In the Know
In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals.
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- Update frequency
- every 14 days
- Average duration
- 29 minutes
- Episodes
- 56
- Years Active
- 2023 - 2025
Maria Meita: Is the Luxury Playbook Broken?
Global Luxury Goods Analyst Maria Meita joins host Patrick Robinson on the podcast this week to discuss the luxury industry, and its perfect storm of macro weakness, negative price elasticity and lac…
00:23:54 |
Tue 02 Sep 2025
Danilo Gargiulo: Starbucks, The Bitter Truth
US Restaurants Analyst Danilo Gargiulo joins host Diana Wood on the podcast this week to discuss American multinational coffee chain Starbucks. We debate the brand’s degeneration – from how Starbucks…
00:34:48 |
Tue 19 Aug 2025
Will Woods: Inditex, The Rise of Zara
With this year marking Zara’s 50th birthday, European Retail Analyst Will Woods joins host Richard Moffat to discuss Inditex – which has grown into one of Europe’s largest public companies. We delve …
00:27:05 |
Tue 05 Aug 2025
Bob Brackett: The Global Nuclear Renaissance
US Energy & Global Natural Resource Analyst Bob Brackett joins us back on the podcast this week alongside host Diana Wood to discuss all things Nuclear.
As we undergo a massive energy transition, mov…
00:29:21 |
Tue 22 Jul 2025
Richard Clarke: Digital Doormen – AI and the Guest Experience
Imagine a hotel experience where you can select your exact room, pay more for a specific pillow, specify the amount of towels you will need – and the price you pay is adjusted accordingly. For our la…
00:27:55 |
Tue 08 Jul 2025
Doug Harned: America’s ‘Golden Dome’ Explained
Global Aerospace & Defense Analyst Doug Harned joins host Diana Wood on the podcast to provide his perspective on the new Golden Dome, a proposed multi-layer defense system for the United Stares desi…
00:30:50 |
Tue 24 Jun 2025
Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 2)
US Internet Analyst Mark Shmulik returns with Sid Malkani for the second part of our two-part episode on Meta Platforms. This time, we look into Meta’s competition and how they ensure content creator…
00:36:55 |
Wed 11 Jun 2025
Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 1)
US Internet Analyst Mark Shmulik joins host Sid Malkani for a two-part episode on multinational technology company Meta Platforms, consisting of Facebook, Instagram, WhatsApp, Messenger – and most re…
00:32:24 |
Tue 27 May 2025
Nadine Sarwat: Spirits vs. ‘Tariff Man’
Nadine Sarwat (Bernstein’s American & European Beverages Analyst) joins host Diana Wood for a discussion on deglobalization, considered an investment controversy across all sectors. Distillers are at…
00:35:12 |
Tue 13 May 2025
Mark Moerdler: Oracle, The Cloud Transition
Global Software Analyst Mark Moerdler joins host Diana Wood to discuss multinational computer technology company, Oracle. We take a look into their story, looking into their transition to the Cloud a…
00:33:42 |
Wed 30 Apr 2025
Alexia Howard: Additives Included
Food Packaging Analyst Alexia Howard joins host Diana Wood on the podcast this week for a deep dive into food additives and dyes. Used to enhance flavour, appearance and/or to extend shelf life, some…
00:28:25 |
Tue 15 Apr 2025
Neil Beveridge: CATL, The Road to Battery Market Dominance
Neil Beveridge, APAC Oil, Gas & Energy Storage Analyst joins Diana Wood on the podcast this week to discuss CATL, a global leader in new energy innovative technologies and the largest battery maker t…
00:27:17 |
Wed 02 Apr 2025
Zhihan Ma: Costco, Welcome to the Club
US Retailing Analyst Zhihan Ma joins host Sid Malkani this week to unpack multi-billion dollar global retailer Costco, self-described as a “membership warehouse club” and operating in 14 countries.
We…
00:43:34 |
Tue 18 Mar 2025
Boris Van: Entering the Gilded Age of Chinese Travel
Senior Technology Analyst Boris Van joins Richard Moffat on the podcast this week to discuss the Chinese travel market. As Chinese consumers shift their rapidly growing disposable income towards expe…
00:28:00 |
Tue 04 Mar 2025
Bob Brackett: The Super Cycle of Gas
US Energy & Global Natural Resource Analyst Bob Brackett joins host Diana Wood to walk us through his bullish view on the natural gas market. We discuss the two demand drivers that are permanently in…
00:26:10 |
Tue 18 Feb 2025
Stacy Rasgon: DeepSeek, Hype vs. Reality
Diana Wood hosts US Semiconductor Analyst Stacy Rasgon for a topical episode surrounding DeepSeek, a Chinese artificial intelligence company who have had an ‘AI mic drop’ moment, causing a major stir…
00:31:07 |
Tue 04 Feb 2025
Nikhil Devnani: Uber, Driving into an Autonomous Future
Once the hottest start-up and a notorious cash-burn business, Uber has now emerged as a scaled and profitable Internet platform. US Internet Analyst Nikhil Devnani joins host Sid Malkani on the podca…
00:54:21 |
Tue 21 Jan 2025
Alexia Howard: Recipe for Change
Food Packaging Analyst Alexia Howard joins host Diana Wood on the podcast this week to discuss the potential implications of Make America Healthy Again on the packaged food industry. We look at Rober…
00:29:04 |
Tue 07 Jan 2025
Eunice Lee: Car Club
This week, our Asian Autos Analyst Eunice Lee joins us from Hong Kong to discuss electric vehicles with host Richard Moffat. We discuss rising EV penetration in the Chinese market, self-driving tech,…
00:28:31 |
Tue 10 Dec 2024
Nadine Sarwat: The Future of US Whiskey
This week, Nadine Sarwat (Bernstein’s Americas Alcoholic Beverages & Cannabis Analyst) joins host Diana Wood to look at the future of US whiskey. Nadine starts with a 101 crash course on US whiskey –…
00:32:07 |
Tue 26 Nov 2024
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