EPISODE · Aug 5, 2025 · 27 MIN
Monthly Macro: Tariffs, Tokens, and Smidcaps
from The William Blair Thinking Podcast
William Blair macro analyst Richard de Chazal dissects July’s economic surprises—from noisy GDP data and sticky inflation to the disruptive rise of stablecoins and a renewed case for small- and mid-cap stocks. This episode was recorded on August 1, 2025.
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Monthly Macro: Tariffs, Tokens, and Smidcaps
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