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
Peter Weed: Under Attack
US Smid-Cap Software Analyst Peter Weed joins host Diana Wood for a discussion on the world of cyber security including what it is, why we need it, and what the growth potential is for this topical s…
00:26:02 |
Tue 23 Jan 2024
Sara Russo: Our World in Chips
Join host Diana Wood in conversation with EU Semiconductors Analyst Sara Russo. We cover the basics, from how a semiconductor works to its daily usage in society. Plus, we delve into the growth trend…
00:32:26 |
Tue 09 Jan 2024
Mark Moerdler: Data is King
Global Software Analyst Mark Moerdler joins host Richard Moffat for this week’s episode. We discuss the long-term future of the software industry including AI and how it is likely to change the compe…
00:34:57 |
Wed 13 Dec 2023
Alex Irving: A Twist of Freight
European Logistics Analyst Alex Irving joins host Diana Wood for a discussion on global trade, from the birth of trade 5000 years ago to the dawn of globalization. We discuss the significance of walr…
00:28:10 |
Tue 28 Nov 2023
Alexia Howard & Trevor Stirling: Food Noise
Primarily designed for diabetes, GLP-1 agonists like Ozempic have made their way into the spotlight due to their ability to reduce hunger cravings, and in turn help with weight loss. Food Packaging A…
00:29:54 |
Tue 14 Nov 2023
Robin Zhu: Game On
With China emerging as world-leading in various spaces, China Internet and Japanese Video Gaming Analyst Robin Zhu joins us from Hong Kong to discuss the internet – including Japanification of the se…
00:27:53 |
Tue 31 Oct 2023
Alexia Howard: Who Moved My Cheese?
Food Packaging Analyst Alexia Howard joins host Sid Malkani to discuss the relationship between food brands, retailers and manufacturers, and how the industry will continue to evolve. We delve into t…
00:29:01 |
Tue 17 Oct 2023
Strategic Decisions Conference: Live
Hosts Diana Wood and Richard Moffat join us for an exclusive episode, live from the floor of our 20th Pan-European Strategic Decisions Conference. They discuss research insights and highlights heard …
00:19:11 |
Tue 03 Oct 2023
Lisa Clive: Dr. AI Will See You Now
European Medtech Analyst Lisa Clive joins host Diana Wood to discuss the role of AI in healthcare, and how companies can turn this technology into a competitive advantage. We take a specific look at …
00:31:41 |
Tue 19 Sep 2023
Bob Brackett: The Green Wolf is at The Door
US Energy & Global Natural Resource Analyst Bob Brackett joins host Sid Malkani for a discussion on energy transition. Likely to be one of the biggest investment cycles that the world has ever embark…
00:35:07 |
Tue 05 Sep 2023
Mark Shmulik: The Right Kind of ‘Wow’
US Internet Analyst Mark Shmulik breaks down why recurring utility – not the ‘wow’ factor – dictates disruption in consumer technologies. From ChatGPT to the invention of Uber, Mark and host Diana Wo…
00:27:46 |
Tue 22 Aug 2023
Richard Clarke: Friday, I’m in Lodz
Has the rise of Zoom hurt the travel industry? Absolutely not. With travel season upon us and hybrid working now mainstream, Global Hotels & Leisure Analyst Richard Clarke joins host Sid Malkani to d…
00:30:43 |
Tue 08 Aug 2023
Stacy Rasgon: AI’s Endless Summer
At a time many experts are describing as the golden age of AI, Boston-based Diana Wood hosts US Semiconductor Analyst Stacy Rasgon for our latest discussion. Stacy delves into the technology behind g…
00:25:48 |
Tue 25 Jul 2023
Will Woods: The Retailer’s Paradox
European General & Food Retail Analyst Will Woods joins host Richard Moffat for Episode 2. Here, Will highlights the longer shelf-life trends of global retail, touching on the ceiling for online pene…
00:26:23 |
Tue 11 Jul 2023
Nadine Sarwat: Confessions of a Sin Analyst
In our first episode, host Richard Moffat speaks to US Alcohol and Cannabis Analyst Nadine Sarwat. Nadine gives her brilliant insight into the alcohol and cannabis sectors, and what the future holds …
00:24:11 |
Tue 27 Jun 2023
In the Know with Bernstein Research
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 o…
00:01:11 |
Mon 05 Jun 2023
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