Insights
In-depth analysis of stocks across the market-cap spectrum.
Recent Equity Research Insights
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 of all sizes, why they are gaining momentum over legacy monitoring tools, and some of the key trends he’s seeing in the market.
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What Gold, Copper, and Treasurys Are Telling Us About Growth and Inflation
Gold and U.S. Treasuries have historically had a negative correlation. Recently, however, yields are rising and gold continues to reach new highs. Macro analyst Richard de Chazal provides a deep examination of these dynamics and offers his views on the reasons, along with potential implications for investors.
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William Blair Analysts on Artificial Intelligence’s Impact
How is artificial intelligence playing out across sectors? What are the opportunities for growth? William Blair research analysts discuss current trends in the consumer, healthcare, and technology landscapes.
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Monthly Macro with Richard de Chazal—March 2024
In this episode, Richard discusses the latest in macroeconomic news for March, including the latest FOMC dot plot, stubborn inflation, stock markets, and the real estate pain being felt by banks.
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Is This Another Market Bubble?
Are we facing a stock market bubble? In some ways, the acute rise in select stocks could suggest we are. However, as macro analyst Richard de Chazal examines, many of the valuation metrics of companies driving these gains have so far delivered on these expectations, relative the late 1990s, when it was mostly all narrative and no numbers.
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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 proprietary surveys conducted to gain insight into whether reduced caloric consumption among GLP-1 users could lead to a sales slowdown for restaurants and provide a material tailwind for fitness companies.
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GLP-1s: The $100 Billion Answer to a Trillion-Dollar Question
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.
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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, and a hotter-than-anticipated CPI report.
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The Economics Behind the GLP-1 Phenomenon
Equity research analyst Ryan Daniels examines the growing impact of GLP-1 drugs on healthcare spending and care delivery, along with the needs for health providers, employers, and consumers to effectively manage the emerging wave of GLP-1 drugs.
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