The William Blair Thinking Podcast

William Blair global services analyst Andrew Nicholas examines the industry-wide impacts, implications, and potential risks that artificial intelligence presents for the information services sector, and offers an overview of the framework he employs to evaluate information services companies in light of these industry-wide dynamics.

William Blair global services analyst Tim Mulrooney shares insights from his residential services report, in which he outlines the various markets poised for growth, such as pest control, HVAC, lawn care, pool services, and more. Tim also sheds light on several megatrends that are reshaping these markets and should catch the attention of investors.

William Blair macro analyst Richard de Chazal discusses key economic indicators, the elusive “r-star” interest rate, trends in the housing market, the inflation outlook, and the market’s “fear of missing out” sentiment. *Episode was recorded on July 20, 2023.

William Blair healthcare analyst Ryan Daniels dives into his quarterly Healthcare Mosaic report, which focuses on “food as medicine,” an emerging area in addressing social determinants of health. Ryan covers the market and regulatory-driven trends driving growth in the food-as-medicine movement across the United States, details the types of food-as-medicine interventions in the market today, expla...

William Blair macro analyst Richard de Chazal discusses the latest CPI data, the ongoing impact of the Federal Reserve’s inflation fight, and his economic outlook for the near and long-term. Additionally, Richard provides listeners with macro highlights from William Blair's 43rd Annual Growth Stock Conference and shares insights into attending management teams' assessment of the macroeconomic land...

William Blair equity research analysts Jason Ader, Arjun Bhatia, and Ralph Schackart explore the disruptive, ubiquitous subject of generative AI and its broad implications across the technology sector, the economy, and society. Leveraging their expertise in infrastructure, SaaS, and the consumer internet space, they deliver a comprehensive discussion tailored for those seeking a deeper understandi...

In this inaugural episode, William Blair equity research group heads Sharon Zackfia and Larry De Maria discuss how automation and robotics are expected to have a significant impact on the restaurant industry by increasing efficiency, consistency, and profitability.