Episodios

  • 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
  • What Keeps Employees Happy: Lessons From 11 Years of Restaurant Industry Data

    What Keeps Employees Happy: Lessons From 11 Years of Restaurant Industry Data
    Jun 25 2025
    Sharon Zackfia, head of consumer research at William Blair, shares insights from over a decade of Glassdoor data to reveal how culture, leadership, and operational models—not just pay—shape employee satisfaction and long-term brand success in the restaurant sector.
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    16 m
  • Demographics as Commerce: The Aging-in-Place Revolution

    Demographics as Commerce: The Aging-in-Place Revolution
    Jun 12 2025
    Ryan Daniels, William Blair's group head of the healthcare technology and services research sector, explores how America’s rapidly growing senior population is reshaping healthcare, technology, and everyday services through the powerful trend of aging in place.
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    25 m
  • Monthly Macro: Tariffs, Tensions, and Turning Points

    Monthly Macro: Tariffs, Tensions, and Turning Points
    May 30 2025
    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. *This episode was recorded on May 28, 2025
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    26 m
  • Monthly Macro: April’s Economic Rollercoaster

    Monthly Macro: April’s Economic Rollercoaster
    May 1 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. *Recorded April 30, 2025
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    29 m
  • Tracking Job Openings and Staffing Demand Trends with Trevor Romeo, CFA

    Tracking Job Openings and Staffing Demand Trends with Trevor Romeo, CFA
    Apr 22 2025
    Global services analyst Trevor Romeo discusses the impact of recent economic uncertainties on the staffing industry, highlighting key trends and challenges faced by companies and exploring the evolving landscape of job openings and the future of staffing.
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    18 m
  • Shaping the Future: Innovations and Trends in Obesity Treatment

    Shaping the Future: Innovations and Trends in Obesity Treatment
    Apr 3 2025
    William Blair biotech analysts Matt Phipps and Andy Hsieh discuss Andy's innovative scoring system for evaluating investigational agents in obesity treatment. This system, highlighted in Andy's report “Shaping the Future: Innovations and Trends in Obesity Treatment,” considers both weight loss and gastrointestinal side effects to provide a more comprehensive clinical assessment. Tune in to hear their insights on the future of obesity therapies, upcoming industry catalysts, and more.
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    29 m
  • Monthly Macro: March 2025

    Monthly Macro: March 2025
    Apr 1 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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    26 m