Episodios

  • Monthly Macro: AI Anxiety, Software Selloffs, and the Search for Winners

    Monthly Macro: AI Anxiety, Software Selloffs, and the Search for Winners
    Mar 3 2026
    William Blair macro analyst Richard de Chazal and co-head of technology, media, and communications research, Jason Ader, unpack the sharp selloff in software stocks and the growing fear around AI-driven disruption. They explore why the “software apocalypse” narrative may be overblown, how AI could ultimately expand the software market, and what investors should watch as winners and losers begin to separate.
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    23 m
  • Monthly Macro: Geopolitics, Inflation, and the Fed

    Monthly Macro: Geopolitics, Inflation, and the Fed
    Feb 5 2026
    William Blair macro analyst Richard de Chazal breaks down rising geopolitical tensions, sticky inflation risks, Fed policy uncertainty, and the durability of U.S. growth amid fiscal stimulus and the evolving AI-driven productivity cycle.
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    28 m
  • Monthly Macro: 2026 Economic Outlook

    Monthly Macro: 2026 Economic Outlook
    Dec 19 2025
    William Blair macro analyst Richard de Chazal discusses why 2026 looks brighter for the economy, exploring the impact of AI-driven investment, evolving policy risks, and the surprising strength of the American consumer. *This episode was recorded December 16th, 2025
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    25 m
  • Private Markets Update with Tony Frascotti, Head of Private Shares Trading

    Private Markets Update with Tony Frascotti, Head of Private Shares Trading
    Dec 19 2025
    Tony Frascotti, William Blair's Head of Private Shares Trading, discusses the evolving landscape of private shares trading, highlighting market shifts, the expanding influence of AI and crypto sectors, and the changing dynamics of IPOs and liquidity for late-stage private companies. *This episode was recorded December 8th, 2025
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    15 m
  • How Stablecoins Are Transforming Global B2B Payments

    How Stablecoins Are Transforming Global B2B Payments
    Dec 11 2025
    William Blair financial technology analyst Andrew Jeffrey discusses how stablecoins, regulatory clarity, and new payment rails are transforming global B2B transactions. *This episode was recorded November 17, 2025
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    21 m
  • 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