Episodios

  • The Growing Importance of AI in the Revenue Cycle Management Marketplace

    The Growing Importance of AI in the Revenue Cycle Management Marketplace
    Dec 5 2025
    William Blair’s group head of healthcare technology and services analyst, Ryan Daniels, explores how artificial intelligence is revolutionizing healthcare revenue cycle management by automating financial workflows, reducing costs, and reshaping the industry’s future for providers and vendors.
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    18 m
  • Monthly Macro: Pain at the Plug

    Monthly Macro: Pain at the Plug
    Nov 11 2025
    William Blair macro analyst Richard de Chazal and group head of energy and power technologies Jed Dorsheimer explore the seismic changes reshaping the U.S. energy landscape as rising electricity costs and surging demand—especially from AI—put unprecedented pressure on the grid. The discussion also unpacks a five pillar plan for energy abundance, the balance between renewables and firm baseload power, and the economic and geopolitical forces driving a new era in energy markets.
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    34 m
  • Reshoring, AI, and the New Infrastructure Boom

    Reshoring, AI, and the New Infrastructure Boom
    Oct 15 2025
    William Blair energy and environmental services analyst Tim Mulrooney and macro analyst Richard de Chazal explore how reshoring, AI infrastructure, and labor and energy challenges are driving transformation across the U.S. economy.
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    27 m
  • Monthly Macro: Energy Efficiency, Scarcity, and the Next Wave of Demand

    Monthly Macro: Energy Efficiency, Scarcity, and the Next Wave of Demand
    Oct 1 2025
    William Blair macro analyst Richard de Chazal and energy analyst Neal Dingmann discuss how rapid technological advances, shrinking inventories, and relentless demand—especially for natural gas—are reshaping the energy sector, driving new strategies and investment opportunities for the years ahead.
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    33 m
  • Monthly Macro: Retail’s Reality Check

    Monthly Macro: Retail’s Reality Check
    Aug 27 2025
    William Blair macro analyst Richard de Chazal and specialty retail analyst Dylan Carden unpack why retail stocks are under pressure despite solid earnings, exploring the impact of tariffs, supply chain shifts, and what it means for the holiday season. This episode was recorded on August 22, 2025.
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    38 m
  • Specialty Care at a Crossroads: Innovation, Costs, and the Future of Value-Based Care

    Specialty Care at a Crossroads: Innovation, Costs, and the Future of Value-Based Care
    Aug 25 2025
    Ryan Daniels, William Blair’s group head of healthcare technology and services, returns to discuss the accelerating transformation of specialty care in the face of rising acuity, delayed diagnoses, and regulatory shifts. From bundled payments to AI-driven coordination, this episode explores how providers and investors are reshaping oncology, cardiology, and other high-impact disease states.
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    20 m
  • Monthly Macro: Tariffs, Tokens, and Smidcaps

    Monthly Macro: Tariffs, Tokens, and Smidcaps
    Aug 5 2025
    William Blair macro analyst Richard de Chazal dissects July’s economic surprises—from noisy GDP data and sticky inflation to the disruptive rise of stablecoins and a renewed case for small- and mid-cap stocks. This episode was recorded on August 1, 2025.
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    27 m
  • Monthly Macro: Fed Signals, Housing Headwinds, and How Companies Are Adapting

    Monthly Macro: Fed Signals, Housing Headwinds, and How Companies Are Adapting
    Jun 30 2025
    William Blair macro analyst Richard de Chazal discusses the Fed’s softer tone, how companies are adapting to tariffs and labor shifts, and why housing and hiring trends are setting the stage for a dynamic second half of 2025.
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    18 m