The William Blair Thinking Podcast

William Blair macro analyst Richard de Chazal discusses the Federal Reserve’s 50-basis-point rate cut and its implications for future monetary policy. He also explores the factors behind this decision, the muted impact of the recent tightening cycle, and what it all means for the economy moving forward.

William Blair consumer sector 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.

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. In this episode of the William Blair Thinking Presents podcast, Ryan Daniels, CFA, partner, and group head of William Blair’s healthcare technology and services sector, discusses how long-term investments in cutting-edge healthcare technology solutions can effectively address these growing needs.

William Blair 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.

The casualty side of the insurance industry is being hit by rising levels of claims and losses. In this episode of William Blair Thinking Presents, Adam Klauber, CFA, partner, group head of the financial services and technology sector, provides a framework for understanding the depth of the issue and delves into the underlying nature and causes.

Ryan Daniels, CFA, partner and group head of healthcare technology and services discusses provider burnout across the US health care market, how its creating capacity issues in the industry, and the potential for technology solutions in other workforce investments to help reduce workloads and increase access to care.

Macro analyst Richard de Chazal touches on inflation’s continued downward trajectory, the recent market rotation toward small-cap stocks, and June’s strong retail sales report.

William Blair group head of global services, Tim Mulrooney follows up on his last episode about the PFAS market to detail how the recent Supreme Court ruling known as Loper Bright could have far-reaching implications on all types of regulations, including environmental ones like PFAS.

In this episode of William Blair Thinking Presents, 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.

Macro analyst Richard de Chazal walks through highlights from William Blair’s 44th Annual Growth Stock Conference and explains how the event provides a window into the state of the U.S. consumer. He also dissects the latest macro data, including CPI and PPI releases, the FOMC meeting, and the impact of the European elections on the global macro landscape.