Showing 1140 – 1150 of 1157 results
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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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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 Tariffs Tensions and Turning Points
William Blair macro analyst Richard de Chazal unpacks the latest on global tariffs, inflation pressures, recession risks, and why smidcap stocks might be poised for a comeback in a shifting economic landscape.
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Monthly Macro with Richard de Chazal--April 2025
William Blair macro analyst Richard de Chazal breaks down a wild month of macroeconomic news, focusing on the impact of President Trump’s tariff policies on the global economy, equity and bond markets, consumer confidence, and corporate inventory strategies. Richard also shares his firsthand experience of Spain’s recent power outage and its unexpected lessons.
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Monthly Macro with Richard de Chazal 2025 Kick Off
In the first Monthly Macro episode of 2025, William Blair macro analyst Richard de Chazal recounts the numerous events that have shaped the economic landscape since the start of the year. He explores the implications of recent executive policies, the Fed’s decision to hold rates steady, the unusual behavior of Treasury yields, and what these developments mean for the economy as we move further into 2025.
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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.
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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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Navigating the Boom Confronting GenAIs Most Pressing Questions
Featuring insights from technology analysts Jason Ader, Arjun Bhatia, and Sebastien Naji, this episode explores the current state of AI, industry trends, and the future of AI development.
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Advancing Diabetes Treatments Exploring GLP1s and Beyond
Tim Lugo speaks with fellow equity research analysts Margaret Kaczor Andrew and Andy Hsieh about the GLP-1 drug class and its impact on the management of obesity, including potential read-throughs to the medtech and the therapeutics sector.