct 16, 2023
Biotech Breakthroughs - Advancing Diabetes Treatments: Exploring GLP-1s and Beyond
Oct 13, 2023
Biotech Breakthroughs - Putting the Tech in Biotech: A Deep Dive on AI in the Sector
Sep 28, 2023
The Coming Healthcare Cost Tsunami
Sep 16, 2023
Monthly Macro with Richard de Chazal (August 2023)
Sep 08, 2023
Artificial Intelligence in Information Services: Evaluating the Ramifications of a New AI Paradigm
Sep 01, 2023
Residential Services: A Key Growth Industry for the Next Decade
Aug 09, 2023
Monthly Macro with Richard de Chazal (July 2023)
Aug 04, 2023
Addressing Social Determinants of Health Through Food-as-Medicine
Jul 19, 2023
Monthly Macro with Richard de Chazal (June 2023)
Jul 11, 2023
Generative AI: The New Frontier of Automation
Jul 06, 2023
Restaurant Automation: An Idea Whose Time Has Finally Come?
May 30, 2023