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The William Blair Thinking Podcast

The William Blair Thinking Podcast

Von: William Blair
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 The William Blair Thinking Podcast aims to provide in-depth expertise on today's financial and economic landscape. William Blair Thinking Podcast features two series: -William Blair Thinking Presents, a new podcast series that dives deep into conversation with our award-winning equity research and capital advisory experts. -Biotech Breakthroughs, a new podcast series from our equity research group that explores the news and trends shaping the biotech industry. For more, go to https://www.williamblair.com/Thinking Copyright 2025 William Blair & Company. L.L.C. “William Blair” and R Docs are registered trademarks of William Blair & Company, L.L.C. As used on this podcast, William Blair refers to William Blair & Company LLC, William Blair Investment Management, LLC and affiliates. For more information about William Blair, go to www.williamblair.com. This content is for informational and educational purposes only and not intended as investment advice or recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines and restrictions. The views and opinions expressed are those of the speakers, and are subject to change over time as market and other factors evolve.© 2026 The William Blair Thinking Podcast William Blair Persönliche Finanzen Ökonomie
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  • 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 Min.
  • 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 Min.
  • 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 Min.
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