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

Thursday, December 19, 2024

Monthly Macro with Richard de Chazal: Economic Outlook 2025

William Blair macro analyst Richard de Chazal looks back at the economic highlights of 2024 and shares his insights and predictions for the U.S. economy in 2025, emphasizing resilience, consumer strength, and potential risks ahead.
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Monday, December 16, 2024

What Can Blue Whales, Shrews, and Megacities Tell Us About Energy Systems

In this episode of Plugged In, host Jed Dorsheimer engages with renowned theoretical physicist and author Geoffrey West, Ph.D., to explore the connections between biological scaling laws and economic systems, discussing how energy and network theories can provide insights into the growth and sustainability of cities and economies.
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Monday, December 9, 2024

Consumer Pulse: Unwrapping Holiday Spending Trends

In this episode of William Blair Thinking Presents, consumer analysts Dylan Carden and Phillip Blee discuss their team’s latest Consumer Pulse report, including holiday shopping trends, anticipated consumer spend, the popularity of gift cards, and the resilience of value and convenience retailers.
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Monday, November 25, 2024

Monthly Macro: Tariffs Primer

William Blair macro analyst Richard de Chazal and consumer analyst Dylan Carden delve into the implications of the recent U.S. election results on tariffs, the specialty retail sector, and broader economic trends.
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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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