Episodes

  • Provider Burnout: Addressing the Latest Healthcare Crisis With Emerging Technology Solutions

    Provider Burnout: Addressing the Latest Healthcare Crisis With Emerging Technology Solutions
    Jul 31 2024
    Ryan Daniels, CFA, partner and group head of healthcare technology and services discusses provider burnout across the US health care market, how its creating capacity issues in the industry, and the potential for technology solutions in other workforce investments to help reduce workloads and increase access to care.
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    Less than 1 minute
  • Monthly Macro with Richard de Chazal (July 2024)

    Monthly Macro with Richard de Chazal (July 2024)
    Jul 29 2024
    Macro analyst Richard de Chazal touches on inflation’s continued downward trajectory, the recent market rotation toward small-cap stocks, and June’s strong retail sales report.
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    21 mins
  • PFAS Solutions (Part 2): The Potential Impact of Loper Bright on the PFAS Market

    PFAS Solutions (Part 2): The Potential Impact of Loper Bright on the PFAS Market
    Jul 23 2024
    William Blair group head of global services, Tim Mulrooney follows up on his last episode about the PFAS market to detail how the recent Supreme Court ruling known as Loper Bright could have far-reaching implications on all types of regulations, including environmental ones like PFAS.
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    20 mins
  • PFAS Solutions (Part 1): The Big Business of Turning Forever Into Never

    PFAS Solutions (Part 1): The Big Business of Turning Forever Into Never
    Jul 9 2024
    In this episode of William Blair Thinking Presents, Tim Mulrooney, William Blair’s group head of global services, provides insight into the recent EPA rulings on PFAS compounds, exploring their impact on public water utilities and the broader implications for industries nationwide. He also discusses the expected surge in demand for PFAS advisory, testing, and remediation services, and examines the technologies poised to address the issue.
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    41 mins
  • Monthly Macro with Richard de Chazal (June 2024)

    Monthly Macro with Richard de Chazal (June 2024)
    Jun 28 2024
    Macro analyst Richard de Chazal walks through highlights from William Blair’s 44th Annual Growth Stock Conference and explains how the event provides a window into the state of the U.S. consumer. He also dissects the latest macro data, including CPI and PPI releases, the FOMC meeting, and the impact of the European elections on the global macro landscape.
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    25 mins
  • Exploring Opportunities Within Banktech

    Exploring Opportunities Within Banktech
    Jun 24 2024
    Financial services and technology analyst Cristopher Kennedy digs into his report on the banktech industry, exploring the rapid adoption of digital banking and the resulting surge in app-based consumer engagement, the evolving regulatory landscape, and the importance of technology investments for the sector.
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    14 mins
  • Biotech Breakthroughs – The Future of GLP-1s

    Biotech Breakthroughs – The Future of GLP-1s
    Jun 12 2024
    Biotech equity research analysts Andy Hsieh and Matt Phipps join group head Tim Lugo to discuss the latest developments in GLP-1s for diabetes and obesity treatment, including the emergence of oral therapies and the profound weight loss results seen in recent data sets. The conversation also covers the commercial trajectory of drugs like semaglutide and tirzepatide, the potential for market growth, and the challenges of patient retention and reimbursement, concluding with a look at the future of the field, including the exploration of new mechanisms and the focus on quality of weight loss.
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    23 mins
  • Monthly Macro with Richard de Chazal (May 2024)

    Monthly Macro with Richard de Chazal (May 2024)
    May 30 2024
    Macro analyst Richard de Chazal provides insight on what’s happening with cyclicals versus defensive stocks, details how the Fed may be thinking about the latest CPI report, debates the economic impact of immigration, and explains his thinking about what he deems the next leg of the capex revival.
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    28 mins