# William Blair
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Uppdaterad:
William McCormick Blair Jr. (October 24, 1916 – August 29, 2015) served as United States Ambassador to Denmark from 1961 to 1964 and as United States Ambassador to the Philippines from 1964 until 1967. A lawyer, he also was a close associate of Adlai Stevenson.
Nvidia Bubble; Nike Effect; Gold Prices; IBM Outlook; Broadcom Financing; Anthropic IPO; Blair Picks; United Status; Eurozone Inflation
The Daily Business and Finance Show - Friday, 2 October 2026
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Rethinking the Economics of Employer Health Benefits
Rising healthcare costs are pushing employers to reconsider how they fund, purchase, and manage health benefits. Ryan Daniels, William Blair's group head of healthcare technology and services research, explores the alternative funding models and care-delivery strategies gaining traction, as well as…
Government Shutdown Ends — But the Damage Doesn’t
Ed Elson sits down with Ramit Sethi, host of the “Money For Couples” podcast to unpack the Trump administration’s proposed 50-year mortgage. Then, Dylan Carden, Senior Analyst at William Blair, joins the show to break down On Running’s earnings and whether the company poses a threat to Nike. Finall…
GMBC ep50 - How the Atwaters' A Matter of Execution Rekindles Airships, Heists, and Aether
The conversation centers on A Matter of Execution, a spirited steampunk/aetherpunk heist novella by Olivia and Nicholas Atwater that the host argues could very well revive the genre and, more practically, furnishes game masters with a trove of tabletop-ready ideas. The authors recount Captain Willi…
The Rise of Neoclouds: Powering the Next Phase of AI
Neoclouds are emerging as a key part of the AI infrastructure ecosystem. Jason Ader, co-group head of technology, media, and communications research at William Blair, discusses what’s driving their rapid growth, how inference and AI agents are expanding demand, and the opportunities and risks that …
11AM Hour: CrowdStrike CEO, Tech Investor Dan Niles & Moderna's Vaccine Data Leak 10/23/26
CrowdStrike CEO George Kurtz joins to discuss the new web security flaw that was uncovered in the software that runs most of the internet. Then, Niles Investment Management Founder Dan Niles joins to discuss his take on tech earnings. Plus, we speak with William Blair analyst Myles Minter about Mod…
Government Shutdown Ends — But the Damage Doesn’t
Ed Elson sits down with Ramit Sethi, host of the “Money For Couples” podcast to unpack the Trump administration’s proposed 50-year mortgage. Then, Dylan Carden, Senior Analyst at William Blair, joins the show to break down On Running’s earnings and whether the company poses a threat to Nike. Finall…
Monthly Macro: Midterms, Markets, and What Comes Next
William Blair macro analyst Richard de Chazal looks beyond the political headlines to examine what the midterm elections could mean for policy, interest rates, and markets, and where the results could matter most for investors.
*This episode was recorded Friday, October 23, 2026
AI Infrastructure: What to Expect as Data Centers Head to the Ballot Box
William Blair’s macro analyst Richard de Chazal and partner and group head of global services Tim Mulrooney discuss how growing political scrutiny of data centers could affect the AI infrastructure buildout as the midterm elections approach.
AI Infrastructure (Part 2): Powering the AI Buildout
William Blair macro analyst Richard de Chazal and Jed Dorsheimer, group head of energy and power technologies research, discuss how the political and policy landscape is shaping the power, permitting, and infrastructure needed to support the AI buildout.
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