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
David Vernon: The Sky is the Limit
Senior North America Airlines and Transports Analyst David Vernon joins host Diana Wood on the podcast. In this episode, we take a step back in time and discuss the history of airlines economics and …
00:40:20 |
Tue 12 Nov 2024
Eve Burstein: Prescription For Progress
US Life Science Tools & Diagnostics Analyst Eve Burstein joins host Sid Malkani on the podcast this week to discuss the building blocks for helping develop novel therapies and screening for diseases.…
00:26:51 |
Tue 29 Oct 2024
Mark Shmulik: Google, The Search is Over
US Internet Analyst Mark Shmulik joins host Sid Malkani this week to discuss all things Google. We discuss the rise of Google and its place in the internet hierarchy, the evolution of search, and the…
01:07:04 |
Tue 15 Oct 2024
Mark Li: Tech Byte
Global Semiconductors Analyst Mark Li joins us on the podcast this week from Hong Kong. Hosted by Richard Moffat, we touch on Moore’s law, supply and demand in the semiconductors industry, and drill …
00:25:58 |
Tue 01 Oct 2024
Nadine Sarwat: The Kids Are Alright?
Nadine Sarwat (Bernstein’s North America Alcoholic Beverages & Cannabis Analyst) is back on the podcast with host Diana Wood, this time to discuss the behavioural trends of Gen-Z and Gen-Alpha. Acco…
00:30:57 |
Tue 17 Sep 2024
Neil Beveridge: The Energy Shift
This week, Neil Beveridge, who covers APAC energy and global energy storage, joins host Richard Moffat. We start with a top-down view of energy commodity prices in the next five years and then move o…
00:22:15 |
Tue 03 Sep 2024
Danilo Gargiulo: Burger Wars
What makes a good restaurant? What does today’s grocery deflation mean for eating out? US Restaurant Analyst Danilo Gargiulo joins host Sid Malkani on the podcast this week to discuss all things food…
00:26:26 |
Tue 20 Aug 2024
Will Pickering: The Antidote to Ageing
Will Pickering, Bernstein’s Senior US SMID Cap Biotech Analyst, joins Diana Wood on the podcast this week to discuss a highly topical subject: the quest for longevity. We discuss the question that ma…
00:27:44 |
Tue 06 Aug 2024
Sara Russo: Specialisation in Semis
Join host Sid Malkani as we welcome back EU Semiconductors Analyst Sara Russo to the podcast. We cover the overall value chain, and where value is being generated, as well as leaders in the space. Pl…
00:33:05 |
Tue 23 Jul 2024
Luca Solca: The 10 Rules of Brand Exclusivity
What makes a brand desirable? How do market leaders command such high price points? How do AI and social media play into the luxury landscape? Host Diana Wood speaks to Global Luxury Goods Analyst Lu…
00:28:54 |
Mon 08 Jul 2024
Qingyuan Lin: Survive to Thrive
China Semiconductors Analyst Qingyuan Lin joins host Richard Moffat to break down the Chinese semiconductor industry, looking at the areas of strength and growth. We touch on how fast China has been …
00:22:28 |
Tue 25 Jun 2024
Doug Harned: Fasten Your Seatbelts
This week, Senior US Aerospace & Defense Analyst Doug Harned joins Diana Wood to discuss the role of aviation safety by looking at the performance of the two biggest players in the market – Boeing an…
00:28:47 |
Tue 11 Jun 2024
Jay Huang: Robots Among Us
Global Industrial Technology Analyst Jay Huang joins us for a discussion on automation technology and the new wave of machine mission and learning. We touch on reinforcement learning technology and t…
00:24:23 |
Tue 28 May 2024
Chad Dillard: Revenge of the Physical World
Senior US Construction & Machinery Analyst Chad Dillard joins host Sid Malkani this week. With the last 10 years characterised by building out the digital world, we focus on the next 10 years: moving…
00:20:54 |
Tue 14 May 2024
Stacy Rasgon: AI Pixie Dust
Senior US Semiconductor Analyst Stacy Rasgon joins us once again with host Diana Wood to provide an update on where things stand in the world of semis in the context of AI. We touch on Sam Altman’s p…
00:26:51 |
Tue 30 Apr 2024
Will Woods: The Fashion Chameleon
European Retail Analyst Will Woods joins us back on the podcast this week with host Richard Moffat to discuss the future of fashion. We discuss industry growth, challenges and the term ‘fashion chame…
00:28:00 |
Tue 16 Apr 2024
Nadine Sarwat: It’s (Still) 5 O’clock Somewhere
US Alcohol and Cannabis Analyst joins us on the podcast again, this time with host Diana Wood. Nadine gives insight into long-term alcohol consumption trends and the cycles within each category, incl…
00:32:03 |
Tue 19 Mar 2024
Lee Hambright: Under the Scalpel
US Medical Devices Analyst Lee Hambright joins host Sid Malkani to discuss the ever-evolving sector of medical devices. With procedures becoming less invasive as diagnostics improve, we discuss two t…
00:22:09 |
Tue 05 Mar 2024
Lisa Clive: You Are What You Eat
European Medtech Analyst Lisa Clive joins host Diana Wood to discuss the psychology and structural forces behind why we eat and what we eat. We delve into how variety affects our health and risk fact…
00:28:00 |
Tue 20 Feb 2024
Euan McLeish: In the Spirit
Join host Richard Moffat in conversation with Asian Beverages & Consumer Analyst Euan McLeish. We cover the socio-economic factors influencing Chinese consumption patterns, from the culture and cache…
00:32:30 |
Tue 06 Feb 2024
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