In this episode of William Blair Thinking Presents, equity research analyst Ryan Daniels dives deep into the healthcare team’s Quarterly Healthcare Mosaic report, which focuses on “food as medicine,” an emerging area in addressing social determinants of health. During the episode, Ryan analyzes 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, explains why...

In this episode of William Blair Thinking Presents, 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 landscape.

In this episode of William Blair Thinking Presents, equity 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 understanding of generative AI.

In this inaugural episode, William Blair energy and sustainability equity research group head Jed Dorsheimer interviews Dr. David Murphy, associate professor of environmental studies at St. Lawrence University, to discuss the energy transition, the relationship between energy and our economy, and how the laws of thermodynamics can inform capital allocation strategies.

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.