The William Blair Thinking Podcast

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/ThinkingCopyright 2026 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 se

The William Blair Thinking Podcast is a investing podcast hosted by William Blair, with 86 episodes on record and a Required Pod Score of 80.

William Blair hosts The William Blair Thinking Podcast, a investing show with 86 episodes published.

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  Episode #87

  Monthly Macro: Higher for Longer? Inflation, Interest Rates, and the AI Investment Cycle

  Sep 29, 202626 min

  William Blair macro analyst Richard de Chazal explains why investors may need to adjust to a world of structurally higher inflation, interest rates, and bond yields rather than expect a return to the economic conditions that defined the 2000-2020 period. He also examines how AI-driven productivity gains, capital investment trends, and Federal Reserve policy could shape markets and economic growth in the years ahead.

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  Episode #86

  AI in Information Services: Why Trusted Data Matters More Than Ever

  Sep 2, 202622 min

  William Blair global services analyst Andrew Nicholas examines whether artificial intelligence threatens information services companies or could ultimately make their data assets even more valuable. He discusses the growing demand for trusted, decision-grade data, the rise of AI agents and model context protocols, and why improving fundamentals may create opportunity despite lingering investor skepticism.

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  Episode #85

  The State of the Consumer: Resilient, Selective, and Still Spending

  Aug 25, 202620 min

  In the latest episode of William Blair Thinking Presents, group head of consumer research Sharon Zackfia and consumer analyst Dylan Carden discuss the key findings from their State of the Consumer: The 2026 Edition report, examining why consumer spending has remained resilient despite inflation, higher energy costs, and economic uncertainty. They also explore the growing divide between income groups, shifting definitions of value, emerging margin pressures, and the consumer trends investors should watch as 2026 unfolds.

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  Episode #83

  Monthly Macro: The Work AI Cannot Reach

  Jul 20, 202639 min

  Spanish economist and former Member of the European Parliament, Luis Garicano, Ph.D., joins William Blair macro analyst Richard de Chazal to discuss why AI is more likely to reshape jobs than replace them outright, arguing that the most valuable work combines cognitive, relational, and physical tasks that remain difficult to automate. He also discusses the implications for productivity, investing, education, and economic growth in an AI-driven economy.

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  Episode #82

  Inside the AI Economy: Competition, Compute, and the Next Phase of Enterprise Adoption

  Jul 10, 202629 min

  William Blair's Arjun Bhatia and Jonathan Ho discuss the latest developments shaping the AI landscape, from intensifying model competition and pricing pressure to data center expansion, cybersecurity risks, and the pace of enterprise adoption. They explore what these trends could mean for investors as the AI economy continues to evolve.

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