Showing 1280 – 1290 of 1295 results
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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 consumer engagement, the evolving regulatory landscape, and the importance of technology investments for the sector.
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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.
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PFAS Solutions The Big Business of Turning Forever into Never
Tim Mulrooney, William Blair’s group head of global services, provides insight into the recent EPA rulings on PFAS compounds, exploring their impact on public water utilities and the broader implications for industries nationwide. He also discusses the expected surge in demand for PFAS advisory, testing, and remediation services, and examines the technologies poised to address the issue.
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Monthly Macro with Richard de Chazal Jul 2023
In this episode of William Blair Thinking Presents, 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. In addition, Richard provides listeners with macro highlights from William Blair's 43rd Annual Growth Stock Conference and shares insights into attending management teams' assessment of the macroeconomic landscape.
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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.
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Digital Health Update No Longer Unicorns
In this episode of William Blair Thinking Presents, Ryan Daniels, CFA, group head of the healthcare technology and services research sector, discusses the latest trends in the digital healthcare marketplace, focusing on consumer-facing solutions, the rise and fall of digital health companies, and the evolving investment landscape.
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Energy Blindness and the Search for a Carbon Pulse
In this episode of Plugged In With Jed Dorsheimer, Jed sits down with Nate Hagens, executive director of The Institute for the Study of Energy & Our Future (ISEOF), for a discussion on “energy blindness” and its repercussions on our understanding of energy’s foundational role in economics and daily life.
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The Future of GLP1s
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 therapies and the profound weight loss results seen in recent datasets.
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Monthly Macro with Richard de Chazal 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 shifting inflation regimes, fiscal policy dominance, and ongoing tariff uncertainty.
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Monthly Macro with Richard de Chazal August 2024
In this episode of William Blair Thinking Presents, 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 intensifying presidential election, and Fed Chair Jerome Powell’s pivotal Jackson Hole speech.