EPISODE · Jul 2, 2026 · 26 MIN
Monthly Macro: AI Booms, Inflation Bites, Fed Shifts
from The William Blair Thinking Podcast
William Blair macro analyst Richard de Chazal discusses how the Iran conflict, AI-driven investment themes from William Blair’s 46th Growth Stock Conference, persistent inflation pressures, and Kevin Warsh’s early approach as Fed chair are shaping the macro outlook for the second half of 2026.
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Monthly Macro: AI Booms, Inflation Bites, Fed Shifts
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