Delve into William Blair’s latest generative AI report, “Navigating the Boom: Confronting GenAI’s 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.

Tony Frascotti, head of private shares trading at William Blair, discusses the latest trends, challenges, and opportunities in the private shares market, delving into the impact of macroeconomic factors, the influence of AI on investment strategies, and the resurgence of the crypto market. Tony also provides insights into the current state of late-stage investments, the role of data in driving market decisions, and the evolving landscape of private shares trading.

William Blair macro analyst Richard de Chazal reflects on February’s economic narratives, including the impact of noisy data, government spending cuts, climate change, mass deportations, recent inflation data, and the evolving nature of inflation on future monetary policy decisions.

*Recorded February 25, 2025

William Blair global services analyst Andrew Nicholas, CPA, discusses findings from his team’s extensive inaugural survey of accounting services executives, covering industry dynamics such as organic revenue growth, technology use, and M&A trends.

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, exploring 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.

William Blair equity research analyst Maggie Nolan dives into the latest trends in IT services, exploring the impact of generative AI, data infrastructure, and political influences on the industry.

Ryan Daniels, William Blair 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.

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.

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.

*This episode was recorded on December 6, 2024

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.

*Recorded November 21, 2024