William Blair Thinking Podcast

The podcast that provides in-depth expertise on today's financial and economic landscape.

Navigating the current market environment demands the right informational resource. That is why we launched the William Blair Thinking Podcast platform, which aims to provide in-depth expertise on today’s financial and economic landscape.

William Blair Thinking Podcast features three 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 out to educate the relationship we have to energy by bringing together the most knowledgeable experts around the world who understand the key relationships energy has with everything.
Biotech Breakthroughs, a new podcast series from our equity research group that explores the news and trends shaping the biotech industry.

Our Latest Podcasts

Friday, November 15, 2024

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.
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Monday, November 4, 2024

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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Tuesday, October 29, 2024

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.”
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Friday, October 25, 2024

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.
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Friday, October 18, 2024

Why One Man’s Trash is an Investor’s Treasure

In this episode of William Blair Thinking Presents, global services sector analyst Trevor Romeo dives into his team’s latest white paper on the North American waste and recycling industry, exploring key structural trends and the growing imbalance between waste generation and landfill capacity.
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Wednesday, October 2, 2024

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.
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Friday, September 27, 2024

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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Wednesday, September 18, 2024

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.
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Monday, September 16, 2024

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.
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Friday, September 6, 2024

Behavioral Healthcare: Robust Demand and Ripe for Innovation

Following the COVID-19 pandemic, the behavioral healthcare industry has experienced an unprecedented surge in the need for innovation, increased access to care, and demand for services.
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