26 episodes
The William Blair Thinking Podcast William Blair
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- Business
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5.0 • 10 Ratings
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The William Blair Thinking Podcast aims to provide in-depth expertise on today's financial and economic landscape.
William Blair Thinking Podcast features two series:
-William Blair Thinking Presents, a new podcast series that dives deep into conversation with our award-winning equity research and capital advisory experts.
-Biotech Breakthroughs, a new podcast series from our equity research group that explores the news and trends shaping the biotech industry.
Copyright 2024 William Blair & Company. L.L.C. “William Blair” and R Docs are registered trademarks of William Blair & Company, L.L.C. As used on this podcast, William Blair refers to William Blair & Company LLC, William Blair Investment Management, LLC and affiliates.For more information about William Blair, go to www.williamblair.com.
This content is for informational and educational purposes only and not intended as investment advice or recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines and restrictions.
The views and opinions expressed are those of the speakers, and are subject to change over time as market and other factors evolve.
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Digital Advertising Budgets Continue to Recover Steadily
Equity research analyst Ralph Schackart breaks down findings from his team’s quarterly digital advertising executive survey, including the continued improvement in confidence among advertising executives as it relates to go-forward budgeting, the increased importance of video and search in online ad strategies, and the anticipated impact that recent regulations will have on which social media platforms ad executives plan to use in the future.
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Monthly Macro with Richard de Chazal (April 2024)
In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal puts inflation and Fed rates under a microscope, explains the correlation between gold prices and bond yields, and discusses the Fed’s independence when it comes to policy changes during an election year.
*Recorded April 24, 2024 -
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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Monthly Macro with Richard de Chazal (March 2024)
Richard discusses the recent macroeconomic news for March, including the FOMC dot plot, stubborn inflation, stock markets, and the real estate pain being felt by banks.
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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 Challenge
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.