Insights
In-depth analysis of stocks across the market-cap spectrum.
Recent Equity Research Insights
-
Solar Myths, Nuclear Truths, and the Future of Energy
Jed Dorsheimer welcomes Doomberg for an in-depth discussion on the complexities of renewable energy integration and its impact on grid efficiency, exploring the challenges posed by the variability of renewables, the resurgence of nuclear power, and the critical role of natural gas in bridging the energy transition.
-
Decoding the Fourth Law of Thermodynamics and Its Impact on the Economy
Jed Dorsheimer sits down with Andy Lees, founding partner of MacroStrategy Partnership, to explore the critical role of energy in our economy, touching on topics from renewables to inflation and the upcoming U.S. elections, and diving deep into the ways in which energy systems, economic growth, and social hierarchy intersect.
-
Monthly Macro with Richard de Chazal—October 2024
In this episode of William Blair Thinking Presents, 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 into consumer sentiment and the paradox of strong retail sales amid a “vibecession.”
-
From Chips to Systems: How AI is Revolutionizing Compute and Infrastructure
In this episode of William Blair Thinking Presents, Jason Ader, co-group head of the technology, media, and communications sector, interviews Sebastien Naji, an equity research associate specializing in semiconductors and infrastructure systems, on their team’s latest report, “From Chips to Systems: How AI Is Revolutionizing Compute and Infrastructure,” which explores the shift from serial to parallel computing, the rise of AI accelerators, and the evolving landscape of semiconductor companies.
-
How Insurers are Embracing Technology and Change in an Evolving Risk Environment
In this episode of William Blair Thinking Presents, 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 Insurance, Banking, and Wealth Technology Conference. They delve into key trends in the insurance technology space, including labor constraints, legacy modernization, and the integration of AI infrastructure.
-
Monthly Macro with Richard de Chazal—September 2024
In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal discusses the Federal Reserve’s 50-basis-point rate cut and its implications for future monetary policy. He explores the factors behind this decision, the muted impact of the recent tightening cycle, and what it all means for the economy moving forward.
-
Furniture and Home Renovations: Post-Pandemic Normalization and the Next Era of Growth
William Blair consumer 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 provide insights into the industry’s 2024 outlook, including key themes such as the housing market, deflation, rising ocean freight costs, and long-term growth potential.
-
Electricity Unplugged: From Deregulation to a Renewable Powered Future
In this episode of Plugged In With Jed Dorsheimer, Jed and Brad Viator, principal of energy advisory B Strategic, spend time discussing the significance of the PJM power auction, the role of renewables and their impact on the grid, the problem-solving potential of energy storage, and what a grid of the future may look like.
-
